CGI Group (A)

GIB.A-T

TSE:GIB.A

98.52
1.49 (1.49%)
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
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.

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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.

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.

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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.

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.)

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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.)

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.

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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.

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.

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(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
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.)

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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.)

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.

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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.

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.

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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.

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.)

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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.)

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.

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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.

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.)

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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.)

COMMENT
COMMENT
May 3, 2017

Chart shows this is moving sideways. He would need it to break out of its pattern before he would be remotely interested, and would prefer to buy it higher. If it doesn’t break $65-$66 meaningfully, he expects it will move back down to the bottom of its trading channel. It doesn’t interest him.

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Chart shows this is moving sideways. He would need it to break out of its pattern before he would be remotely interested, and would prefer to buy it higher. If it doesn’t break $65-$66 meaningfully, he expects it will move back down to the bottom of its trading channel. It doesn’t interest him.

COMMENT
COMMENT
April 28, 2017

This has grown both organically and by acquisition. They have really taken advantage of the trend to outsource computer systems, programming, etc. This has always traded at multiples that have not been appealing to him as a value investor. If you own, it never hurts to take a profit.

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CGI Group (A) (GIB.A-T)
April 28, 2017

This has grown both organically and by acquisition. They have really taken advantage of the trend to outsource computer systems, programming, etc. This has always traded at multiples that have not been appealing to him as a value investor. If you own, it never hurts to take a profit.

HOLD
HOLD
April 10, 2017

They are a consolidator. It is one of Canada’s few successful tech companies. Over 5 years you have not done badly. Stick with it.

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

They are a consolidator. It is one of Canada’s few successful tech companies. Over 5 years you have not done badly. Stick with it.

DON'T BUY
DON'T BUY
April 6, 2017

This space has been sideways for some time. He uses his cues from the technical side of things, and if a stock in a sector is not really moving forward with a lot of the other names, particularly south of the border, then you want to look south of the border for names.

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This space has been sideways for some time. He uses his cues from the technical side of things, and if a stock in a sector is not really moving forward with a lot of the other names, particularly south of the border, then you want to look south of the border for names.

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