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

2012-08-14

Opinion for Open Text (OTC-T)

Signal Price Bias Subject Owned
$52.930 CAUTIOUS NORTH AMERICAN & ETFs 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.

Mike S. Newton, CIM FCSI
Portfolio Manager, Director, Wealth Management, ScotiaMcleod, The Newton Group http://www.newtongroupwealth.com/

1 Comment

Adam Okhai

December 27th 2012 at 1:04pm

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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