Open Text
OTEX-T
156 watching
Join the Discussion
Comment Now
About Open Text (OTEX-T)
OpenText Corporation is a Canadian company that develops and sells enterprise information management software.
More at Wikipedia
0
1
0
0
0
Your ReactionSignal
Opinion
Expert
TOP PICK
TOP PICK
November 14, 2019
It is the most amazing stock. They reported a no-surprise quarter. They just made an acquisition. It has recovered really nicely since July. It is a good core holding. It is fairly tightly held. (Analysts’ price target is $63.07)
It is the most amazing stock. They reported a no-surprise quarter. They just made an acquisition. It has recovered really nicely since July. It is a good core holding. It is fairly tightly held. (Analysts’ price target is $63.07)
computer software/processing
PAST TOP PICK
PAST TOP PICK
November 14, 2019
(A Top Pick May 07/19, Up 10%) Recently got a good kick from recent acquisition. Should be able to make decent money on it. Accretive. Still adding to it.
(A Top Pick May 07/19, Up 10%) Recently got a good kick from recent acquisition. Should be able to make decent money on it. Accretive. Still adding to it.
computer software/processing
HOLD
HOLD
November 13, 2019
They development information management software. He has a price target of $44.50 US, which is pretty fairly valued today. It is a leader in enterprise information software.
They development information management software. He has a price target of $44.50 US, which is pretty fairly valued today. It is a leader in enterprise information software.
computer software/processing
BUY
BUY
October 30, 2019
He likes it, but has had a rough time with a proposed takeover of a UK company (https://ca.finance.yahoo.com/news/open-text-weighs-takeover-offer-193049589.html), but many investors bailed on OTEX in reaction. He still likes OTEX's fundamentals.
He likes it, but has had a rough time with a proposed takeover of a UK company (https://ca.finance.yahoo.com/news/open-text-weighs-takeover-offer-193049589.html), but many investors bailed on OTEX in reaction. He still likes OTEX's fundamentals.
computer software/processing
Andrew Pyle
Senior wealth advisor and portfolio manager, The Pyle Group, Scotia Wealth Mgt.
$52.640
Yes
BUY
BUY
October 15, 2019
Sell Fortis and AQN to buy OTEX? AQN is a great utility; they've done a good job growing. He owns Emera in this space. Utilities have done very well until recently when a trade deal looked possible. He'd own OTEX before AQN, because it has generated a higher return on equity historically. Occasionally, OTEX makes a big acquisition to surprise the market in a good way. OTEX is doing more cloud work, which amounts to wider margins.
Sell Fortis and AQN to buy OTEX? AQN is a great utility; they've done a good job growing. He owns Emera in this space. Utilities have done very well until recently when a trade deal looked possible. He'd own OTEX before AQN, because it has generated a higher return on equity historically. Occasionally, OTEX makes a big acquisition to surprise the market in a good way. OTEX is doing more cloud work, which amounts to wider margins.
computer software/processing
BUY
BUY
October 10, 2019
Great company. Very diverse client base globally. Strategic partnership with Google should drive revenue and accelerate organic growth. So they won't have to rely as much on acquisitions to drive growth. Not a high P/E ratio. Very capable acquirer in a fragmented industry.
Great company. Very diverse client base globally. Strategic partnership with Google should drive revenue and accelerate organic growth. So they won't have to rely as much on acquisitions to drive growth. Not a high P/E ratio. Very capable acquirer in a fragmented industry.
computer software/processing
STRONG BUY
STRONG BUY
October 7, 2019
It sells at a reasonable valuation. They run a great company. They buy their rivals and bring them in and increase profitability.
It sells at a reasonable valuation. They run a great company. They buy their rivals and bring them in and increase profitability.
computer software/processing
BUY WEAKNESS
BUY WEAKNESS
October 1, 2019
Has it sold off enough to get in? Phenomenal Canadian company. You can buy this cheaper. $62 is his target. Start buying this in the $40's. His rule is to buy a third at a time.
