Viewing Company CGI Group (A) | StockChase
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Compiling comments that experts make about stocks while on public TV.

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

Notes:Parent company = BCE

Last Price Recorded: $63.6200 on 2017-04-24

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Date Signal Expert Opinion Price
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
2017-01-11 COMMENT Brian Madden

Canada’s leading outsourcer and IT services company. They got a new CEO in October. A great track record of growing. Organic growth is somewhat tepid, so the company has a history of being a “growth by acquisition” story. This gets a limited trading multiple relative to some of the other more dynamic growth stories in the technology space. Their last large deal was done in 2012, which was a game changer, and was massively accretive to earnings. The company has now almost fully deleveraged their balance sheet, so looks like they are ready to go again. A good, backdoor way to play the rest of the world.


Price:
$65.270
Subject:
CANADIAN & FIXED INCOME
Bias:
UNKNOWN
Owned:
No
2017-01-06 COMMENT Robert McWhirter

This has done well. A very consistent company. They have very long-term contracts with companies that want to outsource their server farms and other capabilities on the computer side. As a result, this company has roughly 7-9 years’ contracts of a lot of money in advance. Extremely good visibility. Year-over-year sales growth has been fairly modest. About a 5% lift in earnings. Extremely disciplined in their acquisitions, so he expects the stock will mark time for the moment, waiting for another significant acquisition opportunity.


Price:
$65.700
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH
Owned:
Unknown
2016-12-14 PAST TOP PICK Christine Poole

(A Top Pick Jan 12/16. Up 17.96%.) A systems integration and outsourcing firm, about half and half. The outsourcing portion is very stable with a recurring revenue stream. They grow organically, but do make big acquisitions every few years. Their 2012 Logica acquisition really expanded their geography into Europe. It was a very low margin business when they bought it, and those are now almost back up to their corporate level. They are ready to make another acquisition, but management is very disciplined on how much they are going to pay for the returns that they want. They are seeing pretty strong demand from their financial verticals because of increasing competition, and FINTECH because a lot of financial institutions are trying to improve their legacy systems through productivity and client servicing. There are also opportunities in cyber security in digital commerce, which they provide.


Price:
$64.340
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-09 BUY Greg Newman

Not cheap, trading ahead of its 5-year average. Also, doesn’t have a dividend, but has a lot of growth. They are transitioning maturing contracts to higher end solutions. Growing from their IP 30 digital solutions and from new outsourcing contracts i.e. the city of Edinburgh. Q3 was largely in line. A very rich backlog. Margins are strong. Strong free cash flow. He sees growth at about 8% EPS over the next couple of years. A pretty fragmented space, so there is a lot of upside from acquisitions.


Price:
$61.990
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
2016-12-02 WAIT David Cockfield

Has a nice upward trend on technicals, but is very volatile. You really have to catch this in one of their down swings. A difficult company to analyse because it is sort of like an advertising agency, i.e. it’s mental talent in there that is doing it. Have done an excellent job and got all sorts of contracts. Big in Europe. Wait until it sells off before stepping in. Trading at almost 17X forward earnings.


Price:
$62.530
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
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