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Open Text (OTEX-T)

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computer software/processing

Open Text
OTEX-T

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Signal	Opinion	Expert
BUY	Open Text(OTEX-T) November 14, 2018 Canada's most successful software company. They sell mainly to businesses. They continue to make acquisitions. Well-run, with a CEO who believes he can triple the company. computer software/processing 0 0 0 0 0 0 comments	Canada's most successful software company. They sell mainly to businesses. They continue to make acquisitions. Well-run, with a CEO who believes he can triple the company. computer software/processing 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $43.330 Owned Unknown

PAST TOP PICK	Open Text(OTEX-T) November 8, 2018 (A Top Pick Nov 22/17, Up 7%) Enterprise software and consolidator. They are doing a good job. He met last week with them. He would have them run any business and buy shares. It is a long term hold for him. computer software/processing 0 0 0 0 0 0 comments	(A Top Pick Nov 22/17, Up 7%) Enterprise software and consolidator. They are doing a good job. He met last week with them. He would have them run any business and buy shares. It is a long term hold for him. computer software/processing 0 0 0 0 0 0 comments Norman Levine Managing D, Portfolio Management... Price $43.850 Owned Yes
BUY on WEAKNESS	Open Text(OTEX-T) November 2, 2018 They reported earnings yesterday. He thinks it is a great company and one should add at $39.73 to any holdings. He is not worried about the recent sell off in the entire tech space. computer software/processing 0 0 0 0 0 0 comments	They reported earnings yesterday. He thinks it is a great company and one should add at $39.73 to any holdings. He is not worried about the recent sell off in the entire tech space. computer software/processing 0 0 0 0 0 0 comments Brian Acker, CA Chief Exec, Acker Finley Inc.... Price $43.510 Owned No
BUY on WEAKNESS	Open Text(OTEX-T) October 23, 2018 He is looking at the name more closely. It is on the leading edge of technology and cloud. He likes it. Doesn’t look too expensive. computer software/processing 0 0 0 0 0 0 comments	He is looking at the name more closely. It is on the leading edge of technology and cloud. He likes it. Doesn’t look too expensive. computer software/processing 0 0 0 0 0 0 comments Andrew Pink Portfolio , LDIC... Price $45.040 Owned No
HOLD	Open Text(OTEX-T) October 19, 2018 It is not very expensive on a valuation. They are still growing through acquisition. Is probably quite safe at these levels. computer software/processing 0 0 0 0 0 0 comments	It is not very expensive on a valuation. They are still growing through acquisition. Is probably quite safe at these levels. computer software/processing 0 0 0 0 0 0 comments Bryden Teich Portfolio , Avenue Investment Ma... Price $44.590 Owned No
TOP PICK	Open Text(OTEX-T) October 15, 2018 Technology is one of the really good areas. These guys are always good at acquisitions. They spent a lot of time on organic growth in the last year. They have a fantastic balance sheet. These guys are always takeout candidates. (Analysts’ target: $57.54). computer software/processing 0 0 0 0 0 0 comments	Technology is one of the really good areas. These guys are always good at acquisitions. They spent a lot of time on organic growth in the last year. They have a fantastic balance sheet. These guys are always takeout candidates. (Analysts’ target: $57.54). computer software/processing 0 0 0 0 0 0 comments Hap (Robert) Sn Chief Port, Castlemoore Inc.... Price $44.310 Owned Yes
PAST TOP PICK	Open Text(OTEX-T) October 12, 2018 (A Top Pick August 21/17, Up 15%) Had been trading at a low multiple. Probably will pay down debt and get ready for the next acquisition. He has a small position. computer software/processing 0 0 0 0 0 0 comments	(A Top Pick August 21/17, Up 15%) Had been trading at a low multiple. Probably will pay down debt and get ready for the next acquisition. He has a small position. computer software/processing 0 0 0 0 0 0 comments David Driscoll President , Liberty Internationa... Price $45.330 Owned Yes
HOLD	Open Text(OTEX-T) October 9, 2018 Tech sector down in the US from its June peak and that translate into some Canadian companies in the sector like this one. They are due for another acquisition in his opinion. They are taking a new approach now with the new CEO focusing on return on invested capital. Very good long-term capital allocator. (Analysts’ price target is $57.00) computer software/processing 0 0 0 0 0 0 comments	Tech sector down in the US from its June peak and that translate into some Canadian companies in the sector like this one. They are due for another acquisition in his opinion. They are taking a new approach now with the new CEO focusing on return on invested capital. Very good long-term capital allocator. (Analysts’ price target is $57.00) computer software/processing 0 0 0 0 0 0 comments James Telfser Partner & , Aventine Management ... Price $46.050 Owned Yes
