Viewing Company Open Text | StockChase
stockchase picture

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

Open Text Stock Symbol: OTC-T

Notes:search tools. Revenues from licence fees.

Last Price Recorded: $82.8700 on 2016-12-02

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
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
2016-02-12 TOP PICK Jason Mann

(Canada is cheap from a cyclical basis, so his 3 Top Picks are ones that fit that theme and are cheap with good price momentum.) Canada’s largest software company and a leader in management software. A growth through acquisition story. Scores in the top 10% on price momentum. Had a big drop a couple of quarters ago when they warned on earnings, and then went ahead and beat on earnings. They do a very good job of managing growth and earnings expectations. 14% ROE and 20X PE. Dividend yield of 1.68%.


Price:
$66.410
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2016-01-15 TOP PICK Peter Hodson

A software company that does all sorts of collaboration customer service software, basically anything interactive to help an organization improve its productivity. They are very big in the Cloud moving all the data into the Cloud and data management, etc. Have beaten earnings estimations in 7 of the last 8 quarters. Strong balance sheet and is trading at 12X earnings. If the world goes into a slowdown, they can use their balance sheet and start picking off companies left right and centre and grow their business that way. Earnings could potentially double over the next number of years. Dividend yield of 1.63%.


Price:
$66.420
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2015-12-29 DON'T BUY Robert McWhirter

Dividend yield of 1.6% and the payout ratio relative to the amount of cash flow they have is quite low, so there is potential they could increase the dividend. However the underlying business isn’t ripping the leather off the ball as far as growth goes, and that is the whole purpose of dividend investing. Earnings are supposed to grow from $4.75 to $4.92, a 4% growth, compared to 13.8% PE, and you end up trying to have a growth rate that is at least above your PE, and that is not happening. In the top 15% of his database, but not a stock on a Buy list.


Price:
$68.260
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Unknown
2015-12-23 BUY Jason Donville

(Market Call Minute.) Reasonably priced.


Price:
$67.860
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-11-26 TOP PICK Hap (Robert) Sneddon FCSI

An example in the Canadian market where we have something pro-cyclically that is working. It can be a reasonably volatile stock and would be a way you could hedge your portfolio besides having defensives and industrials. Chart shows it has a base rate around $60 and is just breaking out a bit above the trend channel. Earnings have been fantastic.


Price:
$64.000
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
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
Showing 1 to 15 of 201 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.