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Review of Descartes Systems Group Inc

JUL 05, 2021 - Descartes continues to remain hyper-vigilant on consolidating the supply chain and logistics industry, growing by acquisition, adoption of new clients, and expanding its product offering with increased global trade complexities. Rating maintained at 'B+'.

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Q: I tried to pull a stock list of B+ companies based on your reviews. Your thought on investing as an equal weight portfolio with a 5 year horizon.

Thank you!

Read Answer Asked by Nhung on September 24, 2021

Q: Looking for 3 companies to buy during a pull back, what companies do you suggest and at what price?

Read Answer Asked by Ziaad on September 21, 2021

Q: If the market keeps falling for a bit is there anything particularly attractive? Can you try as best as possible to consider the effects of the Evergrande (potential) collapse all the while presuming that economic fallout will be mostly contained? In other words if new construction in China slows and it has some effect on mining and iron ore prices (for example) what is not effected or what kinds of companies and in which sectors will actually benefit? Or am I just overthinking developments that have too many moving parts to really make sense of? Thank-you.

Read Answer Asked by Alex on September 21, 2021
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