Descartes

DSG-T

TSE:DSG

60.38
0.37 (0.62%)
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.
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Analysis and Opinions about DSG-T

Signal
Opinion
Expert
BUY
BUY
January 16, 2020
Logistics business. It is software as a service with 90% of revenue is recurring and growing rapidly. Online retail is a new sector for them. It will grow for many years.
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Descartes (DSG-T)
January 16, 2020
Logistics business. It is software as a service with 90% of revenue is recurring and growing rapidly. Online retail is a new sector for them. It will grow for many years.
DON'T BUY
DON'T BUY
December 5, 2019
His model is $22.32 or -60%. Maybe over time the stock price and the earnings come together.
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Descartes (DSG-T)
December 5, 2019
His model is $22.32 or -60%. Maybe over time the stock price and the earnings come together.
BUY WEAKNESS
BUY WEAKNESS
November 14, 2019
You just have to buy them and hold if it fits your mandate. Don't fuss about the valuation, as it will always be expensive. Lots of tailwinds. Tech rollup, organic growth, inorganic growth, one of the best CEOs. If it ever sells off 5%, tuck it away.
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Descartes (DSG-T)
November 14, 2019
You just have to buy them and hold if it fits your mandate. Don't fuss about the valuation, as it will always be expensive. Lots of tailwinds. Tech rollup, organic growth, inorganic growth, one of the best CEOs. If it ever sells off 5%, tuck it away.
BUY
BUY
October 2, 2019

They will benefit from the trade wars because they do shipping logistics. Will also benefit from Brexit woes. A major holding for him. There are many companies for them to buy and they are good at it.

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Descartes (DSG-T)
October 2, 2019

They will benefit from the trade wars because they do shipping logistics. Will also benefit from Brexit woes. A major holding for him. There are many companies for them to buy and they are good at it.

