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Gold/Mining/Energy : CGI Group (GIB.A) - -- Ignore unavailable to you. Want to Upgrade?

To: Luc Glinas who wrote (432)	5/30/1998 5:53:00 PM
From: Bruno Riccio	Read Replies (2) \| Respond to of 1673

Analysts are saying a 12 month $18 target for Informission and a $16-$18 12 month target for Mpact. I personally would stick to CGI and diversify in other sectors. Just my opinion.

To: Luc Glinas who wrote (432)	5/30/1998 7:09:00 PM
From: BM	Read Replies (1) \| Respond to of 1673

Luc, I would never sell CGI unless it became too large a percentage of my portfolio. I have done that once already - when it reached my discomfort level, I sold some and slept better. Now the fact that I bought MPACT with the proceeds is very fortunate in that it has grown even faster than CGI over the last few months. But Mpact cannot today compare with CGI in terms of established, guaranteed earning power. As for Informission it too seems to be led by a very competent management team and there's no denying that their revenues and earnings are growing very significantly, but it too cannot match the established earning power of CGI for the moment. Like Bruno I believe in diversifying but I am diversifying mainly within the area of technology - it's what I understand best and where the future is, in my opinion. There are good companies in every sector - buy what you understand and buy into quality management and you won't go far wrong.