Viewing Company CGI Group (A) | StockChase
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CGI Group (A) Stock Symbol: GIB.A-T

Notes:Parent company = BCE

Last Price Recorded: $65.9700 on 2017-05-24

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Date Signal Expert Opinion Price
2017-05-24 TOP PICK Brian Madden

Canada’s largest IT service’s provider. They do systems/integration, business process outsourcing and consulting. Has a very wide array of clients, the largest of which would be the US government, but they also cater to big multinationals and telecoms, energy, manufacturing and retailing. They are introducing more and more of their intellectual property into their clients’ solutions. They’ve also been a very good acquirer of businesses. (Analysts’ price target is $74.00.)


Price:
$65.970
Subject:
CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION
Bias:
UNKNOWN
Owned:
Yes
2017-05-23 COMMENT David Burrows

He really likes the tech space, and tech services which this company is in. The stock has been acting well and he would like to see it trade through $67 and $68. At this price, it looks quite attractive.


Price:
$65.780
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-05-16 TOP PICK Christine Poole

A large IT services company. Half their revenues come from outsourcing from long-term contracts. The other half is systems integration and projects. A very well-run company and very global. Half their revenues come from Europe, an acquisition they did in 2012, which had very low margins. CGI improved those margins back to company levels. About 20% is from the US, 50% from Canada, and the rest from Asia. Every few years, they tend to make a large acquisition to expand their geographic scope or a particular vertical they want to be in. (Analysts’ price target is $74.)


Price:
$66.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-05-03 COMMENT Keith Richards

Chart shows this is moving sideways. He would need it to break out of its pattern before he would be remotely interested, and would prefer to buy it higher. If it doesn’t break $65-$66 meaningfully, he expects it will move back down to the bottom of its trading channel. It doesn’t interest him.


Price:
$65.550
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2017-04-28 COMMENT Michael Sprung

This has grown both organically and by acquisition. They have really taken advantage of the trend to outsource computer systems, programming, etc. This has always traded at multiples that have not been appealing to him as a value investor. If you own, it never hurts to take a profit.


Price:
$65.930
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-04-10 HOLD Gavin Graham

They are a consolidator.  It is one of Canada’s few successful tech companies.  Over 5 years you have not done badly.  Stick with it.


Price:
$62.980
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BEAR
Owned:
Unknown
2017-04-06 DON'T BUY Stan Wong

This space has been sideways for some time. He uses his cues from the technical side of things, and if a stock in a sector is not really moving forward with a lot of the other names, particularly south of the border, then you want to look south of the border for names.


Price:
$63.200
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-04-05 BUY Brian Madden

Has kept a close eye on this and has a lot of respect for it. A growth company and has never paid a dividend. The new CEO has been there for about a year and the balance sheet has been substantially deleveraged. It has been about 5 years since the last major acquisition. Generally, they create value when they make acquisitions, and the new CEO is probably going to want to put his stamp on the company. The company has decent organic growth. Not overpriced.


Price:
$63.420
Subject:
CANADIAN & FIXED INCOME
Bias:
BULLISH
Owned:
No
2017-03-02 PAST TOP PICK Jon Vialoux

(A Top Pick Nov 25/16. Down 3.73%.) This has been stuck in the mud, which has been frustrating because technology has done phenomenally well. It was the right space, but the wrong pick. Technology tends to do well between October and January. This one has just been stuck in a consolidation range.


Price:
$62.140
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2017-02-27 BUY Mike S. Newton, CIM FCSI

Growing rapidly. 55% of revenues are from Europe. It has shown very, very good low volatility nature over the years. Probably something that you want to own. He’s always preferred looking at an Open Text (OTEX-T), Constellation Software (CSU-T) or in the IT area.


Price:
$61.550
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
No
2017-02-24 BUY Andrey Omelchak

One of the best companies in Canada, and one of the better operators. A tremendous running machine. They conduct more than 10,000 interviews with their clients, current and prospective, to establish trends of what is happening and what clients are expecting. Feels the business will continue to grow, especially in the US, both in government and on the commercial side. They will continue seeing great results on ROE and free cash flow generation. This is one you should buy and hold for the longer-term.


Price:
$61.700
Subject:
CANADIAN & HEDGING
Bias:
UNKNOWN
Owned:
Unknown
2017-02-13 PAST TOP PICK John Zechner

(A Top Pick Feb 16/16. Up 13.14%.) This just continues to grow. Single digit organic growth, but they’ve added well with acquisitions. New management is talking about a lot more opportunities going forward and being able to derive higher margins. Somewhat expensive at these levels, but he still likes it.


Price:
$64.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-02-01 TOP PICK Brendan Caldwell

Computer consulting and services provider. Consulting is a big growth area. He likes this one in particular because they are exiting a lot of their lower margin contracts, so he expects a margin improvement over the next several months. They have been on the acquisition trail. (Analysts’ price target is $70.32.)


Price:
$63.850
Subject:
CANADIAN VALUE
Bias:
OPTIMISTIC
Owned:
Yes
2017-01-30 HOLD Larry Berman CFA, CMT, CTA

The long term trend is pretty good, but in the last year it has been pretty flat.  He would not be too worried about it until the long term trend is broken.  (Analysts target: $70).  You want to trim near $70.


Price:
$63.130
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
BEAR
Owned:
Unknown
2017-01-11 TOP PICK Christine Poole

Half their business is outsourcing and the other half is consulting. The outsourcing part is long-term contracts with a nice recurring revenue stream. Their last acquisition was Logitech a few years ago, so their exposure to Europe is quite high. They are in a position to make another acquisition to grow a vertical market or geographically, and she thinks their preference is in the US. They are quite stringent on guidelines as to how much they are going to pay. Meanwhile they are actually seen some nice organic growth in the financial vertical. That industry is experiencing new competition in terms of new FinTech start-up companies, which is stirring the incumbents to increase productivity, cut costs and outsource, which all benefits CGI. On the whole digital arena, they provide fibre safe security. (Analysts’ price target is $70.55.)


Price:
$65.270
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
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