Kinaxis Inc (KXS.TO)

He likes it. The whole software space has been on fire the past two years, but valuations are getting stretched, with some STOCKS showing weakness in the past month. Long term, though, there's lots of growth, and KXS will do well.

(Past Top Pick, Nov. 14, 2017, Up 34%) One of the strongest tech companies in Canada. They do logistics and machine learning. They "land and expand" by landing a client, then grow the contract value as the client becomes used to their services. They have global customers including Toyota. Valuation is high because it's a high-growth company. Still likes it.

This software company is one of the best four Canadian public offerings along with the likes of Shopify. He bought the IPO at $13. There was a dispute with Samsung that resulted in them exiting an agreement with them. He took money off the table then under that uncertainty. It trades at 70 times earnings. He likes the management team.

He bought it last January. They were making decent profits. The revenue growth rate is only in the mid-teens. He thinks the stock will go sideways for a while.

It's alwasy been an expensive stock. He doesn't like Canadian tech stocks, but this is an amazing company. They're involved in supply chain management. Their software bolts onto existing companies well. This is a winning story and he likes it.

One of the leaders in the enterprise software market. They lost a big client in mid-2017. A good company. (Analysts’ price target is $93.92)

You need to give it a multi-year view. It is not cheap. It solves a complex problem for their customers. It takes a multi-year trial of their software. They have done a really good job of growing at a pace that has allowed them to be profitable. They have met or exceeded his two to three year expectations every year that he has owned it.

He has looked at this company many times. It creates supply chain management software and is very richly valued. There’s a lot of organic growth. The stock has corrected a few times and those offered good buy points.

It is a top tech growth company in Canada. They are still adding customers, some big. They are growing the top line 25% and growing the margins.