TOP PICK	Open Text(OTEX-T) September 27, 2018 It reminds him of Constellation Software. OTEX-T has a long track record of making acquisitions accretive. What has changed is the organic growth side of the business picking up. They have low debt, also. computer software/processing 0 0 0 0 0 0 comments	It reminds him of Constellation Software. OTEX-T has a long track record of making acquisitions accretive. What has changed is the organic growth side of the business picking up. They have low debt, also. computer software/processing 0 0 0 0 0 0 comments Kash Pashootan Sr. VP & P, First Avenue Advisor... Price $50.190 Owned Yes
PAST TOP PICK	Open Text(OTEX-T) September 25, 2018 (A Top Pick September 27, 2017. Up 27%). This was out of favour when he bought it. It was down because it grows by acquisition. It bit off a couple of big acquisitions and the market was unsure how well it could manage them. As it turned out, they did well. computer software/processing 0 0 0 0 0 0 comments	(A Top Pick September 27, 2017. Up 27%). This was out of favour when he bought it. It was down because it grows by acquisition. It bit off a couple of big acquisitions and the market was unsure how well it could manage them. As it turned out, they did well. computer software/processing 0 0 0 0 0 0 comments Norman Levine Managing D, Portfolio Management... Price $49.190 Owned Yes
BUY	Open Text(OTEX-T) September 24, 2018 Likes it, but their financials are noisy after a recent purchase. Their chart has been bouncing around, but he sees this as an opportunity. Managers have increased shareholder value in recent years. He continues these managers to continue to execute well through organic growth and acquisition. computer software/processing 0 0 0 0 0 0 comments	Likes it, but their financials are noisy after a recent purchase. Their chart has been bouncing around, but he sees this as an opportunity. Managers have increased shareholder value in recent years. He continues these managers to continue to execute well through organic growth and acquisition. computer software/processing 0 0 0 0 0 0 comments Jason Del Vicar Portfolio , HollisWealth... Price $49.170 Owned Yes
HOLD	Open Text(OTEX-T) September 19, 2018 He is a happy shareholder of this one. He bought it because it had lagged the whole software cycle in the beginning. They made an acquisition that caused the stock to tumble – they saw that as an opportunity at $40. He would not be adding to his position at this value, but expects future valuation appreciation. computer software/processing 0 0 0 0 0 0 comments	He is a happy shareholder of this one. He bought it because it had lagged the whole software cycle in the beginning. They made an acquisition that caused the stock to tumble – they saw that as an opportunity at $40. He would not be adding to his position at this value, but expects future valuation appreciation. computer software/processing 0 0 0 0 0 0 comments Lyle Stein Sr. Portfo, Vestcap Investment M... Price $49.410 Owned Yes
HOLD	Open Text(OTEX-T) September 18, 2018 This has been a continuous grower and the business has been solid for the past few years. This is a stock that will let you sleep well at night. computer software/processing 0 0 0 0 0 0 comments	This has been a continuous grower and the business has been solid for the past few years. This is a stock that will let you sleep well at night. computer software/processing 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $49.600 Owned Unknown
BUY	Open Text(OTEX-T) September 10, 2018 They have been acquisitive but have not made a large one recently. The discount to the group could close over time. computer software/processing 0 0 0 0 0 0 comments	They have been acquisitive but have not made a large one recently. The discount to the group could close over time. computer software/processing 0 0 0 0 0 0 comments Colin Stewart CEO & Port, JC Clark Investments... Price $50.580 Owned Yes
PAST TOP PICK	Open Text(OTEX-T) August 27, 2018 (Past Top Pick, Feb.15, 2018, Up 15%) They grow by acquisition. They did a great migration to a cloud-based business. Valuations are cheap. Trades at 10x forward earnings and cash flow at 12x earnings. computer software/processing 0 0 0 0 0 0 comments	(Past Top Pick, Feb.15, 2018, Up 15%) They grow by acquisition. They did a great migration to a cloud-based business. Valuations are cheap. Trades at 10x forward earnings and cash flow at 12x earnings. computer software/processing 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $50.460 Owned Yes

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