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.