CGI Group (A)

GIB.A-T

TSE:GIB.A

87.21
1.96 (2.30%)
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
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.

BUY
BUY
April 5, 2017

Has kept a close eye on this and has a lot of respect for it. A growth company and has never paid a dividend. The new CEO has been there for about a year and the balance sheet has been substantially deleveraged. It has been about 5 years since the last major acquisition. Generally, they create value when they make acquisitions, and the new CEO is probably going to want to put his stamp on the company. The company has decent organic growth. Not overpriced.

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Has kept a close eye on this and has a lot of respect for it. A growth company and has never paid a dividend. The new CEO has been there for about a year and the balance sheet has been substantially deleveraged. It has been about 5 years since the last major acquisition. Generally, they create value when they make acquisitions, and the new CEO is probably going to want to put his stamp on the company. The company has decent organic growth. Not overpriced.

PAST TOP PICK
PAST TOP PICK
March 2, 2017

(A Top Pick Nov 25/16. Down 3.73%.) This has been stuck in the mud, which has been frustrating because technology has done phenomenally well. It was the right space, but the wrong pick. Technology tends to do well between October and January. This one has just been stuck in a consolidation range.

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(A Top Pick Nov 25/16. Down 3.73%.) This has been stuck in the mud, which has been frustrating because technology has done phenomenally well. It was the right space, but the wrong pick. Technology tends to do well between October and January. This one has just been stuck in a consolidation range.

BUY
BUY
February 27, 2017

Growing rapidly. 55% of revenues are from Europe. It has shown very, very good low volatility nature over the years. Probably something that you want to own. He’s always preferred looking at an Open Text (OTEX-T), Constellation Software (CSU-T) or in the IT area.

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CGI Group (A) (GIB.A-T)
February 27, 2017

Growing rapidly. 55% of revenues are from Europe. It has shown very, very good low volatility nature over the years. Probably something that you want to own. He’s always preferred looking at an Open Text (OTEX-T), Constellation Software (CSU-T) or in the IT area.

BUY
BUY
February 24, 2017

One of the best companies in Canada, and one of the better operators. A tremendous running machine. They conduct more than 10,000 interviews with their clients, current and prospective, to establish trends of what is happening and what clients are expecting. Feels the business will continue to grow, especially in the US, both in government and on the commercial side. They will continue seeing great results on ROE and free cash flow generation. This is one you should buy and hold for the longer-term.

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CGI Group (A) (GIB.A-T)
February 24, 2017

One of the best companies in Canada, and one of the better operators. A tremendous running machine. They conduct more than 10,000 interviews with their clients, current and prospective, to establish trends of what is happening and what clients are expecting. Feels the business will continue to grow, especially in the US, both in government and on the commercial side. They will continue seeing great results on ROE and free cash flow generation. This is one you should buy and hold for the longer-term.

PAST TOP PICK
PAST TOP PICK
February 13, 2017

(A Top Pick Feb 16/16. Up 13.14%.) This just continues to grow. Single digit organic growth, but they’ve added well with acquisitions. New management is talking about a lot more opportunities going forward and being able to derive higher margins. Somewhat expensive at these levels, but he still likes it.

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CGI Group (A) (GIB.A-T)
February 13, 2017

(A Top Pick Feb 16/16. Up 13.14%.) This just continues to grow. Single digit organic growth, but they’ve added well with acquisitions. New management is talking about a lot more opportunities going forward and being able to derive higher margins. Somewhat expensive at these levels, but he still likes it.

TOP PICK
TOP PICK
February 1, 2017

Computer consulting and services provider. Consulting is a big growth area. He likes this one in particular because they are exiting a lot of their lower margin contracts, so he expects a margin improvement over the next several months. They have been on the acquisition trail. (Analysts’ price target is $70.32.)

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CGI Group (A) (GIB.A-T)
February 1, 2017

Computer consulting and services provider. Consulting is a big growth area. He likes this one in particular because they are exiting a lot of their lower margin contracts, so he expects a margin improvement over the next several months. They have been on the acquisition trail. (Analysts’ price target is $70.32.)

HOLD
HOLD
January 30, 2017

The long term trend is pretty good, but in the last year it has been pretty flat. He would not be too worried about it until the long term trend is broken. (Analysts target: $70). You want to trim near $70.

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

The long term trend is pretty good, but in the last year it has been pretty flat. He would not be too worried about it until the long term trend is broken. (Analysts target: $70). You want to trim near $70.

