TSE:CMG

Computer Modelling Group Ltd (CMG.TO)

3.76
-0.14 (3.59%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
59 watching
0
SELL

(Market Call Minute.) Terrific company but expensive. Take a look at Pulse Seismic (PSD-T) instead, which would be an interesting switch.

BUY

3-D modeling for oil/gas sector. Pays a nice dividend in the 3% range and has been growing it every year. Earnings growth has kept pace with the stock for the most part. Still feels there is room to run.

DON'T BUY

Fantastic company but this is getting kind of priced into the stock. Getting pretty fully valued. Doesn’t feel there is a lot of room for growth. Trading at 30X earnings.

BUY
Solid stock with a good dividend? He likes Computer Modeling Group (CMG-T) which does modeling for oil/gas exploration. Ways about 3% dividend but also has some growth.
BUY
Came out of the last recession quite well and revenues, dividends, etc. were quite steady. Fantastically managed. Thinks it will definitely outperform through the cycle.
HOLD
Ranks high at #5 out of 650 stocks in his database. Analysts are looking for earnings growth from $0.94 to $1.05 in March/11and further growth of 12% by 2012. Not cheap but the ROE is extremely high at about 66%.
PAST TOP PICK
(A Top Pick Sept 17/09. Up 19.28%.) Software for heavy oil reserves. Increases their dividend. No debt.
PAST TOP PICK
(A Top Pick Sept 17/09. Up 10%.) Heavy oil software and consulting work. No debt. Yields about 4%. History of raising dividends and paying special ones. 80% market share.
PAST TOP PICK
(A Top Pick April 30/09. Up 67.01%.)
TOP PICK
Specializes in heavy oil software. Global clients. Management owns about 16%. No debt. Revenue is like an annuity in that it keeps coming in. 4.6% yield
COMMENT
One of the best run companies in Canada. ROE is about 60%. They raised their dividend almost every quarter. Have no debt and are sitting on cash. Great product and they don't have the need for capital.
HOLD
Putting the 50-day and 200-day moving average lines tight. If he where investing in this he would want to know the ownership structure as the chart doesn't look like it needs to be sold. If considering buying he would be bit cautious because of his views on the market. 18 multiple is reasonable for the tech sector.
TOP PICK
They figure out how to get the most out of an oil well. Special dividend usually in June.
BUY ON WEAKNESS
Use computer modeling to do reservoir optimization techniques. This is becoming more popular. Very low liquidity. Would like to see it in the $8 to $9 range.
BUY
Reservoir solutions for oil/gas companies. Should be the poster child of how companies are run in Canada. Don’t need capital. Pristine balance sheet with excess millions of cash which they dividend out.
Showing 16 to 30 of 37 entries