Open Text (OTEX-T) Stock Predictions - Stockchase
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Open Text (OTEX-T)

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Open Text

OTEX-T

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Open Text (OTEX-T) SAVE Feb, 19, 2019, 4:49 pm

49.59 0.11 (0.22%)

About Open Text (OTEX-T)

OpenText Corporation is a Canadian company that develops and sells enterprise information management software. More at Wikipedia

What the experts are saying about OTEX-T



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Signal Opinion Expert
TOP PICK
Open Text(OTEX-T) 

February 15, 2019

A high free cash flow -- about three-quarters of a billion dollars annually. He expects them to continue growing by acquisition. Technically, he sees upside to $55. Yield 1.63%. (Analysts’ price target is $57.54)
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A high free cash flow -- about three-quarters of a billion dollars annually. He expects them to continue growing by acquisition. Technically, he sees upside to $55. Yield 1.63%. (Analysts’ price target is $57.54)
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$49.700
Owned Owned
Yes

COMMENT
Open Text(OTEX-T) 

February 8, 2019

CGI vs Open Text? He would like to own both of these. Having some growth in your portfolio is good -- especially if the economy is going to slow. He likes the yield of Open Text. He likes the predictably of earnings with CGI, so slightly favours it.
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CGI vs Open Text? He would like to own both of these. Having some growth in your portfolio is good -- especially if the economy is going to slow. He likes the yield of Open Text. He likes the predictably of earnings with CGI, so slightly favours it.
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$49.090
Owned Owned
_N/A

BUY
Open Text(OTEX-T) 

February 8, 2019

October to March seasonality. It's moved above its 200-day moving average and has gapped higher. $48 is support and when you can buy and ride it higher.
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October to March seasonality. It's moved above its 200-day moving average and has gapped higher. $48 is support and when you can buy and ride it higher.
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Jon Vialoux

Research A, CastleMoore Inc....

Price Price
$49.090
Owned Owned
Unknown

BUY
Open Text(OTEX-T) 

February 4, 2019

The recurring revenue has been growing. It has had a big basing pattern for a couple of hears. If you own any technology in Canada, this one has to be part of it.
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The recurring revenue has been growing. It has had a big basing pattern for a couple of hears. If you own any technology in Canada, this one has to be part of it.
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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$49.310
Owned Owned
Yes

PARTIAL BUY
Open Text(OTEX-T) 

January 28, 2019

They're about to report. They had a rare test of support at $40 and held. Technicals say buy or hold.
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They're about to report. They had a rare test of support at $40 and held. Technicals say buy or hold.
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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$47.100
Owned Owned
Unknown

COMMENT
Open Text(OTEX-T) 

January 21, 2019

He uses US tech's. There is nothing negative to say about OTEX-T but there is more compelling value in the US. It holds in very well and trades very well. He would not buy this multiple. The company is well run.
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He uses US tech's. There is nothing negative to say about OTEX-T but there is more compelling value in the US. It holds in very well and trades very well. He would not buy this multiple. The company is well run.
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Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$46.440
Owned Owned
No

HOLD
Open Text(OTEX-T) 

January 18, 2019

A software company and a good value stock. He likes it as it grows by acquisition. The market is taking a wait and see on the latest acquisitions, but he thinks the CEO is rock solid.
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A software company and a good value stock. He likes it as it grows by acquisition. The market is taking a wait and see on the latest acquisitions, but he thinks the CEO is rock solid.
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Norman Levine

Managing D, Portfolio Management...

Price Price
$46.870
Owned Owned
Unknown

PAST TOP PICK
Open Text(OTEX-T) 

January 16, 2019

(A Top Pick Feb 20/18, Up 5%) They continue to grow by acquisition. The recent pullback in the tech space creates a great opportunity for them in the space as they have great cash flow going forward. He will look to get back into it over the next six months.
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(A Top Pick Feb 20/18, Up 5%) They continue to grow by acquisition. The recent pullback in the tech space creates a great opportunity for them in the space as they have great cash flow going forward. He will look to get back into it over the next six months.
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$45.760
Owned Owned
No

DON'T BUY
Open Text(OTEX-T) 

January 14, 2019

It tends to get to the end of its seasonal cycle soon. He would hold off because we are ending the seasonal cycle. We are showing some basing here and if it goes up that would be positive.
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It tends to get to the end of its seasonal cycle soon. He would hold off because we are ending the seasonal cycle. We are showing some basing here and if it goes up that would be positive.
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Brooke Thackray

Research A, Horizons ETFs (Canad...

