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

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computer software/processing

Descartes

DSG-T

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Descartes (DSG-T) SAVE Mar, 18, 2019, 2:44 pm

47.16 0.62 (1.33%)

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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STRONG BUY
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.
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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.
computer software/processing
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Andrew Pink

Portfolio , LDIC...

Price Price
$45.560
Owned Owned
Yes

PAST TOP PICK
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.
computer software/processing
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(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.
computer software/processing
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James Telfser

Partner & , Aventine Management ...

Price Price
$45.620
Owned Owned
Yes

HOLD
Descartes(DSG-T) 

February 20, 2019

They are a potential take over target as they are one of the largest in the logistics sector. They could privatize the company as well. He thinks they will stay focused and would suggest management keep doing what they are doing.
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They are a potential take over target as they are one of the largest in the logistics sector. They could privatize the company as well. He thinks they will stay focused and would suggest management keep doing what they are doing.
computer software/processing
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$44.220
Owned Owned
Unknown

HOLD
Descartes(DSG-T) 

February 1, 2019

He does not do small caps. It trades on very expensive metrics and he would look to US companies for new capital. If you already own it, continue to hold it.
computer software/processing
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He does not do small caps. It trades on very expensive metrics and he would look to US companies for new capital. If you already own it, continue to hold it.
computer software/processing
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$41.520
Owned Owned
No

PAST TOP PICK
Descartes(DSG-T) 

November 29, 2018

(A Top Pick Jan 02/18, Up 7%) Logistics software company. Sticky revenues. Good job at making small acquisitions. Still really like it. Premium valuations but it held up pretty well in this last downturn.
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(A Top Pick Jan 02/18, Up 7%) Logistics software company. Sticky revenues. Good job at making small acquisitions. Still really like it. Premium valuations but it held up pretty well in this last downturn.
computer software/processing
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Ryan Modesto

Managing P, 5i Research...

Price Price
$38.380
Owned Owned
Unknown

WAIT
Descartes(DSG-T) 

November 26, 2018

Another great company. It is an outstanding operator. Return on capital keeps climbing. He thinks there will be an opportunity still to get it at a lower price. It is part of the tech pullback.
computer software/processing
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Another great company. It is an outstanding operator. Return on capital keeps climbing. He thinks there will be an opportunity still to get it at a lower price. It is part of the tech pullback.
computer software/processing
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Matt Kacur

President, FSA Financial Scienc...

Price Price
$37.790
Owned Owned
No

BUY
Descartes(DSG-T) 

November 12, 2018

A good uptrend since 2014. He's very interested in this. It could drift down to the mid/high-$30's. Trendline isn't broken yet. Now is a good spot to step in. He's actually more concerned about American tech vs. Canadian, but all tech stocks are not for the feint of heart. US tech could be bumpy for another month.
computer software/processing
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A good uptrend since 2014. He's very interested in this. It could drift down to the mid/high-$30's. Trendline isn't broken yet. Now is a good spot to step in. He's actually more concerned about American tech vs. Canadian, but all tech stocks are not for the feint of heart. US tech could be bumpy for another month.
computer software/processing
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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$38.360
Owned Owned
No

PAST TOP PICK
Descartes(DSG-T) 

October 16, 2018

(Past Top Pick Aug. 9, 2018, Down 8%) Adding to it and still believes in it. They've bought firms good and integrating them well. They play into e-commerce. DSG is good at crossing borders so they can partner with companies who need someone to manage the paperwork and logistics. And the more complex trade agreements become, the more Descartes will benefit.

computer software/processing
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(Past Top Pick Aug. 9, 2018, Down 8%) Adding to it and still believes in it. They've bought firms good and integrating them well. They play into e-commerce. DSG is good at crossing borders so they can partner with companies who need someone to manage the paperwork and logistics. And the more complex trade agreements become, the more Descartes will benefit.

computer software/processing
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Michael Decter

President , Lawrence Decter Inve...

Price Price
$40.790
Owned Owned
Yes

TOP PICK
Descartes(DSG-T) 

October 9, 2018

Fantastic company and fantastic Management team. Not cheap from a valuation perspective. Will do good deals in the e-commerce space. Very customer centric. Sticky, high recurring revenue story.  (Analysts’ price target is $46.76)

computer software/processing
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Fantastic company and fantastic Management team. Not cheap from a valuation perspective. Will do good deals in the e-commerce space. Very customer centric. Sticky, high recurring revenue story.  (Analysts’ price target is $46.76)

computer software/processing
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James Telfser

Partner & , Aventine Management ...

Price Price
$40.240
Owned Owned
Yes

PAST TOP PICK
Descartes(DSG-T) 

September 27, 2018

(A Top Pick July 19/17 - Up 44%.)  She still likes it. They benefit from Amazon (AMZN-Q) that is a client. It is not cheap now. They have a predicable growth of 10%. She would like to see 15%, but still takes 10% predictable. 

computer software/processing
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(A Top Pick July 19/17 - Up 44%.)  She still likes it. They benefit from Amazon (AMZN-Q) that is a client. It is not cheap now. They have a predicable growth of 10%. She would like to see 15%, but still takes 10% predictable. 

computer software/processing
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Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$44.540
Owned Owned
Yes

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
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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
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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
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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
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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
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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
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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
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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
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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
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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
0 0 0 0 0
0 comments
Michael Decter

President , Lawrence Decter Inve...

Price Price
$39.480
Owned Owned
Yes

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