Matthew Dow
Small-cap, value, long only, growth at reasonable price

OpenText: Strong Catalyst With Red Oxygen, Another 50% Upside Expected In 2014

These days when informed technology investors think about Waterloo Ontario, they generally associate the city with BlackBerry (NASDAQ:BBRY), the troubled handset maker which has fallen hard and fast in recent months. However, all is not lost for Waterloo, and in fact there is a much brighter story now worth significantly more than BlackBerry. I am referring to the rising story of OpenText (NASDAQ:OTEX), a $5B company that is quickly becoming the star of Canada, at least as far as enterprise software is concerned. The company has been a long standing leader in enterprise content management (ECM) software since the early 1990s. These software suites are commonly used in mid-to-large companies for managing and sharing unstructured data...

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