CGI Group (A)

GIB.A-T

TSE:GIB.A

95.35
1.30 (1.35%)
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
BUY
BUY
February 7, 2019
There is a secular theme where companies will continue to spend on IT development. The industry is growing between 5 and 6%, roughly twice the growth rate of the economy. They can now make another acquisition and he is watching for potential catalysts.
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CGI Group (A) (GIB.A-T)
February 7, 2019
There is a secular theme where companies will continue to spend on IT development. The industry is growing between 5 and 6%, roughly twice the growth rate of the economy. They can now make another acquisition and he is watching for potential catalysts.
COMMENT
COMMENT
February 1, 2019
Had a nice run. Getting a bit ahead of itself in valuation, and will probably go sideways until there's another deal. If you hold it, and you're a long-term investor, you'll be fine if you continue to hold. If you're a short-term trader, consider selling and buying back down the road.
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CGI Group (A) (GIB.A-T)
February 1, 2019
Had a nice run. Getting a bit ahead of itself in valuation, and will probably go sideways until there's another deal. If you hold it, and you're a long-term investor, you'll be fine if you continue to hold. If you're a short-term trader, consider selling and buying back down the road.
BUY
BUY
January 23, 2019
He likes this large tech company. It has been a slower grower, but they have put in some good earnings -- especially in Europe. He thinks they may introduce a dividend, when they report Q4 results soon. The stock trades at 17 times earnings and it has good growth prospects. He respects the management team.
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CGI Group (A) (GIB.A-T)
January 23, 2019
He likes this large tech company. It has been a slower grower, but they have put in some good earnings -- especially in Europe. He thinks they may introduce a dividend, when they report Q4 results soon. The stock trades at 17 times earnings and it has good growth prospects. He respects the management team.
COMMENT
COMMENT
January 11, 2019
Worried about the market and U.S. politics. There's some progress in China-US trade and both sides need a resolution. But don't over-emphasize the politics like the U.S. Government shutdown; the economy will still march ahead as recent strong unemployment numbers demonstrate. The wall and shutdown are noise. Be more positive on the market, and corrections happen all the time.
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CGI Group (A) (GIB.A-T)
January 11, 2019
Worried about the market and U.S. politics. There's some progress in China-US trade and both sides need a resolution. But don't over-emphasize the politics like the U.S. Government shutdown; the economy will still march ahead as recent strong unemployment numbers demonstrate. The wall and shutdown are noise. Be more positive on the market, and corrections happen all the time.
TOP PICK
TOP PICK
January 10, 2019
It is Canada's biggest technology company. It has really good valuation, it is defensive and it is a growth story with a good technical profile. He thinks it is undervalued and will continue to reduce its debt. If it gets through the high that it is near now, it will be a pretty good part of a portfolio for the next year. (Analysts’ price target is $88.14)
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CGI Group (A) (GIB.A-T)
January 10, 2019
It is Canada's biggest technology company. It has really good valuation, it is defensive and it is a growth story with a good technical profile. He thinks it is undervalued and will continue to reduce its debt. If it gets through the high that it is near now, it will be a pretty good part of a portfolio for the next year. (Analysts’ price target is $88.14)
BUY
BUY
January 9, 2019
One of Canada's largest tech companies. Continues to like it. Valuation has crept up, trades at 18x earnings, but is quite profitable returning high teens ROE. Rose quickly and consistently, with 9% compound growth rate. "Untech" tech stock. Shook off huge rotation from growth to value in the summer. Unloved because organic growth rate is tepid. Tuck-in acquisition strategy working nicely. IP30 strategy is margin accretive. Would be a buyer here. Despite lack of respect from the street, has gone up 10 years in a row.
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CGI Group (A) (GIB.A-T)
January 9, 2019
One of Canada's largest tech companies. Continues to like it. Valuation has crept up, trades at 18x earnings, but is quite profitable returning high teens ROE. Rose quickly and consistently, with 9% compound growth rate. "Untech" tech stock. Shook off huge rotation from growth to value in the summer. Unloved because organic growth rate is tepid. Tuck-in acquisition strategy working nicely. IP30 strategy is margin accretive. Would be a buyer here. Despite lack of respect from the street, has gone up 10 years in a row.
COMMENT
COMMENT
January 2, 2019
CGI vs. OTEX He's been watching Open Text and will buy it under $40. They're good at making purchases. He prefers it to CGI which is too high right now.
