Cognicase (COGI, T.COG) - Integrated IT Solutions Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cognicase (COGI, T.COG) - Integrated IT Solutions

COGI 4.550

+8.3%

Jul 18 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Fouad Nahas who wrote (600)	1/22/1999 10:57:00 PM
From: BM	Read Replies (1) of 843

Hi Fouad, yes Rogers seem to be doing a lot of things right though I don't own any nor have I researched them to any extent - too little time I'm afraid. As for Internet-related stocks, I like Open Text's LiveLink product but never got around to buying the stock. It took a big hit this week so I am tempted to buy but you never know how far the fallout around accounting irregularities will go (remember Phillips, Livent?). My big interest outside of IT consulting firms is electronic commerce. The leading Canadian company in that area is BCE Emergis, which until yesterday was known as Mpact Immedia (IFM on Montreal and Toronto). As he did with CGI Group, BCE's Jean Monty has had BCE/Bell Canada take a big stake in it plus has given it loads of cash for acquisitions. Like CGI, the vast majority of their revenue (82%) is the quasi-guaranteed repeating kind and so is far less risky than typical e-commerce players. You might find this company worth investigating.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next