CGI Group (A)
GIB.A-T
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About CGI Group (A) (GIB.A-T)
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(A Past Top Pick on Feb.5, 2018, Up 6%) He's bearish about this summer and how FANG stocks will do, but Canadian tech stocks like this are overlooked. It's a steady eddy. It has legs. This won't take off, but you won't lose money and will make you a little.
This is at a more modest multiple than many tech companies. They are capable of organic growth. He might own it at a lower price. It is a quality company within the industry. They have good long term contracts.
This is at a more modest multiple than many tech companies. They are capable of organic growth. He might own it at a lower price. It is a quality company within the industry. They have good long term contracts.
(A Past Top Pick on May 16, 2017, Up 9%) She's held this for a long time. It's a Canadian IT company that does outsourcing with long-term contracts--a recurring revenue stream that will protect them if the economy weakens. They are 50% in Europe after an acquisition a few years ago. Margins are back up. They're ready to buy a bigger purchase. They are seeing good organic growth in their vertical markets (i.e. cybersecurity).
(A Past Top Pick on May 16, 2017, Up 9%) She's held this for a long time. It's a Canadian IT company that does outsourcing with long-term contracts--a recurring revenue stream that will protect them if the economy weakens. They are 50% in Europe after an acquisition a few years ago. Margins are back up. They're ready to buy a bigger purchase. They are seeing good organic growth in their vertical markets (i.e. cybersecurity).
A great compounder of wealth for many years. It is Canada’s largest IT outsourcing company with most of its revenue coming from outside Canada. Their largest customer is the US military. They have the balance sheet strength to pull off a large acquisition. Yield 0%. (Analysts’ price target is $75.35 )
A great compounder of wealth for many years. It is Canada’s largest IT outsourcing company with most of its revenue coming from outside Canada. Their largest customer is the US military. They have the balance sheet strength to pull off a large acquisition. Yield 0%. (Analysts’ price target is $75.35 )
(A Top Pick May 24/17 Up 12.3 %). Boring is beautiful for this tech stock. As Canada’s largest IT consulting company it has long term favorable margin opportunities. He is expecting the new CEO to possibly acquire something soon.
(A Top Pick May 24/17 Up 12.3 %). Boring is beautiful for this tech stock. As Canada’s largest IT consulting company it has long term favorable margin opportunities. He is expecting the new CEO to possibly acquire something soon.
Buy and put it away. Their business model works: make acquitions in software services, generate cash flow and pay down debt. Balance sheet is in great shape. Cloud services are giving them a lift too. Their multiple is in the low teens.
Buy and put it away. Their business model works: make acquitions in software services, generate cash flow and pay down debt. Balance sheet is in great shape. Cloud services are giving them a lift too. Their multiple is in the low teens.
He thinks CGI has a very stable business driven by government programs. He bets there could be some road blocks getting business done in the US as a significant Canadian company. He holds a small position in their large-cap group, but would be looking to trim that down.
He thinks CGI has a very stable business driven by government programs. He bets there could be some road blocks getting business done in the US as a significant Canadian company. He holds a small position in their large-cap group, but would be looking to trim that down.
He does not own this company presently, but it ranks highly in their database. They do not pay a dividend despite an 18% ROE and earnings are expected to grow. They are a highly disciplined company that has been successful at growing by acquisition. Overall, they are waiting for another large acquisition. Yield 0%.
He does not own this company presently, but it ranks highly in their database. They do not pay a dividend despite an 18% ROE and earnings are expected to grow. They are a highly disciplined company that has been successful at growing by acquisition. Overall, they are waiting for another large acquisition. Yield 0%.
He still likes this one. IT services will continue to grow and they have been replacing lower margin contracts with better margin ones. Yield 0%. (Analysts’ price target is $75.35 )
He still likes this one. IT services will continue to grow and they have been replacing lower margin contracts with better margin ones. Yield 0%. (Analysts’ price target is $75.35 )
(A Top Pick December 29/17 Up 11%). This IT technology consulting company has been very successful.
(A Top Pick December 29/17 Up 11%). This IT technology consulting company has been very successful.
IT services company. They are well positioned. Her target for this stock is in the mid-80s. A play in the cybersecurity and need for companies to digitize and automatize their processes. Nice long-term hold. For new clients she has been waiting for a pullback in the stock.
IT services company. They are well positioned. Her target for this stock is in the mid-80s. A play in the cybersecurity and need for companies to digitize and automatize their processes. Nice long-term hold. For new clients she has been waiting for a pullback in the stock.
She likes this stock. Half its revenues are from IT outsourcing, which yields a long-term recurring revenue stream. The other half is from consulting. The company typically does a large acquisition every few years. They are very disciplined about how much they pay and they have not made a large acquisition since 2012. They are growing organically in the US in federal markets.
She likes this stock. Half its revenues are from IT outsourcing, which yields a long-term recurring revenue stream. The other half is from consulting. The company typically does a large acquisition every few years. They are very disciplined about how much they pay and they have not made a large acquisition since 2012. They are growing organically in the US in federal markets.
This is his favorite Canadian tech stock. Owns a substantial position in it, it is showing technical life (breaking out). He sees this as a stock that was steady and neglected but it is starting to get noticed. (Analysts' price target $75.19).
This is his favorite Canadian tech stock. Owns a substantial position in it, it is showing technical life (breaking out). He sees this as a stock that was steady and neglected but it is starting to get noticed. (Analysts' price target $75.19).
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.
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.
(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.
(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.
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(A Past Top Pick on Feb.5, 2018, Up 6%) He's bearish about this summer and how FANG stocks will do, but Canadian tech stocks like this are overlooked. It's a steady eddy. It has legs. This won't take off, but you won't lose money and will make you a little.