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!
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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 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.
Q: Which would you buy for capital gain. Can you suggest an alternative
ESL, DSG or CSU.
Thanks
PB
ESL, DSG or CSU.
Thanks
PB
Q: Hello Peter and team,
What is your opinion of Descartes acquisition of KSD software Norway?
thanks
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
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"?
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
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