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236
Open Text (OTEX-T)

Last Price Recorded: $41.7900 on 2018-01-15

ON STOCKCHASE SINCE Apr 2001

search tools. Revenues from licence fees.

computer software/processing
236
Open Text (OTEX-T)

Last Price Recorded: $41.7900 on 2018-01-15

ON STOCKCHASE SINCE Apr 2001

search tools. Revenues from licence fees.

computer software/processing

Open Text


Signal Opinion Expert
WATCH
Open Text(OTEX-T) 

January 8, 2018

He was researching it in the last couple of weeks.  See Top Picks.  They have done a good job of growing by acquisition.  They should improve as they integrate these acquisitions.  The big game changer is announcing of more deals.  He likes the name.  You have to trade in and out of it.  Wait for it to pull back over the next couple of quarters.

computer software/processing

He was researching it in the last couple of weeks.  See Top Picks.  They have done a good job of growing by acquisition.  They should improve as they integrate these acquisitions.  The big game changer is announcing of more deals.  He likes the name.  You have to trade in and out of it.  Wait for it to pull back over the next couple of quarters.

computer software/processing
James Telfser

Partner & Portfolio Manager, Aventine Management ...

PricePrice
$42.160
Owned Owned
No

TOP PICK
Open Text(OTEX-T) 

January 5, 2018

This reported in November and sales were up 20% and earnings were up 21%. Free cash flow is huge at $500 million on a 4th quarter trailing basis. ROE of 16% and is forecast to rise to 18.6% for the June 30 year-end. Dividend yield of 1.5%. (Analysts' price target is $40.)

computer software/processing

This reported in November and sales were up 20% and earnings were up 21%. Free cash flow is huge at $500 million on a 4th quarter trailing basis. ROE of 16% and is forecast to rise to 18.6% for the June 30 year-end. Dividend yield of 1.5%. (Analysts' price target is $40.)

computer software/processing
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$42.570
Owned Owned
Yes

BUY
Open Text(OTEX-T) 

December 28, 2017

A software stock that had been left behind because of a couple of acquisitions.  It is up nicely today because of a surprise announcement that it will be added to the TSX-60 index.  Historically these stocks go up a couple more percent and stay there after being added to the TSX-60.

computer software/processing

A software stock that had been left behind because of a couple of acquisitions.  It is up nicely today because of a surprise announcement that it will be added to the TSX-60 index.  Historically these stocks go up a couple more percent and stay there after being added to the TSX-60.

computer software/processing
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$44.660
Owned Owned
Unknown

BUY
Open Text(OTEX-T) 

December 4, 2017

He does not have a large position.  It is a neutral size (3%).  He is looking for technical strength before adding or he might exit if it showed weakness.  They are digesting recent acquisitions.  This is at a reasonable level to enter a position.  On a long term they have a good track record and is the kind of company they like to own.

computer software/processing

He does not have a large position.  It is a neutral size (3%).  He is looking for technical strength before adding or he might exit if it showed weakness.  They are digesting recent acquisitions.  This is at a reasonable level to enter a position.  On a long term they have a good track record and is the kind of company they like to own.

computer software/processing
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$40.940
Owned Owned
Yes

BUY
Open Text(OTEX-T) 

December 1, 2017

He would own it.  He recently acquired it.  There are not a lot of tech stocks in Canada.  It is a good cash generator and you don’t pay a lot for it.  It has stability.  They are a consolidator for smaller tech companies.  He really likes the name.

computer software/processing

He would own it.  He recently acquired it.  There are not a lot of tech stocks in Canada.  It is a good cash generator and you don’t pay a lot for it.  It has stability.  They are a consolidator for smaller tech companies.  He really likes the name.

computer software/processing
Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment M...

PricePrice
$41.160
Owned Owned
Yes

WATCH
Open Text(OTEX-T) 

December 1, 2017

Great story but it's forming a base right now, there is nothing wrong with that, but he likes to buy on breakout, but depending on your style, you can buy at the bottom of the base. He would never buy at the top of the base since it hasn’t proven breakout yet. It’s not bad, buy at a breakout or buy at the bottom of the base if you are patient.

computer software/processing

Great story but it's forming a base right now, there is nothing wrong with that, but he likes to buy on breakout, but depending on your style, you can buy at the bottom of the base. He would never buy at the top of the base since it hasn’t proven breakout yet. It’s not bad, buy at a breakout or buy at the bottom of the base if you are patient.

