Parkland Fuel spurs revenue and cash flow with acquisitions

Parkland Fuel spurs revenue and cash flow with acquisitions

A Member of Pat McKeough’s Inner Circle recently asked for his advice on a company that operates gas stations, convenience stores and a fuel-distribution business in Canada and the U.S. While acquisitions have expanded its revenue and cash flow, Pat feels that strategy can be… Read More

Open Text adds new market and risk with acquisition

Open Text adds new market and risk with acquisition

A Member of Pat McKeough’s Inner Circle recently asked for his advice on a company that develops enterprise-information-management software for corporate clients and their corporate intranet and extranet networks.

Open Text’s revenue and earnings are up 22.9% and 26.7% respectively. Pat also points to its strong… Read More

Q: Pat: What do you think of Open Text? Thanks.

A: Open Text, $45.13, symbol OTEX on Toronto (Shares outstanding: 263.1 million; Market cap: $12.3 billion; www.opentext.com), develops, markets, licenses and supports collaboration and enterprise-information-management software for corporate clients. That software stores, finds, and distributes information across corporate intranet and extranet networks as well as… Read More

Q: Pat, may I have your thoughts on WPT Industrial REIT and Dream Industrial REIT? I was a shareholder of Pure Industrial REIT with great success until it was bought out. These warehouse REITs appear to be a great way to gain exposure to the online shopping phenomenon.

A: WPT Industrial REIT, $12.78, symbol WIR.U on Toronto (Units outstanding: 44.5 million; Market cap: $568.7 million; www.wptreit.com), is a Canadian REIT that owns and manages industrial properties in the U.S.

Right now, WPT has 54 properties in 15 states. In all, they include 18.1 million… Read More

Q: Dear Pat: Thank you for all the great advice over the years. I’d really appreciate your opinion of Verisk (VRSK) on Nasdaq. Thank you.

A: Verisk Analytics, $122.12, symbol VRSK on Nasdaq (Shares outstanding: 164.7 million; Market cap: $19.9 billion; www.verisk.com), offers risk-assessment services for property/casualty insurers and other businesses. Its decision-analytics technology helps clients understand and manage risks through fraud detection and prevention. In addition to property/casualty insurers,… Read More