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Open Text (OTEX-T) opinion on 2012-08-14

Last Price Recorded: 42.1800 on 2017-11-17

ON STOCKCHASE SINCE Apr 2001

computer software/processing
BUY

Mike S. Newton, CIM FCSI
Open Text was $52.930 at time of opinion
Owned : No

Have just changed CEOs so there is a bit of integration going on. Still about 40% exposed to Europe, which weighs on the stock on an ongoing basis. Have a lot of revenue drivers going forward. In an area called Enterprise Content Management and have done a good job here.Have just changed CEOs so there is a bit of integration going on. Still about 40% exposed to Europe, which weighs on the stock on an ongoing basis. Have a lot of revenue drivers going forward. In an area called Enterprise Content Management and have done a good job here.

CAUTIOUS

All opinions for OTEX-T (227)

54 BUY
8 BUY on WEAKNESS
18 COMMENT
46 DON'T BUY
14 HOLD
27 PAST TOP PICK
3 SELL
1 STRONG BUY
37 TOP PICK
1 VAGUE
5 WAIT
3 WATCH
10 WEAK BUY
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All opinions for OTEX-T (227)

54 BUY
8 BUY on WEAKNESS
18 COMMENT
46 DON'T BUY
14 HOLD
27 PAST TOP PICK
3 SELL
1 STRONG BUY
37 TOP PICK
1 VAGUE
5 WAIT
3 WATCH
10 WEAK BUY
View All

More experts covering OTEX-T

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Add OTEX-T to Watch List
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1 Comment

Adam Okhai

December 27th 2012 at 10:04am

OTC ( OTEX on Nasdaq) : Exposure to Europe could well be an advantage. I did not plough through detailed filings. Its strategy as articulated in MDA as filed makes much sense. Appears to be well run although I don’t know the inner workings. I see that Raymond James Canada has picked OTC as one of its best picks for 2013. [Disclosure: I have a small position in OTC and I do not plan to sell in the next 3 plus months nor do I plan to add to the position in less than one month]


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