Computer Modelling Group Ltd

CMG-T

TSE:CMG

8.10
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.
BUY
BUY
October 20, 2011
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.
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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
HOLD
December 9, 2010
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%.
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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
PAST TOP PICK
September 10, 2010
(A Top Pick Sept 17/09. Up 19.28%.) Software for heavy oil reserves. Increases their dividend. No debt.
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(A Top Pick Sept 17/09. Up 19.28%.) Software for heavy oil reserves. Increases their dividend. No debt.
PAST TOP PICK
PAST TOP PICK
July 7, 2010
(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.
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(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
PAST TOP PICK
March 30, 2010
(A Top Pick April 30/09. Up 67.01%.)
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(A Top Pick April 30/09. Up 67.01%.)
TOP PICK
TOP PICK
September 17, 2009
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
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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
COMMENT
August 6, 2009
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.
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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
HOLD
August 4, 2009
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.
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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
TOP PICK
April 30, 2009
They figure out how to get the most out of an oil well. Special dividend usually in June.
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They figure out how to get the most out of an oil well. Special dividend usually in June.
BUY WEAKNESS
BUY WEAKNESS
September 12, 2008
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.
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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
BUY
July 8, 2008
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.
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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.
HOLD
HOLD
March 27, 2006
Reservoir engineering for oil/gas companies as to where to shoot the next well. Has a nice dividend. Well-financed. More of a dividend play than growth.
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Reservoir engineering for oil/gas companies as to where to shoot the next well. Has a nice dividend. Well-financed. More of a dividend play than growth.
BUY
BUY
March 1, 2005
Strong growth rate. High return on equity, and cash flow. Solid.
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Strong growth rate. High return on equity, and cash flow. Solid.
BUY
BUY
October 8, 2004
Not in his database, so no ranking. Has about $1.50 per share in cash. ROE estimated at a high 22% and a 4% dividend yield. Earnings growth is not great.
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Not in his database, so no ranking. Has about $1.50 per share in cash. ROE estimated at a high 22% and a 4% dividend yield. Earnings growth is not great.
WEAK BUY
WEAK BUY
June 2, 2004
Products are sold globally and having good acceptance. Should have reasonable return over the next two years, but they prefer others.
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Products are sold globally and having good acceptance. Should have reasonable return over the next two years, but they prefer others.
BUY
BUY
May 17, 2004
Just signed a big 10 year contract in the Middle East. Seems to be paid a dividend each quarter.
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Just signed a big 10 year contract in the Middle East. Seems to be paid a dividend each quarter.
PAST TOP PICK
PAST TOP PICK
April 8, 2004
(A past top pick Mar 2/04. No change.) Pays a dividend. Expect oil/gas producers will flock to their product. We'll have to hold for about a year.
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(A past top pick Mar 2/04. No change.) Pays a dividend. Expect oil/gas producers will flock to their product. We'll have to hold for about a year.
TOP PICK
TOP PICK
March 2, 2004
Paid their first dividend at the end of February. They have $1.50 in cash per share. Great balance sheet, and management owns half the company.
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Paid their first dividend at the end of February. They have $1.50 in cash per share. Great balance sheet, and management owns half the company.
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