Investment Q&A

• Constellation Software Inc. (CSU)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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• Open Text Corporation (OTEX)
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Q: I know that BEP.UN pay their cash distribution in US$ are there any other companies that are in your portfolios that pay in US$ or is BEP.UN the only company.

Thanks

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Read Answer Asked on May 10, 2016

• Open Text Corporation (OTEX)
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Q: How did their Q3 stack up against the consensus estimates?
What do you think of the latest acquisition including paying over 3 times revenue?

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Read Answer Asked by sandy on April 27, 2016

• NFI Group Inc. (NFI)
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• Raging River Exploration Inc. (RRX)
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• Kinaxis Inc. (KXS)
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• Open Text Corporation (OTEX)
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• Alimentation Couche-Tard Inc. (ATD)
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• Premium Brands Holdings Corporation (PBH)
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• Knight Therapeutics Inc. (GUD)
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Q: Hi 5i, I'm investing on my NEW TFSA, the stocks I'm thinking on choosing from are: PBH KXS ATD.B GUD NFI RRX OTC.
I would like to reduce the number of stocks to 4. Which one would you suggest I go with, for a 5 year investment, I would like to max my growth and I do not mind taking some risk.
Thanks

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Read Answer Asked by Fernando on April 20, 2016

• Open Text Corporation (OTEX)
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Q: Thoughts on purchase of software from HP? Thanks. Chris

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Read Answer Asked by christopher on April 19, 2016

• Open Text Corporation (OTEX)
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Q: Hi Peter, I need to take some profit off the table. I am up on these names. Can you please suggest which of these I can sell now among these 3?
OTC
BCI
PLI

I meant which of these among 3, does not have a huge catalyst in short term and more riskier?

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Read Answer Asked by Sridip on April 11, 2016

• Open Text Corporation (OTEX)
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Q: I currently have a 19% weighting in Technology and a 14% weighting in Industrials, and looking to even this out. Would you sell Open Text (OTC) to buy AirBoss (BOS) at a discount? My position in OTC is about 3% of my portfolio.

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Read Answer Asked by Mike on March 30, 2016

• Open Text Corporation (OTEX)
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Q: Good Morning Peter, Ryan, and Team,
I have been looking at ESL, CSU, SYZ, and OTC and comparing them using the metric "Free Cash Flow Yield" (Trailing 4 quarters of operating cash flow, minus capex, divided by shares outstanding, divided by yesterday's share price) According to my very crude calculations ESL = 9%, CSU = 8.7 %, SYZ = 9%, and OTC = 14 %. OTC in particular looks to be getting pretty cheap. Is this a good way to look at these types of companies and what other metrics do you use in your analysis of info tech businesses ?? Thank you for your sage opinion. DL

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Read Answer Asked by Dennis on February 10, 2016

• Open Text Corporation (OTEX)
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Q: pls. comment on their latest Q including consensus estimates of US $revenue and eps.

thanks

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Read Answer Asked by sandy on February 09, 2016

• Open Text Corporation (OTEX)
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Q: What is going on at OTC

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Read Answer Asked by Ronald on February 08, 2016

• Open Text Corporation (OTEX)
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Q: Would OTC be considered a dividend growth stock and would it be a good candidate in a canadian diversified portfolio for tech exposure over the long term?

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Read Answer Asked by Keith on November 25, 2015

• Open Text Corporation (OTEX)
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Q: I currently own a 1/2 position in OTC and was thinking of bumping it up to a 3/4 position. Any concerns with this?

Best,
Carla

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Read Answer Asked by Carla on November 06, 2015

• Open Text Corporation (OTEX)
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Q: Please comment earnings report for above three and forward guidance. Thanks. C

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Read Answer Asked by christopher on October 29, 2015

• Open Text Corporation (OTEX)
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Q: Hi team:
the peak season for tech stocks starts in late fall
I have full position in CGI.a; with a small position in ESL, KBL
I would like to add to ESL and KBL, would OTC be a better choice or all 3?
thanks!

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Read Answer Asked by Michael on October 09, 2015

• Open Text Corporation (OTEX)
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Q: I am looking at three buys over the next while. They are OTC, PHM and DRT. I realize that I am trying to get maximum mileage out of my last question for the year, but I hope this is OK. Would you rank these in order of both which is the best buy and which order you would buy them in. No need to consider my portfolio as a whole but do consider me an aggressive investor with patience. If any of these companies have red flags please mention that also. Thank-you for a great first year!

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Read Answer Asked by Alex on September 09, 2015

• Open Text Corporation (OTEX)
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Q: Hi Peter and Staff
Small positions in OTC,ESL,GIB, DSG and Kinaxis
Long term which one would you add to and why
Thanks for all you do
Dennis

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Read Answer Asked by Dennis on August 02, 2015

• Open Text Corporation (OTEX)
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Q: Hi Team,

Given OTC's recent weakness and perhaps your knowledge of their management team, do you think it is starting to look like a takeover candidate? If so, any idea who the potential suitor(s) might be.

Thanks for your great service.

Michael

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Read Answer Asked by Michael on July 20, 2015

• Open Text Corporation (OTEX)
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Q: I sold my 5% position today in OTC and booked a tidy tax loss. My question is do I buy it back in 30 days or look for another tech holding. My remaining tech positions are GIB.A, AVO and AYA. I would want any replacement to provide steady growth to balance out AVO and AYA; suggestions please. Thank you.

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Read Answer Asked by Richard on July 15, 2015

• Open Text Corporation (OTEX)
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Q: Is Open Text worth holding for the next few quarters? I have a 23% loss in a non registered account. I am trying to remember the opportunity cost of holding losers (slow learner) so if you recommend a switch, would you please provide a few names in large companies as opposed to small, higher risk ones? Thank you.

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Read Answer Asked by Catherine on June 18, 2015

• Open Text Corporation (OTEX)
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Q: With OTC missing 2 quarterly results, and we can't expect much this yesr, what would be a better name to move into at this time in Canada? I own CSU, ESL, ET, MDA. Thanks for your guidance.

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Read Answer Asked by Shirley on June 05, 2015

• Open Text Corporation (OTEX)
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Q: The stock has steadily declined over the last 3 months and I wonder if you have any insight to this company and why the price has declined along with future insight to future performance?

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Read Answer Asked by Antony on June 04, 2015