Kinaxis Inc (KXS-T) Stock Predictions - Stockchase
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Kinaxis Inc (KXS-T)

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Kinaxis Inc Kinaxis Inc
KXS-T

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Sep, 21, 2018, 12:00 am

OPINIONS

What the experts are saying about KXS-T



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PAST TOP PICK
Kinaxis Inc(KXS-T) 

September 13, 2018

(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. 

(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. 

0
Ryan Modesto

Managing P, 5i Research...

Price Price
$94.180
Owned Owned
Yes

BUY on WEAKNESS
Kinaxis Inc(KXS-T) 

June 13, 2018

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. 

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. 

0
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$85.250
Owned Owned
No

HOLD
Kinaxis Inc(KXS-T) 

May 28, 2018

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. 

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. 

0
Teal Linde

Portfolio , Linde Equity Report...

Price Price
$83.860
Owned Owned
Yes

BUY
Kinaxis Inc(KXS-T) 

May 28, 2018

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.

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.

0
Wolfgang Klein

Senior inv, Canaccord Genuity We...

Price Price
$83.860
Owned Owned
Unknown

BUY
Kinaxis Inc(KXS-T) 

May 4, 2018

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)

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)

0
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$81.240
Owned Owned
Yes

BUY
Kinaxis Inc(KXS-T) 

April 9, 2018

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.

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.

0
Greg Dean

Principal , Cambridge Global Ass...

Price Price
$81.680
Owned Owned
Yes

BUY on WEAKNESS
Kinaxis Inc(KXS-T) 

March 27, 2018

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.

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.

0
Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$81.980
Owned Owned
No

BUY
Kinaxis Inc(KXS-T) 

March 1, 2018

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.

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.

0
Ryan Modesto

Managing P, 5i Research...

Price Price
$84.250
Owned Owned
Unknown

TOP PICK
Kinaxis Inc(KXS-T) 

January 24, 2018

Has owned this on and off over the past couple of years. It's a high growth company, and yet he feels they are still just scratching the surface. Probably have about 100 clients, and there are probably 2000 fairly big companies out there, that they could go on. Once it is signed on, a client tends to get bigger. This company will probably get acquired at some point in time. (Analysts' price target is $89.)

Has owned this on and off over the past couple of years. It's a high growth company, and yet he feels they are still just scratching the surface. Probably have about 100 clients, and there are probably 2000 fairly big companies out there, that they could go on. Once it is signed on, a client tends to get bigger. This company will probably get acquired at some point in time. (Analysts' price target is $89.)

0
Bruce Campbell

President , Stone Castle Investm...

Price Price
$85.120
Owned Owned
Yes

COMMENT
Kinaxis Inc(KXS-T) 

January 2, 2018

A software company that has built a better mouse trap in logistics. Their software is gaining a lot of customers and they are able to grow revenues for their customers. This is a perfect time. Over the long-term, they are in the right space. One of the higher growth companies on the TSX. As long as you understand there will be higher volatility over a 3-year timeframe, he thinks this is going to do well.

A software company that has built a better mouse trap in logistics. Their software is gaining a lot of customers and they are able to grow revenues for their customers. This is a perfect time. Over the long-term, they are in the right space. One of the higher growth companies on the TSX. As long as you understand there will be higher volatility over a 3-year timeframe, he thinks this is going to do well.

0
Ryan Modesto

Managing P, 5i Research...

Price Price
$75.980
Owned Owned
Unknown

TOP PICK
Kinaxis Inc(KXS-T) 

December 15, 2017

A software supply chain management company. The stock went from about $90 to about $60 after they lost a customer this year. Investors thought the game was over. One customer came around and they had a good quarter. Business is really, really quite strong now. He likes that they are seating the global market. They get a customer that buys 50 or 60 seats for employees, likes the solution and then comes back and buys more and more. These are multinational corporations with the potential for giant, giant orders as they expand. The company is sitting on $150 million in cash. It's not cheap, but is one of the companies where you have great growth and a great balance sheet with a great management team. (Analysts' price target is $87.50.)

A software supply chain management company. The stock went from about $90 to about $60 after they lost a customer this year. Investors thought the game was over. One customer came around and they had a good quarter. Business is really, really quite strong now. He likes that they are seating the global market. They get a customer that buys 50 or 60 seats for employees, likes the solution and then comes back and buys more and more. These are multinational corporations with the potential for giant, giant orders as they expand. The company is sitting on $150 million in cash. It's not cheap, but is one of the companies where you have great growth and a great balance sheet with a great management team. (Analysts' price target is $87.50.)

0
Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$75.210
Owned Owned
No

TOP PICK
Kinaxis Inc(KXS-T) 

November 14, 2017

Just lost a big customer in the far east, and the market got really concerned, but it really looks like it was a head fake. Their recent earnings growth is still there and they’re partnering with new customers who can help sell their products. This and Shopify (SHOP-T) are your 2 larger cap growth tech companies out there. Now that Shopify is seeing some issues, some attention may be turning back to this company. A volatile name, but if you can look out past a year, this company is going to do well for shareholders. (Analysts’ price target is $87.50.)

Just lost a big customer in the far east, and the market got really concerned, but it really looks like it was a head fake. Their recent earnings growth is still there and they’re partnering with new customers who can help sell their products. This and Shopify (SHOP-T) are your 2 larger cap growth tech companies out there. Now that Shopify is seeing some issues, some attention may be turning back to this company. A volatile name, but if you can look out past a year, this company is going to do well for shareholders. (Analysts’ price target is $87.50.)

0
Ryan Modesto

Managing P, 5i Research...

Price Price
$70.850
Owned Owned
No

BUY
Kinaxis Inc(KXS-T) 

October 30, 2017

He likes it a lot.  They are disrupting the supply chain industry.  They are well managed and there is a lot of insider ownership.  He does not think the current issue with a customer will impact the company.

He likes it a lot.  They are disrupting the supply chain industry.  They are well managed and there is a lot of insider ownership.  He does not think the current issue with a customer will impact the company.

0
Jordan McNamee

Portfolio , Cambridge Global Ass...

Price Price
$66.220
Owned Owned
Unknown

COMMENT
Kinaxis Inc(KXS-T) 

October 13, 2017

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.

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.

0
Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$71.170
Owned Owned
No

WATCH
Kinaxis Inc(KXS-T) 

October 12, 2017

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. 

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. 

0
Bruce Campbell

President , Stone Castle Investm...

Price Price
$71.300
Owned Owned
Unknown

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