Q: CGI Group has been a fantastic long-term investment even holding up really well this year. Would you take profits and reallocate to a different Cdn tech stock or continue to hold? I also have CSU , OTEX and KXS.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Maxar Technologies Inc. (MAXR)
- Home Capital Group Inc. (HCG)
- Kinaxis Inc. (KXS)
Q: Hello 5i Team,
I have done really well with CGI and am thinking of swapping it for KXS. This move is purely for growth, I am comfortable with risk and have a long time frame (3 to 5 years).
Conversely, I am significantly down on both MAXR and HCG, and am thinking of selling one to add to the other. Which one would you recommend keeping and why?
Please deduct credits as you see fit.
Thank you for spreading the wisdom.
BK
I have done really well with CGI and am thinking of swapping it for KXS. This move is purely for growth, I am comfortable with risk and have a long time frame (3 to 5 years).
Conversely, I am significantly down on both MAXR and HCG, and am thinking of selling one to add to the other. Which one would you recommend keeping and why?
Please deduct credits as you see fit.
Thank you for spreading the wisdom.
BK
Q: Can you please comment on CGI's recently announced earnings as well as your overall thoughts on the company going forward. Thank You.
Q: I own GIB and have for several years. I'm thinking of selling some or all my position in GIB and purchasing OPTEX.
My reasoning is that although GIB may not be fully valued, its had a good run, OPTEX on the other hand may have more upside longer term.
Appreciate your feedback
My reasoning is that although GIB may not be fully valued, its had a good run, OPTEX on the other hand may have more upside longer term.
Appreciate your feedback
Q: I am just in the negative in this stock and wonder if it is worth holding on to. I see that it has come off about 10.00 a share in the past year.
Thanks, Lesley
Thanks, Lesley
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
Q: These tech stocks have been under pressure recently. Is a rotation out of the Tech sector underway. Thanks.
- Loblaw Companies Limited (L)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Metro Inc. (MRU)
- Vermilion Energy Inc. (VET)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
Q: I have a question about CGI, which I've held since 2013, so I've done very well with them, but they don't have a dividend policy, so I'm feeling that the capital gain that I have is being lazy and not working for me without any divvy income to offset. If I was going to sell half, what would you suggest would be a good 3 to 5 year replacement to consider? I tend to favour medium to large caps, and mostly dividend payers. I also have Open Text and Syzlogist as other tech holdings, in a fairly diversified portfolio that includes international and US etf's. I currently do not have any resource/energy (I was thinking Vermillion) or consumer (I was thinking Loblaws or Metro, Dollarama looks expensive still)holdings.
thank you,
thank you,
Q: I have a question about CGI. Please comment their results and also what is their debt level. Is it comparable to other companies equivalent to them or is it better.
Thank you
Thank you
- Photon Control Inc. (PHO)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hi, Could you please post street estimates for the quarterly results expected during this week. Thanks
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Descartes Systems Group Inc. (The) (DSG)
- ATS Corporation (ATS)
- Pollard Banknote Limited (PBL)
- Sleep Country Canada Holdings Inc. (ZZZ)
Q: Hi there,
Outside of your Balanced Equity Portfolio, what would be your top 5 ideas for growth today?
Thanks!
Outside of your Balanced Equity Portfolio, what would be your top 5 ideas for growth today?
Thanks!
- Photon Control Inc. (PHO)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
Q: My question is regarding someone with a substantial US portfolio who wants to invest in some Canadian companies. He is thinking of investing in a few Canadian growth Tech companies and a couple of blue chip ETF's. Can I please have your thoughts on this and some recommendations? Thank you.
Q: Hey guys great job. Could you rank these companies from best to least best for a long term hold in either an RRPS or TSFA 10 years + hold. If you had to pick one which would it be. Thanks and keep up the great work. KXS,CSU,OTEX,GIB.A (CGI Group 'A'),ABT (Absolute Software),CRM (Salesforce Com)
Q: Hi 5i Crew,
I am considering a entry position in CGI Group. I like the sector for future growth and am a believer that "buying at all time high" is a good strategy. My reservation is that it does not generate a dividend. I think if it did, 5i would be more favorable to the company (as I believe you are strong supporters of dividend stocks - for many good reasons). Question. Do you think CGI would consider initiating a dividend in the near term ?
I am considering a entry position in CGI Group. I like the sector for future growth and am a believer that "buying at all time high" is a good strategy. My reservation is that it does not generate a dividend. I think if it did, 5i would be more favorable to the company (as I believe you are strong supporters of dividend stocks - for many good reasons). Question. Do you think CGI would consider initiating a dividend in the near term ?
Q: Good morning 5i,
Could you please discuss your thoughts on CGI short term (1-2 year) out look, as well as your opinion on todays quarterly results?
Thanks again!
Could you please discuss your thoughts on CGI short term (1-2 year) out look, as well as your opinion on todays quarterly results?
Thanks again!
Q: I have long watched CGI Group as an investment based on the advice of Jason Donville on BNN. He was always hyping to ROE being so high and seemed to have good results until he disappeared from the air in the wake of the Valeant and Concordia falls. CGI Group though seems to get lots of "Top Pick" calls on the shows but hasn't really done much. The RSI is down in the 30 range and I'm wondering if company fundamentals combined with the shares being oversold make this a good "trade" or a good opportunity to buy and hold?
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Descartes Systems Group Inc. (The) (DSG)
- Open Text Corporation (OTEX)
Q: Greetings 5i team:
I own CGI Group in a non-registered account. Without regard to tax implications or trading costs, just looking at the fundamentals and expectations for each company, would you make a switch to either Open Text or Descartes assuming a 3 year or greater time frame?
Thanks as always for your analysis.
I own CGI Group in a non-registered account. Without regard to tax implications or trading costs, just looking at the fundamentals and expectations for each company, would you make a switch to either Open Text or Descartes assuming a 3 year or greater time frame?
Thanks as always for your analysis.
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
Q: Is there any growth left in these stocks or are they in a consolidation phase?
Which other stocks would have better potential to move higher?
Thanks.
Which other stocks would have better potential to move higher?
Thanks.
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Knight Therapeutics Inc. (GUD)
Q: On December 22, 2017 the 3 stocks concerned concluded the day at $8.28, $767.34, and $68.92. I assume all should be kept for the future. Only GUD is presently is at problematic value. In agreement ?
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hi 5i: I want to buy SHOP, but am somewhat overweight in tech. I am considering selling either CGI Group or Decarte Systems (in which I have a double), or a bit of both, to make room. What would you advise? Many thanks. Roland
Q: Please comment CGI 's results. I am a long time holder and wondering if it's a hold or I could buy more. Thank you