Updating Saputo Inc., IGM Financial Inc., and CGI Group Inc.

SAPUTO INC. $45 (Toronto symbol SAP; Aggressive Growth Portfolio, Consumer sector; Shares outstanding: 387.4 million; Market cap: $17.4 billion; Price-to-sales ratio: 1.5; Dividend yield: 1.4%; TSINetwork Rating: Average; www.saputo.com) has completed its deal to acquire Shepherd Gourmet Dairy (Ontario) Inc.
Based in St. Mary’s, Ontario, it makes specialty… Read More

Updating Torstar Corp., CGI Group Inc. and Shawcor Ltd.

TORSTAR CORP. $1.80 (www.torstar.com) has re-branded its Metro free commuter newspapers in Vancouver, Calgary, Edmonton, Toronto and Halifax as StarMetro. The company has also expanded the websites of those five publications. Altogether, these moves should help strengthen the company’s ad revenue and let those publications better compete with major dailies published… Read More

Smart buys add to CGI’s appeal

We recently selected CGI Group as our top Aggressive stock pick for 2018. That’s mainly because we feel it is in a strong position to profit as more businesses and governments outsource their increasingly complex computing functions to specialists like CGI.

The company also has… Read More