Stock price when the opinion was issued
Promised a lot, and if they can deliver it will be a great investment. That proof is still in the pudding. Doesn't have a strong opinion on whether management is capable of delivering. He agrees that market's lost confidence in its M&A ability. Expectations are quite low, so it would be easy to do well. A solid hold.
That's a question every company should be asking. It takes a long time for technology to disrupt an industry. OTEX has to keep investing to stay relevant, and AI might be an opportunity. Not particularly high growth, but they chalk up free cashflow. Buys back 10% of shares every year.
It made an acquisition which the market didn't like and the stock has fallen significantly. It is a growth by acquisition company and tends to have bumpy revenue post acquisition. He thinks it is under-priced here and there is more upside, but it is a show-me story.