CGI Group (A)

GIB.A-T

TSE:GIB.A

110.17
1.37 (1.26%)
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.
More at Wikipedia

Analysis and Opinions about GIB.A-T

Signal
Opinion
Expert
COMMENT
COMMENT
September 8, 2017

A company that is a little unique in Canada. A computer services company which can do your programs. There was a big fuss because they got some programs screwed up in the US. A little scary in that it is a very volatile, but the multiple is not outrageous. This is something he might consider participating in, in the future. Most of their programming is in Europe, so it is different for a Canadian company.

CGI Group (A) (GIB.A-T)
September 8, 2017

A company that is a little unique in Canada. A computer services company which can do your programs. There was a big fuss because they got some programs screwed up in the US. A little scary in that it is a very volatile, but the multiple is not outrageous. This is something he might consider participating in, in the future. Most of their programming is in Europe, so it is different for a Canadian company.

David Cockfield
Managing Director, Northland Wealth Management
Price
$63.050
Owned
No
BUY
BUY
August 30, 2017

Canada’s largest provider of outsourcing IT services and solutions. Trades at a modest multiple on earnings of about 16 or 17 times. New management has ambitious plans to double the size of the company over the next 5-7 years. They’ve been doing small tuck in mergers and acquisitions.

CGI Group (A) (GIB.A-T)
August 30, 2017

Canada’s largest provider of outsourcing IT services and solutions. Trades at a modest multiple on earnings of about 16 or 17 times. New management has ambitious plans to double the size of the company over the next 5-7 years. They’ve been doing small tuck in mergers and acquisitions.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$63.100
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 23, 2017

(Top Pick Sep 2/16, Down 3.15%) It has great valuation and is stable. They are doing more and more tuck-in acquisitions. They are still on the hunt for the ‘big’ acquisition. It is still cheap. 18% ROE. Price momentum is starting to wane. They can grow by acquisition.

CGI Group (A) (GIB.A-T)
August 23, 2017

(Top Pick Sep 2/16, Down 3.15%) It has great valuation and is stable. They are doing more and more tuck-in acquisitions. They are still on the hunt for the ‘big’ acquisition. It is still cheap. 18% ROE. Price momentum is starting to wane. They can grow by acquisition.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$62.590
Owned
Yes
BUY
BUY
August 11, 2017

Open Text (OTEX-T) or CGI Group (GIB.A-T)? These are in different businesses. This one does not carry a dividend, and if you don’t have a requirement for that, this is a high-quality company. Both are good companies and he would have no trouble buying them here.

CGI Group (A) (GIB.A-T)
August 11, 2017

Open Text (OTEX-T) or CGI Group (GIB.A-T)? These are in different businesses. This one does not carry a dividend, and if you don’t have a requirement for that, this is a high-quality company. Both are good companies and he would have no trouble buying them here.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$62.890
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
August 10, 2017

(A Top Pick Aug 10/16. Down 2.38%.) Has been really disappointing. Revenue growth picked up nicely and margins started to expand, outside of this one quarter, where they are starting to make some investments into the demand they are seeing. That hit margins a little. She feels the market just got a little ahead of itself. Trading at a pretty decent discount at this point.

CGI Group (A) (GIB.A-T)
August 10, 2017

(A Top Pick Aug 10/16. Down 2.38%.) Has been really disappointing. Revenue growth picked up nicely and margins started to expand, outside of this one quarter, where they are starting to make some investments into the demand they are seeing. That hit margins a little. She feels the market just got a little ahead of itself. Trading at a pretty decent discount at this point.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$62.700
Owned
Yes
COMMENT
COMMENT
August 8, 2017

He is looking at all the Canadian tech stocks, simply because they are down relative to the US ones. This one is reasonably valued and is a fine company. They do a nice job in their contract work and it is a stable producer.

CGI Group (A) (GIB.A-T)
August 8, 2017

He is looking at all the Canadian tech stocks, simply because they are down relative to the US ones. This one is reasonably valued and is a fine company. They do a nice job in their contract work and it is a stable producer.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$64.060
Owned
No
TOP PICK
TOP PICK
August 2, 2017

This company benefits from the transition to the Cloud. Thinks they will benefit from a combination of acquisitions and a transition from on-premises computing to off-premises computing, which really is the Cloud. A very significant size of their business is in Europe, where a lot of companies are in the early stages of making a migration to the Cloud. (Analysts’ price target is $74.)

CGI Group (A) (GIB.A-T)
August 2, 2017

This company benefits from the transition to the Cloud. Thinks they will benefit from a combination of acquisitions and a transition from on-premises computing to off-premises computing, which really is the Cloud. A very significant size of their business is in Europe, where a lot of companies are in the early stages of making a migration to the Cloud. (Analysts’ price target is $74.)

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$64.260
Owned
Yes
COMMENT
COMMENT
July 18, 2017

A great company. Technology and technology services is likely to continue to do very, very well. This company has a very large and diversified business, a lot of it in the US.