Price Price
$45.470
Owned Owned
Unknown

WATCH
Open Text(OTEX-T) 

January 8, 2019

A longtime great performer. They continue to do acquisitions well. He's up 30-40%. Current levels are reasonable. But under the new CEO they are taking on a lot of debt as they aquire, which is a concern. He wants to see more debt repayment. Dividend will continue to rise. Definitely watch this.
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A longtime great performer. They continue to do acquisitions well. He's up 30-40%. Current levels are reasonable. But under the new CEO they are taking on a lot of debt as they aquire, which is a concern. He wants to see more debt repayment. Dividend will continue to rise. Definitely watch this.
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$44.790
Owned Owned
Yes

BUY
Open Text(OTEX-T) 

January 7, 2019

A very well managed Canadian software company that grows by acquiring others into its platform. You will get consistent growth as a stream of acquisitions comes along. You get it cheap and it has a solid outlook. There is probably 30% upside in a better market environment.
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A very well managed Canadian software company that grows by acquiring others into its platform. You will get consistent growth as a stream of acquisitions comes along. You get it cheap and it has a solid outlook. There is probably 30% upside in a better market environment.
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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$43.570
Owned Owned
Yes

BUY on WEAKNESS
Open Text(OTEX-T) 

January 2, 2019

CGI vs. OTEX He's been watching Open Text and will buy it under $40. They're good at making purchases. He prefers it to CGI which is too high right now.
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CGI vs. OTEX He's been watching Open Text and will buy it under $40. They're good at making purchases. He prefers it to CGI which is too high right now.
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$44.050
Owned Owned
No

PAST TOP PICK
Open Text(OTEX-T) 

December 31, 2018

(A Top Pick Feb 15/18, Up 2%) He still likes it. A good long term growth story. They acquire and then pay down the debt with cash flow.
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(A Top Pick Feb 15/18, Up 2%) He still likes it. A good long term growth story. They acquire and then pay down the debt with cash flow.
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$44.500
Owned Owned
No

PAST TOP PICK
Open Text(OTEX-T) 

December 28, 2018

(A Top Pick Jan 05/18, Up 6%) They continue seeing good opportunities for acquisition. They are also planning on good organic growth. They sold out when the stock began to retrace earlier in Q4, but it is now a good candidate for re-purchase now.
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(A Top Pick Jan 05/18, Up 6%) They continue seeing good opportunities for acquisition. They are also planning on good organic growth. They sold out when the stock began to retrace earlier in Q4, but it is now a good candidate for re-purchase now.
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$44.260
Owned Owned
No

BUY
Open Text(OTEX-T) 

December 20, 2018

There is a group of tech stocks that did not lead in the recent market strength in the US. OTEX-T made a few acquisitions in the year which he thinks were pretty good. The market is sitting back to see where these acquisitions go. He likes management.
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There is a group of tech stocks that did not lead in the recent market strength in the US. OTEX-T made a few acquisitions in the year which he thinks were pretty good. The market is sitting back to see where these acquisitions go. He likes management.
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Norman Levine

Managing D, Portfolio Management...

Price Price
$44.010
Owned Owned
Yes

TOP PICK
Open Text(OTEX-T) 

December 13, 2018

He is comfortable with their ability to integrate their acquisitions. They have a track record of their acquisitions having worked in the past. You get a reasonable dividend. It is a replacement for CSU-T. (Analysts’ price target is $55.92)
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He is comfortable with their ability to integrate their acquisitions. They have a track record of their acquisitions having worked in the past. You get a reasonable dividend. It is a replacement for CSU-T. (Analysts’ price target is $55.92)
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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$45.200
Owned Owned
Yes

BUY
Open Text(OTEX-T) 

December 10, 2018

It is a great company and quite successful. There is concern they will run out of acquisition targets. They say there are about $100 Million in targets. He thinks it is quite attractive.
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It is a great company and quite successful. There is concern they will run out of acquisition targets. They say there are about $100 Million in targets. He thinks it is quite attractive.
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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$44.730
Owned Owned
Unknown

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.
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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.
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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$43.330
Owned 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.
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(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.
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Norman Levine

Managing D, Portfolio Management...

Price Price
$43.850
Owned 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.
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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.
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$43.510
Owned 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. 

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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. 

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Andrew Pink

Portfolio , LDIC...

Price Price
$45.040
Owned 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.

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It is not very expensive on a valuation.  They are still growing through acquisition.  Is probably quite safe at these levels.

