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OTEX-T

It's trading near 52-week highs, though held back a little compared to its peers. This will change given their focus on the cloud and maybe an acqusition. They will grow around 5% organically. They will buy back a lot of stock. Their Google partnership in the cloud holds great potential. Trades at 11x EBITDA vs. 17x peers. (Analysts’ price target is $59.97)

Fine company. They buy companies to grow, paid by excess free cash flow. Low valuation, too. There's good growth; they just struck a partnership with Google.

Their partnership with Google and Mastercard He's followed this many years and once owned it. Their partnership with Google is excellent; Google is number three in the cloud space. This partnership may accelerate OTEX's organic growth which has traditionally been tepid and done through acqusitions. This trades at 14x earnings when the software space is much higher. He likes OTEX.

They've done a really good job on recurring revenue.  Fantastic balance sheet.   Street consensus is BUY. Price target : $60.64