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Sylogist Ltd. (SYZ $8.80)
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Descartes Systems Group Inc. (The) (DSG $140.30)
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Kinaxis Inc. (KXS $197.15)
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TECSYS Inc. (TCS $37.73)
Q: I've read the Nov. 4, 2021 report and all questions since. Given premium to peers in Nov report and its more than 50% decline, taking into consideration price changes since Nov in peers (KXS, DSG, SYZ), would you say the case is stronger on a relative basis today to consider TCS for a buy? If you ranked the 4 today where would you put TCS and if it's in the 3 or 4 position, what particular weaknesses are causing you to rank it lower? Thanks for all you do. John