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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$44.590
Owned 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).

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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).

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$44.310
Owned 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.

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(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.

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David Driscoll

President , Liberty Internationa...

Price Price
$45.330
Owned 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)

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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)

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James Telfser

Partner & , Aventine Management ...

Price Price
$46.050
Owned 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.

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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.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$50.190
Owned 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.

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(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.

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Norman Levine

Managing D, Portfolio Management...

Price Price
$49.190
Owned 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.

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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.

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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$49.170
Owned 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.  

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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.  

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$49.410
Owned 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.

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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.

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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$49.600
Owned 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.

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They have been acquisitive but have not made a large one recently.  The discount to the group could close over time.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$50.580
Owned 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.

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(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.

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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$50.460
Owned Owned
Yes

TOP PICK
Open Text(OTEX-T) 

August 23, 2018

If you have any kind of big data, whether you are government or big business, this is a player that can help you manage all of that.  Historically they have been very acquisition-focused.  We are seeing some of the fruits of that labour coming to fruition.  (Analysts’ target: $58.07).

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If you have any kind of big data, whether you are government or big business, this is a player that can help you manage all of that.  Historically they have been very acquisition-focused.  We are seeing some of the fruits of that labour coming to fruition.  (Analysts’ target: $58.07).

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$50.820
Owned Owned
Yes

TOP PICK
Open Text(OTEX-T) 

August 13, 2018

An overlooked Canadian tech company. Fantastic blaance sheet. There's organic growth through acqusitions. They've been on the bad side of shorts. Can be volatile, but steady when the market is forthy. Has recommend it before. (Analysts' price target: $58.07)

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An overlooked Canadian tech company. Fantastic blaance sheet. There's organic growth through acqusitions. They've been on the bad side of shorts. Can be volatile, but steady when the market is forthy. Has recommend it before. (Analysts' price target: $58.07)

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$51.250
Owned Owned
Yes

WEAK BUY
Open Text(OTEX-T) 

August 3, 2018

This company has been competing well through good acquisitions and he thinks it is well managed.  Due to a lack of consistency in earnings it tends to keep the valuation multiples pretty low.  This last quarter was great and the forecast looks promising.  He is watching this closely and thinks it is an acquisition target (but has thought so for 10 years).  

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This company has been competing well through good acquisitions and he thinks it is well managed.  Due to a lack of consistency in earnings it tends to keep the valuation multiples pretty low.  This last quarter was great and the forecast looks promising.  He is watching this closely and thinks it is an acquisition target (but has thought so for 10 years).  

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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$51.150
Owned Owned
No

WATCH
Open Text(OTEX-T) 

July 30, 2018

It has a lovely balance sheet.  The problem is with the earnings and the intrinsic value of the company.  Forecasts since 2014 show a steady progression in earnings but just a modest progression.  He has only seen an increase in fair market value of 9% since then.  He would wait for a setback.  Wait for it to pull back to $40.

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It has a lovely balance sheet.  The problem is with the earnings and the intrinsic value of the company.  Forecasts since 2014 show a steady progression in earnings but just a modest progression.  He has only seen an increase in fair market value of 9% since then.  He would wait for a setback.  Wait for it to pull back to $40.

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$48.150
Owned Owned
Unknown

HOLD
Open Text(OTEX-T) 

July 27, 2018

Really like action yesterday. Record territory, which is always positive. Nice recovery since drop in May. Broke through $47 resistance. If breaks above $48, start reducing. Below $45, sell.

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Really like action yesterday. Record territory, which is always positive. Nice recovery since drop in May. Broke through $47 resistance. If breaks above $48, start reducing. Below $45, sell.

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Jeff Parent B.

VP & Portf, Castlemoore Inc....

Price Price
$49.410
Owned Owned
Yes

BUY
Open Text(OTEX-T) 

July 17, 2018

They just announced a dispute with the IRS which affected the stock price today. He expects this to take years to resolve. Canadian software stocks have done very well over time. He would be a buyer on dips, and today’s news created a dip, so he would buy. The model price is $63, which gives a 26% upside from the current price. He would plan to hold this for longer than 5 years. 22. Amazon (AMZN-O)(Doesn’t Own)(Don’t Buy). If the S&P goes higher, certainly Amazon will go higher. It has positive equity, but it is too expensive for a value investor.

