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Open Text Stock Symbol: OTC-T

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Last Price Recorded: $59.5600 on 2015-08-29

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Date Signal Expert Opinion Price
2015-08-10 TOP PICK John Zechner

He got out earlier this year when orders dropped off, and then the stock checked back.  Last quarter they reduced estimates and then hit their original numbers anyway so the stock rallied.  They continue to grow by acquisitions.  The story is holding together quite well so he went back in and bought it.


Price:
$60.290
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-08-04 COMMENT Peter Hodson

This had 5 years of solid performance, and then missed 2 quarters in a row back to back. Those investors focused on short-term panicked and sold the stock down. The stock went down 20%-25% and was washed out. It was trading at about 10 or 11 times earnings, but was still the exact same company it was. Last week they came out with a quarter and totally destroyed expectations. The reason was, no one was expecting anything because of the last 2 quarters. Even at 10 or 11 times earnings, it is still profitable and is still a great company. A pretty good tech stock.


Price:
$60.680
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2015-07-13 WAIT Don Vialoux

Typically, technology stocks do very well right around the end of the year. October to January is the best time to own this. Right now is a time when the stock does not have strong seasonality and has actually been going down. Stay away from this until about the middle of October when the technology sector clicks in once again.


Price:
$50.490
Subject:
STOCKS, BONDS & ETFs
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-07 DON'T BUY Jason Mann

This is a Short for him. It is particularly poor on a price momentum basis. They have missed a few quarters and the stock really hasn’t recovered since then. When a stock has reasonably high valuation, it can be a long way down before there is a floor and buyers step in. He wouldn’t be buying this.


Price:
$50.490
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2015-07-06 BUY Norman Levine

He recently bought it, shortly after it disclosed some problem earnings.  He has just gone in and bought the stock as it is a temporary situation.  They are making acquisitions in the cloud computing area.  It will not go up over night.


Price:
$50.070
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-30 HOLD Jason Donville

Came out with an announcement several weeks ago that the quarter was going to be a bit of a miss and there were going to be some write-downs. Stock corrected really, really fast and now is attractively valued. He trimmed his position a little, but still owns the bulk of it and is just going to ride it out here.


Price:
$50.730
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2015-06-17 WAIT James Telfser

Really fell out of bed not that long ago. Missed expectations 2 quarters in a row. They always struggle with organic revenue growth and he had always hoped that it would really catch on and get a few consistent quarters. Thinks they will deploy a lot of capital on acquisitions and that they are an acquisition target. Would like to see organic growth start to stick, which is going to come through their Cloud business. He is going to wait until the stock shows some kind of a turnaround.


Price:
$52.100
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2015-05-26 HOLD James Hodgins

This pulled back on its earnings. They are trying to go more towards Cloud, but there is a lot of competition there and they are kind of a stock with more legacy software systems. While having poor earnings in the short term, they generate a tremendous amount of cash flow from their legacy products. It has been an acquisition machine historically, and have proven to be pretty good operators. If you are looking for a longer-term Hold, this is fine.


Price:
$53.150
Subject:
SMALL & MID-CAP
Bias:
CAUTIOUS
Owned:
No
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
Showing 1 to 15 of 187 entries
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