Q: I own shares of KXS. It’s been a bit of a wild ride. Today the stock is around $68, a price it last reached about 12 months ago. With this reset on the price the mkt seems to be saying its future potential as an investment is equal to or worse than it was a year ago; that despite a year of operations, the company is not stronger today than it was a year ago. While I would be hesitant to buy more until the share price decline stops, the risk/reward for KXS for a longer term investment is becoming more compelling. Your views?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: The sudden drop in price by 17% is alarming.
Is this the chance to BUY more of a promising business model
or is this a signal to SELL ?
Is this the chance to BUY more of a promising business model
or is this a signal to SELL ?
Q: What caused the severe drop?
Q: Would you be a buyer today?
Q: Either way, I suspect Kinaxis will be a horror show. today. However, for the purposes of assessing its Q3 performance, isn't the eps number, 19 cents, not 10 cents as was mentioned in a previous answer this morning.
"Prior to the effect of the Standards, Profit for the third quarter of 2018 was $5.2 million ($0.19 per diluted share), compared to $6.0 million ($0.23 per diluted share)".
Thanks.
John
"Prior to the effect of the Standards, Profit for the third quarter of 2018 was $5.2 million ($0.19 per diluted share), compared to $6.0 million ($0.23 per diluted share)".
Thanks.
John
Q: Please comment on these two company's earnings. Thank you.
Q: On Nov 1 Bruce asked about SQ and KXS and you said you would side with Sq for growth, I believe. With the current drop in SQ what would be your decision?
thanks
thanks
- Stars Group Inc. (The) (TSGI)
- Great Canadian Gaming Corporation (GC)
- Kinaxis Inc. (KXS)
- Savaria Corporation (SIS)
Q: Thanks a million for GC are there any other with similar potential/.
Q: For a two to five year hold roughly, which of these two companies have better upsude potential, disregarding risk, thanks?
Q: I am looking to add a growth-oriented stock to a pretty conservative bluechip portfolio, with investments in financials, energy/resources, telecommunications, drug/healthcare and transportation - mostly in Canada. I believe I could benefit from more growth-oriented stocks in other sectors and have recently acquired small positions in GC and TSGI. What growth-oriented stocks would you take right now, keeping in mind that I am a DIY newbee with only a modest ability to read statements and analyze risk
Q: Which one of these two would you buy today for growth with a one year time frame. Thanks
- Covalon Technologies Ltd. (COV)
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Methanex Corporation (MX)
- Algonquin Power & Utilities Corp. (AQN)
- Stars Group Inc. (The) (TSGI)
- Kinaxis Inc. (KXS)
- Magna International Inc. (MG)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
Q: I am looking to add up to 10 new positions to my TFSA with a 15+ year outlook. Would you recommend any alternate companies to consider or replace from the ones I mentioned above?
Thank you
Dave
Thank you
Dave
- Parkland Corporation (PKI)
- Kinaxis Inc. (KXS)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Prestige Consumer Healthcare Inc. (PBH)
Q: I am a growth investor with an 8 to 10 year timeline. Regardless of sector weightings, in the current market would you either start a new half position in Parkland Fuel OR top up to from a 4% to a full 5% weighting in Kinaxis, Savaria Spin Master and Premium Brands? Thanks in advance, Greg.
- Baxter International Inc. (BAX)
- Stryker Corporation (SYK)
- Visa Inc. (V)
- Methanex Corporation (MX)
- Stars Group Inc. (The) (TSGI)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Block Inc. Class A (SQ)
- Waste Connections Inc. (WCN)
- Atlassian Corporation (TEAM)
Q: I asked this question yesterday, however it appears it was missed:
"I have some cash to allocate for RRSP & TFSA portfolios and would like your opinion for the above list for both CDA and US.
For RRSP: Which two from each CAD and US would you buy today (after the stormy few days) for a more conservative hold 3-5 years, that would potentially have less volatility while continuing to grow sales and earnings.
For TFSA: Which two from each CAD and US would you buy today for more growth opportunity and share appreciation in the next 3-5 years.
Please give your reasons for the ones you would choose without sector allocation considerations.
I currently hold TSGI & MX (down on both) but am ok with that."
"I have some cash to allocate for RRSP & TFSA portfolios and would like your opinion for the above list for both CDA and US.
For RRSP: Which two from each CAD and US would you buy today (after the stormy few days) for a more conservative hold 3-5 years, that would potentially have less volatility while continuing to grow sales and earnings.
For TFSA: Which two from each CAD and US would you buy today for more growth opportunity and share appreciation in the next 3-5 years.
Please give your reasons for the ones you would choose without sector allocation considerations.
I currently hold TSGI & MX (down on both) but am ok with that."
- Constellation Software Inc. (CSU)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
- Knight Therapeutics Inc. (GUD)
Q: Your top picks for companies with no debt?
Q: Of Kinaxis and Enghouse, which would you favour for a longer term hold in a TFSA? Thank you!
Q: Vertex selects KXS to manage supply chain,Your take please,Thanks for u usual great services & views
Q: Hi,
I just took my loss for RHT. In my TFSA, so that stings a little... but its all good, I'm plus 225% in SHOP and plus 30% in KXS.
Question - which of these 2 companies should I be topping up today, SHOP or KXS? the small sale proceed from RHT is not big enough to start a new position, and my TFSA is capped out.
Thank you.
I just took my loss for RHT. In my TFSA, so that stings a little... but its all good, I'm plus 225% in SHOP and plus 30% in KXS.
Question - which of these 2 companies should I be topping up today, SHOP or KXS? the small sale proceed from RHT is not big enough to start a new position, and my TFSA is capped out.
Thank you.
Q: Kinaxis is currently trading at an extremely high multiple; about 55 times forward earnings in 2019. In the current environment does this not make the stock extremely vulnerable to a significant pullback. If not, why not? Thanks.
Q: Not considering any other factors other than the recent pull back and valuation/growth, what two names would you add to or start a position in today? Thanks.