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They just announced a dispute with the IRS which affected the stock price today. He expects this to take years to resolve. Canadian software stocks have done very well over time. He would be a buyer on dips, and today’s news created a dip, so he would buy. The model price is $63, which gives a 26% upside from the current price. He would plan to hold this for longer than 5 years. 22. Amazon (AMZN-O)(Doesn’t Own)(Don’t Buy). If the S&P goes higher, certainly Amazon will go higher. It has positive equity, but it is too expensive for a value investor.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$49.370
Owned Owned
Unknown

COMMENT
Open Text(OTEX-T) 

July 10, 2018

A Canadian software success story. He looked at it, but bought Constellation Software instead. That said, Open Text has delivered the goods.

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A Canadian software success story. He looked at it, but bought Constellation Software instead. That said, Open Text has delivered the goods.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$48.770
Owned Owned
No

TOP PICK
Open Text(OTEX-T) 

June 28, 2018

The companies that are migrating from software licensees to cloud are the winners. They have done some great acquisitions. Trading at 9 times operating earnings. Yield 1.7%.  (Analysts’ price target is $55.30)

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The companies that are migrating from software licensees to cloud are the winners. They have done some great acquisitions. Trading at 9 times operating earnings. Yield 1.7%.  (Analysts’ price target is $55.30)

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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$46.370
Owned Owned
Yes

TOP PICK
Open Text(OTEX-T) 

June 20, 2018

He loves the software space. Once you hook a client to use your software, they never stop using it. This business generates a lot of cash. OTEX will generate $1 billion of operating cash flow in the next three years. They've done a great job growing EBITDA per share. OTEX is cheap consider 11x EBITDA vs. 17x among U.S. peers. Has had dividend growth for the past five years. (Analysts' price target: $55.07)

computer software/processing
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He loves the software space. Once you hook a client to use your software, they never stop using it. This business generates a lot of cash. OTEX will generate $1 billion of operating cash flow in the next three years. They've done a great job growing EBITDA per share. OTEX is cheap consider 11x EBITDA vs. 17x among U.S. peers. Has had dividend growth for the past five years. (Analysts' price target: $55.07)

computer software/processing
0 0 0 0 0
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Steve DiGregori

Portfolio , Canoe Financial...

Price Price
$47.890
Owned Owned
Yes

HOLD
Open Text(OTEX-T) 

May 31, 2018

He owns this one.  Fundamentally not a lot going on.  For the past 1-2 years the price has not advanced substantially.  It is a hold for now.  He wants to see it go above $48.  His reduce point is $41. 

computer software/processing
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He owns this one.  Fundamentally not a lot going on.  For the past 1-2 years the price has not advanced substantially.  It is a hold for now.  He wants to see it go above $48.  His reduce point is $41. 

computer software/processing
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Jeff Parent B.

VP & Portf, Castlemoore Inc....

Price Price
$45.230
Owned Owned
Yes

TOP PICK
Open Text(OTEX-T) 

May 29, 2018

Makes software for companies to be more efficient. Has grown by acquisitions and the market is waiting for them to show how well they are doing. Does pay a dividend. Thinks there is great value here. Likes the fact that most of their earnings are coming outside Canada. (Analysts' price target $55.02)

computer software/processing
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Makes software for companies to be more efficient. Has grown by acquisitions and the market is waiting for them to show how well they are doing. Does pay a dividend. Thinks there is great value here. Likes the fact that most of their earnings are coming outside Canada. (Analysts' price target $55.02)

computer software/processing
0 0 0 0 0
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Norman Levine

Managing D, Portfolio Management...

Price Price
$44.510
Owned Owned
Yes

WATCH
Open Text(OTEX-T) 

May 23, 2018

A well-run company that has made good acquisitions, he thinks.  It has consolidated in price since 2017 and there does not seem to be any urgency in the market to buy it.  He would wait until it breaks above the 2018 high. 

computer software/processing
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A well-run company that has made good acquisitions, he thinks.  It has consolidated in price since 2017 and there does not seem to be any urgency in the market to buy it.  He would wait until it breaks above the 2018 high. 

computer software/processing
0 0 0 0 0
0 comments
Brooke Thackray

Research A, Horizons ETFs (Canad...

