| DON'T BUY | 4.360 | Robert McWhirter | Ranks middle of the pack at 336 in his model. Recent estimates have been shaved by about 8% by analysts. Earnings are expected to grow from $0.20 to $0.23 A P/E to growth of about 1.3. He looks for growth of less than 1 so thinks there is a good opportunity for continued growth. A bit expensive for purchase. | 2007-07-26 | |
| DON'T BUY | 5.070 | Brian Acker, CA | Model price of $8.82 that s a 77% positive differnential
Don't own too small. | 2007-05-02 | |
| BUY | 4.920 | David Burrows | Their business they are in is attractive. Made an acquisition about a year ago that has done reasonably well. Growing their revenues. Not expensive at 20 X earnings. | 2007-04-24 | |
| HOLD | 4.970 | Robert Floyd | Numbers show they are making decent progress. Not quite cheap enough for him to buy, but if the owned he would Hold. | 2007-04-19 | |
| WEAK BUY | 5.080 | John Zechner | There is starting to be a bit of a recovery in supply-management software. Last couple of quarterly results have been pretty good. Not a bad name to own in the technology space. Fairly valued right now. | 2007-04-02 | |
| HOLD | 5.070 | Robert Floyd | Numbers are starting to look a little bit better. Reorganizing. | 2007-03-29 | |
| HOLD | 5.080 | Bill Carrigan | Broke out in January. Feels that most of the move is over as he thinks the broader tech sector is tired. If you hold it, be patient as it may be forming a symmetrical triangle. | 2007-03-27 | |
| BUY | 4.990 | Hugh Cleland, CFA | Seem to be getting some real traction. Their product adds to a company’s internal controls. Not expensive at 15 X this year's earnings. | 2007-03-26 | |
| Comment | 5.000 | Jean-Francois Tardif | He doesn't do a lot in technology stocks, but he does like this one. The lifecycle of software programs is very short. This company is growing and management is very committed to do great things. Too expensive for him. | 2007-03-13 | |
| BUY | 4.860 | Alex Ruus | Logistics software. A very solid company. Very excited about where the company is going. As a lot more room to run, over the next several years. | 2007-03-01 | |
| WATCH | 4.880 | Robert McWhirter | Just above half in his database. Most recent 4 quarters of earnings was 4%. OK, but nothing to write home about. Coming quarter is expected to rise to 6%. P/E of 16 X’s. Earnings forecast of $.26. Announced new contracts in China. Watching closely, especially software for US/Canada Customs. | 2007-02-28 | |
| BUY | 4.950 | Larry Berman CFA, CMT, CTA | Chart shows it has clearly broken out of a long-term base pattern. Lost a little momentum recently, but it's not a big problem. The technical risk would be if it broke below its breakout point. If it has a pullback and volume increases, this is not a good sign. | 2007-02-21 | |
| Comment | 4.500 | Robert McWhirter | Ranks 260, about half way in his database. Earnings are expected to grow from $.22 to $.28 giving it about a 16 P/E. reasonably priced. Likes their recurring revenue. On his watch list for a potential by over the next 3 months. | 2007-01-25 | |
| WATCH | 4.500 | Robert Floyd | An interesting company with good potential. Has had a bit of a pop recently. If it had a pullback, he would look at it. | 2007-01-19 | |
| WATCH | 4.350 | Ian Ainsworth | Very small and very illiquid. New CEO has done a great job of trimming away a lot of expenses and focusing on the core business. Provides a fairly unique network service. By layering on new applications, they are starting to move up the value chain. Legislation is going their way now that customs requires clearance before going through. Could show some nice traction going forward. | 2006-12-14 | |
| BUY | 4.080 | Chris Smith | Looks like they have turned the corner. Have changed their business model. Not selling software up front. They are really operating as an operating model. Likes the change. | 2006-10-25 | |
