Q: What are the concensus quarterly results expected for DSG which is reporting next week.
Thanks, Tim.
Thanks, Tim.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I would appreciate your comments on Descartes earnings release issued this morning. The company has been on quite a roll and hitting new highs leading up to this release. Thank you, Peter
Q: I wonder if you can comment on the recent price appreciation of DSG, it has become quite expensive is this a concern, especially when they report their quarterly results in September? I believe their current P/E ratio is about 83.
Peter
Peter
Q: Can you comment on Descartes recent acquisition of MK Data Services?
Q: DSG has been strong recently in spite of a weaker market overall, any explanation?
Q: Could you please comment on Descarte's earnings release issue this morning? Thank for your incredible service. Peter
Q: Your opinion on Descartes please. It has fallen a lot and continues to do so. Is it time to bail, or is that just selling low? I also own CSU, MDA, OTC, ESL, AVO and a bit of GIB. I could switch DSG over to buy more GIB. Would this be a good switch?
Q: Good morning team, Any reason you know of for the decline? Still a name you like? Thank you!
Q: Please could your clarify the rating for this company. On the April Summary report it appears as B+ but on the most recent company report (March 2014) that I could find it appears as B. I would also like to know what the inside ownership is.
Q: Comments on DSG and SCL results please.
Q: Hi,
I'm considering adding Descartes to my portfolio but it seems quite expensive relative to its growth prospects. Please advise on the following:
1. Key forward metrics per Bloomberg.
2. Why you think it's a good purchase today?
3. Are there any comparable companies you prefer and how do they compare from a valuation perspective?
4. What portfolio weight would you feel comfortable with in DSG?
Thanks.
I'm considering adding Descartes to my portfolio but it seems quite expensive relative to its growth prospects. Please advise on the following:
1. Key forward metrics per Bloomberg.
2. Why you think it's a good purchase today?
3. Are there any comparable companies you prefer and how do they compare from a valuation perspective?
4. What portfolio weight would you feel comfortable with in DSG?
Thanks.
Q: Hi again team, Would you pls. comment on their financial results....anything to worry about? It's down almost 3%.
Thank you.
Thank you.
Q: Hello Peter and team,
I would like to increase my exposure to the technology sector (10% to 15% of my portfolio). Currently it is 6.2% of my portfolio (4.1% in CSU and 2.1% in AVO). Should I add to these stocks to increase the weighting, or would you suggest other technology stocks to complement what I have. I am considering OTC. I am a medium risk, buy and hold investor (hold for 3+ years).
A similar question with consumer staples. I only have ATD.B and it is 3.8% of my portfolio. Should I add more to this stock, or would you suggest another stock to complement what I have.
I know it is practically against the law of investing to average down, but I could not resist picking up some AVO today at $13.52. Sir John Templeton said to “buy at the point of maximum pessimism”, and there has been a lot of pessimism lately on that stock. Easier said than done. I have not been able to tell when the point of “maximum pessimism” is reached until long after it has occurred. However, what gauges would you use to help you pinpoint the point of maximum pessimism for a company?
Paul J.
I would like to increase my exposure to the technology sector (10% to 15% of my portfolio). Currently it is 6.2% of my portfolio (4.1% in CSU and 2.1% in AVO). Should I add to these stocks to increase the weighting, or would you suggest other technology stocks to complement what I have. I am considering OTC. I am a medium risk, buy and hold investor (hold for 3+ years).
A similar question with consumer staples. I only have ATD.B and it is 3.8% of my portfolio. Should I add more to this stock, or would you suggest another stock to complement what I have.
I know it is practically against the law of investing to average down, but I could not resist picking up some AVO today at $13.52. Sir John Templeton said to “buy at the point of maximum pessimism”, and there has been a lot of pessimism lately on that stock. Easier said than done. I have not been able to tell when the point of “maximum pessimism” is reached until long after it has occurred. However, what gauges would you use to help you pinpoint the point of maximum pessimism for a company?
Paul J.
Q: What did you think of DSG's earnings? I thought they were good but the stock went down a bit today. Any idea why?
Q: Hi Peter: In the tech sector I own CSU, MDA, OTC, ESL and AVO. I am thinking of selling AVO and buying DSG or perhaps something else for a 2-3 year hold if you suggest it. Your thoughts are appreciated. Thanks.
Q: Descartes announced today an IPO of 9,500,000 shares is this intended for the purposes of a new acquisition or simply pay for their previously announced acquisition?
Peter
Peter
Q: Hi Peter, in the tech area we hold AAPL, AVO, CSU, EMC, ESL, ET, and Samsung in ~equal amounts. I'd like to replace Samsung as it's harder for me to follow. Would appreciate your recommendation for a replacement and any other changes you might make. Thank you.
Q: symbol: DSG
Hi Peter & 5i Team,
DSG reported 1st Qtr result, what is your make of it and your ouutlook for the next 2 years.
I am thinking to buy either DSG of OTC Open Text, which one would you suggest.
Thanks.
From Pui
Hi Peter & 5i Team,
DSG reported 1st Qtr result, what is your make of it and your ouutlook for the next 2 years.
I am thinking to buy either DSG of OTC Open Text, which one would you suggest.
Thanks.
From Pui
Q: Descartes System G
DSG
Dear Gentlemen,
I just wonder why DSG is down (15% since bought )
I have a 15% position in my RESP of only 6 stocks equal weight all from 5IR PF & Income
Your advice buy more or wait ?
Thanks You.
My best regards
DSG
Dear Gentlemen,
I just wonder why DSG is down (15% since bought )
I have a 15% position in my RESP of only 6 stocks equal weight all from 5IR PF & Income
Your advice buy more or wait ?
Thanks You.
My best regards
Q: Hi Peter,
My question is regarding DSG (Descartes). It is getting absolutely hammered recently and especially today. Do you see this rebounding or is this the stock catching up to its sector?
Thanks.
My question is regarding DSG (Descartes). It is getting absolutely hammered recently and especially today. Do you see this rebounding or is this the stock catching up to its sector?
Thanks.