Investment Q&A

Q: Good morning.
I really appreciate the great job you do. I have two questions.
1. Could you please give your comments on the latest Descartes results?
2. Short Sellers - where can I find out info about the number of short sellers on a company?
Thanks for your help.
Marilyn

Q: Descartes was removed from the growth portfolio to make room for kinaxis. I own DSG but not KXS. Descartes I think reports tomorrow. Lots of strength in the stock yesterday. Do you still like it and what are analysis projections for earnings. Thanks.

Q: Which of these two would you pick, and could you explain why.
Thanks Peter.

Q: Besides DSG can you give us some other names that might have takeover potential? Thanx Robbie

Q: What do you think of dsg going forward 2 years or so. Thanks

Q: In an transaction to-day DH was sold inadvertently instead of DSG. Since something had to be sold, would you think it is preferable to hold the DSG and let the DH be gone or sell the DSG and repurchase the DH. Commissions are negligible and there is no capital loss involved and an accompanying sale (capital loss) covers any capital gains.

Q: Should I buy DSG from my TFSA or RSP a/c or non-registered a/c.Appreciate your usual great services & opinions.

Q: Is this a good entry point to buy DSG? Thanks a lot for your usual great views & services.

Q: Do you know of any reason this stock has been dropping steadily for the past few weeks, with the drop accelerating since the earnings release? I was up a bit but now down 20%. Should I sell or hold on for a recovery?

Q: Could you please comment on Descarte's earnings release? Thank you, Peter

Q: To increase our investments up to your most recent sector allocations for 2016 (about equal),I plan to purchase or top-up the following.
Info Tech Descartes Systems DSG
Consumer Staples alimentation Couch Tard ATD.b
Materials Agnico Eagle Mines AEM
Utilities Fortis FTS
Industrials MacDonald Dettwiler MDA
Your comments and/or suggestions for something better at this time will,as always,be appreciated.
Also,are REIT`s a separatr sector for 2016?
Thanks

Q: Hi, after watching for nearly 2 years, I bought a small position on DEC/4 @26.27. The stock continues to steadily rise over past few years delivering in almost every quarter. I like the Global Logistics network business and huge opportunity in the future. DSG operates in small and medium scale business segments. What competition DSG has in this field? Also, it appears that co. has generated most of its growth thro' acquisitions. Is slowing organic growth an issue? Also from valuation perspective, how does it compare with CSU and KXS? Should I wait for adding to my position? I also noted that Descartes has a very large Institutional ownership, 88% per nasdaq.com, with some well know names like T. Rowe Price (13%, started and added this year July, 2015)and Mawer, BMO, Neuberger, CC&L etc. It could reduce liquidity, but is it a strong signal in favour of thsis company ? Thanks for your help, as always.

Q: Please comment on DSG's earnings. Looks like they missed? Buy, sell or hold?

Q: What are the concensus quarterly results expected for DSG which is reporting next week.
Thanks, Tim.

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

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?