PAST TOP PICK
PAST TOP PICK
August 28, 2019
(A Top Pick Oct 09/18, Up 14%) It hit his valuation target so he sold it. Still likes it, but now global growth is slowing so some of their services will make less money. Trading at 22x EBITDA, so not cheap, but he would buy if it dipped 10%.
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Descartes (DSG-T)
August 28, 2019
(A Top Pick Oct 09/18, Up 14%) It hit his valuation target so he sold it. Still likes it, but now global growth is slowing so some of their services will make less money. Trading at 22x EBITDA, so not cheap, but he would buy if it dipped 10%.
BUY
BUY
August 8, 2019
He has not seen any news of diversification into electronic health, which the caller asked about. They do software logistics. They are doing a really good job. It is pretty solid. They do acquisitions at good prices. They provide a steady flow of growth.
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Descartes (DSG-T)
August 8, 2019
He has not seen any news of diversification into electronic health, which the caller asked about. They do software logistics. They are doing a really good job. It is pretty solid. They do acquisitions at good prices. They provide a steady flow of growth.
PAST TOP PICK
PAST TOP PICK
July 24, 2019
(A Top Pick Apr 24/18, Up 30%) They hit the right trends at the right time with trade, tariffs and logistics. They've made more acquisitions to augment growth, raised equity and are smart managers. This sector has secular tailwinds.
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Descartes (DSG-T)
July 24, 2019
(A Top Pick Apr 24/18, Up 30%) They hit the right trends at the right time with trade, tariffs and logistics. They've made more acquisitions to augment growth, raised equity and are smart managers. This sector has secular tailwinds.
BUY
BUY
June 27, 2019
Another secular growth stock. It has been one of the great Canadian growth stocks. Revenue growth has accelerated. It has been disrupting the way people do business. There is always the risk of disappointment. He thinks this company will continue to do well, however. (Analysts’ price target is $48.00)
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Descartes (DSG-T)
June 27, 2019
Another secular growth stock. It has been one of the great Canadian growth stocks. Revenue growth has accelerated. It has been disrupting the way people do business. There is always the risk of disappointment. He thinks this company will continue to do well, however. (Analysts’ price target is $48.00)
BUY WEAKNESS
BUY WEAKNESS
June 19, 2019
Common share offering? He likes this well run company. They are always very good with their guidance. They are getting into bigger acquisitions. You should see some efficiencies coming in the next few years. A great technical chart. The time to own this is on pullbacks. The share issue will definitely cause a bit of a pullback, but the company has been astute as to how to employ new capital.
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Descartes (DSG-T)
June 19, 2019
Common share offering? He likes this well run company. They are always very good with their guidance. They are getting into bigger acquisitions. You should see some efficiencies coming in the next few years. A great technical chart. The time to own this is on pullbacks. The share issue will definitely cause a bit of a pullback, but the company has been astute as to how to employ new capital.
BUY
BUY
June 13, 2019
It has been a stellar performer. He exited it and then it went higher. People give them the benefit of the doubt in terms of acquisitions they may make.
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Descartes (DSG-T)
June 13, 2019
It has been a stellar performer. He exited it and then it went higher. People give them the benefit of the doubt in terms of acquisitions they may make.
HOLD
HOLD
May 15, 2019
He wished he owned this. He could never understand the valuation. They continue to make good acquisitions and he likes the logistics software space. An outstanding performer. He should have bought on the weakness in 2018.
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Descartes (DSG-T)
May 15, 2019
He wished he owned this. He could never understand the valuation. They continue to make good acquisitions and he likes the logistics software space. An outstanding performer. He should have bought on the weakness in 2018.
PAST TOP PICK
PAST TOP PICK
May 7, 2019
(A Top Pick Oct 09/18, Up 35%) They've hit on e-commerce, transportation, tariffs, all these catalysts. It's run further than he thought, so there's momentum now. He's waiting for a better entry point for this. It's solid and well-run. Probably a long runway ahead.
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Descartes (DSG-T)
May 7, 2019
(A Top Pick Oct 09/18, Up 35%) They've hit on e-commerce, transportation, tariffs, all these catalysts. It's run further than he thought, so there's momentum now. He's waiting for a better entry point for this. It's solid and well-run. Probably a long runway ahead.
BUY
BUY
April 15, 2019
It's done great for him for the past 5 years. This is a consolidator--when they buy something, it makes the company stronger, adding a deeper dynamic and profit. DSG is buying more shipping to add to their cross-border processing business. Also, they're expanding geographically, now in Australia. They do 2-3 acqusitions a year. It's become quietly a strong company worth holding for the long haul.
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Descartes (DSG-T)
April 15, 2019
It's done great for him for the past 5 years. This is a consolidator--when they buy something, it makes the company stronger, adding a deeper dynamic and profit. DSG is buying more shipping to add to their cross-border processing business. Also, they're expanding geographically, now in Australia. They do 2-3 acqusitions a year. It's become quietly a strong company worth holding for the long haul.
STRONG BUY
STRONG BUY
March 6, 2019
A big, long-term holding of his. Really likes this company and management with 15% EPS growth continually. They have a wide moat around their business and have global clients in a huge network.
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Descartes (DSG-T)
March 6, 2019
A big, long-term holding of his. Really likes this company and management with 15% EPS growth continually. They have a wide moat around their business and have global clients in a huge network.
PAST TOP PICK
PAST TOP PICK
February 27, 2019
(A Top Pick Apr 24/18, Up 20%) A core holding though he's trimmed his position. They do trucking and logistics with systems in place to ensure that clients don't get fined on, say, missing tariffs. They grow by acquisition. They have a high multiple but have generated great cash flow and have been buying great businesses. Mainly tailwinds in trucking and e-commerce.
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Descartes (DSG-T)
February 27, 2019
(A Top Pick Apr 24/18, Up 20%) A core holding though he's trimmed his position. They do trucking and logistics with systems in place to ensure that clients don't get fined on, say, missing tariffs. They grow by acquisition. They have a high multiple but have generated great cash flow and have been buying great businesses. Mainly tailwinds in trucking and e-commerce.
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