Kinaxis Inc | StockChase
35
Kinaxis Inc (KXS-T)

Last Price Recorded: $75.2100 on 2017-12-15

ON STOCKCHASE SINCE Sep 2015

0
35
Kinaxis Inc (KXS-T)

Last Price Recorded: $75.2100 on 2017-12-15

ON STOCKCHASE SINCE Sep 2015


Kinaxis Inc


Signal Opinion Expert
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 of Research, 5i Research Inc....

PricePrice
$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 Partner, 5i Research...

PricePrice
$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 Manager, Cambridge Global Ass...

PricePrice
$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 President and Partner, Campbell Lee & Ross...

PricePrice
$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 (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$71.300
Owned Owned
Unknown

COMMENT
Kinaxis Inc(KXS-T) 

October 11, 2017

Sold this in late June. The issue is that they did an earnings report in August, and everybody was disappointed and they lowered their guidance. The main culprit is the loss of a very good Asian client. It wasn’t anything the company was doing, but that the Asian client wasn’t paying their bills. They have more and more partners penetrating more and more markets and, as a result had to pay out more in commissions. It will end up shooting out a better share price. However, the negative is that expectations are extremely high. He would like to get back into this at some time.

Sold this in late June. The issue is that they did an earnings report in August, and everybody was disappointed and they lowered their guidance. The main culprit is the loss of a very good Asian client. It wasn’t anything the company was doing, but that the Asian client wasn’t paying their bills. They have more and more partners penetrating more and more markets and, as a result had to pay out more in commissions. It will end up shooting out a better share price. However, the negative is that expectations are extremely high. He would like to get back into this at some time.

0
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$71.360
Owned Owned
No

COMMENT
Kinaxis Inc(KXS-T) 

October 4, 2017

Provides a very specialized ERP system that tends to be focused on warehouses. If you have a complex distribution system, this company will come in if you can’t get it to work through SAP (SAP-N) or Oracle (ORCL-N). The stock traded off in the last quarter, largely because of issues with Samsung. The street is not sure if this is a one-off with regards to Samsung, because they wouldn’t discount to the extent that Samsung wanted. It has been a very high growth story in the past, and has been trading at lofty multiples. When you hit a hiccup and you have a high multiple, you get a big correction in the share price.

Provides a very specialized ERP system that tends to be focused on warehouses. If you have a complex distribution system, this company will come in if you can’t get it to work through SAP (SAP-N) or Oracle (ORCL-N). The stock traded off in the last quarter, largely because of issues with Samsung. The street is not sure if this is a one-off with regards to Samsung, because they wouldn’t discount to the extent that Samsung wanted. It has been a very high growth story in the past, and has been trading at lofty multiples. When you hit a hiccup and you have a high multiple, you get a big correction in the share price.

0
Jerome Hass

Portfolio Manager, Lightwater Partners...

PricePrice
$71.870
Owned Owned
Unknown

BUY
Kinaxis Inc(KXS-T) 

September 18, 2017

Recently bought this in the low $70. It peaked at around $90, and then sold off to the mid-$60. He waited for some technical strength, and then entered the name. They are involved with inventory management software. Sold off fairly heavily recently, about 4% on significant volume, so expects this is a good entry point.

Recently bought this in the low $70. It peaked at around $90, and then sold off to the mid-$60. He waited for some technical strength, and then entered the name. They are involved with inventory management software. Sold off fairly heavily recently, about 4% on significant volume, so expects this is a good entry point.

0
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$74.810
Owned Owned
Yes

TOP PICK
Kinaxis Inc(KXS-T) 

August 15, 2017

A giant in software. A highly specialized company dealing very, very big in Fortune 500s, etc. You get a tiny piece in the 2nd half of the year on margins and a suspended disputed major client in the far east. (Analysts’ price target is $85.)

A giant in software. A highly specialized company dealing very, very big in Fortune 500s, etc. You get a tiny piece in the 2nd half of the year on margins and a suspended disputed major client in the far east. (Analysts’ price target is $85.)

0
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$68.190
Owned Owned
Yes

TOP PICK
Kinaxis Inc(KXS-T) 

May 23, 2017

This fits into software as a service or Cloud-based software. They have software they sell to large corporations to help them manage supplying to their customers. 80% of revenue is recurring. 65% of the revenue is subscription based. This company will probably be bought by a large enterprise software company. (Analysts price target is $100.)

