CGI Group (A)

GIB.A-T

TSE:GIB.A

89.55
0.17 (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
BUY
BUY
August 27, 2018

He's trimmed a bit. It's gotten expensive, but he likes how it migration to cloud services. They've done well by growing through acquisition. Balance sheet is now great and cash flow is strong. Maybe they're setting up for another purchase.

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CGI Group (A) (GIB.A-T)
August 27, 2018

He's trimmed a bit. It's gotten expensive, but he likes how it migration to cloud services. They've done well by growing through acquisition. Balance sheet is now great and cash flow is strong. Maybe they're setting up for another purchase.

TOP PICK
TOP PICK
August 21, 2018

Longer-term uptrend remains intact. Good. It had a pullback, but continues to make new highs. (no dividend, $85.38)

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CGI Group (A) (GIB.A-T)
August 21, 2018

Longer-term uptrend remains intact. Good. It had a pullback, but continues to make new highs. (no dividend, $85.38)

WAIT
WAIT
August 8, 2018

Hold in their client accounts. Half of their revenues are contracting IT services and the other half is outsourcing. They grow organically as well as through mergers and acquisitions. They are finding acquisitions quite pricey, and are making smaller acquisitions. Seeing good organic growth with cyber security and financial services.

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CGI Group (A) (GIB.A-T)
August 8, 2018

Hold in their client accounts. Half of their revenues are contracting IT services and the other half is outsourcing. They grow organically as well as through mergers and acquisitions. They are finding acquisitions quite pricey, and are making smaller acquisitions. Seeing good organic growth with cyber security and financial services.

WAIT
WAIT
August 8, 2018

Hold in their client accounts. Half of their revenues are contracting IT services and the other half is outsourcing. They grow organically as well as through mergers and acquisitions. They are finding acquisitions quite pricey, and are making smaller acquisitions. Seeing good organic growth with cyber security and financial services.

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CGI Group (A) (GIB.A-T)
August 8, 2018

Hold in their client accounts. Half of their revenues are contracting IT services and the other half is outsourcing. They grow organically as well as through mergers and acquisitions. They are finding acquisitions quite pricey, and are making smaller acquisitions. Seeing good organic growth with cyber security and financial services.

BUY
BUY
August 1, 2018

He would sit tight on this one. This is a very consistent growth story in the Canadian technology space. Came out with numbers that were slightly below on top line, operating line and earnings. But miss was small. Amount of organic growth has slowed, but historically organic growth is slow. He would continue to hold this stock. They are a prolific cash machine and very profitable. They are buying back stock and making small acquisitions. Does provide double digit earnings growth so provides good value.

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CGI Group (A) (GIB.A-T)
August 1, 2018

He would sit tight on this one. This is a very consistent growth story in the Canadian technology space. Came out with numbers that were slightly below on top line, operating line and earnings. But miss was small. Amount of organic growth has slowed, but historically organic growth is slow. He would continue to hold this stock. They are a prolific cash machine and very profitable. They are buying back stock and making small acquisitions. Does provide double digit earnings growth so provides good value.

PAST TOP PICK
PAST TOP PICK
August 1, 2018

(A top pick October 18/17, up 22%) This has been a winner and continue to own it. This is a very consistent growth story in the Canadian technology space. Came out with numbers that were slightly below on top line, operating line and earnings. But miss was small. Amount of organic growth has slowed, but historically organic growth is slow. He would continue to hold this stock. They are a prolific cash machine and very profitable. They are buying back stock and making small acquisitions. Does provide double digit earnings growth so provides good value. He is very comfortable with this name.

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CGI Group (A) (GIB.A-T)
August 1, 2018

(A top pick October 18/17, up 22%) This has been a winner and continue to own it. This is a very consistent growth story in the Canadian technology space. Came out with numbers that were slightly below on top line, operating line and earnings. But miss was small. Amount of organic growth has slowed, but historically organic growth is slow. He would continue to hold this stock. They are a prolific cash machine and very profitable. They are buying back stock and making small acquisitions. Does provide double digit earnings growth so provides good value. He is very comfortable with this name.

PAST TOP PICK
PAST TOP PICK
July 10, 2018

(A Top Pick July 12, 2017. Up 27%). This technology company has had a nice rise but she might not buy it at this level. She would make the next buying decision after the next management report, which will come in a month. They are beginning to see good top line growth: 4 or 5%. They are seeing increasing demand from government and commercial clients. Half their business is outsourcing, which tends to be more stable because it offers longer-term engagements. The other half is IT services, which is growing. This is usually a leading indicator for more longer-term outsourcing contracts.

