stockchase picture

Compiling comments that experts make about stocks while on public TV.

Company Index

List by Company Name

List by Symbol

Open Text Stock Symbol: OTC-T

Notes:search tools. Revenues from licence fees.

Last Price Recorded: $52.9000 on 2015-05-25

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2015-05-11 WEAK BUY Ryan Bushell

He quite likes it.  You will always be a slave to the quarterly earnings report.  After they underperform for a couple of quarters you want to look at it.  He prefers IBM-N, which is bigger and more stable.


Price:
$58.750
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
CAUTIOUS
Owned:
No
2015-05-06 COMMENT Jason Donville

CGI Group (GIB.A-T) or Open Text(OTC-T)? Although he owns both, there is no question that he would choose CGI. This trades at around 12X 2015 earnings. For a quality growth company, he really feels that valuation is tough to beat. Also, CGI has been paying down its debt quite readily, so they are primed for an acquisition. If you are looking for a game changing acquisition, it is more likely to come with CGI. It is also cheaper and has a very nice ROE profile.


Price:
$59.910
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Unknown
2015-05-04 BUY Darren Sissons

CEO has some health challenges so stock is trading off a bit.  They installed a new dividend of 4% and the stock took off like a rocket.  Much better than owning US tech.  It would be worth taking a serious look at.


Price:
$61.200
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-04-27 BUY on WEAKNESS Stephen Takacsy, B. Eng, MBA

(Market Call Minute) Thinks it will end up getting taken out.


Price:
$67.770
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2014-12-18 BUY David Burrows

The sector is in favour.  Corporations are making lots of money.  Everybody needs productivity and corporations are willing to invest in this.  Thinks it is in the right neighbourhood. 


Price:
$66.090
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2014-11-11 COMMENT Bill Carrigan

There is no sign of a top on this. The best way to play this is by having a group of stocks that all work together. The best low risk way to play it is through iShares S&P/TSX Information Technology Capped (XIT-T).


Price:
$66.650
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2014-10-24 PAST TOP PICK James Telfser

(A Top Pick Nov 26/13. Up 31.83%.) Still likes this a lot. Part of the thesis on this was that they were coming out with a whole new product refresh that was going to cause an uptick in license revenue growth, or they were going to use some of their cash to make some acquisitions. Both of those things have happened. Have a big Cloud component now. Their Red Oxygen is now selling very well into their customers. Last quarter they had over 20% license growth. Earnings beat quite handily and margins were growing. Has added to his holdings. Thinks they have good long-term prospects.


Price:
$59.690
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-10-07 HOLD Rob Stabile

Looking at their cash flow generation, they are quite lucrative. They keep taking the cash flow, consolidating the industry and buying more businesses that kind of fill in some of the parts around the edges that they don’t offer. Nothing wrong with it.


Price:
$62.150
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2014-08-18 HOLD Larry Berman CFA, CMT, CTA

When you decide to sell in real time you only find out you sold too early with hindsight.  Can it double from here?  Who knows?  There was a material gap up recently.  If it comes back into the gap, that is a bad thing. 


Price:
$60.840
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-08-13 PAST TOP PICK Mike S. Newton, CIM FCSI

(A Top Pick Aug 26/13. Up 68.98%.) This has had a 2 for 1 stock split in the last year. This is a classic example of the street being completely behind the curve on this.


Price:
$61.160
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-21 COMMENT Bruce Campbell (1)

There aren’t too many choices of technology stocks in Canada. He has gone to the US for his technology. This one is fine, but you can find deeper companies in the US, and he wants some exposure there, so it is a natural area to go to.


Price:
$51.280
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-04-23 DON'T BUY Bruce Campbell (2)

Ranks in the middle of his pack.  Not super keen on it.  A good earnings announcement could changes things. 


Price:
$50.810
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
BULL on CANADIAN MARKET
Owned:
No
2014-04-15 BUY on WEAKNESS Keith Richards

Chart shows the stock is pulling back. The 200 day moving average lies somewhere around $45. There is potential for this to trace back to the $45-$46 area and this is where he would probably seriously consider buying it.


Price:
$49.980
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2014-04-02 BUY David Burrows

Software has been a great sector to be focused on over the last 6-7 months. It is a sector that benefits as companies increase capital spending. A couple of months ago, the stock broke from $45 and traded to $52 and left a big gap in the chart. In the last 3-4 weeks, a lot of the higher multiple stocks pulled back a little coming into the end of the quarter. This one pulled back and closed the gap that it left in the chart. This is a pretty good entry point here. He would use $44-$45 as a Stop.


Price:
$51.880
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-03-18 BUY Jason Donville

PE of 15-16, which is a good valuation. Don’t think you can get this more inexpensively than the current $55. The other thing he likes is the consistency of its performance. Every year its ROE is consistently 23%-24%. Good long-term buy and hold.


Price:
$54.980
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 179 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.