Q: please advise your current take on descartes, thanks.
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Investment Q&A
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Q: Peter and Team
I totally revamped this TFSA in January according to your group' sure commendations, but did hold back on what is now 7% cash, of the portfolio and am ready to invest that.. I currently hold 17% in REITS, 13% in BCE , 13 in ZWB, 11% in BAD, the remainder , evenly spread, in CDZ, XIU and XCS.
What would you recommend that would provide substantial growth prospects and would it make sense to add a Canadian company with good foreign exposure?
In other accounts I own SGY, SYZ, SLF,, AVO, and ESL.
Thanks for your consideration. I have been pleased with the January changes made to this TFSA.
Ruth Ann
I totally revamped this TFSA in January according to your group' sure commendations, but did hold back on what is now 7% cash, of the portfolio and am ready to invest that.. I currently hold 17% in REITS, 13% in BCE , 13 in ZWB, 11% in BAD, the remainder , evenly spread, in CDZ, XIU and XCS.
What would you recommend that would provide substantial growth prospects and would it make sense to add a Canadian company with good foreign exposure?
In other accounts I own SGY, SYZ, SLF,, AVO, and ESL.
Thanks for your consideration. I have been pleased with the January changes made to this TFSA.
Ruth Ann
Q: In your answer to Michael's question on DSG you wrote -It is hard to pre-guess a momentum shift. Many biotechs and techs have been hit hard the past few weeks. Descartes earnings have been solid, and it is not nearly as expensive as some other names caught up in the rotation.
Are you referring to a rotation into cash and fixed income, or a rotation among equity sectors? If the latter, what sectors are attracting the investments?
Thank you.
Are you referring to a rotation into cash and fixed income, or a rotation among equity sectors? If the latter, what sectors are attracting the investments?
Thank you.
Q: What do you think of the rather sharp pullback is DSG shares over the past week? Should we be rotating out of these tech high fliers or will the money come back into them? thanks!
Q: I would appreciate your comments with regard to the Decarte (DSG) and RDM (RC) earnings releases issued this morning. Many thanks.
Q: I appreciate your comment on DSG(DESCACARTES )Thank you and have a good day
Q: I am looking at entering either Avigilon (AVO) or Descartes (DSG) during this pullback for a bit of 2-3 year growth allocation. How would you compare the two for growth in this time period and also for the valuation right now compared to their future predicted growth? Thanks a lot!
Q: I have a small amount of money to put into a high-growth tech stock for the next 2-3 years. Would you pick Sandvine, Redknee or Descartes? (SVC,RKN or DSG). Thanks for the superb service!
Q: Re Descartes Systems Group (T.DSG). Is there a logical explanation for the significant short positions that were taken in the latter part of May and then again the latter part of June?
Even now, the short position still stands at over 12%.
Even now, the short position still stands at over 12%.
Q: Do you know why DSG on the Nasdaq surged at the end of the day significantly above the Canadian price?
Thanks
Thanks
Q: Happy New Year Peter and associates,
I own shares of Descartes Systems(DSG); is there a point in also owning shares of BSM Technologies (GPS)?
Tony Sepetdjian
I own shares of Descartes Systems(DSG); is there a point in also owning shares of BSM Technologies (GPS)?
Tony Sepetdjian
Q: Can you comment on the two most recent acquisitions that Descartes made?
Thank you
Peter
Thank you
Peter
Q: Can you comment on the DSG results today, did they pre announce them last week because the abrupt retirement of their CEO?
Peter
Peter
Q: Re: DSG
The leadership transition should not be a problem at all because it was planned. But how do you think it's preliminary result? I think the stock price move now is caused by the preliminary results. I've already have half position, do you think I should take full position now? Thank you for your excellent service!
The leadership transition should not be a problem at all because it was planned. But how do you think it's preliminary result? I think the stock price move now is caused by the preliminary results. I've already have half position, do you think I should take full position now? Thank you for your excellent service!
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
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
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
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.