Viewing Company Descartes | StockChase
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Compiling comments that experts make about stocks while on public TV.

Descartes Stock Symbol: DSG-T

Notes:B to B space. Contracts with Ariba and BC Emergis. Get paid every time somebody uses it.

Last Price Recorded: $34.1400 on 2017-09-22

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Date Signal Expert Opinion Price
2017-07-24 BUY Matt Kacur

It is really quite a good company.  There is no question about it.  He always likes to see an upward trend in the return on capital, which we have.  Valuation is a little rich, but when you have a high quality company it tends to be justified.


Price:
$31.330
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-21 COMMENT Michael Sprung

A lot of technology companies sell beyond multiples he looks at as a value investor. This one has always been an extremely good company. They are at the forefront of their technology. Longer-term they are in a very good place. Trading at 52X forward earnings. You have to grow a whole lot to justify those kinds of multiples.


Price:
$30.790
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2017-07-19 TOP PICK Veronika Hirsch

This is a growth stock, and is a beneficiary of what is happening with delivery. It is a logistics company, and the more delivery there is of anything, then this company is a beneficiary. Also, it is a growth by acquisition story and interest rates are great for them. (Analysts’ price target is $36.29.)


Price:
$31.020
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-06-28 DON'T BUY Jon Vialoux

Technology companies tend to do particularly well in the fall. This one tends to bottom out about mid-August through to the middle of January. The average gain for that period is about 25% over the past 15 years. Currently, there is not much of a breakdown, but it is trying to push below its 50-day moving average. This implies that the buying pressure is no longer there. There is short-term resistance with the 20-day coming in at around $33.


Price:
$32.200
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-05-05 TOP PICK Jerome Hass

A boring name, but stable. Every portfolio needs some boring names. There wasn’t any particular catalyst this year, but it is up 30%+ in the last 12 months. He likes the recurring income stream. At the start of every quarter, they know what 90% of their sales will be, and they spend the next 90 days working on that last 10%. That predictability is what investors like. (Analysts’ price target is $25.47.)


Price:
$31.770
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-05-03 BUY Keith Richards

The chart is showing a pretty darn good upward trend. He wouldn’t call it super overbought. A great looking chart. If he is right about the market taking a breather in the next month or 2, you might get an opportunity at a lower price.


Price:
$31.380
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2017-04-03 WATCH Keith Richards

The big trend is pretty good.  It might be overbought at this time and if it pulled back to the trend line you could buy it.


Price:
$30.960
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on ENERGY
Owned:
Unknown
2016-11-04 PAST TOP PICK Robert McWhirter

(A Top Pick Aug 7/15. Up 24.62%.) Transportation software, speeding things along whether shipping by truck, train, boat, plane. This is not cheap, as 85% of their revenue is recurring, and people like the visibility of that. Earnings growth is forecast to be 15% for the Jan 2018 year end against a 23 PE. It should continue to do well over the next 3 years because of the high recurring revenue.


Price:
$27.390
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
No
2016-11-02 COMMENT Peter Hodson

A logistics software company. They’ve made a couple of good acquisitions and are expanding into Europe. A nice little company, good balance sheet, good acquisitions, good growth and very good growth expected over 2017 to 2016. He would put this in the top 25% of Canadian tech names.


Price:
$27.290
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-10-04 PAST TOP PICK Jerome Hass

(A Top Pick Nov 24/15. Up 10.5%.) Everyone should have this in their portfolio. It is low maintenance. At the beginning of the quarter, they know what 90% of the revenues are, and spend the next 90 days getting the extra 10%. A nice play on global logistics and global growth.


Price:
$27.840
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-07-06 TOP PICK Jerome Hass

Every portfolio should have some low maintenance stocks and this is one. At the beginning of every quarter they know what 90% of their quarterly revenues are going to look like, and spend the next 90 days getting the next 10%. Investors like the stability and consistently on this, as well as the long-term growth.


Price:
$24.240
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-06-10 COMMENT Jerome Hass

What he really likes is this company’s predictability. At the start of every quarter they know what 90% of the revenues are going to be for the next 90 days, so they spend the rest of the quarter getting that last 10% in. As a consequence, it trades at high valuations, but he likes the long-term story. It is a play on global trade and logistics.


Price:
$25.390
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2016-05-24 HOLD Andrey Omelchak

(Market Call Minute.) A great company that has capitalized on the trends of monitoring and security. This is a long-term hold, despite seemingly being expensive.


Price:
$26.690
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-11 COMMENT Colin Fisher

(Market Call Minute.) One of the preeminent companies in Canada. They have grown over time and consistently seem to have good performance. You need to be very sensitive onto the pricing of this.


Price:
$24.910
Subject:
TECH & KNOWLEDGE STOCKS
Bias:
UNKNOWN
Owned:
Unknown
2016-04-01 TOP PICK Allan Meyer

Helps companies manage their complex supply chains. A little expensive on a PE basis at 18X, but has no debt. Reasonable free cash flow. This is a reasonable entry point and he can see more upside.


Price:
$25.720
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
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