Review of Kinaxis Inc.

NOV 26, 2024 - KXS continues to be a great long-term winner in the niche market of supply chain software. If KXS can manage to continue to grow organically by double digits while right-sizing the stock-based compensation as the company grows over time, the long-term growth story of KXS as a high-quality SaaS compounder will continue to be attractive. We are maintaining our rating at ‘B+’.

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Q: I have gains and outsized weighting in CSU, DSG, WXM. Planning to rebalance in the new year. I have been building positions in LMN and KXS and have a gain in those. I'm down and have smaller weightings in PBH, BYD, BEP.UN, AW. Which of these 6 would you suggest to add to in 2025?

Read Answer Asked by Matthew on December 19, 2024

Q: Hi,

Just getting ready to transfer funds from my cash account to my TFSA. I currently have a portion of LMN and KXS in a cash account. I have a larger cap gain in LMN. Which of the two do you feel would be best to move
Into a TFSA. I have the room to move an entire amount of either, but not both.

Or is this a coin toss? The cap gain isn’t much, so really doesn’t matter in the long term. As both have run some in the last month, the decision isn’t as easy as it was when KXS was laboring. Thx

Read Answer Asked by Kelly on December 17, 2024

Q: Hi Guys

Thanks for all the amazing work you do to support us investors. Putting new money to work and looking out on at least a 3 year (tend to be a buy and hold investor) which of the four stocks would you buy today looking at total return? If you could rank them from your most strongest being 1st that would be great.

Thanks

Stuart

Read Answer Asked by Stuart on December 10, 2024