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

‘Carveout’ sets up Post for more growth

POST HOLDINGS INC. $90 (New York symbol POST; Consumer sector; Shares outstanding: 66.6 million; Market cap: $6.0 billion; No dividends paid; Takeover Target Rating: Medium; www.postholdings.com) is a leading maker of packaged foods. The U.S. supplies 87% of its sales.
The company has five operating units: Consumer Brands, Michael… 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