Has it sold off enough to get in? Phenomenal Canadian company. You can buy this cheaper. $62 is his target. Start buying this in the $40's. His rule is to buy a third at a time.
computer software/processing
TOP PICK
TOP PICK
September 9, 2019
Growth by acquisition strategy. Great migration from license sales to the cloud. Continued great growth. Excess free cash flow pays down the debt. Yield is 1.71%. (Analysts’ price target is $61.57)
Growth by acquisition strategy. Great migration from license sales to the cloud. Continued great growth. Excess free cash flow pays down the debt. Yield is 1.71%. (Analysts’ price target is $61.57)
computer software/processing
BUY
BUY
September 6, 2019
These stocks come back from a sell off. The stock is at a straight line up. Hasn’t really gone over $60, so he would want to see it break through to buy there.
These stocks come back from a sell off. The stock is at a straight line up. Hasn’t really gone over $60, so he would want to see it break through to buy there.
computer software/processing
Elliott Fishman
Director of U.S. and international equity trading, Trading Services Group, Scotia Wealth
$54.750
Unknown
TOP PICK
TOP PICK
September 4, 2019
They boast 100 million users globally with 75% of revenues coming from subscriptions. 95% of business comes outside Canada. That lessens risk.They spend their large cash flow ($6.2 billion in the last 20 years) buying businesses and they do it well. The stock has generated an annual compound rate of return of 13.5% over 20 years, double the TSX. (Analysts’ price target is $61.78)
They boast 100 million users globally with 75% of revenues coming from subscriptions. 95% of business comes outside Canada. That lessens risk.They spend their large cash flow ($6.2 billion in the last 20 years) buying businesses and they do it well. The stock has generated an annual compound rate of return of 13.5% over 20 years, double the TSX. (Analysts’ price target is $61.78)
computer software/processing
COMMENT
COMMENT
September 3, 2019
It's a good play, but has its challenges. The valuation has improved. Doesn't hate it, but doesn't own it.
It's a good play, but has its challenges. The valuation has improved. Doesn't hate it, but doesn't own it.
computer software/processing
Andrew Pyle
Senior wealth advisor and portfolio manager, The Pyle Group, Scotia Wealth Mgt.
$52.790
No
BUY
BUY
August 29, 2019
It is one of the best stocks on the TSX over the last few years. Canadian tech stocks have done well relative to the rest of the Canadian market. There is not much choice amongst the Canadian techs.
It is one of the best stocks on the TSX over the last few years. Canadian tech stocks have done well relative to the rest of the Canadian market. There is not much choice amongst the Canadian techs.
computer software/processing
BUY WEAKNESS
BUY WEAKNESS
August 28, 2019
He does not own it now, but has been in and out. Researchers put them in the category of supply chain digitizing specialists. He would look to buy it near $450. (Analysts’ price target is $62.00)
He does not own it now, but has been in and out. Researchers put them in the category of supply chain digitizing specialists. He would look to buy it near $450. (Analysts’ price target is $62.00)
computer software/processing
TOP PICK
TOP PICK
August 28, 2019
75% of its revenue is recurring. They're highly acquisitive, so they've compounded capital 20% a year for a long time. A long track record. It trades at 11x EBITDA vs. peers 15x. Their last quarter disappointed, but it's now a buying opportunity. For a tech company, it's also defensive: Fortune 500 companies buy their products. Will do well in this environment. (Analysts’ price target is $61.78)
75% of its revenue is recurring. They're highly acquisitive, so they've compounded capital 20% a year for a long time. A long track record. It trades at 11x EBITDA vs. peers 15x. Their last quarter disappointed, but it's now a buying opportunity. For a tech company, it's also defensive: Fortune 500 companies buy their products. Will do well in this environment. (Analysts’ price target is $61.78)
computer software/processing
Comments
01000
© Stockchase Inc.
1
Stock saved to your watch list successfully.View Watch List
