Descartes

DSG-T

TSE:DSG

55.73
1.45 (2.54%)
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

Analysis and Opinions about DSG-T

Signal
Opinion
Expert
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.
Show full opinionHide full opinion
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.
Show full opinionHide full opinion
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.
Show full opinionHide full opinion
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.
HOLD
HOLD
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.
Show full opinionHide full opinion
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.
HOLD
HOLD
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.
Show full opinionHide full opinion
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.
PAST TOP PICK
PAST TOP PICK
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.
Show full opinionHide full opinion
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.
WAIT
WAIT
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.
Show full opinionHide full opinion
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.
BUY
BUY
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.
Show full opinionHide full opinion
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.
PAST TOP PICK
PAST TOP PICK
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.

Show full opinionHide full opinion
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.

TOP PICK
TOP PICK
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)

Show full opinionHide full opinion
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)

PAST TOP PICK
PAST TOP PICK
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.

Show full opinionHide full opinion
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.

COMMENT
COMMENT
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.

Show full opinionHide full opinion
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.

BUY
BUY
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.

Show full opinionHide full opinion
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.

HOLD
HOLD
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.

Show full opinionHide full opinion
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.

TOP PICK
TOP PICK
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.)

Show full opinionHide full opinion
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.)

Showing 16 to 30 of 283 entries