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Compiling comments that experts make about stocks while on public TV.


Opinion for CGI Group (A) (GIB.A-T)

Signal Price Bias Subject Owned

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.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council

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