Review of Kinaxis Inc
NOV 21, 2022 - Kinaxis is a leading supplier of supply chain management and concurrent planning platforms for mid-market and large enterprise organizations and has demonstrated its ability to grow and strengthen its revenue base. Management is pleased with the results thus far this year, and its increased guidance signals a positive outlook for the company. Rating maintained at 'B+'.
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Q: Leaving personal portfolio situations aside...based on current market environment would 5i buy either of these companies at current levels...or do you consider them overbought...and lastly, would you buy one over the other. Let's assume a 12 month time horizon.
Many thanks as always for your great insight.
Q: Just a follow up to my prior question. I was under the impression that Kxs is very expensive . Can you please give me an idea of whether you would consider if it was or not and what the numbers tell you.
Also, when you answer questions about stocks to buy you rarely mention TRI. This stock also has done amazingly well this 12 months +15%. How do you rate TRI as a buy at these prices and compared to other stocks you like?
Thanks
Sheldon
Q: Chart is certainly upwards to the right after earnings.
Anything else powering this forward other than upgrades and earnings.
Although that surely is enough.
Sheldon