Descartes (DSG-T) Stock Predictions - Stockchase
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257
Descartes (DSG-T)

ON STOCKCHASE SINCE Oct 2000

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

computer software/processing

Descartes Descartes
DSG-T

23 257
computer software/processing

Descartes (DSG-T) SAVE

44.55

0.78 (1.78%)

Sep, 21, 2018, 12:00 am

OPINIONS

About Descartes (DSG-T)

The Descartes Systems Group Inc. is a Canadian multinational technology company specializing in logistics software, supply chain management software, and cloud-based services for logistics businesses. More at Wikipedia

What the experts are saying about DSG-T



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COMMENT
Descartes(DSG-T) 

September 19, 2018

An intriguing name and wishes he could talk to the CEO about how the global tariff issues are impacting their business.  They are a logistics software company – he thinks the tariff issues feeds right into this company.  A couple of years ago, as a contrarian, he would have liked it, but now it is too expensive for him to buy.

computer software/processing

An intriguing name and wishes he could talk to the CEO about how the global tariff issues are impacting their business.  They are a logistics software company – he thinks the tariff issues feeds right into this company.  A couple of years ago, as a contrarian, he would have liked it, but now it is too expensive for him to buy.

computer software/processing
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$43.770
Owned Owned
No

BUY
Descartes(DSG-T) 

September 13, 2018

It has done well. Likes it. It buys smaller companies. They deal with customs and borders for customers who don't want to deal with that hassle. It has a steady growth rate in recurring revenues. 

computer software/processing

It has done well. Likes it. It buys smaller companies. They deal with customs and borders for customers who don't want to deal with that hassle. It has a steady growth rate in recurring revenues. 

computer software/processing
Ryan Modesto

Managing P, 5i Research...

Price Price
$44.440
Owned Owned
Unknown

HOLD
Descartes(DSG-T) 

August 30, 2018

Model price is $18.95, so it is at a 60% premium.  He would not worry about earnings too much next week.  If you are a long term holder, continue to hold it.

computer software/processing

Model price is $18.95, so it is at a 60% premium.  He would not worry about earnings too much next week.  If you are a long term holder, continue to hold it.

computer software/processing
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$45.460
Owned Owned
Unknown

TOP PICK
Descartes(DSG-T) 

August 9, 2018

Canadian, but going global. Acquiring companies that do logistics and customs documents. If you bet that the world trading system is going to get more complex, you want to own this one. Great growth story, great price. No dividend. (Analysts’ price target is $44.10.)

computer software/processing

Canadian, but going global. Acquiring companies that do logistics and customs documents. If you bet that the world trading system is going to get more complex, you want to own this one. Great growth story, great price. No dividend. (Analysts’ price target is $44.10.)

computer software/processing
Michael Decter

President , Lawrence Decter Inve...

Price Price
$44.280
Owned Owned
Yes

BUY
Descartes(DSG-T) 

June 11, 2018

Descartes is a fine consolidator. They make it easy for companies to ship across the border. They've been expanding their range of services and geographies. They are disciplined in their acquisitions. He likes this company.

computer software/processing

Descartes is a fine consolidator. They make it easy for companies to ship across the border. They've been expanding their range of services and geographies. They are disciplined in their acquisitions. He likes this company.

computer software/processing
Michael Decter

President , Lawrence Decter Inve...

Price Price
$39.480
Owned Owned
Yes

HOLD
Descartes(DSG-T) 

April 25, 2018

He would consider to hold this.  His model price is $19, so it is 50% above full value.  Maybe the fundamentals catch up on the stock it may retrace. 

computer software/processing

He would consider to hold this.  His model price is $19, so it is 50% above full value.  Maybe the fundamentals catch up on the stock it may retrace. 

computer software/processing
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$37.490
Owned Owned
No

TOP PICK
Descartes(DSG-T) 

April 24, 2018

Involved in retail e-commerce from supply chain management to tracking to logistics. This is a consolidation play. They are uncorrelated with the broadder TSX. They could acquire with cash flow that's accretive. It sold off the last few quarters with a big acquisition that they are confident with. A smart management team. (Analysts' price target $41.91)

computer software/processing

Involved in retail e-commerce from supply chain management to tracking to logistics. This is a consolidation play. They are uncorrelated with the broadder TSX. They could acquire with cash flow that's accretive. It sold off the last few quarters with a big acquisition that they are confident with. A smart management team. (Analysts' price target $41.91)

computer software/processing
James Telfser

Partner & , Aventine Management ...

