CGI Group (A) | StockChase
450
CGI Group (A) (GIB.A-T)

Last Price Recorded: $67.3700 on 2018-01-15

ON STOCKCHASE SINCE Nov 2000

Parent company = BCE

consulting
450
CGI Group (A) (GIB.A-T)

Last Price Recorded: $67.3700 on 2018-01-15

ON STOCKCHASE SINCE Nov 2000

Parent company = BCE

consulting

CGI Group (A)


Signal Opinion Expert
COMMENT
CGI Group (A)(GIB.A-T) 

January 15, 2018

An extremely well-managed company, and they’ve gone from just being a Canadian regional company in the late 90s, to being one of the global giants in outsourcing of IT. Have made a lot of acquisitions and integrated them well. Expects they will continue doing so. One of the few Canadian technology companies that is big and global, and a core holding in most Canadian institutional portfolios. Thinks it will gradual move upward for quite a while.

consulting

An extremely well-managed company, and they’ve gone from just being a Canadian regional company in the late 90s, to being one of the global giants in outsourcing of IT. Have made a lot of acquisitions and integrated them well. Expects they will continue doing so. One of the few Canadian technology companies that is big and global, and a core holding in most Canadian institutional portfolios. Thinks it will gradual move upward for quite a while.

consulting
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Gr...

PricePrice
$67.370
Owned Owned
Unknown

PAST TOP PICK
CGI Group (A)(GIB.A-T) 

January 9, 2018

(A Top Pick Jan 11/17. Up 3%.) Still likes this. Half the company is outsourcing and half is systems integration. The outsourcing is a recurring revenue stream. They are seeing solid organic growth from their financial service end market, as older financial firms are having to modernize their systems. Attractively valued, so it is still a Buy. Doesn’t pay a dividend, which is a drawback for income investors.

consulting

(A Top Pick Jan 11/17. Up 3%.) Still likes this. Half the company is outsourcing and half is systems integration. The outsourcing is a recurring revenue stream. They are seeing solid organic growth from their financial service end market, as older financial firms are having to modernize their systems. Attractively valued, so it is still a Buy. Doesn’t pay a dividend, which is a drawback for income investors.

consulting
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$67.030
Owned Owned
Yes

PAST TOP PICK
CGI Group (A)(GIB.A-T) 

December 29, 2017

(A Top Pick Oct 20/17. Up 2%.) He still likes this. This is IT consulting, and in today's technology heavy world, medium size or smaller businesses find it more challenging every day, to manage the IT side of things. The technology is so sophisticated and the costs are so high, they tend to farm it out, and this company is in the sweet spot in a very, very desirable space.

consulting

(A Top Pick Oct 20/17. Up 2%.) He still likes this. This is IT consulting, and in today's technology heavy world, medium size or smaller businesses find it more challenging every day, to manage the IT side of things. The technology is so sophisticated and the costs are so high, they tend to farm it out, and this company is in the sweet spot in a very, very desirable space.

consulting
William Chin

Portfolio manager, Caldwell Investment ...

PricePrice
$68.300
Owned Owned
Yes

TOP PICK
CGI Group (A)(GIB.A-T) 

December 29, 2017

Chart shows this has been in an up channel since August. The key support is at around $66. Fundamentally, the productivity, security and being competitive is what all companies are looking for these days to stay in business and stay profitable. Outsourcing IT is very important for them to get the maximum for their IT bucks. The growth profile is very good. They’ve had some lower margin contracts expiring, and are replacing them with higher margin ones. Also, they are good acquirers of other businesses. (Analysts' price target is $74.)

consulting

Chart shows this has been in an up channel since August. The key support is at around $66. Fundamentally, the productivity, security and being competitive is what all companies are looking for these days to stay in business and stay profitable. Outsourcing IT is very important for them to get the maximum for their IT bucks. The growth profile is very good. They’ve had some lower margin contracts expiring, and are replacing them with higher margin ones. Also, they are good acquirers of other businesses. (Analysts' price target is $74.)

consulting
William Chin

Portfolio manager, Caldwell Investment ...