| WEAK BUY | 4.200 | John Zechner | Basically, supply chain software. There has been some management changes which has made the company more stable. Maybe worth a speculation. | 2006-10-16 | |
| TOP PICK | 4.490 | Robert McWhirter | New management and has gone through a big turnaround. 90% of earnings are recurring revenues. If you like Systems Xcellence (SXC-T), you should be interested in this. Made 2 accretive acquisitions. In 2007, trucks arriving in Canada must post cargo 24 hours prior. They supply the product. | 2006-09-15 | |
| DON'T BUY | 4.440 | David Chapman | Formed three peaks from January to June and indicates momentum is fading. Doesn't like the chart. | 2006-08-04 | |
| BUY | 4.070 | Robert McWhirter | Have made positive results for the last 4 or 5 quarters. Earnings are expected to grow from $0.04 to $0.18 against a 23 PE. Acquired a company within the last month that specialises in transportation software for border crossings. | 2006-05-04 | |
| BUY on WEAKNESS | 4.190 | Robert McWhirter | Descartes Systems did a recent financing for an acquisition. He does not own this stock because of concerns of the market place. The stock ranks in the top 15% of the data base. Very interesting technology. Good opportunities , sound business model. He likes it and would buy on a pull back. | 2006-03-13 | |
| BUY | 4.040 | Robert McWhirter | Ranks 94 out of 700 stocks in his database portfolio. The latest earnings report was up 130% year over year. Earnings of $.09 are expected to rise to $.16 in Jan/07. Good P/E. has a good business model. | 2006-01-12 | |
| BUY | 3.400 | Robert McWhirter | Borderline top 10 holding in his database. Recently reported earnings were pretty good. Earnings are expected to grow from $0.08 in Jan/06 to $0.17 in Jan/07, almost a double against a 19 P/E. Offers very good return on investment. | 2005-12-08 | |
| DON'T BUY | 2.150 | Robert McWhirter | Earnings are expected to be a loss of $0.10 for the Jan/06 year end. Most recent report, sales were down 27% and earnings down 13%. | 2005-02-11 | |
| DON'T BUY | 2.250 | Scott Morrison | Have had management problems and are now on their 3rd CEO. In the penalty box. | 2005-01-14 | |
| DON'T BUY | 2.410 | Gavin Graham | Don't know if the troublea are behind them. Has come back a bit. Have consistantly disappointed. | 2004-12-30 | |
| DON'T BUY | 1.470 | Bill Carrigan | In a stage where it will either consolidate and build a base or disappear. If you own and it does not rally with the technology sector, don't buy more. | 2004-09-14 | |
| DON'T BUY | 1.500 | Brian Acker, CA | This company is a mess. Would have to see substantial changes in earnings estimates before he would look at it. | 2004-06-03 | |
| DON'T BUY | 1.460 | Bruce Campbell | Some analysts are saying it is worth $2.50 and you should buy at this price in the hopes that it will get taken over. Very high risk. | 2004-05-18 | |
| DON'T BUY | 1.650 | Ian Nakamoto | When key personnel are let go, wait to see what happens. Also some accounting issues. | 2004-05-07 | |
| DON'T BUY | 3.980 | David Kramer | Is interested in small caps that become large, not large caps that become small. Not enough earnings. | 2004-02-13 | |
| DON'T BUY | 4.000 | Robert McWhirter | Continues to struggle. Has some interesting software, but unfortunately it's long on promises and short on delivery. Year-over-year earnings are down 30%. Very speculative. | 2004-01-05 | |
| DON'T BUY | 3.570 | Peter Hodson | A troubled company. Just released their earnings and they were not very attractive. A loss of aggressive accounting. | 2003-12-04 | |
| DON'T BUY | 3.520 | Ted Macklin | Have a lot of cash on their books. They've had a tough time selling their service to their customer base. Not enough visibility in the operations of this company. | 2003-09-23 | |
| DON'T BUY | 3.620 | Ted Macklin | Have had a lot of problems. Uncertainty with the management. Has cash. High risk. | 2003-09-08 | |
