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.

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. 

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.

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.

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.

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.

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.)

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.