A great company. Technology and technology services is likely to continue to do very, very well. This company has a very large and diversified business, a lot of it in the US.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$66.490
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
July 17, 2017

(Top Pick Apr 8/16, Up 6.35%) He likes the tech business. He likes what they have been able to do. They are a world leader. He feels very strongly about CGI. He would still buy it.

(Top Pick Apr 8/16, Up 6.35%) He likes the tech business. He likes what they have been able to do. They are a world leader. He feels very strongly about CGI. He would still buy it.

Brendan Caldwell
President, Caldwell Securities
Price
$66.250
Owned
Yes
TOP PICK
TOP PICK
July 12, 2017

This has outsourcing with about 55% of their business. Systems integration and contracting is about 45%. The 55% is very much a reoccurring revenue stream, so is a stable stream of cash. Every few years they tend to make a large acquisition that either broadens their geography or deepens them in a vertical market. Logical was the last acquisition a few years ago that really gave them exposure in Europe. It was not a well-run company and margins were much lower. They brought them back up, and Europe is now about 55% of their business. They are ready to make another large acquisition, but are very disciplined on pricing, so are making smaller acquisitions. Organic growth is picking up. (Analysts’ price target is $74.)

This has outsourcing with about 55% of their business. Systems integration and contracting is about 45%. The 55% is very much a reoccurring revenue stream, so is a stable stream of cash. Every few years they tend to make a large acquisition that either broadens their geography or deepens them in a vertical market. Logical was the last acquisition a few years ago that really gave them exposure in Europe. It was not a well-run company and margins were much lower. They brought them back up, and Europe is now about 55% of their business. They are ready to make another large acquisition, but are very disciplined on pricing, so are making smaller acquisitions. Organic growth is picking up. (Analysts’ price target is $74.)

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$66.620
Owned
Yes
HOLD
HOLD
July 4, 2017

Of Canadian tech stocks, this one would be right at the top. Not particularly cheap. He tends to get his tech exposure in the US, where there is more variation.

Of Canadian tech stocks, this one would be right at the top. Not particularly cheap. He tends to get his tech exposure in the US, where there is more variation.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$65.580
Owned
Unknown
COMMENT
COMMENT
May 26, 2017

Solid stuff. Might be the best example of a Canadian company that has got itself thoroughly qualified, partly by acquisitions. In the US defence sector, aircraft companies and working for the US government. This should continue to be very, very strong globally.

Solid stuff. Might be the best example of a Canadian company that has got itself thoroughly qualified, partly by acquisitions. In the US defence sector, aircraft companies and working for the US government. This should continue to be very, very strong globally.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$66.210
Owned
Unknown
TOP PICK
TOP PICK
May 24, 2017

Canada’s largest IT service’s provider. They do systems/integration, business process outsourcing and consulting. Has a very wide array of clients, the largest of which would be the US government, but they also cater to big multinationals and telecoms, energy, manufacturing and retailing. They are introducing more and more of their intellectual property into their clients’ solutions. They’ve also been a very good acquirer of businesses. (Analysts’ price target is $74.00.)

Canada’s largest IT service’s provider. They do systems/integration, business process outsourcing and consulting. Has a very wide array of clients, the largest of which would be the US government, but they also cater to big multinationals and telecoms, energy, manufacturing and retailing. They are introducing more and more of their intellectual property into their clients’ solutions. They’ve also been a very good acquirer of businesses. (Analysts’ price target is $74.00.)

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$65.970
Owned
Yes
COMMENT
COMMENT
May 23, 2017

He really likes the tech space, and tech services which this company is in. The stock has been acting well and he would like to see it trade through $67 and $68. At this price, it looks quite attractive.

He really likes the tech space, and tech services which this company is in. The stock has been acting well and he would like to see it trade through $67 and $68. At this price, it looks quite attractive.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$65.780
Owned
No
TOP PICK
TOP PICK
May 16, 2017

A large IT services company. Half their revenues come from outsourcing from long-term contracts. The other half is systems integration and projects. A very well-run company and very global. Half their revenues come from Europe, an acquisition they did in 2012, which had very low margins. CGI improved those margins back to company levels. About 20% is from the US, 50% from Canada, and the rest from Asia. Every few years, they tend to make a large acquisition to expand their geographic scope or a particular vertical they want to be in. (Analysts’ price target is $74.)

A large IT services company. Half their revenues come from outsourcing from long-term contracts. The other half is systems integration and projects. A very well-run company and very global. Half their revenues come from Europe, an acquisition they did in 2012, which had very low margins. CGI improved those margins back to company levels. About 20% is from the US, 50% from Canada, and the rest from Asia. Every few years, they tend to make a large acquisition to expand their geographic scope or a particular vertical they want to be in. (Analysts’ price target is $74.)

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$66.910
Owned
Yes
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