| HOLD | 10.440 | Robert Floyd | Outsourcing in the computer area. Margins are modest. Recently made a small asset sale, nothing of major significance. In this environment, it is not a bad stock to hold. | 2008-07-23 | |
| BUY | 10.690 | Robert Floyd | Strong backlog | 2008-05-30 | |
| PAST TOP PICK | 10.550 | David Burrows | (A Top Pick May 16/07. Down 4%.) Outsourcing space is a good place to be. Based on Hewlett-Packard (HPQ-N) bid for Electronic Data Systems (EDS-N), this stock could be worth more than the market is showing. In a long-term uptrend. | 2008-05-22 | |
| BUY | 10.250 | Pierre Bernard | Very attractive at the current price especially in this environment where there is a fight between Hewlett-Packard (HP-N) and IBM (IBM-N). Generates good cash flow. | 2008-05-21 | |
| BUY on WEAKNESS | 11.720 | Duncan Stewart | The utility of the Canadian, so don't look at it to double or triple. Chart indicates it is a perfect trading vehicle. Seems to bounce between $10 and $12. | 2008-04-25 | |
| WEAK BUY | 10.900 | David Burrows | The stock’s been consolidating since April last year. This could do pretty well. Likes steady growers in this environment, which this is. In this type of environment, outsourcing companies tend to do pretty well. | 2008-03-31 | |
| HOLD | 11.250 | David Baskin | Stock has preformed well in last year. Have had great contracts. IT Space is looking better. Not sure there’s a huge upside. Better days are probably ahead. | 2007-09-26 | |
| BUY | 10.800 | Brian Acker, CA | The model price is $15.13, a 43% positive differential. | 2007-08-22 | |
| TOP PICK | 11.570 | Brian Acker, CA | His model prices $16.91, a 47.5% positive differential. | 2007-06-21 | |
| TOP PICK | 11.000 | David Burrows | Largest IT group in canada. Beat the estimate by 9%. Still buying at these levels. | 2007-05-16 | |
| HOLD | 10.010 | Robert Floyd | Has performed very nicely. Last quarterly report was very strong. Renewing their agreement with the national Bank. Have a big backlog. Has a little bit of upside. | 2007-03-29 | |
| BUY | 9.960 | Brian Acker, CA | His model price is $14.41 which is a 44% positive differential. Had some great earnings. | 2007-03-08 | |
| BUY | 9.960 | Gavin Graham | Have gotten away from their reliance on Bell Canada (BCE-T), making it much more liquid. Writing new contracts at profitable margins. | 2007-03-06 | |
| BUY | 9.490 | Robert Floyd | Had a fairly good quarter. | 2007-02-13 | |
| BUY | 8.510 | John Manley | Broke a downtrend line last fall and then started a new up trend line. Kind of choppy in the way it's going, but has found fairly steady support along the trend line. Starting to break just above its previous resistant point. The MACD is curbing up indicating momentum is to the upside. | 2007-01-24 | |
| PAST TOP PICK | 8.250 | Brian Acker, CA | (A Top Pick Jan 7/06. Down 13.2%.) The model price is $13.25 giving a 63% positive differential. | 2007-01-17 | |
| WATCH | 7.950 | Ian Nakamoto | Doesn't have the specs with him, but it did it has a rising earnings profile it should do very well. | 2007-01-11 | |
| DON'T BUY | 8.040 | John Zechner | Doesn’t see anything to drive this stock up in the short term. Doing a good job of slowly replacing the business they lost from BCE. There’s no real trigger. | 2006-12-12 | |
| DON'T BUY | 8.320 | Michael Sprung | Does a lot of contract work in the computer software area. Largest contracts are government related. Hasn’t hit his radar screen as far as valuations go. | 2006-12-08 | |
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| DON'T BUY | 7.730 | Jeff Parent | Had a rough go of it in April with the 50 day moving below the 200 day average. The 50 is now moving up but stalling a bit. He sees support at $7. There are 2 points of resistance, $7.85 and $8.50. Trading in a pretty big range so he is a little leery of the stock. | 2006-11-02 | |
