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.
Imagine a big company that helps trucks, ships, and planes move packages and products from one place to another all around the world. This company is Descartes Systems. They don’t move the packages themselves but make it easier and faster for other companies to do it.
Here’s how Descartes helps its logistics customers in simple terms:
They use smart computer programs that help companies plan the best routes for trucks and deliveries, so packages get to the right place on time without wasting fuel or time.
They help companies keep track of their shipments in real time, meaning they can see where a package is at any moment and know if it’s going to arrive on schedule.
They make sure all the paperwork for shipping across countries is done correctly, so packages don’t get stuck at customs or delayed by rules.
They connect lots of different companies, like manufacturers, shipping companies, and stores, so they can share important information quickly and work together smoothly.
They use the internet and cloud technology, so their software is easy to use from anywhere and always up to date.
So, Descartes Systems helps companies that move goods by giving them smart tools to plan, track, and manage deliveries better, saving time and money and making sure everything runs smoothly. Tariffs, of course, may everything in logistics more difficult. We do not even know if the government knows what a tariff rate might be on any one product today. There very well might be a global slowdown and this does impact DSG if less goods are moving globally.