Kinaxis Inc

KXS-T

Analysis and Opinions about KXS-T

Signal
Opinion
Expert
HOLD
HOLD
January 27, 2020

Is among good Canadian tech stocks or else buy XIT ETF. KXS has been volatile, but lately has been improving. Its November move upwards was good. Stick with it, if you already own.

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Kinaxis Inc (KXS-T)
January 27, 2020

Is among good Canadian tech stocks or else buy XIT ETF. KXS has been volatile, but lately has been improving. Its November move upwards was good. Stick with it, if you already own.

TOP PICK
TOP PICK
January 23, 2020
They had a significant break out last quarter. It is supply chain management software. He likes their global clients. The last quarter was spectacular. Another quarter like that and people will really pay attention. (Analysts’ price target is $110.33)
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Kinaxis Inc (KXS-T)
January 23, 2020
They had a significant break out last quarter. It is supply chain management software. He likes their global clients. The last quarter was spectacular. Another quarter like that and people will really pay attention. (Analysts’ price target is $110.33)
BUY
BUY
January 22, 2020

Shopify Shopify is a great company, but the valuation is scary. For Canadian growth, he prefers Kinaxis which has half the growth but the valuation is nowhere as high. If there's a pullback, Shopify will fall further.

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Kinaxis Inc (KXS-T)
January 22, 2020

Shopify Shopify is a great company, but the valuation is scary. For Canadian growth, he prefers Kinaxis which has half the growth but the valuation is nowhere as high. If there's a pullback, Shopify will fall further.

DON'T BUY
DON'T BUY
December 30, 2019
It is insanely expensive. A good company and a great Canadian success story. It will probably have a good quarter. SAP is launching a similar product. There is always a possibility that they get taken out but it would be hard to make it accretive.
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Kinaxis Inc (KXS-T)
December 30, 2019
It is insanely expensive. A good company and a great Canadian success story. It will probably have a good quarter. SAP is launching a similar product. There is always a possibility that they get taken out but it would be hard to make it accretive.
PARTIAL SELL
PARTIAL SELL
November 19, 2019
Good chart. It's had a head and shoulders in 2017 then 2018 when it sold off, and now we have another H&S, now at the top. Lighten up until it proves it can go higher. History shows it fails to move up.
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Kinaxis Inc (KXS-T)
November 19, 2019
Good chart. It's had a head and shoulders in 2017 then 2018 when it sold off, and now we have another H&S, now at the top. Lighten up until it proves it can go higher. History shows it fails to move up.
TOP PICK
TOP PICK
August 8, 2019
They do supply chain planning software. It flags problems and predicts impact. It is software as a service and recurring revenues grow above 20%. Their earnings are soft right now because of investment back into the company. They are trading on the lower end of the valuations that these companies trade at. (Analysts’ price target is $94.36)
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Kinaxis Inc (KXS-T)
August 8, 2019
They do supply chain planning software. It flags problems and predicts impact. It is software as a service and recurring revenues grow above 20%. Their earnings are soft right now because of investment back into the company. They are trading on the lower end of the valuations that these companies trade at. (Analysts’ price target is $94.36)
PAST TOP PICK
PAST TOP PICK
July 22, 2019
(A Top Pick Feb 05/19, Up 1%) They've had some middling quarters. They are trying to grow their European presence and that costs money. That's caught investors off-guard, so he's reduced his holdings.
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Kinaxis Inc (KXS-T)
July 22, 2019
(A Top Pick Feb 05/19, Up 1%) They've had some middling quarters. They are trying to grow their European presence and that costs money. That's caught investors off-guard, so he's reduced his holdings.
WEAK BUY
WEAK BUY
May 10, 2019
Longer trend of lower highs, lower lows. Today it spiked, and breached level of upper resistance. Overhang in supply is being alleviated. Nothing significant yet in momentum. You can see significantly higher highs ahead. (Analysts’ price target is $94.82)
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Kinaxis Inc (KXS-T)
May 10, 2019
Longer trend of lower highs, lower lows. Today it spiked, and breached level of upper resistance. Overhang in supply is being alleviated. Nothing significant yet in momentum. You can see significantly higher highs ahead. (Analysts’ price target is $94.82)
PAST TOP PICK
PAST TOP PICK
February 20, 2019
(A Top Pick Dec 15/17, Up 9%) They had a couple of clients who delayed rolling out their services, but the stock has still done well. He still likes the growth potential. They are sitting on $200 million in cash.
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Kinaxis Inc (KXS-T)
February 20, 2019
(A Top Pick Dec 15/17, Up 9%) They had a couple of clients who delayed rolling out their services, but the stock has still done well. He still likes the growth potential. They are sitting on $200 million in cash.
TOP PICK
TOP PICK
February 5, 2019
One of the leaders in supply chain management. A tough Q3, but since then they've announced a couple of big contracts, like Unilever and Novartis. Not cheap, but he continues to buy. No dividend. (Analysts’ price target is $97.77)
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Kinaxis Inc (KXS-T)
February 5, 2019
One of the leaders in supply chain management. A tough Q3, but since then they've announced a couple of big contracts, like Unilever and Novartis. Not cheap, but he continues to buy. No dividend. (Analysts’ price target is $97.77)
DON'T BUY
DON'T BUY
February 1, 2019
He likes the balance sheets of the tech companies in general. However, with there not being many Canadian software companies to find, he sees better value in the US space. (Analysts’ price target is $98.00)
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Kinaxis Inc (KXS-T)
February 1, 2019
He likes the balance sheets of the tech companies in general. However, with there not being many Canadian software companies to find, he sees better value in the US space. (Analysts’ price target is $98.00)
PAST TOP PICK
PAST TOP PICK
January 30, 2019
(A Top Pick Jan 24/18, Down 10%) Over the next five years he expects them to continue to grow. They have signed some deals with healthcare providers and he thinks they will probably be taken out by SAP or someone similarly.
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Kinaxis Inc (KXS-T)
January 30, 2019
(A Top Pick Jan 24/18, Down 10%) Over the next five years he expects them to continue to grow. They have signed some deals with healthcare providers and he thinks they will probably be taken out by SAP or someone similarly.
BUY
BUY
January 7, 2019
He owns a small position. They are competing with larger companies like SAP. KXS-T has been growing very rapidly. It is possible they could get acquired. You would get good solid revenue and earnings but it is expensive because of the growth potential. In a correction it can get hid harder, though.
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Kinaxis Inc (KXS-T)
January 7, 2019
He owns a small position. They are competing with larger companies like SAP. KXS-T has been growing very rapidly. It is possible they could get acquired. You would get good solid revenue and earnings but it is expensive because of the growth potential. In a correction it can get hid harder, though.
SHORT
SHORT
November 28, 2018
A growth stock, but missed on a recent quarter and get hammered. He has a small short on it. Price momentum has rolled over. Scores in the top 25% in valuation. Has a decent ROE and great balance sheet. It's getting there for him.
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Kinaxis Inc (KXS-T)
November 28, 2018
A growth stock, but missed on a recent quarter and get hammered. He has a small short on it. Price momentum has rolled over. Scores in the top 25% in valuation. Has a decent ROE and great balance sheet. It's getting there for him.
COMMENT
COMMENT
October 2, 2018

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.

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Kinaxis Inc (KXS-T)
October 2, 2018

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.

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