| DON'T BUY | 7.420 | John Zechner | The company has had some problems. It is cheap but believes it is dead money. | 2006-09-27 | |
| HOLD | 7.240 | Robert Floyd | Bought back their shares from BCE and this should typically strengthened their earnings. They have been under pressure regarding their margins. The strategy of growing in the US has been slow. Multiple is extremely low. Stock should go higher from here. | 2006-08-18 | |
| WAIT | 7.070 | John Zechner | Until all the BCE business is out of their systems, you won't see a bottoming of this stock. | 2006-06-27 | |
| DON'T BUY | 8.170 | John Zechner | Looking cheap. This is not that much going on with the story. They'll be losing a lot of the BCE business. | 2006-04-13 | |
| DON'T BUY | 8.430 | David Driscoll | He would avoid this one right now because their biggest competition is still IBM. They are growing through acquisitions but they are not growing organically. | 2006-04-06 | |
| HOLD | 7.930 | Brian Acker, CA | This is a company that is going through a large transition. Recently, they bought back their shareholding in BCE. There was a call that revenues will be down from last year, but they are cutting costs. It's really about earnings. The company has lots of fat and his model price is $15.77. | 2006-03-29 | |
| SELL | 8.500 | Jean-Francois Tardif | CGT Group is a previous pick from Dec. 23. Generated cash flow less than anticipated and sales were down so he sold his position. He still believes that the stock is cheap and could be taken over. He felt there were better opportunities elsewhere. | 2006-03-16 | |
| HOLD | 8.620 | Ron Meisels | Behaving well, he likes it.
Right now it's showing a downward trend. If it hits below $8.50 sell, otherwise give it a chance. | 2006-02-21 | |
| TOP PICK | 9.350 | Brian Acker, CA | Likes that they bought Bell Canada’s holdings back from them. This lowers their balance sheet weight and they upped their earnings estimates. His model price is actually going up considerably and is currently at $15.90. A 67% differential. Analysts are predicting $.63 in earnings for Sept/o7 and $.72. | 2006-01-17 | |
| TOP PICK | 8.840 | Jean-Francois Tardif | At September year-end, they had about $375 million in free cash flow and he expects $500 million next year. The fact that they buy back shares is an extremely important vote of confidence. | 2005-12-23 | |
| BUY | 8.600 | Brian Acker, CA | Likes this stock. It looks well in terms of his model price. Will be looking forward to increases in the earnings estimates. His model price is around $14. The stock hasn't moved for a while, but once the Bell position gets out of the way it has good prospects going forward. | 2005-12-21 | |
| BUY | 8.420 | Rob Callander | Has been a favourite for quite a long time and just keeps trading in the $7.50/8.50 channel. | 2005-11-10 | |
| BUY on WEAKNESS | 8.580 | Robert McWhirter | Ranks neutral in his database. In Sept/06 earnings are expected to grow from $0.49 to $0.57, a 16% increase, against a 15 P/E gives you a P/E to growth of about .9. Sales are up about 7%. Good management. | 2005-09-15 | |
| SELL | 8.550 | Ross Healy | Not bullish on the high technology sector generally. This stock had a little rally but nothing more is expected. Running into some good technical resistance. Fair market value is about $14/14.50, but the technical signal says no and he would exit. | 2005-09-14 | |
| DON'T BUY | 6.980 | David Baskin | Came to the conclusion that the market was never going to put a very high value on this stock so hasn't owned for a couple of years. Consulting businesses come and go, very competitive and low margins. This company has a good backlog, seems to make money, revenue grows year after year. Not a sector he wants to be in. | 2005-05-24 | |
