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Compiling comments that experts make about stocks while on public TV.

Kinaxis Inc Stock Symbol: KXS-T

Last Price Recorded: $67.3700 on 2017-10-20

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Date Signal Expert Opinion Price
2017-10-13 COMMENT Darren Sissons

This has taken a big tumble. A couple of months ago they announced the loss of a big client. This is the problem with high risk stocks. When you buy a very high valuation company that really has only one major product line, it can correct very severely because of something happening. The stock needs to be much lower before it would be attractive to him.


Price:
$71.170
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2017-10-12 WATCH Bruce Campbell (2)

It continues to do fairly well.  Last quarter they had a hiccup in that their growth slowed down a little.  In the last quarter they talked about a large contract that went cold on them.  Everyone thought that was Samsung (SMSN-LSE).  He has not seen much visibility around that.  He would like to see that acceleration again in their numbers.  Longer term this company has tremendous growth opportunities.  They will probably be taken out by one of their competitors. 


Price:
$71.300
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-10-11 COMMENT Mike S. Newton, CIM FCSI

Sold this in late June. The issue is that they did an earnings report in August, and everybody was disappointed and they lowered their guidance. The main culprit is the loss of a very good Asian client. It wasn’t anything the company was doing, but that the Asian client wasn’t paying their bills. They have more and more partners penetrating more and more markets and, as a result had to pay out more in commissions. It will end up shooting out a better share price. However, the negative is that expectations are extremely high. He would like to get back into this at some time.


Price:
$71.360
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-10-04 COMMENT Jerome Hass

Provides a very specialized ERP system that tends to be focused on warehouses. If you have a complex distribution system, this company will come in if you can’t get it to work through SAP (SAP-N) or Oracle (ORCL-N). The stock traded off in the last quarter, largely because of issues with Samsung. The street is not sure if this is a one-off with regards to Samsung, because they wouldn’t discount to the extent that Samsung wanted. It has been a very high growth story in the past, and has been trading at lofty multiples. When you hit a hiccup and you have a high multiple, you get a big correction in the share price.


Price:
$71.870
Subject:
CANADIAN MIDCAP
Bias:
UNKNOWN
Owned:
Unknown
2017-09-18 BUY Jason Del Vicario

Recently bought this in the low $70. It peaked at around $90, and then sold off to the mid-$60. He waited for some technical strength, and then entered the name. They are involved with inventory management software. Sold off fairly heavily recently, about 4% on significant volume, so expects this is a good entry point.


Price:
$74.810
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-08-15 TOP PICK Michael Smedley

A giant in software. A highly specialized company dealing very, very big in Fortune 500s, etc. You get a tiny piece in the 2nd half of the year on margins and a suspended disputed major client in the far east. (Analysts’ price target is $85.)


Price:
$68.190
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-05-23 TOP PICK David Burrows

This fits into software as a service or Cloud-based software. They have software they sell to large corporations to help them manage supplying to their customers. 80% of revenue is recurring. 65% of the revenue is subscription based. This company will probably be bought by a large enterprise software company. (Analysts price target is $100.)


Price:
$88.290
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-04-11 COMMENT Ryan Modesto

A great Canadian tech name that nobody seems to talk about. Essentially does logistics software. It looks like they have built a better mouse trap. They are stealing business from the likes of Oracle (ORCL-N) and SAP (SAP-N), so they may be a bit of an acquisition target. If a value investor, you are not going to be comfortable with this and will not want to hold it. However, if a growth investor, this is a name that in 2 years’ time is expected to double revenues. If they do that and then do it again in 4 years’ time, that valuation is going to start to look pretty cheap. He likes stocks that show good momentum. This has good potential.


Price:
$76.080
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-03-29 BUY on WEAKNESS Jason Del Vicario

He missed them.  They have software that helps companies deal with inventory levels.  He owns a similar US company (MANH-Q).  KXS-T trades at a relatively high multiple.  Their products have a certain level of stickiness to them.  Once they get a customer, that relationship is sticky.  Wait for pull back to buy them.


Price:
$74.060
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
No
2017-03-27 PAST TOP PICK Peter Hodson

(Top Pick May 6/16, Up 47%) A solid software company with orders getting bigger.  He would not rule out their being taken over down the road.


Price:
$73.270
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-28 COMMENT Peter Imhof

This has been a great story. They have done nothing, but under promise and over deliver. Fairly expensive, but they continue to deliver on the bottom line. They’ve gained a lot of new contracts in terms of the larger companies. At some point, this might get taken out because they are taking a lot of business from competition.


Price:
$72.380
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Unknown
2017-02-27 COMMENT Mike S. Newton, CIM FCSI

This keeps surprising him with new highs. Has a great business relationship with Accenture (ACN-N) which continues to do very well. Getting a bit top-heavy at around $72. He’ll continue owning as long as the trend continues to work, and they keep printing good numbers in their quarterly reports. He is trailing this with stop losses.


Price:
$71.810
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-20 BUY Peter Imhof

One of his favourite companies.  They are on the cutting edge.  He got involved in the IPO and did extremely well.  The multiple is not cheap but the growth is very good.  It came off and then he added to it.  It is his second largest technology weight.  They have a lot of recurring revenue.


Price:
$64.130
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes
2016-11-16 PAST TOP PICK Bruce Campbell (2)

(A Top Pick Nov 18/15. Up 41.7%.) Had to trim this a few times over the past year when it became a bigger position in his portfolio.


Price:
$62.510
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2016-10-26 PAST TOP PICK Bruce Campbell (2)

(A Top Pick Oct 21/15. Up 65.23%.) This was expensive when he bought it and it continues to be expensive. Feels they are starting to hit a real growth curve now. Have 2 partners that are selling their products on a third-party basis.


Price:
$63.630
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
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