Price Price
$38.070
Owned Owned
Yes

BUY
Descartes(DSG-T) 

March 23, 2018

This is a fantastic chart, he says.  Canadian technologies are finally getting going.  He thinks it will re-visit $40 again.  You could buy the XIT-T ETF as a proxy for the sector. 

computer software/processing

This is a fantastic chart, he says.  Canadian technologies are finally getting going.  He thinks it will re-visit $40 again.  You could buy the XIT-T ETF as a proxy for the sector. 

computer software/processing
Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$37.050
Owned Owned
No

DON'T BUY
Descartes(DSG-T) 

February 28, 2018

A growth by acquisition story that's done very well. Like Dollarama, it's an expensive stock, so it must keep beating its numbers and it missed its last quarter. They probably need to make an acquisition to meet or beat its next quarter.

computer software/processing

A growth by acquisition story that's done very well. Like Dollarama, it's an expensive stock, so it must keep beating its numbers and it missed its last quarter. They probably need to make an acquisition to meet or beat its next quarter.

computer software/processing
Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$34.000
Owned Owned
Unknown

HOLD
Descartes(DSG-T) 

January 2, 2018

He loves stocks that slowly creeps up like this one does. It's one you should continue to own.

computer software/processing

He loves stocks that slowly creeps up like this one does. It's one you should continue to own.

computer software/processing
Elliott Fishman

Director o, Trading Services Gro...

Price Price
$35.780
Owned Owned
Unknown

TOP PICK
Descartes(DSG-T) 

January 2, 2018

A great tech company. Does logistic software and focuses on distributors and transportation companies. It looks a bit more expensive when looking at valuation, but they have recurring revenues that are very sticky. Their forecasts are usually what they’ve done in the most recent quarter, which is their guidance for the next quarter. They usually tack on 1%-3% growth per share. That stability is why you are paying a premium for the shares. They just purchased a company, which analysts think they overpaid on, but management has always been very conservative when buying companies. (Analysts' price target is $40.94.)

computer software/processing

A great tech company. Does logistic software and focuses on distributors and transportation companies. It looks a bit more expensive when looking at valuation, but they have recurring revenues that are very sticky. Their forecasts are usually what they’ve done in the most recent quarter, which is their guidance for the next quarter. They usually tack on 1%-3% growth per share. That stability is why you are paying a premium for the shares. They just purchased a company, which analysts think they overpaid on, but management has always been very conservative when buying companies. (Analysts' price target is $40.94.)

computer software/processing
Ryan Modesto

Managing P, 5i Research...

Price Price
$35.780
Owned Owned
No

BUY
Descartes(DSG-T) 

December 13, 2017

This is in the logistics business. It has been a very strong performer over the last few years, but has come under pressure over the last few weeks, but pulled right back into the 150-day moving average. Technically it is still okay. He likes the long-term theme. If it broke the 150-day moving average, he would be gone. In the near term, it provides a pretty good entry point.

computer software/processing

This is in the logistics business. It has been a very strong performer over the last few years, but has come under pressure over the last few weeks, but pulled right back into the 150-day moving average. Technically it is still okay. He likes the long-term theme. If it broke the 150-day moving average, he would be gone. In the near term, it provides a pretty good entry point.

computer software/processing
David Burrows

President , Barometer Capital Ma...

Price Price
$36.270
Owned Owned
Unknown

COMMENT
Descartes(DSG-T) 

December 1, 2017

It has been a good performing company because they executed well.  They have a unique position.  He missed this one.  59 times forward earnings vs. an industry average of 26.

computer software/processing

It has been a good performing company because they executed well.  They have a unique position.  He missed this one.  59 times forward earnings vs. an industry average of 26.

computer software/processing
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$34.680
Owned Owned
No

HOLD
Descartes(DSG-T) 

December 1, 2017

Downside in case of a correction? It is following an uptrend and testing the trend line. If it breaks the trend line and also the 200-day moving average then it’s a signal to get out. Until then you could probably continue to hold. There would be some support level around $30.

computer software/processing

Downside in case of a correction? It is following an uptrend and testing the trend line. If it breaks the trend line and also the 200-day moving average then it’s a signal to get out. Until then you could probably continue to hold. There would be some support level around $30.

computer software/processing
Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$34.680
Owned Owned
Unknown

COMMENT
Descartes(DSG-T) 

November 14, 2017

He likes this company. A “software as a service” business model. Has very consistent revenues. For guidance, they say “whatever our revenue was this quarter, that is our guidance for the next quarter”. This usually works and they add a couple of percentage points to it. Trading at a really high multiple, but that’s because they have this great recurring revenue model. Once a customer gets entrenched with their offering, it would be such a hassle for them to switch over to something else. Very consistent for a tech company.

computer software/processing

He likes this company. A “software as a service” business model. Has very consistent revenues. For guidance, they say “whatever our revenue was this quarter, that is our guidance for the next quarter”. This usually works and they add a couple of percentage points to it. Trading at a really high multiple, but that’s because they have this great recurring revenue model. Once a customer gets entrenched with their offering, it would be such a hassle for them to switch over to something else. Very consistent for a tech company.

computer software/processing
Ryan Modesto

Managing P, 5i Research...

Price Price
$38.040
Owned Owned
Unknown

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