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  5. KXS: I have held Kinaxis for a few (disappointing) years now. [Kinaxis Inc.]

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Q: I have held Kinaxis for a few (disappointing) years now. This is a logistics/ risk management software company as I understand it.
If what there were a time to succeed in this environment, it would be this- I mean the only thing more timely might be a German weapons maker in terms of sector demand.
Is there reason to believe that KXS has a useful downstream growth story to justify holding?
Asked by Peter on March 18, 2025
5i Research Answer:
KXS has been trading sideways for several years now, and while it has underperformed many assets...
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