Q: Just your thoughts on recent quarter for CGI, symbol GIB. Thanks.
Robert
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Can I please have your thoughts and analysis on CGI's recently announced earnings. Your thoughtswould be appteciated and do you see this as a buying opportunity?
Read AnswerQ: In August of 2019, between "TRI" (at $80/per share) and "GIB.A" (at $101/per share), based on P/E valuation, I bought "GIB.a". Then three years later, in August, 2022, I compared both companies share performance, "TRI" went up 90% while "GIB.a" share price was in sleeping bag, almost the same as I bought 3 years ago. Considering no dividends while waiting, so I sold "GIB.a" and bought "TRI" which I am still happy with the switch. However, since beginning of this year, GIB.A left the sleeping bag and started moving up, and share price has gone up almost 30%. I wonder if you could help me understand what’s the reasons behind the move, worth to buy at current level? Thanks.
Read Answer
Q: There is a news item that GIB.A has been awarded a contract to produce a "virtual flight data recorder". This sounds exactly like what FLY has been trying to sell for years but it never really got off the ground (sorry). Do you see GIB.A fairing better and what are the implications for FLY.
Thanks
Ian
Q: Re CGI; do you know the reason for the very large spike in volume on May 31 and if it has significance? I saw the recent question regarding Helsinki University. There was subsequent news regarding the company successfully accessing Azure on behalf of the US Marine Corps. These sound very positive.
Thanks for your insight.
Ian
Q: Yesterday CGI Group announced that they have partnered with Helsinki University Hospital to produce an AI solution for analyzing brain CT scans and detecting brain hemorrhages. They noted that the solution may be offered to hospitals around the world and that it may also be used to advance the development of other AI-based healthcare solutions in the future.
This seems like an interesting new field for CGI and I am wondering if you think it is of significance in their future growth.
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A)
-
CDW Corporation (CDW)
-
Softchoice Corporation (SFTC)
Q: Please provide your analysis of its quarterly results released this morning. Is it attractive at this price or are there better alternatives in its sub-sector?
Thanks, Tim.
-
Cognizant Technology Solutions Corporation (CTSH)
-
Accenture plc Class A (Ireland) (ACN)
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A)
Q: Please compare these companies in light of a possible recession and the tech and financial sector. Which would be your 1st choice for long term.
Thanks as always and happy to renew my membership again this year.
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A)
-
ATS Corporation (ATS)
-
Thomson Reuters Corporation (TRI)
-
Alimentation Couche-Tard Inc. (ATD)
-
TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU)
Q: Please rank these companies on an expected total return basis for a 3 to 5 year hold. Some commentary would be appreciated. Thanks ram
Read Answer
Q: I am a long-time shareholder in CGI Group (ticker: GIB.A on the TSX), a Canadian success story. Since 1996, the stock has risen some 300-fold (from 40 cents, split-adjusted, to new high this past Friday (~$122/share). One reason for the dramatic capital appreciation over the past 27 years is that, to my knowledge, CGI Group has never paid a dividend, preferring rather to buy back shares most years. I am curious, given the Canadian federal government's announcement re: taxing share buybacks (beginning in 2024, I believe), how you feel this might affect CGI share buyback policy in particular, as well as for other Canadian companies, in general.
Ted
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A)
-
Dollarama Inc. (DOL)
-
Descartes Systems Group Inc. (The) (DSG)
-
Kinaxis Inc. (KXS)
-
Open Text Corporation (OTEX)
-
Thomson Reuters Corporation (TRI)
-
Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: I have space for 3 growth stocks in my TFSA. Looking at various sources, I found the above suggestions. Ideally, I am looking at 15-20% or more of annual earnings growth for the foreseeable future. How would you rank the above stocks, without regard for sectors, with a short explanation for the top 3. Also, any other suggestions? Thanks.
Read Answer
Q: Looking to top up one of these in my TFSA. Which one would you choose - with some. commentary on each one please.
Much appreciated. ram
Q: I'm looking for some of your expert advice. I am down in OTEX which I own in a taxable account. It is currently yielding a decent dividend. I am thinking of selling it after the X dividend date for the capital loss, and perhaps buying GIB.A. The latter does not pay a dividend but the stock is performing better. Do you sanction both parts of this trade? Do you think the OTEX dividend will be safe in the future?
Thanks, as always, for your advice.
Ian
-
Apple Inc. (AAPL)
-
Intuit Inc. (INTU)
-
Church & Dwight Company Inc. (CHD)
-
Moody's Corporation (MCO)
-
Union Pacific Corporation (UNP)
-
Canadian Pacific Kansas City Limited (CP)
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A)
-
Constellation Software Inc. (CSU)
-
Restaurant Brands International Inc. (QSR)
-
A&W Revenue Royalties Income Fund (AW.UN)
Q: Please provide your top five Canadian and top five U.S companies that you consider to have superior pricing power. Thanks
Read Answer-
CGI Inc. Class A Subordinate Voting Shares (GIB.A)
-
Kinaxis Inc. (KXS)
-
Open Text Corporation (OTEX)
-
Miscellaneous (MISC)
Q: Hi Everyone at 5i!!!
Are there any noteworthy Ai stocks in the TSX???
Cheers,
Tamara
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A)
-
Constellation Software Inc. (CSU)
-
Open Text Corporation (OTEX)
Q: This company has been doing rather well in a difficult market. Would you consider it a buy at today’s
price?
Thank you for your valued opinion.
Ernie
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A)
-
Constellation Software Inc. (CSU)
-
Open Text Corporation (OTEX)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
iShares S&P/TSX Capped Information Technology Index ETF (XIT)
Q: If the fear of higher interest rates was causing the share prices of tech companies to fall, why would share prices rise today (April 13) with the announcement of a 0.5% rate increase?
Puzzled...Steve
-
Qorvo Inc. (QRVO)
-
International Business Machines Corporation (IBM)
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A)
-
Open Text Corporation (OTEX)
-
Lumentum Holdings Inc. (LITE)
-
Kulicke and Soffa Industries Inc. (KLIC)
-
MKS Instruments Inc. (MKSI)
-
Dropbox Inc (DBX)
-
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION (SAIC)
-
VMware Inc. Class A (VMW)
-
Dell Technologies Inc. Class C (DELL)
-
Gartner Inc. (IT)
-
ZoomInfo Technologies Inc. (ZI)
-
Ziff Davis Inc. (ZD)
Q: Hi Research Team
I"m interested in Tech companies with good to great Free Cash Flow going forward?
Does your team have a list of 10 U.S. Tech companies and 5 Canadian Tech companies that would fall into this criteria?
Thanks
Cal
Q: I am considering the purchase of one of the two above securities, Accenture or CGI. Which of the two would you recommend and your reasons. Your overall comments would be appreciated. Thank You
Read AnswerQ: can I please have your thoughts on this one...why the sell off and do you think there is value at an entry point around here...107ish? for a 2-4 yr hold?
Read Answer