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Open Text Stock Symbol: OTEX-T

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Last Price Recorded: $42.5600 on 2017-10-20

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Date Signal Expert Opinion Price
2017-10-06 TOP PICK John Zechner

After the last quarter, this came under a little pressure. The stock has a great, long term growth story. A lot of software companies have got a hard time migrating from the old “sell a license” to Cloud-based businesses where they have recurring revenue. This company has done it. Dividend yield of 1.6%. (Analysts’ price target is $40.)


Price:
$41.700
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-09-27 TOP PICK Norman Levine

This is in the enterprise software business. It is a consolidator, buying up competitors and companies such as itself, and growing their earnings. Their latest quarter was only so-so, and the market has taken it out on them and driven the stock down to what he thinks are bargain levels. Dividend yield of 1.7%. (Analysts’ price target is $40.)


Price:
$39.470
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-09-27 BUY Alex Ruus

In recent years, this has been a bit of a consolidator in the industry, and has some very strong niches. He doesn’t own this, but is something he would look at.


Price:
$39.470
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2017-09-26 COMMENT Lyle Stein

Recently bought this. Had been looking at names that were unduly hurt or had not participated in this big rally, and this one was a screaming opportunity. Had some struggles lately, as the market is trying to digest its recent acquisitions. They have a bit of a tax issue with respect to the US. A good fundamental company with a reasonable amount of earnings. Their acquisition makes sense and will allow them to continue to grow.


Price:
$38.840
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-09-18 BUY Jason Del Vicario

A Canadian success story. They’ve done a great job of increasing shareholder wealth over the long-term. It meets his criteria of being a high ROE generator, and have done it for an extended period of time. They’re off their 52-week high, so this would be a reasonable level to initiate or add to a position.


Price:
$39.500
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-11 BUY Darren Sissons

TSX Infotech sector? He would look at this and CGI Group (GIB.A-T). This one has 3 main verticals. Perhaps a little bit of a challenge is that the CEO has done a few too many acquisitions, too quickly, back to back. Pays a dividend. This has performed really well and has sold off fairly recently. A fairly decent entry point here.


Price:
$39.180
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-08-28 HOLD Bruce Campbell (1)

For 3 to 5 years it will probably be okay.  It is European originated where there is better growth.  He thinks they should be doing better.  Given where it is now it is a hold.  He owns US techs.


Price:
$39.780
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-08-22 BUY Peter Hodson

He likes the company.  It gets a lower valuation because a lot of them have been taken out.  OTEX-T is one of the last ones left in the space.  Their acquisition record has been phenomenal.  They have a good balance sheet and a good risk profile.  As they grow the market multiple should grow.  Their track record of earnings had problems in the past.


Price:
$40.700
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-08-21 TOP PICK David Driscoll

Competes with IBM on business management software.  Artificial Intelligence, data mining and cyber security come into the picture. It is a cheap stock at a price that is worth getting into.  They are becoming a game changer.  (Analysts’ target: $40.00).


Price:
$40.290
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2017-08-18 HOLD Norman Levine

A Software stock that he has owned for some time.  They are a consolidator, merging in companies and taking their costs out.  It was a buying opportunity when they slipped off after a bad quarter.


Price:
$40.190
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-08-11 BUY on WEAKNESS Darren Sissons

Open Text (OTEX-T) or CGI Group (GIB.A-T)? These are in different businesses. The New CEO on this has to pay more for acquisitions because they are bigger, which is needed to move the needle. Because of this, the company now carries more debt. They have a dividend, which CGI does not. He likes the company here, but if you can get it a little lower it would be alright. Periodically this stumbles, and you can pick it up.


Price:
$40.460
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-08-08 TOP PICK Lyle Stein

The stock has fallen. They made some acquisitions, and feels the market is concerned that the steady progression of cash might not quite be as steady as they go through the digestion of these acquisitions. He likes that they can grow and that it trades at a multiple of earnings, not a multiple of cash flow, revenues, etc. Likes the stability and the growth by acquisition. Dividend yield of 1.5%. (Analysts’ price target is $40.)


Price:
$41.550
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-11 BUY Brian Acker, CA

Historically, this is a volatile stock, and its earnings seem to be lumpy. It closed at $40.54, and he has a model price of $54.49, a 37% upside. A perfect example of a trader. If you are a trader, you take your gains and look elsewhere.


Price:
$40.830
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-06-30 HOLD Hap (Robert) Sneddon FCSI

When he sees a stock drop 10%, he wonders if he’s on the right track. Things are still lining up for this. His indicators are right at the 0 line so he is expecting it to turn up. Has not sold any of his holdings. If you don’t see this participating in the next few weeks, there might be better places to put your money, but he thinks a long-term trend of the stock is still really good.


Price:
$40.930
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
BULLISH
Owned:
Yes
2017-06-28 COMMENT Jason Mann

This is one he generally likes. It typically goes through a cycle where they miss on an earnings report. It hasn’t been caught up as much in this growth FANG thing. Valuation has been hurt a little by recent misses. Trading around 35X earnings and at 8.5X ROE and 16X EV to EBITDA.


Price:
$40.910
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
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