| DON'T BUY | 7.000 | David Baskin | This is a company that doesn't get a lot of respect. It's a big company, do tremendous sales volume, have a huge backlog, always make a profit, but nobody seems willing to pay up for it. Doesn't know why, but got fed up and sold it. | 2005-05-10 | |
| PAST TOP PICK | 7.240 | Rob Callander | (A Top Pick Nov 30/04. Down 7%.) Deeply disappointed with what the share price has been doing recently. Still sees a company with very strong growth rate, very strong management, making inroads into the US. | 2005-04-20 | |
| DON'T BUY | 7.700 | Ross Healy | Fair market value for the company is about $12, so there's some visible upside potential and very strong technical support at the $7.40/7.60 area where it's been bouncing along pretty much all year. Shows no real ability to go forward, so it's a wash and just bounces there for awhile. | 2005-04-07 | |
| WAIT | 7.720 | Robert McWhirter | Ranks in the midpoint of the database. Recently reported earnings. Continues to be cheap. Earnings estimates have been shaved by about 4% over the last 90 days. P/E is 14 X against 10 % earnings growth. Trades at about a 30% discount to its US comparables. Waiting for a better opportunity in the market before buying. | 2005-02-11 | |
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| TOP PICK | 7.510 | Scott Morrison | A contrarian pick. Looking at it relative to its peers in the US trades at about 10 X earnings versus a multiple in the teens. Good free cash flow yield. Made a US acquisition last year which should help them show growth this year. | 2005-01-14 | |
| HOLD | 8.030 | Robert McWhirter | Ranks 461 out of 700 in their data base, borderline bottom 40%. Earnings estimates have gone down by about 10% in the last 3 months. Year over year sales are flat and earnings up 8%. Expected to have growth. Should continue to benefit from offshore outsourcing. | 2004-12-09 | |
| DON'T BUY | 7.800 | David Driscoll | Small fish in a big pond. IBM is their biggest competitor, so that's who they have to beat out to get access to the US market in a big way. | 2004-12-08 | |
| WEAK BUY | 7.750 | David Chapman | A long base has been forming since 2002. Bases can take a long time to form. Short term chart show it failed twice to break through $9. Perhaps in a trading range of $7/9.50. A ltlle bottom seems to be forming, so there could be a little upside. | 2004-12-03 | |
| TOP PICK | 7.850 | Rob Callander | Has faith in management and what they are doing. Dramatic increase in sales over the last few years. Significant increase in earnings. | 2004-11-30 | |
| WEAK BUY | 7.950 | Duncan Stewart | A terribly dull industry with not a lot of growth. Management is very good at making acquisitions. Not a fan of outsourcing. Made a recent acquisition giving the risk of integration. Pretty good balance sheet and a bit of a safe bet. Good price. | 2004-11-12 | |
| TOP PICK | 8.130 | Rob Callander | 20% + growth in revenues. 20.7% net earnings growth. Guidance shows 20/25% growth in earnings. | 2004-11-02 | |
| DON'T BUY | 7.800 | Ron Meisels | Has been base building for a long time. Struggling. | 2004-10-20 | |
| HOLD | 7.680 | Robert Floyd | News out of IBM was quite constructive and the space they are in is starting to turn around. CGI Is in a similar space. | 2004-10-19 | |
| BUY | 8.380 | Robert McWhirter | Has performed well on the earnings side, but has not performed well in the market. Ranks just below half of their database. Trades at about 40% discount to its US comparable. Cheap. | 2004-10-08 | |
| DON'T BUY | 8.470 | David Baskin | Had owned for a few years, but hadn't done much since the .com bust. May be hurt by the strong Cdn$. | 2004-10-04 | |
| BUY | 8.500 | Jackee Pratt | Report states they have 13 billion in back orders. Good little company. Well managed company. | 2004-09-03 | |
