CGI Group (A)

GIB.A-T

TSE:GIB.A

110.11
0.21 (0.19%)
CGI Group Inc., more commonly known as CGI, is a Canadian global information technology consulting, systems integration, outsourcing, and solutions company headquartered in Montreal, Quebec, Canada.
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Analysis and Opinions about GIB.A-T

Signal
Opinion
Expert
Chart
PARTIAL BUY
PARTIAL BUY
July 13, 2020
He continues to hold it. It's grown by acquisition well and rolled out their product line effectively. CGI provides IT solutions which enjoys rising demand. Great balance sheet with lots of free cash flow. Another acquisition would help. It's worth holding, at least. Decent valuation and he likes their core business.
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He continues to hold it. It's grown by acquisition well and rolled out their product line effectively. CGI provides IT solutions which enjoys rising demand. Great balance sheet with lots of free cash flow. Another acquisition would help. It's worth holding, at least. Decent valuation and he likes their core business.
John Zechner
Price
$86.740
Owned
Yes
TOP PICK
TOP PICK
July 8, 2020
A consulting and outsourcing business. It does not have the same scalability as a software company as its success is based on the number of workers it has. Longer term, this business has a tremendous footprint for its global markets. It plays well into cyber-security concerns. It is valued at 17 times earnings and has a free cash flow yield of 6% with strong recurring revenues. Yield 0% (Analysts’ price target is $97.15)
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A consulting and outsourcing business. It does not have the same scalability as a software company as its success is based on the number of workers it has. Longer term, this business has a tremendous footprint for its global markets. It plays well into cyber-security concerns. It is valued at 17 times earnings and has a free cash flow yield of 6% with strong recurring revenues. Yield 0% (Analysts’ price target is $97.15)
Chris Blumas
Price
$85.800
Owned
Yes
TOP PICK
TOP PICK
June 24, 2020
She has owned this for quite a while. At this price level it is a buy. Their business is split between outsourcing and consulting. This includes high recurring revenues. The lock down and pandemic has slowed some of their business. However, she thinks companies will realize the value of the services in security and outsourcing going forward. They have a sold balance sheet to fund future acquisitions. Yield 0% (Analysts’ price target is $97.12)
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She has owned this for quite a while. At this price level it is a buy. Their business is split between outsourcing and consulting. This includes high recurring revenues. The lock down and pandemic has slowed some of their business. However, she thinks companies will realize the value of the services in security and outsourcing going forward. They have a sold balance sheet to fund future acquisitions. Yield 0% (Analysts’ price target is $97.12)
Christine Poole
Price
$85.900
Owned
Yes
COMMENT
COMMENT
June 10, 2020

Rather than GIB, he prefers ACN. If he wanted to expand into information services, he would add GIB.

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Rather than GIB, he prefers ACN. If he wanted to expand into information services, he would add GIB.

Kim Bolton
Price
$91.270
Owned
_N/A
BUY
BUY
May 1, 2020
He likes and owns this stock and would be a buyer today. It is Canada's largest IT company, offering outsourcing in Canada, Europe and Asia Pacific. Their recent earnings were better than expectations. They are running lean and benefiting from small acquisitions. They manage to grow earnings at 10% annually over 5 years and it trades at 17 times earnings. The revenue is highly visible and sticky and highly contracted.
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He likes and owns this stock and would be a buyer today. It is Canada's largest IT company, offering outsourcing in Canada, Europe and Asia Pacific. Their recent earnings were better than expectations. They are running lean and benefiting from small acquisitions. They manage to grow earnings at 10% annually over 5 years and it trades at 17 times earnings. The revenue is highly visible and sticky and highly contracted.
Brian Madden
Price
$88.770
Owned
Yes
TOP PICK
TOP PICK
April 9, 2020
Systems integration outsourcing. They have a history of growth by acquisition. On the organic growth front they are developing a lot of intellectual property and licensing it into its client engagements. The pullback is very viable. (Analysts’ price target is $104.33)
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Systems integration outsourcing. They have a history of growth by acquisition. On the organic growth front they are developing a lot of intellectual property and licensing it into its client engagements. The pullback is very viable. (Analysts’ price target is $104.33)
Brian Madden
Price
$81.590
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
March 30, 2020
If it got back down to $60 or EBV+3 it would be a fantastic price. It is a good opportunity to buy or buy more, however it could get down to $59 still.
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CGI Group (A) (GIB.A-T)
March 30, 2020
If it got back down to $60 or EBV+3 it would be a fantastic price. It is a good opportunity to buy or buy more, however it could get down to $59 still.
Brian Acker, CA
Price
$70.230
Owned
Yes
TOP PICK
TOP PICK
February 26, 2020
An IT outsourcing and consulting company. Companies are getting more digital and efficient, which benefits CGI. Massive earnings, a great compounder. (Analysts’ price target is $112.21)
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CGI Group (A) (GIB.A-T)
February 26, 2020
An IT outsourcing and consulting company. Companies are getting more digital and efficient, which benefits CGI. Massive earnings, a great compounder. (Analysts’ price target is $112.21)
Chris Blumas
Price
$96.410
Owned
Yes
COMMENT
COMMENT
February 14, 2020

CGI has been on a monster tear. There are rare non-commodity, utility or financial companies. There is a premium on these. They missed on a quarter and organic growth is slowing. It is an acquisition story, however. He would prefer Constellation Software that they own.

