Descartes (DSG-T) Stock Predictions - Stockchase
WATCH LIST
261
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

DSG-T

24 watching          
Join the Discussion

Descartes (DSG-T) SAVE Nov, 13, 2018, 4:34 pm

37.63 0.73 (1.9%)

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



  • All
  • Filtered
Signal Opinion Expert
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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments

(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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments

(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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments

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

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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$34.000
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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
Ryan Modesto

Managing P, 5i Research...

Price Price
$35.780
Owned Owned
No

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
0 0 0 0 0
0 comments

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

computer software/processing
0 0 0 0 0
0 comments
Elliott Fishman

Director o, Trading Services Gro...

Price Price
$35.780
Owned Owned
Unknown

Showing 1 to 15 of 261 entries
Successfully Saved Company
Successfully Saved Company