This fits into software as a service or Cloud-based software. They have software they sell to large corporations to help them manage supplying to their customers. 80% of revenue is recurring. 65% of the revenue is subscription based. This company will probably be bought by a large enterprise software company. (Analysts price target is $100.)

0
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$88.290
Owned Owned
Yes

COMMENT
Kinaxis Inc(KXS-T) 

April 11, 2017

A great Canadian tech name that nobody seems to talk about. Essentially does logistics software. It looks like they have built a better mouse trap. They are stealing business from the likes of Oracle (ORCL-N) and SAP (SAP-N), so they may be a bit of an acquisition target. If a value investor, you are not going to be comfortable with this and will not want to hold it. However, if a growth investor, this is a name that in 2 years’ time is expected to double revenues. If they do that and then do it again in 4 years’ time, that valuation is going to start to look pretty cheap. He likes stocks that show good momentum. This has good potential.

A great Canadian tech name that nobody seems to talk about. Essentially does logistics software. It looks like they have built a better mouse trap. They are stealing business from the likes of Oracle (ORCL-N) and SAP (SAP-N), so they may be a bit of an acquisition target. If a value investor, you are not going to be comfortable with this and will not want to hold it. However, if a growth investor, this is a name that in 2 years’ time is expected to double revenues. If they do that and then do it again in 4 years’ time, that valuation is going to start to look pretty cheap. He likes stocks that show good momentum. This has good potential.

0
Ryan Modesto

Managing Partner, 5i Research...

PricePrice
$76.080
Owned Owned
No

BUY on WEAKNESS
Kinaxis Inc(KXS-T) 

March 29, 2017

He missed them.  They have software that helps companies deal with inventory levels.  He owns a similar US company (MANH-Q).  KXS-T trades at a relatively high multiple.  Their products have a certain level of stickiness to them.  Once they get a customer, that relationship is sticky.  Wait for pull back to buy them.

He missed them.  They have software that helps companies deal with inventory levels.  He owns a similar US company (MANH-Q).  KXS-T trades at a relatively high multiple.  Their products have a certain level of stickiness to them.  Once they get a customer, that relationship is sticky.  Wait for pull back to buy them.

0
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$74.060
Owned Owned
No

PAST TOP PICK
Kinaxis Inc(KXS-T) 

March 27, 2017

(Top Pick May 6/16, Up 47%) A solid software company with orders getting bigger.  He would not rule out their being taken over down the road.

(Top Pick May 6/16, Up 47%) A solid software company with orders getting bigger.  He would not rule out their being taken over down the road.

0
Peter Hodson

CEO & Head of Research, 5i Research Inc....

PricePrice
$73.270
Owned Owned
Yes

COMMENT
Kinaxis Inc(KXS-T) 

February 28, 2017

This has been a great story. They have done nothing, but under promise and over deliver. Fairly expensive, but they continue to deliver on the bottom line. They’ve gained a lot of new contracts in terms of the larger companies. At some point, this might get taken out because they are taking a lot of business from competition.

This has been a great story. They have done nothing, but under promise and over deliver. Fairly expensive, but they continue to deliver on the bottom line. They’ve gained a lot of new contracts in terms of the larger companies. At some point, this might get taken out because they are taking a lot of business from competition.

0
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc...

PricePrice
$72.380
Owned Owned
Unknown

COMMENT
Kinaxis Inc(KXS-T) 

February 27, 2017

This keeps surprising him with new highs. Has a great business relationship with Accenture (ACN-N) which continues to do very well. Getting a bit top-heavy at around $72. He’ll continue owning as long as the trend continues to work, and they keep printing good numbers in their quarterly reports. He is trailing this with stop losses.

This keeps surprising him with new highs. Has a great business relationship with Accenture (ACN-N) which continues to do very well. Getting a bit top-heavy at around $72. He’ll continue owning as long as the trend continues to work, and they keep printing good numbers in their quarterly reports. He is trailing this with stop losses.

0
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$71.810
Owned Owned
Yes

Showing 1 to 15 of 35 entries
<< < 1 2 3 > >>

No Comments.


You must be logged in to comment.

Successfully Saved Company