Price Price
$44.150
Owned Owned
No

BUY
Open Text(OTEX-T) 

May 18, 2018

Ranks in the top 15% of his database. Its recent report was disappointing, but he expects 9% earnings growth this year. ROE is 20%. This is a long-term hold. Disciplined with a team focussed on acquisitions. A good time to buy.

computer software/processing
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Ranks in the top 15% of his database. Its recent report was disappointing, but he expects 9% earnings growth this year. ROE is 20%. This is a long-term hold. Disciplined with a team focussed on acquisitions. A good time to buy.

computer software/processing
0 0 0 0 0
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$43.770
Owned Owned
Yes

BUY
Open Text(OTEX-T) 

May 17, 2018

He likes this company Solid from a balance sheet perspective. The ROI looks very attractive. They continue to grow and acquire good companies and integrating them very well.

computer software/processing
0 0 0 0 0
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He likes this company Solid from a balance sheet perspective. The ROI looks very attractive. They continue to grow and acquire good companies and integrating them very well.

computer software/processing
0 0 0 0 0
0 comments
Prakash Harihar

Portfolio , Analytixinsight Inc....

Price Price
$43.460
Owned Owned
No

HOLD
Open Text(OTEX-T) 

May 10, 2018

He likes the name. One quarter shouldn’t shy you off. It’s been cruising along but they really missed the last quarter on many levels. He would wait and see.

computer software/processing
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He likes the name. One quarter shouldn’t shy you off. It’s been cruising along but they really missed the last quarter on many levels. He would wait and see.

computer software/processing
0 0 0 0 0
0 comments
Elliott Fishman

Director o, Trading Services Gro...

Price Price
$44.300
Owned Owned
No

HOLD
Open Text(OTEX-T) 

May 4, 2018

Provider of Information Technology to the legal industry and other record keeping players. Very well-run company. Stable company. The growth coming from acquisitions. Good management team. (Analysts’ price target is $56.00)

computer software/processing
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Provider of Information Technology to the legal industry and other record keeping players. Very well-run company. Stable company. The growth coming from acquisitions. Good management team. (Analysts’ price target is $56.00)

computer software/processing
0 0 0 0 0
0 comments
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$46.530
Owned Owned
Yes

PAST TOP PICK
Open Text(OTEX-T) 

May 2, 2018

(A Past Top Pick on Oct. 6, 2017, Up 12%)  A great acquisition model, because they create revenue and cost synergies among their companies, and create cash flow to pay for those acquisitions. And so on. This strategy has served them well for years. Strong managers.

computer software/processing
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(A Past Top Pick on Oct. 6, 2017, Up 12%)  A great acquisition model, because they create revenue and cost synergies among their companies, and create cash flow to pay for those acquisitions. And so on. This strategy has served them well for years. Strong managers.

computer software/processing
0 0 0 0 0
0 comments
John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$46.500
Owned Owned
Yes

BUY
Open Text(OTEX-T) 

April 26, 2018

He likes it.  It is a semblance of value in the tech space.  The market was underwhelmed but it but now we are seeing some of the benefits of it.  They keep tucking in acquisitions.  It is a winner.  It gives you some non-Canadian exposure.  It could hit $60 in a couple of years.

computer software/processing
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He likes it.  It is a semblance of value in the tech space.  The market was underwhelmed but it but now we are seeing some of the benefits of it.  They keep tucking in acquisitions.  It is a winner.  It gives you some non-Canadian exposure.  It could hit $60 in a couple of years.

computer software/processing
0 0 0 0 0
0 comments
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$45.760
Owned Owned
Yes

HOLD
Open Text(OTEX-T) 

April 4, 2018

He does not own this one.  This company has been a great creator of shareholder value along its long history.  People tend to criticize them for manufacturing earnings growth.  He would be comfortable holding an existing position.

computer software/processing
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He does not own this one.  This company has been a great creator of shareholder value along its long history.  People tend to criticize them for manufacturing earnings growth.  He would be comfortable holding an existing position.

computer software/processing
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$43.990
Owned Owned
No

PAST TOP PICK
Open Text(OTEX-T) 

March 27, 2018

(A Top Pick Oct. 6/17, Up 6%) Acquisitions continue to do well. They've always slowly grow Biggest growth area is the Cloud, which they do very well. Good last quarter. It won't be exciting in the short term, but it's a fine long-term story. Only 13x forward earnings.

computer software/processing
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(A Top Pick Oct. 6/17, Up 6%) Acquisitions continue to do well. They've always slowly grow Biggest growth area is the Cloud, which they do very well. Good last quarter. It won't be exciting in the short term, but it's a fine long-term story. Only 13x forward earnings.

computer software/processing
0 0 0 0 0
0 comments
John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$43.910
Owned Owned
Yes

TOP PICK
Open Text(OTEX-T) 

March 15, 2018

A software company. Largest holding at the moment for his client’s portfolios. The stock has been underperforming because large acquisition that made last year that made investors worry that they wouldn’t be able to consolidate them well. But the latest quarter showed that sales and margins are better than expected. Yield of 1.4% (Analysts’ price target is $54.59)

computer software/processing
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A software company. Largest holding at the moment for his client’s portfolios. The stock has been underperforming because large acquisition that made last year that made investors worry that they wouldn’t be able to consolidate them well. But the latest quarter showed that sales and margins are better than expected. Yield of 1.4% (Analysts’ price target is $54.59)

computer software/processing
0 0 0 0 0
0 comments
Norman Levine

Managing D, Portfolio Management...

