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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Celestica Inc. (CLS)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
We have comments on these in the Q&A so we will be brief so as to not double-up.
We would be comfortable owning any of these. Buying could be in this order: CLS $72, DSG $132, GIB.A $140, KXS $150
DSG continues to execute very well and we consider it extremely 'reliable'. For this reason it is not cheap.
GIB.A is cheap and has a huge backlog to provide revenue visibility.
CLS is moving with its AI connection and has really improved its fundamentals and growth rate. We used to hate this one but now it looks very good and is still cheap on valuation.
KXS is frustrating, but has lots of cash and a good outlook.