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  5. KXS: I am wondering what to do with this stock who seems to go nowhere, cut oits dividend and show s a P/E very high, which would you suggest as replacement, you seem to favour CLS? [Kinaxis Inc.]
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Q: I am wondering what to do with this stock who seems to go nowhere, cut oits dividend and show s a P/E very high, which would you suggest as replacement, you seem to favour CLS?
Your advice always apreciated.
Thank you
Asked by francois on May 08, 2025
5i Research Answer:

SYZ is software, where CLS is more hardware related, with associated lower margins. We would consider SYZ 'ok' but hardly exciting. If switching, we would see KXS as a better, larger, safer alternative.