CGI Inc.
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11/5/24 - $gib - Solid biz, buy on dips

11/5/24 :: VROCKSTAR :: GIB
Solid biz, buy on dips

- wow right after looking at HWM another Wed AM EPS report due from what looks to be a legit co.
- i'm not a big fan of MSD revenue growers in IT services, but man does this thing simply *tick*
- 18x fwd PE looks fine, check - not cheap - but high quality rarely is esp in a bull mkt lol
- over 5% fcf yield is defn solid. better than rates, not the best thing i can find, but defn not expensive.
- i'd suspect this continues to beat in this environment and trucks higher. i still think i can find better use of capital all else equal, but in the event tide goes out and this pulls back, this could easily make its way into my "defensive" portfolio. probably need it sub $100 tho if/when so setting alarm there
- congrats to longs.

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