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CGI Group (A) Stock Symbol: GIB.A-T

Notes:Parent company = BCE

Last Price Recorded: $66.8600 on 2017-10-20

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Date Signal Expert Opinion Price
2017-10-20 TOP PICK William Chin

A big IT consulting firm. Has very good contracts. Management is doing very well. The balance sheet is very strong. The chart shows it is steadily going higher. As technology gets more sophisticated, companies are finding it difficult to keep abreast of the changes, so there is more and more outsourcing taking place. (Analysts’ price target is $74.)


Price:
$66.860
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-10-18 TOP PICK Brian Madden

There is a new CEO in the last year.  It is likely he will put his stamp on the company in some form.  It is Canada’s largest IT services company.  They could make a transformational acquisition.  They have a history of doing this.  It is a good play on the US economy where they have their largest customer.  (Analysts’ target: $74.00).


Price:
$66.780
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-10-02 BUY Don Vialoux

The period of seasonal strength is from now until January.  The stock has good support and there is a good chance it will move above resistance. 


Price:
$64.400
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULL
Owned:
Unknown
2017-09-28 BUY Greg Newman

He likes this at these levels. He models an 8% EPS growth. Thinks you will get share buybacks and margin expansion. There is capital employment opportunity and tuck-in acquisitions. It is a pretty fragmented sector. The only bad thing is its price. It is trading at around 17X versus 15X its 5-year average. There are also the rising Cdn$ headwinds.


Price:
$64.250
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Unknown
2017-09-12 PAST TOP PICK Christine Poole

(A Top Pick Sept 13/16. Up 4%.) Was surprised this has not done better. She still likes the stock. A great growth name. They don’t pay a dividend, so are definitely interested in growing their business and reinvesting in the business, outsourcing and integration. Outsourcing is on long-term contracts which has more stable cash flow streams. Every few years, this tends to do a large acquisition to increase their geographic scope or their vertical they want to increase their presence. They are ready to do another acquisition, but haven’t been able to find anything that fits their financial discipline, so have been making a lot of smaller tuck in acquisitions. They are seeing good pickup in organic growth, particularly with the whole issues of Cyber Security and automating processes to compete with new technologies. Cyber Security is going to be an ongoing trend.


Price:
$63.230
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-09-11 COMMENT Darren Sissons

TSX Infotech sector? He would look at this and Open Text (OTEX-T). He doesn’t look at this one too much, because it doesn’t pay a dividend, but it has been a very good performer.


Price:
$63.300
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-09-08 COMMENT David Cockfield

A company that is a little unique in Canada. A computer services company which can do your programs. There was a big fuss because they got some programs screwed up in the US. A little scary in that it is a very volatile, but the multiple is not outrageous. This is something he might consider participating in, in the future. Most of their programming is in Europe, so it is different for a Canadian company.


Price:
$63.050
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2017-08-30 BUY Brian Madden

Canada’s largest provider of outsourcing IT services and solutions. Trades at a modest multiple on earnings of about 16 or 17 times. New management has ambitious plans to double the size of the company over the next 5-7 years. They’ve been doing small tuck in mergers and acquisitions.


Price:
$63.100
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-23 PAST TOP PICK Jason Mann

(Top Pick Sep 2/16, Down 3.15%)  It has great valuation and is stable.  They are doing more and more tuck-in acquisitions.  They are still on the hunt for the ‘big’ acquisition.  It is still cheap.  18% ROE.  Price momentum is starting to wane.  They can grow by acquisition. 


Price:
$62.590
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-08-11 BUY Darren Sissons

Open Text (OTEX-T) or CGI Group (GIB.A-T)? These are in different businesses. This one does not carry a dividend, and if you don’t have a requirement for that, this is a high-quality company. Both are good companies and he would have no trouble buying them here.


Price:
$62.890
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-08-10 PAST TOP PICK Jennifer Radman

(A Top Pick Aug 10/16. Down 2.38%.) Has been really disappointing. Revenue growth picked up nicely and margins started to expand, outside of this one quarter, where they are starting to make some investments into the demand they are seeing. That hit margins a little. She feels the market just got a little ahead of itself. Trading at a pretty decent discount at this point.


Price:
$62.700
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-08-08 COMMENT Lyle Stein

He is looking at all the Canadian tech stocks, simply because they are down relative to the US ones. This one is reasonably valued and is a fine company. They do a nice job in their contract work and it is a stable producer.


Price:
$64.060
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-08-02 TOP PICK Andy Nasr

This company benefits from the transition to the Cloud. Thinks they will benefit from a combination of acquisitions and a transition from on-premises computing to off-premises computing, which really is the Cloud. A very significant size of their business is in Europe, where a lot of companies are in the early stages of making a migration to the Cloud. (Analysts’ price target is $74.)


Price:
$64.260
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 COMMENT David Burrows

A great company. Technology and technology services is likely to continue to do very, very well. This company has a very large and diversified business, a lot of it in the US.


Price:
$66.490
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-17 PAST TOP PICK Brendan Caldwell

(Top Pick Apr 8/16, Up 6.35%) He likes the tech business. He likes what they have been able to do. They are a world leader.  He feels very strongly about CGI. He would still buy it.


Price:
$66.250
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 15 of 441 entries
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