Q: I'm having a hard time understanding the huge drop in DSG only because I've realized I don't fully understand what DSG does. I thought I did.
But, in re-reading your report, I started to get a "Charlie Brown Brain" -- you know, the part where the teacher is speaking to the students, seemingly very clearly, but all the students hear is "wha wha wha wha wah".
In real world terms, providing an example with crayons if necessary, how does it serve transportation providers, freight forwarders, and custom brokers? By scheduling for them? Is it as simple as that? In essence they act like the "air traffic controllers" for the ground forces of trucking, shipping, freighting companies?
And then, if it's simply a matter of providing scheduling and such, why is there an expected 7% drop in workforce because of Trump. Are we seeing such a huge decline in cross-border traffic?
I "think" I'd like to hang on. As you suggest DSG has now become a HOLD.
Yet, if the tail really is wagging the dog at this point (i.e., Trump tariffs being applied willy nilly with no consideration to the true economic effects on both countries) ... how wise can it really be to hang on? We're stuck with this guy til 2028, presumably.
Conceivably, it could get a lot worse.
A considered argument of the pros and cons of keeping DSG while reviewing the impact and effects would be most appreciated.
Thank you.
But, in re-reading your report, I started to get a "Charlie Brown Brain" -- you know, the part where the teacher is speaking to the students, seemingly very clearly, but all the students hear is "wha wha wha wha wah".
In real world terms, providing an example with crayons if necessary, how does it serve transportation providers, freight forwarders, and custom brokers? By scheduling for them? Is it as simple as that? In essence they act like the "air traffic controllers" for the ground forces of trucking, shipping, freighting companies?
And then, if it's simply a matter of providing scheduling and such, why is there an expected 7% drop in workforce because of Trump. Are we seeing such a huge decline in cross-border traffic?
I "think" I'd like to hang on. As you suggest DSG has now become a HOLD.
Yet, if the tail really is wagging the dog at this point (i.e., Trump tariffs being applied willy nilly with no consideration to the true economic effects on both countries) ... how wise can it really be to hang on? We're stuck with this guy til 2028, presumably.
Conceivably, it could get a lot worse.
A considered argument of the pros and cons of keeping DSG while reviewing the impact and effects would be most appreciated.
Thank you.
5i Research Answer:
Imagine a big company that helps trucks, ships, and planes move packages and products from one...