After a major acquisition, OpenText is now primed to get back to organic growth By Praveen Chawla Summary OpenText is a rare deep value stock in the Technology Sector and Software industry. Following a transformative acquisition of UK based Microfocus the stock dropped as the company integrated the acquisition. OpenText is now deleveraging and revenue & operating income has begun to recover. OpenText Corporation, a Canada based enterprise information management software company, has faced significant challenges in recent years following a large acquisition. The stock has experienced a substantial decline, with a 41% drop over the past three years and…

Due to the high government deficit, the topic of privatizing certain government functions, like education and healthcare, have been increasingly discussed. Privatization essentially means moving from government ownership to private ownership. The idea behind pushing this is to lessen the financial burden on the government while promoting efficiency and economic growth. Here are the potential impacts of privatization and what a move toward privatization could mean to individual investors. Potential Economic Benefits Of Privatization Privatization is a phenomenon we have seen on a global scale in all types of government structures with varying impacts. Examples range from transit systems, to…

Week in Review Asian equities were mixed for the week as tariffs continue to be a top focus for investors. BYD reported that it sold over 4 million vehicles in 2024, while Tesla sold less than 2 million. The CEOs of Qualcomm, Pfizer, Cargill, and Boeing met with Premier Li this past Sunday and Vice Premier He Lifeng on Saturday in Beijing. Online video and social media company Kuaishou Technology reported Q4 and 2024 financial results and joined the AI frenzy as it was a major focus during the company’s earning call. Key News Asian equities ended the week with…

Dealmakers’ post-election optimism has fizzled amid Trump-induced economic uncertainty. Are deals dead or just delayed? Inthe days after Donald Trump sealed his return to the presidency last November, Wall Street celebrated the prospect of lower taxes, looser regulation and less fervent antitrust enforcement—all setting the stage for a quick resurgence of merger and acquisition deals. Certainly conditions seemed ripe for an M&A boom. The number of deals had been declining since 2021, partly because of the perceived anti-merger views of President Joe Biden’s regulators, but even more so because of the Federal Reserve’s campaign, beginning in March 2022, to quash…

Gold is no longer the “barbarous relic” that legendary economist John Maynard Keynes once dubbed it. In fact, gold is a solid asset class, whose price has escalated through the years, and especially in times of unease. You can buy gold bars or coins or funds that hold the metal, such as SPDR Gold Shares. Don’t look for market-beating returns over time, though, just solid ones. The S&P 500 has gained 12.8% annually over the past 10 years, Morningstar data indicate. Meanwhile, over the same span, the gold exchange-traded fund gained 9.4% yearly. When things are rocky in the world,…

I originally made Skechers USA, Inc. (SKX) a Long Idea in May 2018 and have reiterated my bullish view on the stock many times. Since my last update, SKX has outperformed as a Long Idea, but most recently, shares plummeted after reporting 4Q24 earnings. This drop begs the question, does Skechers still provide quality risk/reward? As I’ll show below, the answer is yes. SKX offers favorable Risk/Reward based on the company’s: consistent revenue and profit growth, domestic and international sales growth, rising market share, high customer satisfaction, and cheap stock valuation. What’s Working Quality Fundamentals Skechers has grown revenue by…

What’s better than a set-it-and-forget-it retirement savings strategy? Since 2006, 401(k) plan sponsors have been able to effortlessly encourage their employees to save. Moreover, the preferred savings vehicle—the target-date fund—clearly explains what it does and for whom it’s intended. By attaching a projected retirement date to its name (the target date), it’s immediately apparent to the retirement saver why that fund makes sense. The beauty of a TDF is that it automatically adjusts the portion of your retirement savings from riskier assets, such as stocks, to safer assets, like bonds, as you age. You don’t have to do anything. Once…

Concentrix has been named as a Top 25 dividend stock, according the most recent Dividend Channel ‘’DividendRank” report. The report noted that among the coverage universe, CNXC shares displayed both attractive valuation metrics and strong profitability metrics. The report also cited the strong quarterly dividend history at Concentrix , and favorable long-term multi-year growth rates in key fundamental data points.The Top 25 DividendRank’ed Stocks » The report stated, ”Dividend investors approaching investing from a value standpoint are generally most interested in researching the strongest most profitable companies, that also happen to be trading at an attractive valuation. That’s what we…

The average S&P 500 drawdown during a recession since 1990 is 40%. Recent economic data show that we are now careening towards a slowdown. Check out the bearish trends from Atlanta’s GDPNow forecast: Treasury Secretary Scott Bessent is standing watch as DOGE shifts resources and money away from the public sector. The Secretary needs lower long-term interest rates so that he can sell bonds without breaking Uncle Sam’s bank! How does this work? Last month alone, DOGE chopped 63,000 jobs. Bessent welcomes this softening of the labor market—increasing the available labor supply—because he has $9 trillion in federal debt to…

Key News Asian equities had a relatively strong day, led by Malaysia and Japan despite the news of a 25% U.S. tariff on imported cars. However, South Korea and Taiwan saw declines of more than 1%. Hong Kong and Mainland China opened lower but managed to grind higher before fading in the afternoon. President Trump’s comments that a TikTok sale in exchange for lower tariffs might have helped. Vice Premier and lead trade negotiator He Lifeng also had a “candid” conversation with US Trade Representative Jamieson Greer on trade and fentanyl. You’ll see headlines on how badly January and February…