Price Price
$47.290
Owned Owned
Yes

DON'T BUY
Open Text(OTEX-T) 

February 22, 2018

Technology fades away a little at this time of year.  Last year at this time of year it was fairly flat overall.  It has been in a trading range and he would wait for it to pull back down before entering.  There are other companies that represent better opportunities.

computer software/processing
0 0 0 0 0
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Technology fades away a little at this time of year.  Last year at this time of year it was fairly flat overall.  It has been in a trading range and he would wait for it to pull back down before entering.  There are other companies that represent better opportunities.

computer software/processing
0 0 0 0 0
0 comments
Brooke Thackray

Research A, Horizons ETFs (Canad...

Price Price
$43.900
Owned Owned
Unknown

TOP PICK
Open Text(OTEX-T) 

February 20, 2018

Sales, earnings and margins are all up and expected to rise further.  They expect half of their growth to be organic, the other half through acquisitions. They have a 24-person team looking for acquisitions, applying a very disciplined approach.  (Analysts’ price target is 54.42$)

computer software/processing
1 0 0 0 0
0 comments

Sales, earnings and margins are all up and expected to rise further.  They expect half of their growth to be organic, the other half through acquisitions. They have a 24-person team looking for acquisitions, applying a very disciplined approach.  (Analysts’ price target is 54.42$)

computer software/processing
1 0 0 0 0
0 comments
Robert McWhirte

President, Selective Asset Mana...

Price Price
$44.240
Owned Owned
Yes

PAST TOP PICK
Open Text(OTEX-T) 

February 16, 2018

(A Top Pick April 10/17 - Down 1%.)  Nice little base. Technology is a sector that is part of the pro-growth theme. They might be bought. Well-run company. He would buy at these levels.

computer software/processing
0 0 0 0 0
0 comments

(A Top Pick April 10/17 - Down 1%.)  Nice little base. Technology is a sector that is part of the pro-growth theme. They might be bought. Well-run company. He would buy at these levels.

computer software/processing
0 0 0 0 0
0 comments
Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$44.080
Owned Owned
Yes

TOP PICK
Open Text(OTEX-T) 

February 15, 2018

Enterprise content management.  Grew a little bit organically and then by acquisition, paying down the acquisition before moving on.  They are getting more organic growth.  They are trading at 12 times forward earnings.  Margins are coming higher.  It is growing with a good business model and in the right space.  (Analysts’ target: $54.09).

computer software/processing
0 0 0 0 0
0 comments

Enterprise content management.  Grew a little bit organically and then by acquisition, paying down the acquisition before moving on.  They are getting more organic growth.  They are trading at 12 times forward earnings.  Margins are coming higher.  It is growing with a good business model and in the right space.  (Analysts’ target: $54.09).

computer software/processing
0 0 0 0 0
0 comments
John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$44.120
Owned Owned
Yes

BUY
Open Text(OTEX-T) 

February 1, 2018

It had not been doing anything when all the tech names were flying.  Their recent acquisition is working and margins are going to go up. 

computer software/processing
0 0 0 0 0
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It had not been doing anything when all the tech names were flying.  Their recent acquisition is working and margins are going to go up. 

computer software/processing
0 0 0 0 0
0 comments
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$47.480
Owned Owned
Yes

DON'T BUY
Open Text(OTEX-T) 

January 29, 2018

He owned many years ago.  He revisited it last fall but is still not seeing any organic growth.  It is a much more expensive stock now.  He is not thrilled by the incentivization of management.

computer software/processing
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He owned many years ago.  He revisited it last fall but is still not seeing any organic growth.  It is a much more expensive stock now.  He is not thrilled by the incentivization of management.

computer software/processing
0 0 0 0 0
0 comments
Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$42.110
Owned Owned
No

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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
James Telfser

Partner & , Aventine Management ...

Price Price
$42.160
Owned Owned
No

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