| DON'T BUY | 3.020 | Robert McWhirter | Continues to struggle. Ranks in the bottom third of their Quant database model. Earnings estimates have taken a nose dive. Cheap. | 2003-07-31 | |
| DON'T BUY | 3.080 | Brian Acker, CA | No earnings. | 2003-07-14 | |
| BUY | 3.100 | Robert Floyd | Going to buy back 2o% of their shares. Well financed An interesting entry point. Watch for better traction. | 2003-07-04 | |
| HOLD | 3.120 | Ray Steele | Has $3 a share in cash. Share buy-back is going on. Business model will take another year to evolve fully. | 2003-06-19 | |
| HOLD | 3.140 | Gavin Graham | Nice software, but companies aren't spending. | 2003-06-18 | |
| HOLD | 3.100 | John Zechner | Business is slow. Have a lot of cash. Buying back a lot of their debt and some stock. Needs a turn in the technology sector. | 2003-06-11 | |
| PAST TOP PICK | 3.230 | John Zechner | (Was a top pick on Dec 5/02. Down 42%.) Transport and Asian business is down for them. Has a ton of cash. | 2003-05-16 | |
| BUY | 2.980 | Peter Hodson | Trading below its cash position. Looks like its up for sale. Buy as a trade right now, not for the company or management. | 2003-05-12 | |
| BUY | 2.940 | Peter Hodson | Trading at its cash value. Earnings weren't even close to expectations. Treat as a trading stock. | 2003-05-06 | |
| HOLD | 3.760 | Robert Floyd | Will have to be patient. Need more orders and bigger revenues. | 2003-04-10 | |
| WEAK BUY | 4.150 | Mike Weir | Have had problems getting to profitability, but they have a fair amount of cash. Fair degree of risk. | 2003-02-10 | |
| TOP PICK | 5.450 | John Zechner | Making money. Good growth. Good price. | 2002-12-05 | |
| DON'T BUY | 4.130 | David Baskin | Not a fan. | 2002-10-31 | |
| WEAK BUY | 3.920 | Ray Steele | Has more cash per share than the share price. Will do well when the sector recovers. | 2002-09-05 | |
| WAIT | 5.250 | Robert McWhirter | Working on getting sign ups and they hope that cash burn will be over soon. | 2002-08-03 | |
| DON'T BUY | 4.520 | David Burrows | Seems to be working, but the market is punishing. | 2002-06-28 | |
| BUY | 5.130 | Ray Steele | Its trading at almost its cash value. Will eventually turn around. | 2002-06-04 | |
| WEAK BUY | 5.050 | Michael Sprung | Good technology, but not making a profit yet. A good play if you are interested in techs. | 2002-05-14 | |
| DON'T BUY | 5.140 | David Baskin | Have to wait for corporate spending to increase. | 2002-05-06 | |
| DON'T BUY | 5.480 | Bruce Cooper | Haven't worked out how to make profits yet. Not sure of the value of the product. Has a strong balance sheet. | 2002-05-02 | |
| WEAK BUY | 5.590 | Robert Floyd | Needs some contracts. When economy picks up it should do well. | 2002-04-25 | |
| DON'T BUY | 6.600 | David Baskin | Has had difficulty making money | 2002-04-12 | |
| PAST TOP PICK | 6.360 | John Zechner | (Was a top pick on March 5 down 18%) Still likes. Has $5 cash per share and no debt. | 2002-04-11 | |
| BUY | 6.530 | Ray Steele | Has good solutions for companies. Has cash. | 2002-04-10 | |
| DON'T BUY | 7.450 | Rob Callander | Expensive. Has high multiple to its sales. | 2002-03-20 | |
| BUY | 7.950 | Ray Steele | Changing their model which is good. | 2002-03-05 | |
| TOP PICK | 7.950 | John Zechner | (Was a top pick on Oct 18 down 6&) Still likes. Good cash balances. Spending by companies is starting to pick up. A good value. | 2002-03-05 | |
| DON'T BUY | 7.600 | Ian Nakamoto | No revenue growth. Will take a long time. | 2002-02-27 | |
| DON'T BUY | 8.940 | Robert McWhirter | Building to recurring revenues. Limited near term visibility. | 2002-02-20 | |
| BUY on WEAKNESS | 9.710 | Ted Macklin | Good company/products/management/balance sheet. A lot of cash. Higher risk. | 2002-02-12 | |
| BUY | 9.150 | Ian Nakamoto | Strong balance sheet. Somewhat speculative. Good price. | 2002-02-06 | |
| BUY | 8.600 | Ray Steele | Signing good deals. Long term is good. | 2002-02-05 | |
