CGI Group (A)

GIB.A-T

TSE:GIB.A

110.11
0.21 (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
Chart
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.

Keith Richards
Price
$84.960
Owned
Yes
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.

Brian Madden
Price
$83.120
Owned
Yes
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.

Alex Ruus
Price
$81.400
Owned
Unknown
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.

Christine Poole
Price
$80.600
Owned
Yes
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.

Christine Poole
Price
$77.960
Owned
Yes
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.

Keith Richards
Price
$74.420
Owned
Yes
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.

Michael Sprung
Price
$72.910
Owned
No
PAST TOP PICK
PAST TOP PICK
April 16, 2018

(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).

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

(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).

Christine Poole
Price
$72.910
Owned
Yes
TOP PICK
TOP PICK
April 4, 2018

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 )

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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 )

Brian Madden
Price
$74.450
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 4, 2018

(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.

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(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.

Brian Madden
Price
$74.450
Owned
Yes
BUY
BUY
March 27, 2018

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.

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

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.

John Zechner
Price
$73.240
Owned
Yes
DON'T BUY
DON'T BUY
March 26, 2018

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.

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CGI Group (A) (GIB.A-T)
March 26, 2018

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.

James Hodgins
Price
$74.470
Owned
Yes
WATCH
WATCH
March 21, 2018

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%.

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

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%.

TOP PICK
TOP PICK
March 19, 2018

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 )

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

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 )

William Chin
Price
$75.960
Owned
Yes
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