Q: Hi, trying to figure out this market with AI and all that factors into it is challenging (for me). I have DSG which have a big loss on in my TFSA.
Thinking of selling it and buying equal amounts of WSP, BN and SHOP, which I already own.
Question is wait it out with DSG it is a great company, or in your opinion the the other three will look better in 5 years. Thanks.
Thinking of selling it and buying equal amounts of WSP, BN and SHOP, which I already own.
Question is wait it out with DSG it is a great company, or in your opinion the the other three will look better in 5 years. Thanks.
5i Research Answer:
We would be reluctant to sell here. Many of these names appear to be bottoming out a bit and DSG continues to operate in a niche that we don't think customers will be too eager or focused on replacing their software providers with upstart AI offerings. DSG may also be able to find ways to increase their rate of new product introductions, so AI threats don't need to be one sided necessarily.