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Review of Descartes Systems Group

AUG 27, 2020 - DSG continues to show good retention rates (95%) and its strong position in various niches gives the company a certain level of stability and pricing power. Rating maintained at B+.

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Q: Good morning,

I have a basket of tech stocks that I am looking to add a few names too. Those already held include CSU, KXS, LSPD, ENGH, CTS, DND, and REAL. What stocks of the ones listed would you add to today for long-term hold? Thanks.

Read Answer Asked by Jeff on February 25, 2021

Q: In a well diversified portfolio, I am considering selling BMO, CU, PHO, REAL, and SJR.B and buying AT, BYD, DOO, DSG and VII. Would you agree with this approach? What would be order to sell and order to buy?

Read Answer Asked by David on February 16, 2021
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