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CGI Group (A) (GIB.A-T)
February 14, 2020

CGI has been on a monster tear. There are rare non-commodity, utility or financial companies. There is a premium on these. They missed on a quarter and organic growth is slowing. It is an acquisition story, however. He would prefer Constellation Software that they own.

Barry Schwartz
Price
$102.110
Owned
Unknown
TOP PICK
TOP PICK
February 13, 2020
Wait for a pullback, which is now. Growth was weaker than anticipated. Company says it will maintain growth of 5-6%. Inorganic growth and M&A will likely pick up. Will do well long term. Strong balance sheet. No dividend. (Analysts’ price target is $112.25)
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CGI Group (A) (GIB.A-T)
February 13, 2020
Wait for a pullback, which is now. Growth was weaker than anticipated. Company says it will maintain growth of 5-6%. Inorganic growth and M&A will likely pick up. Will do well long term. Strong balance sheet. No dividend. (Analysts’ price target is $112.25)
Christine Poole
Price
$102.560
Owned
Yes
DON'T BUY
DON'T BUY
February 10, 2020
He had owned it forever for growing by acquisition, but he lightened recently because the valuation is too high, and the last quarter disappointed with slower organic growth and margin pressure. It'll be harder for them to make bigger acquisitions that accrete. This stock won't move higher as it has in the past.
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CGI Group (A) (GIB.A-T)
February 10, 2020
He had owned it forever for growing by acquisition, but he lightened recently because the valuation is too high, and the last quarter disappointed with slower organic growth and margin pressure. It'll be harder for them to make bigger acquisitions that accrete. This stock won't move higher as it has in the past.
John Zechner
Price
$102.620
Owned
No
SELL
SELL
January 30, 2020
They have done a spectacular job over the long term. This is not a cheap stock and he sees earnings growth slowing. There are better places to be. This industry gets more and more competitive by the day. The stock price has move ahead of itself.
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CGI Group (A) (GIB.A-T)
January 30, 2020
They have done a spectacular job over the long term. This is not a cheap stock and he sees earnings growth slowing. There are better places to be. This industry gets more and more competitive by the day. The stock price has move ahead of itself.
Lorne Steinberg
Price
$104.000
Owned
Unknown
BUY
BUY
January 21, 2020

Canadian mid-caps (no past picks today) He specializes in these. They are under the radar of Canada's large mutual funds and receive little analyst coverage, so they trade at a discount. (No past picks today.) He buys stocks only during momentum, as they are rising and keep rising. CGI is a leader in Canadian tech. CGI has a long, long runway and the chart enjoys a strong up channel with investors willing to pay rising stock prices as management executes well.

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CGI Group (A) (GIB.A-T)
January 21, 2020

Canadian mid-caps (no past picks today) He specializes in these. They are under the radar of Canada's large mutual funds and receive little analyst coverage, so they trade at a discount. (No past picks today.) He buys stocks only during momentum, as they are rising and keep rising. CGI is a leader in Canadian tech. CGI has a long, long runway and the chart enjoys a strong up channel with investors willing to pay rising stock prices as management executes well.

William Chin
Price
$113.350
Owned
Unknown
BUY
BUY
January 20, 2020
He does not own it any more. They sometimes meet and then don't meet his criteria. The space is quite fragmented. The company is doing a lot of the great things. It would be a company to have for 5 years. There have not been a lot of pullbacks.
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CGI Group (A) (GIB.A-T)
January 20, 2020
He does not own it any more. They sometimes meet and then don't meet his criteria. The space is quite fragmented. The company is doing a lot of the great things. It would be a company to have for 5 years. There have not been a lot of pullbacks.
WEAK BUY
WEAK BUY
January 13, 2020
It has been a good story. It is a Canadian national champion. The only challenge he has is that his clients have an ambition to have a dividend. He would buy it if they initiated a dividend. If you don’t need one, then it is one to look at. Look for a better entry point.
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CGI Group (A) (GIB.A-T)
January 13, 2020
It has been a good story. It is a Canadian national champion. The only challenge he has is that his clients have an ambition to have a dividend. He would buy it if they initiated a dividend. If you don’t need one, then it is one to look at. Look for a better entry point.
Darren Sissons
Price
$111.950
Owned
Unknown
Showing 16 to 30 of 544 entries