| DON'T BUY | 8.750 | David Baskin | Got disappointed one too many times. It doesn't get the respect that it should in the market given its size and that it keeps making money. The whole IT consulting space has suffered a multiple compression. | 2004-07-29 | |
| DON'T BUY | 8.710 | David Chapman | Topped out with the tech bubble in 2000 and will take a number of years of basing. The positive is it may have made a low in 2002. | 2004-07-16 | |
| DON'T BUY | 8.870 | David Chapman | In a small uptrend right now but has to breakthrough previous tops. Long term chart shows it is still trying to form a base. | 2004-06-28 | |
| BUY | 8.870 | Robert Floyd | Quite encouraged as they have been able to continue to advance their contract wins. | 2004-06-28 | |
| TOP PICK | 8.360 | Rob Callander | Making acquisitions and expanding their business. A well-run business. Good growth rate, year after year. Expanding into the US. | 2004-06-09 | |
| PAST TOP PICK | 8.200 | Rob Callander | (A top pick Oct 1/03. Up 6%.) Still likes. Its continuing to execute its plan. Strong growth. Continuing to make aquisitions. Moving into the US. | 2004-05-10 | |
| DON'T BUY | 8.160 | Michael Sprung | Would like to see them diversify their client base a lot more. Pretty dependent on a couple of major contracts. | 2004-05-05 | |
| BUY | 8.250 | Gavin Graham | Its wholly-owned subsidiary is buying AMS and claim it will increase earnings 15/20% over the next year. To do that, they may have to cut staff. Well-managed. | 2004-04-27 | |
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| BUY | 8.570 | Peter Arender, CFA | Looks interesting | 2004-04-21 | |
| BUY | 8.500 | Brian Acker, CA | Good fundamentals. The problem is, it has Bell holding a lot of shares and the market is not sure if it will be sold. | 2004-04-16 | |
| TOP PICK | 8.600 | Rob Callander | Seems to trade in the channel between $7 &$9. Has been growing at a very fast rate. Well run. Should be successful moving into the US market. | 2004-03-29 | |
| TOP PICK | 8.920 | Rob Callander | Fourth or fiftth largest I.T company in North America. BCE owns 29.85% of CGI. $3 billion in revenue. Plan to keep growing company. | 2004-02-03 | |
| PAST TOP PICK | 8.040 | Pierre Bernard | (A past top pick Jan 20/03. Up 12%.) Likes their strategy. Great cash flow. | 2004-01-13 | |
| HOLD | 8.000 | John Zechner | A cheap stock in the sector. They'll have to generate some contracts of Canada and of Québec to make the thing go. | 2004-01-12 | |
| BUY | 8.200 | Gavin Graham | BCE owns a big chunk of it and the worry was they may sell their shares, but that has been disclaimed. An attractive stock. 15P/E. | 2004-01-06 | |
| DON'T BUY | 7.670 | Larry Berman CFA, CMT, CTA | Could easily retest the highs of around $8.50. There may be 10% upside. Had a lower low in November. | 2003-12-15 | |
| DON'T BUY | 7.840 | David Driscoll | Competing against some very large players in the US market so, it's difficult for them to get in and get the kind of contracts that helped them increase their margins. Also, they are not generating free cash flow. | 2003-12-11 | |
| DON'T BUY | 7.640 | David Baskin | The information technology outsourcing industry in the US had 3 terrible years. Well-managed. Organic growth and growth by acquisition. Good quarter. Needs a catalyst to break out. | 2003-12-09 | |
| BUY | 7.750 | Robert Floyd | They continue to make announcements regarding new outsourcing contracts. | 2003-12-08 | |
| DON'T BUY | 7.490 | Michael Sprung | The numbers don't really scream “ true value”. 80¢ earnings at the current price doesn't get you very far. | 2003-12-01 | |
| HOLD | 7.450 | Peter Arender, CFA | Good solid balance sheet structure. Their model suggests it should be 40% higher. | 2003-11-11 | |
| DON'T BUY | 7.280 | Vincent Delisle | This stock has just treaded water. Investors are waiting for a big US acquisition clarification from the BCE ownership. A very attractive valuation. Wouldn't buy tech stocks right now because the sector is vulnerable. | 2003-10-28 | |
