TSE:KXS
139.44
2.73
(2.00%)
Analysis and Opinions about KXS-T
Signal
Opinion
Expert
Chart
BUY
BUY
April 26, 2021
It had a pretty severe pull back. It is a name he likes and holds. They continue to take market share. The concerns right now are the sales-cycle, winning new business and accelerating through the pandemic.
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It had a pretty severe pull back. It is a name he likes and holds. They continue to take market share. The concerns right now are the sales-cycle, winning new business and accelerating through the pandemic.
PAST TOP PICK
PAST TOP PICK
April 20, 2021
(A Top Pick Jun 03/20, Down 9%) A supply chain management software company which is seeing growing demand with pandemics and trade wars. The challenge was their sales cycle is a lot longer than the typical software business. Covid really slowed down sales in Q4. The street expected robust revenues by end of 2020, but numbers were flat. This should improve this year. He's sticking with it. Has great EBITDA margins and balance sheet. Post-Covid, this will do very well.
Show full opinionHide full opinion(A Top Pick Jun 03/20, Down 9%) A supply chain management software company which is seeing growing demand with pandemics and trade wars. The challenge was their sales cycle is a lot longer than the typical software business. Covid really slowed down sales in Q4. The street expected robust revenues by end of 2020, but numbers were flat. This should improve this year. He's sticking with it. Has great EBITDA margins and balance sheet. Post-Covid, this will do very well.
DON'T BUY
DON'T BUY
April 5, 2021
This is like SHOP-T. It is pricey and the market has high-expectations. There will be some structural spend but it may not be enough to justify the PE. There will be difficult comparisons to last year, a banner year.
This is like SHOP-T. It is pricey and the market has high-expectations. There will be some structural spend but it may not be enough to justify the PE. There will be difficult comparisons to last year, a banner year.
DON'T BUY
DON'T BUY
March 8, 2021
He has not quite pulled the trigger on them yet. Their return on equity has been falling. Their growing free cash flow has been held or used for acquisitions, but they have not been accretive. They are expensive. He does own a similar company in the US who use their excess cash to buy back shares.
Show full opinionHide full opinionHe has not quite pulled the trigger on them yet. Their return on equity has been falling. Their growing free cash flow has been held or used for acquisitions, but they have not been accretive. They are expensive. He does own a similar company in the US who use their excess cash to buy back shares.
HOLD
HOLD
December 28, 2020
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Blue Yonder that has a suit against the company is pointing to only $20 million in lost sales. With an annual revenue of $200M, it is not particularly material. There is not too much concern with this news. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Blue Yonder that has a suit against the company is pointing to only $20 million in lost sales. With an annual revenue of $200M, it is not particularly material. There is not too much concern with this news. Unlock Premium - Try 5i Free
DON'T BUY
DON'T BUY
November 18, 2020
A falling knife. Earnings forecast scheduled to fall year over year. Price to book is 9x, intrinsic value is 80% below current price. Technical failure at $185 down to $143. ROE is only 8.7%.
Show full opinionHide full opinionA falling knife. Earnings forecast scheduled to fall year over year. Price to book is 9x, intrinsic value is 80% below current price. Technical failure at $185 down to $143. ROE is only 8.7%.
PAST TOP PICK
PAST TOP PICK
November 17, 2020
(A Top Pick Jan 23/20, Up 46%) When China started to shut down from Covid earlier this year, Kinaxis benefitted from many companies suddenly stopped receiving shipments from China because Chinese factories closed; Kinaxis offered solutions to ensure this stoppage wouldn't happen again. Kinaxis picked up a lot of business. Tech, including this, has sold off lately, with the vaccine rally, but this remains a solid company.
Show full opinionHide full opinion(A Top Pick Jan 23/20, Up 46%) When China started to shut down from Covid earlier this year, Kinaxis benefitted from many companies suddenly stopped receiving shipments from China because Chinese factories closed; Kinaxis offered solutions to ensure this stoppage wouldn't happen again. Kinaxis picked up a lot of business. Tech, including this, has sold off lately, with the vaccine rally, but this remains a solid company.
HOLD
HOLD
November 11, 2020
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company was able to grow pre-pandemic and 5i sees no reason why it cannot continue even after COVID. Profit-taking and sector rotation can be painful but the long term prospect remains positive. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company was able to grow pre-pandemic and 5i sees no reason why it cannot continue even after COVID. Profit-taking and sector rotation can be painful but the long term prospect remains positive. Unlock Premium - Try 5i Free
HOLD
HOLD
October 28, 2020
Tremendous business in supply chain management. Opportunity for it to continue to gain market share. A long-term hold despite its runup.
