Comments for OTEX - Stockpickr! Your Source for Stock Ideas

Comments for OTEX

Added By	Comments	Type	Date Added
barrons3	Market Perform/Speculative - Price 40.24 on Oct. 20 by Morgan Keegan Equity Research Open Text is in the enterprise-content-management business. With its recent acquisition of Vignette, OTEX has close to 18% market share, second only to International Business Machines (IBM). Open Text is the largest pure-play content-management vendor. Open Text has made a number of acquisitions over the past few years to bolster its technology platform....For the September quarter, we're looking for EPS of 63 cents, on revenue of $214 million, ahead of consensus estimates of 58 cents and $210 million. We would note that there's a wide range of Street estimates, where we skew to the high end for both EPS and revenue. We believe currency will provide a revenue tailwind and an operating-expense headwind....OTEX shares now trade at a 12.1 times enterprise value/free-cash-flow multiple, below the average of similar vendors trading at a 13.5 times average. We are growing increasingly positive on the name, and would probably start building long-term positions on weakness. We believe fair value is in the 45 to 46 range. Market cap: $2.3 billion.	Love	October 24, 2009
Stockpickr Staff	<a href="http://www.stockpickr.com/members/view/answers/66112/" target="_blank">For Fitzpatrick's take, click here.</a>	Love	April 16, 2009
jrclg	Breakout	Love	April 14, 2009
High Dividends	Forward PE: 11.54 Short Ratio: 23.4	Love	January 15, 2009
High Dividends	20.4	Love	November 23, 2008
High Dividends	32.3	Love	July 15, 2008
stockerblog	PE of 55 and a PEG of 0.91 .	Love	May 12, 2008
JJungJr	Momentum High Volume Great fundamentals pick. Bought 11/30 at $33.17	Love	November 30, 2007
High Dividends	16.4 0.62	Love	October 25, 2007
Barrons	Open Text is a Waterloo, Ontario, company selling software for managing databases filled with graphics files and other unwieldy data. Assay Research isn't alone in questioning the acquisition accounting at Open Text. A tiny paragraph in the company's latest annual report notes that the staff of the Securities and Exchange Commission has questioned Open Text's financial report for the fiscal year ended June 2005 and the three subsequent quarters.	Hate	March 10, 2007
cntrybleu	Open Text Corporation (Open Text) develops, markets, sells, and supports enterprise content management (ECM) solutions. The Company's principal product is Livelink. It offers its solutions both as end-user products and as fully integrated modules.	Love	February 09, 2007