TOP PICK
TOP PICK
January 11, 2017

Half their business is outsourcing and the other half is consulting. The outsourcing part is long-term contracts with a nice recurring revenue stream. Their last acquisition was Logitech a few years ago, so their exposure to Europe is quite high. They are in a position to make another acquisition to grow a vertical market or geographically, and she thinks their preference is in the US. They are quite stringent on guidelines as to how much they are going to pay. Meanwhile they are actually seen some nice organic growth in the financial vertical. That industry is experiencing new competition in terms of new FinTech start-up companies, which is stirring the incumbents to increase productivity, cut costs and outsource, which all benefits CGI. On the whole digital arena, they provide fibre safe security. (Analysts’ price target is $70.55.)

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

Half their business is outsourcing and the other half is consulting. The outsourcing part is long-term contracts with a nice recurring revenue stream. Their last acquisition was Logitech a few years ago, so their exposure to Europe is quite high. They are in a position to make another acquisition to grow a vertical market or geographically, and she thinks their preference is in the US. They are quite stringent on guidelines as to how much they are going to pay. Meanwhile they are actually seen some nice organic growth in the financial vertical. That industry is experiencing new competition in terms of new FinTech start-up companies, which is stirring the incumbents to increase productivity, cut costs and outsource, which all benefits CGI. On the whole digital arena, they provide fibre safe security. (Analysts’ price target is $70.55.)

COMMENT
COMMENT
January 11, 2017

Canada’s leading outsourcer and IT services company. They got a new CEO in October. A great track record of growing. Organic growth is somewhat tepid, so the company has a history of being a “growth by acquisition” story. This gets a limited trading multiple relative to some of the other more dynamic growth stories in the technology space. Their last large deal was done in 2012, which was a game changer, and was massively accretive to earnings. The company has now almost fully deleveraged their balance sheet, so looks like they are ready to go again. A good, backdoor way to play the rest of the world.

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

Canada’s leading outsourcer and IT services company. They got a new CEO in October. A great track record of growing. Organic growth is somewhat tepid, so the company has a history of being a “growth by acquisition” story. This gets a limited trading multiple relative to some of the other more dynamic growth stories in the technology space. Their last large deal was done in 2012, which was a game changer, and was massively accretive to earnings. The company has now almost fully deleveraged their balance sheet, so looks like they are ready to go again. A good, backdoor way to play the rest of the world.

COMMENT
COMMENT
January 6, 2017

This has done well. A very consistent company. They have very long-term contracts with companies that want to outsource their server farms and other capabilities on the computer side. As a result, this company has roughly 7-9 years’ contracts of a lot of money in advance. Extremely good visibility. Year-over-year sales growth has been fairly modest. About a 5% lift in earnings. Extremely disciplined in their acquisitions, so he expects the stock will mark time for the moment, waiting for another significant acquisition opportunity.

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CGI Group (A) (GIB.A-T)
January 6, 2017

This has done well. A very consistent company. They have very long-term contracts with companies that want to outsource their server farms and other capabilities on the computer side. As a result, this company has roughly 7-9 years’ contracts of a lot of money in advance. Extremely good visibility. Year-over-year sales growth has been fairly modest. About a 5% lift in earnings. Extremely disciplined in their acquisitions, so he expects the stock will mark time for the moment, waiting for another significant acquisition opportunity.

PAST TOP PICK
PAST TOP PICK
December 14, 2016

(A Top Pick Jan 12/16. Up 17.96%.) A systems integration and outsourcing firm, about half and half. The outsourcing portion is very stable with a recurring revenue stream. They grow organically, but do make big acquisitions every few years. Their 2012 Logica acquisition really expanded their geography into Europe. It was a very low margin business when they bought it, and those are now almost back up to their corporate level. They are ready to make another acquisition, but management is very disciplined on how much they are going to pay for the returns that they want. They are seeing pretty strong demand from their financial verticals because of increasing competition, and FINTECH because a lot of financial institutions are trying to improve their legacy systems through productivity and client servicing. There are also opportunities in cyber security in digital commerce, which they provide.

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CGI Group (A) (GIB.A-T)
December 14, 2016

(A Top Pick Jan 12/16. Up 17.96%.) A systems integration and outsourcing firm, about half and half. The outsourcing portion is very stable with a recurring revenue stream. They grow organically, but do make big acquisitions every few years. Their 2012 Logica acquisition really expanded their geography into Europe. It was a very low margin business when they bought it, and those are now almost back up to their corporate level. They are ready to make another acquisition, but management is very disciplined on how much they are going to pay for the returns that they want. They are seeing pretty strong demand from their financial verticals because of increasing competition, and FINTECH because a lot of financial institutions are trying to improve their legacy systems through productivity and client servicing. There are also opportunities in cyber security in digital commerce, which they provide.

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