PricePrice
$68.300
Owned Owned
Yes

HOLD
CGI Group (A)(GIB.A-T) 

November 28, 2017

Period of seasonal strength is from about mid-October until about the end of January. Technically it has a long-term upward trend. It’s just reached an all-time high.

consulting

Period of seasonal strength is from about mid-October until about the end of January. Technically it has a long-term upward trend. It’s just reached an all-time high.

consulting
Don Vialoux

Research Analyst, TimingTheMarket.CA &...

PricePrice
$68.730
Owned Owned
Unknown

TOP PICK
CGI Group (A)(GIB.A-T) 

November 13, 2017

He likes value combined with momentum.  It is the strategy that works.  This is a leading Canadian IT company and there will be continuing demand for consulting services around the world.  Margins have been expanding There are more M&A opportunities as well.  (Analysts’ target: $74.00).

consulting

He likes value combined with momentum.  It is the strategy that works.  This is a leading Canadian IT company and there will be continuing demand for consulting services around the world.  Margins have been expanding There are more M&A opportunities as well.  (Analysts’ target: $74.00).

consulting
Brendan Caldwell

President, Caldwell Securities...

PricePrice
$67.420
Owned Owned
Yes

TOP PICK
CGI Group (A)(GIB.A-T) 

November 10, 2017

About half their revenue comes from outsourcing on long-term contracts, which are reoccurring, and the other half is systems integration consulting contracts. They are well positioned on the technology trends, with everybody having to develop a digital platform and automate processes for artificial intelligence. Companies are having to look at their legacy technology systems, and upgrade to make them more digital, online. When you do that, you are inviting customers and the world onto your website, which means cyber Security is another issue. This company has solutions to address all these metrics. Very global with about 50% from Europe, 30% in the US and the balance in Canada and Asia. (Analysts’ price target is $74.)

consulting

About half their revenue comes from outsourcing on long-term contracts, which are reoccurring, and the other half is systems integration consulting contracts. They are well positioned on the technology trends, with everybody having to develop a digital platform and automate processes for artificial intelligence. Companies are having to look at their legacy technology systems, and upgrade to make them more digital, online. When you do that, you are inviting customers and the world onto your website, which means cyber Security is another issue. This company has solutions to address all these metrics. Very global with about 50% from Europe, 30% in the US and the balance in Canada and Asia. (Analysts’ price target is $74.)

consulting
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$67.650
Owned Owned
Yes

BUY
CGI Group (A)(GIB.A-T) 

October 30, 2017

They can acquire businesses at attractive valuations then run them well.  He likes it a lot and thinks the management team is top notch.

consulting

They can acquire businesses at attractive valuations then run them well.  He likes it a lot and thinks the management team is top notch.

consulting
Jordan McNamee

Portfolio Manager, Cambridge Global Ass...

PricePrice
$69.000
Owned Owned
Yes

COMMENT
CGI Group (A)(GIB.A-T) 

October 27, 2017

An interesting company that offers solutions to people with problems in the computer area. This is a growth stock. The PE is reasonable. If you want a growth stock, it’s not a bad stock to own. It’s not just in Canada and the US, but also in Europe.

consulting

An interesting company that offers solutions to people with problems in the computer area. This is a growth stock. The PE is reasonable. If you want a growth stock, it’s not a bad stock to own. It’s not just in Canada and the US, but also in Europe.

consulting
David Cockfield

Managing Director, Northland Wealth Man...

PricePrice
$68.760
Owned Owned
No

TOP PICK
CGI Group (A)(GIB.A-T) 

October 20, 2017

A big IT consulting firm. Has very good contracts. Management is doing very well. The balance sheet is very strong. The chart shows it is steadily going higher. As technology gets more sophisticated, companies are finding it difficult to keep abreast of the changes, so there is more and more outsourcing taking place. (Analysts’ price target is $74.)

consulting

A big IT consulting firm. Has very good contracts. Management is doing very well. The balance sheet is very strong. The chart shows it is steadily going higher. As technology gets more sophisticated, companies are finding it difficult to keep abreast of the changes, so there is more and more outsourcing taking place. (Analysts’ price target is $74.)

consulting
William Chin

Portfolio manager, Caldwell Investment ...

