Investment Q&A

Q: How concerned should we be regarding Art Mesher's retirement at Descartes? On the surface, succession seems to have been well planned.

Q: Good morning
Descartes (DSG) reached another new high yesterday, and the volume was significantly higher than usual, can you comment. They are also posting a significant number of new positions available on their web site, is this a bullish indicator?
Peter

Q: Can you comment on DSG, the results of their most recent quarter were released this morning and most of the metrics seem to look pretty good.

Peter

Q: What do you think about DSG, looks very expensive. Is the price justified in your opinion?

Q: Can you comment on the most recent earnings for DSG, they seemed slow and steady to me but not spectacular?
Thanks
Peter

Q: Hi Peter, with the recent spike in Softchoice (SO) would you recommend to continue to hold the stock or sell and enter into a name with better upside going forward. I was considering ACQ, AVO, DSG, DHX or DCI. Thanks for your insight.

Q: Which would you buy for capital gain. Can you suggest an alternative
ESL, DSG or CSU.

Thanks

PB

Q: Hello Peter and team,
What is your opinion of Descartes acquisition of KSD software Norway?
thanks

Q: Peter
Which of the following company s have the greatest potential over the next one to two years ...csu , dsg , cgi group or mdf .
Thanks
Bill

Q: Hi 5i Team and Peter, I am about half in cash, and considering new investments, but when i look at the steep charts of most of the companies in the A to B categories and in the the model portfolio, I feel like I've definitely missed the boat. Will you be reporting on new companies or turnaround stories so new investors can capture some similar growth?
I feel pretty good about AYA, which I own (thanks for that one), and, I'm looking for similar stories. I don't need a dividend, and I have a very high tolerance for risk. Would EQI be one that I should consider. I like the fact that 5i knows management and expects rapid growth in 2013, but as a poker player, I feel I understand the gaming business better than the "mortgage" business. If not EQI, can you recommend a couple of other stories that are just "beginning to unfold"?

Q: Hi Peter and Team,
Thank you for the analysis of Descarte. We purchased it and it is up almost 16%. It has risen a lot in the last few days. Is there any particular news about it or is it just riding along with other similar companies thanks

Q: Can you comment on the latest earnings from DSG, and which parts of the earnings report you consider the most relevant? Thank you. Peter

Q: I bought DSG at $9.60 and losing money, Should I sell or should I buy more? Thank you.

Q: Do you have any recent thoughts on DSG I am considering it for my RRSP? I have a long term time horizon and Waterloo software companies seem to be good bets. It also seems to be a favourite of several small cap mutual funds.

Q: What do you think about Decartes Systems dsg. With the US economy slowly picking up steam the amount of shipping should hopefully increase

Q: Is DSG a candidate for analysis? Thank you.