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.
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Analysis and Opinions about DSG-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 19, 2017

This is a growth stock, and is a beneficiary of what is happening with delivery. It is a logistics company, and the more delivery there is of anything, then this company is a beneficiary. Also, it is a growth by acquisition story and interest rates are great for them. (Analysts’ price target is $36.29.)

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Descartes (DSG-T)
July 19, 2017

This is a growth stock, and is a beneficiary of what is happening with delivery. It is a logistics company, and the more delivery there is of anything, then this company is a beneficiary. Also, it is a growth by acquisition story and interest rates are great for them. (Analysts’ price target is $36.29.)

DON'T BUY
DON'T BUY
June 28, 2017

Technology companies tend to do particularly well in the fall. This one tends to bottom out about mid-August through to the middle of January. The average gain for that period is about 25% over the past 15 years. Currently, there is not much of a breakdown, but it is trying to push below its 50-day moving average. This implies that the buying pressure is no longer there. There is short-term resistance with the 20-day coming in at around $33.

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Descartes (DSG-T)
June 28, 2017

Technology companies tend to do particularly well in the fall. This one tends to bottom out about mid-August through to the middle of January. The average gain for that period is about 25% over the past 15 years. Currently, there is not much of a breakdown, but it is trying to push below its 50-day moving average. This implies that the buying pressure is no longer there. There is short-term resistance with the 20-day coming in at around $33.

TOP PICK
TOP PICK
May 5, 2017

A boring name, but stable. Every portfolio needs some boring names. There wasn’t any particular catalyst this year, but it is up 30%+ in the last 12 months. He likes the recurring income stream. At the start of every quarter, they know what 90% of their sales will be, and they spend the next 90 days working on that last 10%. That predictability is what investors like. (Analysts’ price target is $25.47.)

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Descartes (DSG-T)
May 5, 2017

A boring name, but stable. Every portfolio needs some boring names. There wasn’t any particular catalyst this year, but it is up 30%+ in the last 12 months. He likes the recurring income stream. At the start of every quarter, they know what 90% of their sales will be, and they spend the next 90 days working on that last 10%. That predictability is what investors like. (Analysts’ price target is $25.47.)

BUY
BUY
May 3, 2017

The chart is showing a pretty darn good upward trend. He wouldn’t call it super overbought. A great looking chart. If he is right about the market taking a breather in the next month or 2, you might get an opportunity at a lower price.

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Descartes (DSG-T)
May 3, 2017

The chart is showing a pretty darn good upward trend. He wouldn’t call it super overbought. A great looking chart. If he is right about the market taking a breather in the next month or 2, you might get an opportunity at a lower price.

WATCH
WATCH
April 3, 2017

The big trend is pretty good. It might be overbought at this time and if it pulled back to the trend line you could buy it.

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Descartes (DSG-T)
April 3, 2017

The big trend is pretty good. It might be overbought at this time and if it pulled back to the trend line you could buy it.

PAST TOP PICK
PAST TOP PICK
November 4, 2016

(A Top Pick Aug 7/15. Up 24.62%.) Transportation software, speeding things along whether shipping by truck, train, boat, plane. This is not cheap, as 85% of their revenue is recurring, and people like the visibility of that. Earnings growth is forecast to be 15% for the Jan 2018 year end against a 23 PE. It should continue to do well over the next 3 years because of the high recurring revenue.

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Descartes (DSG-T)
November 4, 2016

(A Top Pick Aug 7/15. Up 24.62%.) Transportation software, speeding things along whether shipping by truck, train, boat, plane. This is not cheap, as 85% of their revenue is recurring, and people like the visibility of that. Earnings growth is forecast to be 15% for the Jan 2018 year end against a 23 PE. It should continue to do well over the next 3 years because of the high recurring revenue.

COMMENT
COMMENT
November 2, 2016

A logistics software company. They’ve made a couple of good acquisitions and are expanding into Europe. A nice little company, good balance sheet, good acquisitions, good growth and very good growth expected over 2017 to 2016. He would put this in the top 25% of Canadian tech names.

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Descartes (DSG-T)
November 2, 2016

A logistics software company. They’ve made a couple of good acquisitions and are expanding into Europe. A nice little company, good balance sheet, good acquisitions, good growth and very good growth expected over 2017 to 2016. He would put this in the top 25% of Canadian tech names.

