CGI Group (A)
GIB.A-T
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About CGI Group (A) (GIB.A-T)
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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.
(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.
(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.
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.)
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.)
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.
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.
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).
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).
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.)
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.)
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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.