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(A Top Pick July 12, 2017. Up 27%). This technology company has had a nice rise but she might not buy it at this level. She would make the next buying decision after the next management report, which will come in a month. They are beginning to see good top line growth: 4 or 5%. They are seeing increasing demand from government and commercial clients. Half their business is outsourcing, which tends to be more stable because it offers longer-term engagements. The other half is IT services, which is growing. This is usually a leading indicator for more longer-term outsourcing contracts.

BUY
BUY
July 9, 2018

It had been a go-nowhere stock for a long time until the beginning of this year and then it popped. It is a great story and has tones of upside. It is overbought short term but it has lots of legs and lots of upside ahead of it.

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It had been a go-nowhere stock for a long time until the beginning of this year and then it popped. It is a great story and has tones of upside. It is overbought short term but it has lots of legs and lots of upside ahead of it.

BUY
BUY
June 28, 2018

He likes this one. It is good as a long term hold. It is a secular growth story. He has owned it for some time. It grows quickly, about 15% at a compound rate. 17% ROE. It is trading at the higher end of the valuation bands. It is about 18 times earnings, typically 15. It is not as sexy as some of the tech stocks south of the boarder. There is good reason to believe there is good growth in the pipeline. Heavy deficit spending in the US is their single biggest customer and this is positive. They are known for near shoring so they don’t outsource to India and so on. They have an underleveraged balance sheet. It is a good long term buy right here.

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He likes this one. It is good as a long term hold. It is a secular growth story. He has owned it for some time. It grows quickly, about 15% at a compound rate. 17% ROE. It is trading at the higher end of the valuation bands. It is about 18 times earnings, typically 15. It is not as sexy as some of the tech stocks south of the boarder. There is good reason to believe there is good growth in the pipeline. Heavy deficit spending in the US is their single biggest customer and this is positive. They are known for near shoring so they don’t outsource to India and so on. They have an underleveraged balance sheet. It is a good long term buy right here.

BUY WEAKNESS
BUY WEAKNESS
June 14, 2018

IT consulting company. Stock is ahead of itself right now but decent buy if pulls back.

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IT consulting company. Stock is ahead of itself right now but decent buy if pulls back.

BUY WEAKNESS
BUY WEAKNESS
June 8, 2018

Have owned for many years. Well managed company. Recurring revenue stream, long-term contracts, stable cash flows. Relatively mature business, with some acquisitions. Ready for another big acquisition. Decent organic growth vertically. Older systems that CGI is familiar with are not built to accommodate the access that customers demand. Her target price is $85-87. Likes it long term. Keep holding. Doesn’t pay a dividend.

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Have owned for many years. Well managed company. Recurring revenue stream, long-term contracts, stable cash flows. Relatively mature business, with some acquisitions. Ready for another big acquisition. Decent organic growth vertically. Older systems that CGI is familiar with are not built to accommodate the access that customers demand. Her target price is $85-87. Likes it long term. Keep holding. Doesn’t pay a dividend.

BUY
BUY
May 9, 2018

Likes it. A lot of companies, like banks, have outdated computer systems--which CGI updated--so there's a long runway of growth for CGI. He's held this for a long while.

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Likes it. A lot of companies, like banks, have outdated computer systems--which CGI updated--so there's a long runway of growth for CGI. He's held this for a long while.

PAST TOP PICK
PAST TOP PICK
May 8, 2018

(Past Top Pick on May 16, 2017, Up 16%) They tend to make an acquisition every few years to expand geographic presence or in a certain vertical. Well-managed. Have increased their margins. They're ready to make a large acquisition after making some smaller ones. Their financial services has seen good organic growth. Their business is half-services, half-consulting in IT. Companies need to modernize and digitize to compete with online players. Pays no dividend. Buy for good long-term capital growth.

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(Past Top Pick on May 16, 2017, Up 16%) They tend to make an acquisition every few years to expand geographic presence or in a certain vertical. Well-managed. Have increased their margins. They're ready to make a large acquisition after making some smaller ones. Their financial services has seen good organic growth. Their business is half-services, half-consulting in IT. Companies need to modernize and digitize to compete with online players. Pays no dividend. Buy for good long-term capital growth.

PAST TOP PICK
PAST TOP PICK
May 1, 2018

(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.

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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.

HOLD
HOLD
April 16, 2018

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.

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CGI Group (A) (GIB.A-T)
April 16, 2018

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.

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