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Open Text Stock Symbol: OTEX-T

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Last Price Recorded: $45.9000 on 2017-04-21

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Date Signal Expert Opinion Price
2017-04-10 TOP PICK Hap (Robert) Sneddon FCSI

There are few pure tech plays that you can have in Canada. This will be a core position in that area. Their story has really been about acquisitions. Thinks the market has not recognized that they do a really good job of recurring revenues, 70% of their business. They’ve made a commitment to double their earnings per share by 2020, and he thinks the current management will do that. (Analysts’ price target is $39.50.)


Price:
$44.520
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-03-27 BUY Peter Hodson

They did a big acquisition recently.  Generally this would concern them, but they have been doing acquisitions for about 20 years.  Their record of integrating them is phenomenal.  He has no concerns about this company.  They can pay down the debt quite quickly.  It is one of his favourite large cap software companies.


Price:
$45.460
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-13 COMMENT John Zechner

One of the stories he still really likes. It has done really well lately and is trading at the high end of the range. A software company that has single digit organic growth sort of, not great, but alright. But they’ve always been able to augment that with acquisitions because of the free cash flow they generate. They roll in an acquisition, cut the costs, and continue to grow. You can only do that for so long, but these guys have continually been able to do that. Very strong management. The only issue is that growth will probably hit a wall at some point. The EMC deal is going to give them more earnings growth for the next couple of years. Did a financing, so it is all paid for. Still a good story.


Price:
$44.010
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-01-18 PAST TOP PICK Peter Hodson

(A Top Pick Jan 15/16. Up 28.69%.) There is a split coming here at the end of this month. One of his favourite software companies. It is very cheap in terms of valuation. Pays a dividend. Makes great acquisitions. They are really hitting it out of the park in terms of facilitating compliance across multi-industries.


Price:
$83.950
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-01-16 PAST TOP PICK Jason Mann

(Top Pick Feb12/16, Up 29.45%) Don’t buy now, but it has become less cheap than when he first bought it.  PE is now 26%.  The top could be defined by price momentum, he exited very recently.  You could buy on weakness now.


Price:
$84.650
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2016-12-28 PAST TOP PICK Hap (Robert) Sneddon FCSI

(A Top Pick Nov 26/15. Up 33.8%.) It broke out above its $76 range, and then came back and tested it a couple of times. He expects it to get above $88. His target is $91. This is still one of his top technology picks. Thinks it could end up being acquired at some point.


Price:
$83.390
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-09-23 BUY John Stephenson

(Market Call Minute.) A very strong company.


Price:
$86.510
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2016-09-02 BUY Jason Mann

(Market Call Minute.) Has owned this since their earnings miss a year ago. Strong on all 3 metrics, valuation, momentum and volatility. Good growth in acquisitions.


Price:
$82.880
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-08-15 PAST TOP PICK John Zechner

(A Top Pick Aug 10/15. Up 36.86%.) This continues to do what it has always done. They layer in the acquisitions. They are great on the software. Have a lot of excess cash flow, and use it for acquisitions. Valuation is not that high.


Price:
$81.150
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-22 PAST TOP PICK John Zechner

(A Top Pick Aug 10/15. Up 35.9%.) They have done what they have always done. A good suite of products and they continue to add and make acquisitions. Have done a good job of moving to cloud based services.


Price:
$80.760
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-20 PAST TOP PICK John Zechner

(A Top Pick Aug 10/15. Up 29.57%.) Just announced an acquisition of Customers Communications Management assets from Hewlett-Packard. They continue to do this combination of growing organically as well as adding acquisitions of product portfolios. A strategy that has worked for them for a long time.


Price:
$77.330
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-17 BUY Norman Levine

One of the few tech stocks he owns, and it has been working well for him. This company grows mostly by making small acquisitions. He likes the company and management, and is still buying for new clients.


Price:
$75.260
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-25 COMMENT Michael Decter

Recently added this to his model portfolio. Shifted some weight from some of the US tech stocks back to Canada.


Price:
$75.380
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-04-26 COMMENT Jerome Hass

Not a name he has spent a lot of time looking at. He tends to focus on mid-cap’s. However, there is a scarcity value in Canada for Tech stocks that have sales of over $1 billion, and this is one of them. It is always a potential take out candidate.


Price:
$68.650
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
No
2016-04-01 COMMENT Allan Meyer

Trading at less than 3X Price to Book. Looks attractive on a P/E basis and has great free cash flow value to enterprise value. Likes in the short term, but wouldn’t treat this as a hold for 5 – 10 years.


Price:
$67.380
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 207 entries
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