TopPicks from Brian Madden, chief investment officer, First Avenue Investment Counsel
Brian Madden, chief investment officer at First Avenue Investment Counsel, discusses his top picks: Open Text, TMX Group, and Arista Networks.Open Text is a cloud and site-based enterprise information management software and solutions company. With an installed base of 150 million plus users across over 125,000 companies globally, over 80 per cent of the company’s revenues are recurring, which affords them good sales visibility and negligible customer concentration risk.
Additionally, it is a growing player in data, analytics, and insights in various asset classes and geographies. TMX is a consistent grower, with over two-thirds of its revenue recurring and with earnings and dividends increased at an eight per cent compound rate over the last decade. Trading at 19x earnings, the shares trade at a discount to global peers.
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