Computer Modelling Group Ltd

CMG-T

TSE:CMG

8.24
0.00 (0.00%)
Computer Modelling Group Ltd., abbreviated as CMG, is a software company that produces reservoir simulation software for the oil and gas industry.
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Analysis and Opinions about CMG-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 19, 2017

They recently had a joint venture with Baker-Hughes (BHGE-N), where Baker Hughes is co-marketing one of their products. It would make sense for Baker Hughes to take over this company. Schlumberger (SLB-N) is the only company with a competing product. (Analysts’ price target is $9.50.)

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They recently had a joint venture with Baker-Hughes (BHGE-N), where Baker Hughes is co-marketing one of their products. It would make sense for Baker Hughes to take over this company. Schlumberger (SLB-N) is the only company with a competing product. (Analysts’ price target is $9.50.)

BUY
BUY
June 20, 2016

(Market Call Minute.) An industry leader. It does something that nobody else does, and you have to take these opportunities when they come.

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(Market Call Minute.) An industry leader. It does something that nobody else does, and you have to take these opportunities when they come.

HOLD
HOLD
June 10, 2016

(Market Call Minute.) Was involved with this in the past. If you have patience, stick with it.

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(Market Call Minute.) Was involved with this in the past. If you have patience, stick with it.

BUY
BUY
May 29, 2015

They provide software that simulates both the field and production in oil/gas fields. Took a hit along with the energy related names, but it kind of bottomed out around November when people realized it was a very resilient company with about 97% of their revenues recurring. Recently added to his position. A great long-term hold. Dividend yield of just under 3%.

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They provide software that simulates both the field and production in oil/gas fields. Took a hit along with the energy related names, but it kind of bottomed out around November when people realized it was a very resilient company with about 97% of their revenues recurring. Recently added to his position. A great long-term hold. Dividend yield of just under 3%.

BUY WEAKNESS
BUY WEAKNESS
February 6, 2015

Great company. They have software for modelling reservoirs, including heavy oil and offshore oil. They work with some very large oil/gas companies. Fantastic margins. They pay a dividend as well as special dividends. Clean and pristine balance sheet. Trading at about 20X forward earnings. He would like it to come back about 5%-7% and would then get back into the name.

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Great company. They have software for modelling reservoirs, including heavy oil and offshore oil. They work with some very large oil/gas companies. Fantastic margins. They pay a dividend as well as special dividends. Clean and pristine balance sheet. Trading at about 20X forward earnings. He would like it to come back about 5%-7% and would then get back into the name.

BUY
BUY
November 13, 2014

Energy services company. Optimize wells to get the best out of them. They have wonderful intellectual materials. They might even get swallowed up.

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Energy services company. Optimize wells to get the best out of them. They have wonderful intellectual materials. They might even get swallowed up.

BUY
BUY
October 21, 2014

Provides software that helps companies to model very sophisticated oil/gas fields and helps with the extraction. Previously had been exclusively focused on oil, but have branched out to gas. Very attractive long-term play. Nice yield. They are just on the cusp of developing new software that will be rolling out in the next couple of quarters. Attractive at these levels. A lower risk, lower volatility way to play oil and gas.

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Provides software that helps companies to model very sophisticated oil/gas fields and helps with the extraction. Previously had been exclusively focused on oil, but have branched out to gas. Very attractive long-term play. Nice yield. They are just on the cusp of developing new software that will be rolling out in the next couple of quarters. Attractive at these levels. A lower risk, lower volatility way to play oil and gas.

SELL
SELL
August 19, 2014

Long-term chart shows that it is just recently breaking a long-term upward trend line. You do not want to buy into a story that is breaking a trendline.

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Long-term chart shows that it is just recently breaking a long-term upward trend line. You do not want to buy into a story that is breaking a trendline.

DON'T BUY
DON'T BUY
June 10, 2014

ROE is 54%, which is huge. A free cash flow generator, and does really well, but not sure what a fair value would be for it. PE on a trailing basis is 39X, and on a forecast basis is 36X. Earnings growth is a very modest 6%. Looks to be fully valued. Thinks there are other stocks that will perform better over the next 12 months.

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ROE is 54%, which is huge. A free cash flow generator, and does really well, but not sure what a fair value would be for it. PE on a trailing basis is 39X, and on a forecast basis is 36X. Earnings growth is a very modest 6%. Looks to be fully valued. Thinks there are other stocks that will perform better over the next 12 months.

SELL
SELL
August 22, 2013

(Market Call Minute.) Outstanding company but is way overvalued

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(Market Call Minute.) Outstanding company but is way overvalued

TOP PICK
TOP PICK
August 14, 2013

Basically an international computer software and consulting company that is able to simulate the reservoirs for oil/gas companies giving precise locations for drilling. Has grown about 20% per year in the past and he is expecting 12%-15% growth. Yield of 2.94%.

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Basically an international computer software and consulting company that is able to simulate the reservoirs for oil/gas companies giving precise locations for drilling. Has grown about 20% per year in the past and he is expecting 12%-15% growth. Yield of 2.94%.

SELL
SELL
April 3, 2013

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

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

BUY
BUY
January 29, 2013

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.

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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
DON'T BUY
November 23, 2012

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.

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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
BUY
January 27, 2012
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.
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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.
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