Investment Q&A

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Descartes Systems Group Inc. (The) (DSG $136.24)
- $136.24 P/E (TTM): 59.57X Cap: $11.74B
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Kinaxis Inc. (KXS $194.79)
- $194.79 P/E (TTM): 167.66X Cap: $5.61B
- View KXS Profile
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Q: Hi, is it ever wrong to own a company and its proxy? For example, KXS and DSG. Is it a zero sum game where owning both will cancel out gains? Or can they grow together? Is it advised to just pick the one you have the most conviction in, or perhaps a half position for both (in general)?

Thanks

Asked by B on July 29, 2025

5i Research Answer:

Two positions will of course provide diversity, but they can certainly both move up, and both...

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