computer software/processing
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$41.160
Owned Owned
Unknown

BUY
Open Text(OTEX-T) 

November 28, 2017

Right around October to January of each year, the stock has moved up. Currently, the chart shows a nice base has been formed and it is testing its all-time high, and there is good reason it is going to break that very shortly. Seasonally, this looks very good right through until the end of January, when you might want to take some profits.

computer software/processing

Right around October to January of each year, the stock has moved up. Currently, the chart shows a nice base has been formed and it is testing its all-time high, and there is good reason it is going to break that very shortly. Seasonally, this looks very good right through until the end of January, when you might want to take some profits.

computer software/processing
Don Vialoux

Research Analyst, TimingTheMarket.CA &...

PricePrice
$42.380
Owned Owned
Unknown

COMMENT
Open Text(OTEX-T) 

November 23, 2017

Shows a nice uptrend with a little bit of a breakdown. Not enough buying power to make a higher high. He is neutral on this. The price action does not look like it will make a higher high. Not bearish yet.

computer software/processing

Shows a nice uptrend with a little bit of a breakdown. Not enough buying power to make a higher high. He is neutral on this. The price action does not look like it will make a higher high. Not bearish yet.

computer software/processing
William Chin

Portfolio manager, Caldwell Investment ...

PricePrice
$41.770
Owned Owned
Unknown

TOP PICK
Open Text(OTEX-T) 

November 22, 2017

A market consolidator in business software, helping large businesses organize information, storing it and retrieving it. Their acquisition policy is buying up competitors. Did a couple of acquisitions earlier this year, and the market is waiting to see how those work out. Dividend yield of 1.6%. (Analysts’ price target is $40.)

computer software/processing

A market consolidator in business software, helping large businesses organize information, storing it and retrieving it. Their acquisition policy is buying up competitors. Did a couple of acquisitions earlier this year, and the market is waiting to see how those work out. Dividend yield of 1.6%. (Analysts’ price target is $40.)

computer software/processing
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$41.950
Owned Owned
Yes

COMMENT
Open Text(OTEX-T) 

November 7, 2017

Basically, a growth by acquisition story. Organic growth is not great. It doesn't trade at an expensive multiple. Doesn't feel this is anything unique, which is why it doesn't garner a high multiple. Would prefer something like Descarte (DSG-T).

computer software/processing

Basically, a growth by acquisition story. Organic growth is not great. It doesn't trade at an expensive multiple. Doesn't feel this is anything unique, which is why it doesn't garner a high multiple. Would prefer something like Descarte (DSG-T).

computer software/processing
Veronika Hirsch

Chief Investment Officer, Arrow Capital...

PricePrice
$43.060
Owned Owned
Unknown

HOLD
Open Text(OTEX-T) 

November 6, 2017

This has been a winner. They tend to do the rollup acquisition strategy very well. A lot of software companies have had a hard time migrating from the old license business, to the Cloud business, and this company has done that exceptionally well. They've broadened their product offering as well as their marketing scope. Has a lot of joint venture arrangements. Not that expensive, trading at 10 or 11 times operating cash flow.

computer software/processing

This has been a winner. They tend to do the rollup acquisition strategy very well. A lot of software companies have had a hard time migrating from the old license business, to the Cloud business, and this company has done that exceptionally well. They've broadened their product offering as well as their marketing scope. Has a lot of joint venture arrangements. Not that expensive, trading at 10 or 11 times operating cash flow.

computer software/processing
John Zechner

Chairman, J. Zechner & Assoc...

PricePrice
$43.530
Owned Owned
Yes

TOP PICK
Open Text(OTEX-T) 

October 6, 2017

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.)

computer software/processing

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.)

computer software/processing
John Zechner

Chairman, J. Zechner & Assoc...

PricePrice
$41.700
Owned Owned
Yes

TOP PICK
Open Text(OTEX-T) 

September 27, 2017

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.)

computer software/processing

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.)

computer software/processing
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$39.470
Owned Owned
Yes

BUY
Open Text(OTEX-T) 

September 27, 2017

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.

computer software/processing

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.

computer software/processing
Alex Ruus

Portfolio Manager, Arrow Capital Manage...

PricePrice
$39.470
Owned Owned
No

COMMENT
Open Text(OTEX-T) 

September 26, 2017

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.

computer software/processing

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.

computer software/processing
Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment M...

PricePrice
$38.840
Owned Owned
Yes

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