PAST TOP PICK
PAST TOP PICK
October 4, 2016

(A Top Pick Nov 24/15. Up 10.5%.) Everyone should have this in their portfolio. It is low maintenance. At the beginning of the quarter, they know what 90% of the revenues are, and spend the next 90 days getting the extra 10%. A nice play on global logistics and global growth.

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Descartes (DSG-T)
October 4, 2016

(A Top Pick Nov 24/15. Up 10.5%.) Everyone should have this in their portfolio. It is low maintenance. At the beginning of the quarter, they know what 90% of the revenues are, and spend the next 90 days getting the extra 10%. A nice play on global logistics and global growth.

TOP PICK
TOP PICK
July 6, 2016

Every portfolio should have some low maintenance stocks and this is one. At the beginning of every quarter they know what 90% of their quarterly revenues are going to look like, and spend the next 90 days getting the next 10%. Investors like the stability and consistently on this, as well as the long-term growth.

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Descartes (DSG-T)
July 6, 2016

Every portfolio should have some low maintenance stocks and this is one. At the beginning of every quarter they know what 90% of their quarterly revenues are going to look like, and spend the next 90 days getting the next 10%. Investors like the stability and consistently on this, as well as the long-term growth.

COMMENT
COMMENT
June 10, 2016

What he really likes is this company’s predictability. At the start of every quarter they know what 90% of the revenues are going to be for the next 90 days, so they spend the rest of the quarter getting that last 10% in. As a consequence, it trades at high valuations, but he likes the long-term story. It is a play on global trade and logistics.

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Descartes (DSG-T)
June 10, 2016

What he really likes is this company’s predictability. At the start of every quarter they know what 90% of the revenues are going to be for the next 90 days, so they spend the rest of the quarter getting that last 10% in. As a consequence, it trades at high valuations, but he likes the long-term story. It is a play on global trade and logistics.

HOLD
HOLD
May 24, 2016

(Market Call Minute.) A great company that has capitalized on the trends of monitoring and security. This is a long-term hold, despite seemingly being expensive.

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Descartes (DSG-T)
May 24, 2016

(Market Call Minute.) A great company that has capitalized on the trends of monitoring and security. This is a long-term hold, despite seemingly being expensive.

COMMENT
COMMENT
May 11, 2016

(Market Call Minute.) One of the preeminent companies in Canada. They have grown over time and consistently seem to have good performance. You need to be very sensitive onto the pricing of this.

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Descartes (DSG-T)
May 11, 2016

(Market Call Minute.) One of the preeminent companies in Canada. They have grown over time and consistently seem to have good performance. You need to be very sensitive onto the pricing of this.

TOP PICK
TOP PICK
April 1, 2016

Helps companies manage their complex supply chains. A little expensive on a PE basis at 18X, but has no debt. Reasonable free cash flow. This is a reasonable entry point and he can see more upside.

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Descartes (DSG-T)
April 1, 2016

Helps companies manage their complex supply chains. A little expensive on a PE basis at 18X, but has no debt. Reasonable free cash flow. This is a reasonable entry point and he can see more upside.

COMMENT
COMMENT
March 7, 2016

Has been a good company for the last 10 years, but their ROE is only about 12%-13%. He typically focuses on companies that have ROE’s of 22%-23%. This has the potential to have their ROE creep up, but to some extent the company is over capitalized. It has too much equity in relation to its profitability. Thinks it can do better.

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Descartes (DSG-T)
March 7, 2016

Has been a good company for the last 10 years, but their ROE is only about 12%-13%. He typically focuses on companies that have ROE’s of 22%-23%. This has the potential to have their ROE creep up, but to some extent the company is over capitalized. It has too much equity in relation to its profitability. Thinks it can do better.

TOP PICK
TOP PICK
November 24, 2015

Essentially a logistics provider to improve the efficiencies of businesses. A very predictable, very steady business. At the beginning of every quarter they know about 90% of what their sales are going to be, so they spend the next 90 days getting that last 10% of that business. Likes the predictability.

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Descartes (DSG-T)
November 24, 2015

Essentially a logistics provider to improve the efficiencies of businesses. A very predictable, very steady business. At the beginning of every quarter they know about 90% of what their sales are going to be, so they spend the next 90 days getting that last 10% of that business. Likes the predictability.

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