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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: Kinaxis has grown significantly over the past few years. While
the company has solidly managed growth to date, a key risk is the
company’s ability to manage and support its rapid growth and the challenges and
difficulties associated with managing a larger, more complex business. In your view, does KXS current management have the ability to scale KXS and take the company to the next level internationally?
Read Answer Asked by James on November 28, 2018
Q: Hi Guys, my above holdings got wacked lately and was wondering if there is anything going on, from the above list should I sell anything besides WEED, are the institutions selling these companies because they think there is more to the downside? These are long term holdings are all up except for COV and KXS which I just bought before the tumble, not one of my best moves.

Thanks
Chicken Little
Read Answer Asked by Anthony on November 16, 2018
Q: These are a list of my stocks that I may sell for tax losses. I would like to have your opinion if I should sell and rebuy these in 30 days.
Read Answer Asked by stephen on November 16, 2018
Q: Good Day,
With these companies taking huge hits lately isn’t this the time to be greedy when others are fearful? Do these companies deserve full positions with a long term outlook?
Thx
Read Answer Asked by Marco on November 15, 2018
Q: Hi Peter, Ryan,
Thanks for the great service Peter and Ryan. It is trying times for portfolios

We picked up AMZN (2%), KXS (1%), ZCH (2%) and GOOGL (1%) in the last few days. Also owned is BABA (3%), NVDA (2%). We have 25% in cash available. Is tech recommended to be 15% or 20% of a portfolio as of today with all the recent drops? I am going against the grain here for a bump up in 2019. Of AMZN, BABA, KXS, GOOGL, FB, MFST, BIDU, & PHO, and an outlier BYD.UN which 2-3 stocks are most appealing for a recovery?

Cheers
Jerry and Debbie
Read Answer Asked by Jerry on November 15, 2018
Q: If Kinaxis reported some sales slipped outside of Q3, have analysts adjusted these numbers into Q4? I'm probably simplifying things here but in the next quarter if the market has settled and the results affirm this slippage then would the stock price increase? I like this company and can't help to think this price dip is a huge opportunity for those who can wait?
Read Answer Asked by John on November 15, 2018
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?
Read Answer Asked by Marc on November 12, 2018
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
Read Answer Asked by john on November 09, 2018
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
Read Answer Asked by kevin on November 05, 2018
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