Descartes Systems Group Inc. (The) (DSG)
Q: Is it time to let these two go or are they still a hold?
Lyle
Q: Hi, Thank you for your timely commentary on the company (and the secondary offering). We bought an initial position (1.75%) today at $49.39 and $50.22. Is it fine to Top up to 3%, right now? Looks like, you like the company. Could you please be kind enough to provide some more details as to its growth trajectory, revenue model (recurring/licensing etc), competition, debt, acquisitions approach and target market etc.. Which are the closet comparable companies in Canada and US? What is insiders/institutions ownership? What will be a possible 5i rating and will you own it in the Growth portfolio today, if had cash? Too many questions, so please deduct credits as you wish. Thanks
Read Answer
Q: Hi there,
Now that the pricing of the shares has been announced, would you take this opportunity to start a position in the name? What percentage of a portfolio would be best suited for DSG?
Thanks!