PricePrice
$66.860
Owned Owned
Yes

TOP PICK
CGI Group (A)(GIB.A-T) 

October 18, 2017

There is a new CEO in the last year.  It is likely he will put his stamp on the company in some form.  It is Canada’s largest IT services company.  They could make a transformational acquisition.  They have a history of doing this.  It is a good play on the US economy where they have their largest customer.  (Analysts’ target: $74.00).

consulting

There is a new CEO in the last year.  It is likely he will put his stamp on the company in some form.  It is Canada’s largest IT services company.  They could make a transformational acquisition.  They have a history of doing this.  It is a good play on the US economy where they have their largest customer.  (Analysts’ target: $74.00).

consulting
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment ...

PricePrice
$66.780
Owned Owned
Yes

BUY
CGI Group (A)(GIB.A-T) 

October 2, 2017

The period of seasonal strength is from now until January.  The stock has good support and there is a good chance it will move above resistance. 

consulting

The period of seasonal strength is from now until January.  The stock has good support and there is a good chance it will move above resistance. 

consulting
Don Vialoux

Research Analyst, TimingTheMarket.CA &...

PricePrice
$64.400
Owned Owned
Unknown

BUY
CGI Group (A)(GIB.A-T) 

September 28, 2017

He likes this at these levels. He models an 8% EPS growth. Thinks you will get share buybacks and margin expansion. There is capital employment opportunity and tuck-in acquisitions. It is a pretty fragmented sector. The only bad thing is its price. It is trading at around 17X versus 15X its 5-year average. There are also the rising Cdn$ headwinds.

consulting

He likes this at these levels. He models an 8% EPS growth. Thinks you will get share buybacks and margin expansion. There is capital employment opportunity and tuck-in acquisitions. It is a pretty fragmented sector. The only bad thing is its price. It is trading at around 17X versus 15X its 5-year average. There are also the rising Cdn$ headwinds.

consulting
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$64.250
Owned Owned
Unknown

PAST TOP PICK
CGI Group (A)(GIB.A-T) 

September 12, 2017

(A Top Pick Sept 13/16. Up 4%.) Was surprised this has not done better. She still likes the stock. A great growth name. They don’t pay a dividend, so are definitely interested in growing their business and reinvesting in the business, outsourcing and integration. Outsourcing is on long-term contracts which has more stable cash flow streams. Every few years, this tends to do a large acquisition to increase their geographic scope or their vertical they want to increase their presence. They are ready to do another acquisition, but haven’t been able to find anything that fits their financial discipline, so have been making a lot of smaller tuck in acquisitions. They are seeing good pickup in organic growth, particularly with the whole issues of Cyber Security and automating processes to compete with new technologies. Cyber Security is going to be an ongoing trend.

consulting

(A Top Pick Sept 13/16. Up 4%.) Was surprised this has not done better. She still likes the stock. A great growth name. They don’t pay a dividend, so are definitely interested in growing their business and reinvesting in the business, outsourcing and integration. Outsourcing is on long-term contracts which has more stable cash flow streams. Every few years, this tends to do a large acquisition to increase their geographic scope or their vertical they want to increase their presence. They are ready to do another acquisition, but haven’t been able to find anything that fits their financial discipline, so have been making a lot of smaller tuck in acquisitions. They are seeing good pickup in organic growth, particularly with the whole issues of Cyber Security and automating processes to compete with new technologies. Cyber Security is going to be an ongoing trend.

consulting
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$63.230
Owned Owned
Yes

COMMENT
CGI Group (A)(GIB.A-T) 

September 11, 2017

TSX Infotech sector? He would look at this and Open Text (OTEX-T). He doesn’t look at this one too much, because it doesn’t pay a dividend, but it has been a very good performer.

consulting

TSX Infotech sector? He would look at this and Open Text (OTEX-T). He doesn’t look at this one too much, because it doesn’t pay a dividend, but it has been a very good performer.

consulting
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$63.300
Owned Owned
Unknown

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