Show full opinionHide full opinionTremendous business in supply chain management. Opportunity for it to continue to gain market share. A long-term hold despite its runup.
BUY
BUY
October 19, 2020
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A cloud-based subscription software for supply chain operation. It has a great balance sheet with high growth potential. Global growth is also a possibility. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A cloud-based subscription software for supply chain operation. It has a great balance sheet with high growth potential. Global growth is also a possibility. Unlock Premium - Try 5i Free
BUY WEAKNESS
BUY WEAKNESS
September 4, 2020
A great Canadian tech company that helps optimize supply chains. It's now more relevant than ever with covid disrupting supply chains. It should see its sales accelerate. One of their largest holdings.
Show full opinionHide full opinionA great Canadian tech company that helps optimize supply chains. It's now more relevant than ever with covid disrupting supply chains. It should see its sales accelerate. One of their largest holdings.
BUY
BUY
August 4, 2020
Allan Tong’s Discover Picks Kinaxis offers cloud-based supply chain management software to businesses in defence, cars, consumers products, electronics, pharma and elsewhere. Business isn't good; it's great. Kinaxis has beat its last four quarters (and next reports on August 5). YOY revenue growth is 27.57% and the company boasts a one-year return of 141% and 433% over five. Read Top 5 Canadian Tech Stocks (DOCKS): Can they skyrocket like the FAANGs? for our full analysis.
Show full opinionHide full opinionAllan Tong’s Discover Picks Kinaxis offers cloud-based supply chain management software to businesses in defence, cars, consumers products, electronics, pharma and elsewhere. Business isn't good; it's great. Kinaxis has beat its last four quarters (and next reports on August 5). YOY revenue growth is 27.57% and the company boasts a one-year return of 141% and 433% over five. Read Top 5 Canadian Tech Stocks (DOCKS): Can they skyrocket like the FAANGs? for our full analysis.
WATCH
WATCH
July 30, 2020
To sell or buy more depends on your gain so far. Canadian success story. Somewhat slow to acquire new assets. If you're value agnostic, it's a great company. If valuation is a concern, stay away from it. If the market moves higher, it will too. If there's a correction, it will suffer.
Show full opinionHide full opinionTo sell or buy more depends on your gain so far. Canadian success story. Somewhat slow to acquire new assets. If you're value agnostic, it's a great company. If valuation is a concern, stay away from it. If the market moves higher, it will too. If there's a correction, it will suffer.
BUY
BUY
July 29, 2020
A great company, and COVID has further shown its strength. They are in the supply chain optimization business. The addressable market is huge, and penetration of existing clients is small. Highly recurrent revenue and they have high quality clients. He would still buy it at these prices.
Show full opinionHide full opinionA great company, and COVID has further shown its strength. They are in the supply chain optimization business. The addressable market is huge, and penetration of existing clients is small. Highly recurrent revenue and they have high quality clients. He would still buy it at these prices.
TOP PICK
TOP PICK
June 3, 2020
A growth name to add involved in monitoring supply chain activity. They are knocking it out the park with 20% sales growth annually and a large backlog of orders with good margins. Yield 0% (Analysts’ price target is $173.33)
Show full opinionHide full opinionA growth name to add involved in monitoring supply chain activity. They are knocking it out the park with 20% sales growth annually and a large backlog of orders with good margins. Yield 0% (Analysts’ price target is $173.33)
Kinaxis Inc(KXS-T) Rating
Ranking : 4 out of 5
Bullish - Buy Signals / Votes : 8
Neutral - Hold Signals / Votes : 3
Bearish - Sell Signals / Votes : 3
Total Signals / Votes : 14
Kinaxis Inc(KXS-T) Frequently Asked Questions
What is Kinaxis Inc stock symbol?
Kinaxis Inc is a Canadian stock, trading under the symbol KXS-T on the Toronto Stock Exchange (KXS-CT). It is usually referred to as TSX:KXS or KXS-T
Is Kinaxis Inc a buy or a sell?
In the last year, 14 stock analysts published opinions about KXS-T. 8 analysts recommended to BUY the stock. 3 analysts recommended to SELL the stock. The latest stock analyst recommendation is BUY. Read the latest stock experts' ratings for Kinaxis Inc.
Is Kinaxis Inc a good investment or a top pick?
Kinaxis Inc was recommended as a Top Pick by Jamie Murray on 2021-04-26. Read the latest stock experts ratings for Kinaxis Inc.
Why is Kinaxis Inc stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is Kinaxis Inc worth watching?
14 stock analysts on Stockchase covered Kinaxis Inc In the last year. It is a trending stock that is worth watching.
What is Kinaxis Inc stock price?
On 2021-05-14, Kinaxis Inc (KXS-T) stock closed at a price of $139.44.
