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: $66.0100 on 2017-07-20

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Date Signal Expert Opinion Price
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
2017-07-12 TOP PICK Christine Poole

This has outsourcing with about 55% of their business. Systems integration and contracting is about 45%. The 55% is very much a reoccurring revenue stream, so is a stable stream of cash. Every few years they tend to make a large acquisition that either broadens their geography or deepens them in a vertical market. Logical was the last acquisition a few years ago that really gave them exposure in Europe. It was not a well-run company and margins were much lower. They brought them back up, and Europe is now about 55% of their business. They are ready to make another large acquisition, but are very disciplined on pricing, so are making smaller acquisitions. Organic growth is picking up. (Analysts’ price target is $74.)


Price:
$66.620
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-04 HOLD Bruce Campbell (1)

Of Canadian tech stocks, this one would be right at the top. Not particularly cheap. He tends to get his tech exposure in the US, where there is more variation.


Price:
$65.580
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2017-05-26 COMMENT Michael Smedley

Solid stuff. Might be the best example of a Canadian company that has got itself thoroughly qualified, partly by acquisitions. In the US defence sector, aircraft companies and working for the US government. This should continue to be very, very strong globally.


Price:
$66.210
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
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
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