CGI vs. OTEX He's been watching Open Text and will buy it under $40. They're good at making purchases. He prefers it to CGI which is too high right now.

CGI vs. OTEX He's been watching Open Text and will buy it under $40. They're good at making purchases. He prefers it to CGI which is too high right now.

All car stocks are now very cheap. Investors are nervous over Europe; Magna is 40% European. This is well-managed. He'd rather own the car parts makers than the auto-makers. Good entry points for the entire group. He's owned Magna in the past, but finds Linamar cheaper. Parts-makers are trading at super-low 4x earnings.

He didn't understand their U.S. strategy though he does now. Even still, BMO doesn't stand out to him. It's his least-favourite Canadian bank and hasn't owned it for years. Look at BNS or TD instead (he owns them).

He owns SNC instead (better value). If you like the US economy, then you can own STN. Decent growth, well-managed and nothing wrong with it. Just that SNC is cheaper.

He prefers Open Text, but CGI shows some growth. It's held up well these days, but it's not cheap now. You can hold it at this level and be fine going forward.

He regrets not owning this. This is a safe way to invest in gold, since they finance gold companies and don't run them. (He's not a gold bug.) Well-diversified and -managed. Good balance sheet.