| DON'T BUY | 9.900 | Robert Floyd | Needs some contracts. Will have to get some direction from management re: visibility. | 2002-02-01 | |
| BUY | 9.900 | Malvin Spooner | Growing well in Europe. Good acquisitions. | 2002-01-31 | |
| DON'T BUY | 10.700 | Robert McWhirter | High P/E of 140. Reporting at the end of February. | 2002-01-25 | |
| BUY | 10.300 | John Zechner | Has pulled back. Growth could drop.Good company and a lot of cash. | 2002-01-22 | |
| DON'T BUY | 12.300 | Steven Wippersteg | Has been disappointing. Overvalued. | 2002-01-11 | |
| BUY | 13.300 | Ian Nakamoto | At a reasonable valuation. | 2002-01-08 | |
| DON'T BUY | 13.250 | Gordon Higgins, CA, MBA, CFA | Concerned about high valuation. Caution. | 2002-01-07 | |
| TOP PICK | 13.750 | John Zechner | (Was a top pick on Oct 18 up 63%) As software picks up, they are well positioned. | 2002-01-04 | |
| BUY | 11.840 | Malvin Spooner | Just bought. Has a lot of liquidity so is able to acquire other companies. Expanding globally.Good growth. | 2001-12-31 | |
| BUY | 12.250 | Glenn Paradis, BA, CFA | Starting to recover. Has cash. Good price. | 2001-12-18 | |
| WEAK BUY | 12.400 | David Burrows | Not a leader in software, but they have good technology. Revenue is growing. Use a stop loss. | 2001-12-10 | |
| BUY | 10.490 | Ray Steele | Good business model. | 2001-12-04 | |
| DON'T BUY | 10.490 | Brendan Kyne | Have had disappointing results. Will take time. | 2001-12-04 | |
| DON'T BUY | 5.720 | Joe Connolly | Increasing subscribers but revenues are not there. | 2001-12-02 | |
| BUY | 10.400 | John Zechner | Expects a better growth rate. Good position. | 2001-11-27 | |
| DON'T BUY | 10.110 | Arthur Heinmaa | Growth rate at this price is not attainable. | 2001-11-23 | |
| DON'T BUY | 9.860 | David Baskin | Not a fan. Low earnings. Speculative. Don't expect a lot of upside. | 2001-11-20 | |
| BUY | 10.850 | Andrew Cook | Expects good numbers. | 2001-11-19 | |
| BUY | 10.850 | Michael Sprung | Good product. | 2001-11-19 | |
| PAST TOP PICK | 8.120 | Ray Steele | (Was a top pick on Aug 8 down 22%) Has bought more. | 2001-11-09 | |
| DON'T BUY | 7.850 | Glenn Paradis, BA, CFA | Lots of cash. In a transition from software licensing to transactional model. | 2001-10-31 | |
| BUY | 8.680 | Ray Steele | A good business plan, but software sector is down. Have a lot of cash. | 2001-10-23 | |
| DON'T BUY | 8.600 | Ted Macklin | Good company, but has concerns on their customer base. | 2001-10-22 | |
| DON'T BUY | 8.060 | Steven Wippersteg | Have had two disappointing quarters. Expects more downside. | 2001-10-19 | |
| TOP PICK | 8.030 | John Zechner | (Was a top pick on May 18 down 328%) Still likes and is at a really good price. | 2001-10-18 | |
| DON'T BUY | 7.100 | Brian Acker, CA | Wait for the third quarter results to see where they are. | 2001-10-12 | |
| DON'T BUY | 6.350 | Mark Jackson, CFA | Prefers others. Too small a player. | 2001-10-09 | |
| DON'T BUY | 6.290 | Robert McWhirter | Faces near term challenges. Good cash reserves. Sales will remain slow for the near term. :long term OK. | 2001-10-04 | |
| BUY | 6.600 | Ray Steele | Sector has survived, but would buy today. The price is equivalent to their cash. | 2001-10-03 | |
| PAST TOP PICK | 6.290 | Scott Morrison | (Was a top pick on Mar5 down 68%) Companies are not buying new software. No new contracts. Will be challenged for the next 6/9 months. | 2001-10-02 | |
| DON'T BUY | 6.300 | Brendan Kyne | Software is down, but this company will survive. Short term no. | 2001-10-01 | |
| BUY | 6.750 | Gavin Graham | Gets a royalty on their systems. Affected by the slowdown. Should go up in a tech turnaround. | 2001-09-27 | |
| DON'T BUY | 7.000 | Joe Connolly | Have to wait for techs to start recovery. Good company. Well managed. | 2001-09-26 | |
Experts that have talked about Descartes
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