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CGI Group (A) (GIB.A-T)
January 2, 2019
CGI vs. OTEX He's been watching Open Text and will buy it under $40. They're good at making purchases. He prefers it to CGI which is too high right now.
HOLD
HOLD
January 2, 2019
He prefers Open Text, but CGI shows some growth. It's held up well these days, but it's not cheap now. You can hold it at this level and be fine going forward.
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CGI Group (A) (GIB.A-T)
January 2, 2019
He prefers Open Text, but CGI shows some growth. It's held up well these days, but it's not cheap now. You can hold it at this level and be fine going forward.
DON'T BUY
DON'T BUY
December 14, 2018
It was dead money, so they don't own it now. Prefers Luxoft and EPAM, they're cutting edge.
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CGI Group (A) (GIB.A-T)
December 14, 2018
It was dead money, so they don't own it now. Prefers Luxoft and EPAM, they're cutting edge.
WAIT
WAIT
November 30, 2018
Good company that he's been following, though hasn't put any money in yet. Lots of business is offshore, Europe and US mainly. Waiting for it to pull back, and it hasn't because they keep producing good results. It's a bread-and-butter business, a problem-solver for businesses.
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CGI Group (A) (GIB.A-T)
November 30, 2018
Good company that he's been following, though hasn't put any money in yet. Lots of business is offshore, Europe and US mainly. Waiting for it to pull back, and it hasn't because they keep producing good results. It's a bread-and-butter business, a problem-solver for businesses.
TOP PICK
TOP PICK
November 23, 2018
He loves tech which has been punished, because the fundamentals remain strong. The last durable-goods order report stated 20% above average growth for computers and related products. Phenomenal growth historically. Seasonally, it's Dec. 22 - March 13. (Analysts’ price target is $87.74)
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CGI Group (A) (GIB.A-T)
November 23, 2018
He loves tech which has been punished, because the fundamentals remain strong. The last durable-goods order report stated 20% above average growth for computers and related products. Phenomenal growth historically. Seasonally, it's Dec. 22 - March 13. (Analysts’ price target is $87.74)
PAST TOP PICK
PAST TOP PICK
November 13, 2018
(A Top Pick Nov 10/17, Up 20%) Long owned this and still likes it. They do half-IT outsourcing and half IT-consulting. The former is long-term with a stable revenue stream. Diversified around Europe and Canada. Good organic growth. She'd buy it around $80 during this pullback. They don't pay a dividend, but they buy back stock. They're introducing more intellectual property in their software which is higher margin.
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CGI Group (A) (GIB.A-T)
November 13, 2018
(A Top Pick Nov 10/17, Up 20%) Long owned this and still likes it. They do half-IT outsourcing and half IT-consulting. The former is long-term with a stable revenue stream. Diversified around Europe and Canada. Good organic growth. She'd buy it around $80 during this pullback. They don't pay a dividend, but they buy back stock. They're introducing more intellectual property in their software which is higher margin.
PAST TOP PICK
PAST TOP PICK
November 1, 2018
(A Top Pick Aug 21/18, Down 4%) He likes the move from this little base pattern to higher highs. He thinks there will be additional choppiness in the near term.
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CGI Group (A) (GIB.A-T)
November 1, 2018
(A Top Pick Aug 21/18, Down 4%) He likes the move from this little base pattern to higher highs. He thinks there will be additional choppiness in the near term.
PAST TOP PICK
PAST TOP PICK
October 24, 2018

(Past Top Pick Oct. 18, 2017, Up 17%) They do IT outsourcing and consulting. They offer modest, but accelerating organic growth. It's very profitable and generates a lot of cash flow. It does some small tuck-in acqusitions. Continues to like it. A lower-beta stock than its tech peers.

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CGI Group (A) (GIB.A-T)
October 24, 2018

(Past Top Pick Oct. 18, 2017, Up 17%) They do IT outsourcing and consulting. They offer modest, but accelerating organic growth. It's very profitable and generates a lot of cash flow. It does some small tuck-in acqusitions. Continues to like it. A lower-beta stock than its tech peers.

WAIT
WAIT
October 19, 2018

Has had a great run for a number of years. They have grown by acquisition over the years. Organic growth has been an issue. It has not pulled back to a level that they are looking at it yet.

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CGI Group (A) (GIB.A-T)
October 19, 2018

Has had a great run for a number of years. They have grown by acquisition over the years. Organic growth has been an issue. It has not pulled back to a level that they are looking at it yet.

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