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

Last Price Recorded: $68.8800 on 2017-11-21

ON STOCKCHASE SINCE Nov 2000

Parent company = BCE

consulting

CGI Group (A)


Signal Opinion Expert

2017-11-13

TOP PICK
CGI Group (A) (GIB.A-T)

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

Price: $67.420
Owned: Yes

2017-11-10

TOP PICK
CGI Group (A) (GIB.A-T)

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 Management

Price: $67.650
Owned: Yes

2017-10-30

BUY
CGI Group (A) (GIB.A-T)

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 Asset Management

Price: $69.000
Owned: Yes

2017-10-27

COMMENT
CGI Group (A) (GIB.A-T)

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 Management

Price: $68.760
Owned: No

2017-10-20

TOP PICK
CGI Group (A) (GIB.A-T)

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 Management

Price: $66.860
Owned: Yes

2017-10-18

TOP PICK
CGI Group (A) (GIB.A-T)

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 Council

Price: $66.780
Owned: Yes

2017-10-02

BUY
CGI Group (A) (GIB.A-T)

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 & EquityClock.COM

Price: $64.400
Owned: Unknown

2017-09-28

BUY
CGI Group (A) (GIB.A-T)

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 Management

Price: $64.250
Owned: Unknown

2017-09-12

PAST TOP PICK
CGI Group (A) (GIB.A-T)

(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 Management

Price: $63.230
Owned: Yes

2017-09-11

COMMENT
CGI Group (A) (GIB.A-T)

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

Price: $63.300
Owned: Unknown

2017-09-08

COMMENT
CGI Group (A) (GIB.A-T)

A company that is a little unique in Canada. A computer services company which can do your programs. There was a big fuss because they got some programs screwed up in the US. A little scary in that it is a very volatile, but the multiple is not outrageous. This is something he might consider participating in, in the future. Most of their programming is in Europe, so it is different for a Canadian company.

consulting
David Cockfield

Managing Director, Northland Wealth Management

Price: $63.050
Owned: No

2017-08-30

BUY
CGI Group (A) (GIB.A-T)

Canada’s largest provider of outsourcing IT services and solutions. Trades at a modest multiple on earnings of about 16 or 17 times. New management has ambitious plans to double the size of the company over the next 5-7 years. They’ve been doing small tuck in mergers and acquisitions.

consulting
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment Council

Price: $63.100
Owned: Yes

2017-08-23

PAST TOP PICK
CGI Group (A) (GIB.A-T)

(Top Pick Sep 2/16, Down 3.15%)  It has great valuation and is stable.  They are doing more and more tuck-in acquisitions.  They are still on the hunt for the ‘big’ acquisition.  It is still cheap.  18% ROE.  Price momentum is starting to wane.  They can grow by acquisition. 

consulting
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $62.590
Owned: Yes

2017-08-11

BUY
CGI Group (A) (GIB.A-T)

Open Text (OTEX-T) or CGI Group (GIB.A-T)? These are in different businesses. This one does not carry a dividend, and if you don’t have a requirement for that, this is a high-quality company. Both are good companies and he would have no trouble buying them here.

consulting
Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $62.890
Owned: Unknown

2017-08-10

PAST TOP PICK
CGI Group (A) (GIB.A-T)

(A Top Pick Aug 10/16. Down 2.38%.) Has been really disappointing. Revenue growth picked up nicely and margins started to expand, outside of this one quarter, where they are starting to make some investments into the demand they are seeing. That hit margins a little. She feels the market just got a little ahead of itself. Trading at a pretty decent discount at this point.

consulting
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment Management

Price: $62.700
Owned: Yes

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