| TOP PICK | 7.810 | Rob Callander | The Everest fractured the relationship between themselves and B.C.E. As the economy recovers, they should have a lot of opportunity to grow. Extremely well-managed. | 2003-10-01 | |
| TOP PICK | 8.190 | Robert Floyd | Earnings are in the 0.46¢ range. Have been making some acquisitions. A long backlog. Expects strong upside. | 2003-09-22 | |
| BUY | 7.970 | Gavin Graham | The last acquisition gives out a lot of extra business and improved margins. Still has further to go. | 2003-09-18 | |
| DON'T BUY | 7.860 | Larry Berman CFA, CMT, CTA | The market has a tendency to run up sharply and then have take corrections. Not a fan of those kinds of stocks. Looks like it's run into some base resistance and should be OK. | 2003-09-15 | |
| DON'T BUY | 7.530 | Brendan Kyne | Has dropped the last few weeks because technology stocks have come off.Not excited about this stock. | 2003-08-26 | |
| DON'T BUY | 7.550 | David Burrows | Has not participated in the recent rally, so be careful.Service companies in techs have not done as well as other areas. | 2003-08-12 | |
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| WEAK BUY | 7.850 | Peter Arender, CFA | It uses a balance sheet well.At a very fair price.Will be a slow gradual grind higher. | 2003-08-05 | |
| BUY | 7.700 | Robert McWhirter | Earnings estimates have dropped. Ranks borderline top third in their Quant database model. | 2003-07-31 | |
| HOLD | 7.840 | David Burrows | Sector has performed well. You should have a stop of $0.50 below market. | 2003-07-22 | |
| BUY | 8.520 | Robert McWhirter | Ranks in the top 5% of their database. Earnings momentum is 5%. ROE is 11%. They are looking for some US acquisitions. | 2003-07-09 | |
| BUY | 7.970 | Brian Acker, CA | Has value. | 2003-06-09 | |
| DON'T BUY | 8.400 | Ted Macklin | Strong momentum on software stocks. Don't know how they'll deliver on their growth objectives. | 2003-06-04 | |
| HOLD | 7.000 | Peter Arender, CFA | Scores very high on value measures. Should be worth more and not sure why it doesn't move. | 2003-05-26 | |
| HOLD | 7.040 | Brian Acker, CA | Cheap. Bell Canada selling their shares has been an issue. It came in with great numbers. | 2003-05-06 | |
| PAST TOP PICK | 6.610 | Robert Floyd | (Was a top pick on Mar 27. Down 1%.) Still likes. Sees strong earnings coming out. | 2003-04-25 | |
| DON'T BUY | 6.750 | Kyle McKay | Will trend lower. Dead money. | 2003-04-16 | |
| WEAK BUY | 6.880 | Michael Smedley | Has done well. BCE could sell their interests which would tend to drop the price. | 2003-04-11 | |
| BUY | 6.880 | Peter Arender, CFA | Trading at a discount of 20/25% from its fair value. | 2003-04-09 | |
| BUY | 6.990 | Robert McWhirter | Ranks neutral in their quant data base model. Earnings estimates are up 7%. Return on investment is 10%. Fairly valued. A core holding. | 2003-04-03 | |
| TOP PICK | 6.800 | Robert Floyd | (Was a top pick on Feb 7. Down 8%.) Cash flow and earnings are looking quite strong. | 2003-03-27 | |
| BUY | 6.990 | Nereo Piticco | Good price. Good acquisition potential. | 2003-03-18 | |
| TOP PICK | 6.850 | Robert Floyd | Good acquisition. Earnings profile looks strong. | 2003-03-03 | |
| DON'T BUY | 7.320 | Mike Weir | Have to grow better in the US. | 2003-02-10 | |
| TOP PICK | 7.350 | Robert Floyd | Good visibility. Should move up. | 2003-02-07 | |
| BUY | 7.470 | Brian Dawson | Building good backlog. At a good price. | 2003-01-31 | |
| BUY | 7.130 | Nereo Piticco | Some good numbers expected in earnings. | 2003-01-27 | |
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| TOP PICK | 7.140 | Pierre Bernard | Has good backlogs and a good balance sheet. | 2003-01-20 | |
Experts that have talked about CGI Group (A)
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