Q: Your thoughts on this company going forward. They have had a nice move leading up to joining the TSX. Thanks for the great service and Happy New Year.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi I currently own CSU, GIB.a and SYZ in IT sector. Recently I have started positions in KXS and DSG. DSG has been acting very well recently and its share price is at 52 week high. KXS appears have settled around $45, after touching a high of $49, few weeks ago. There has also been fairly large buying in KXS, perhaps due to its inclusion in S&P/TSX 60 index. Most analysts are bullish on Kinaxis and believe that its early days for the company with huge growth potential in years to come. After strong quarterly results, analysts hiked their price targets on the stock between $50 to $54. Kinaxis also appears to have huge support from their present customers and high interest noted from prospects in company's recent conference. In your recent comments, you mentioned stock being expensive. I would appreciate your opinion, if both KXS and DSG are strong candidates to add to my present position at current levels. Thanks for your insight.
Q: Hi 5i,
In adding 2% to the Tech sector of my portfolio (currently around 10%) I am considering two small cap names: Kinaxis and Shopify.
Would you please give me your thoughts on both and if you would have a preference of one over the other at their current prices.
Or is there another stock in the Canadian Tech sector that you prefer (I already have ESL, and OTC plus AAPL, GOOGL, QCOM and CTSH).
This would be for a 2 to 3 year hold.
Thanks very much.
In adding 2% to the Tech sector of my portfolio (currently around 10%) I am considering two small cap names: Kinaxis and Shopify.
Would you please give me your thoughts on both and if you would have a preference of one over the other at their current prices.
Or is there another stock in the Canadian Tech sector that you prefer (I already have ESL, and OTC plus AAPL, GOOGL, QCOM and CTSH).
This would be for a 2 to 3 year hold.
Thanks very much.
Q: Hi 5i,
In the tech portion of my portfolio I have:
Apple 3%, Google 3%, Enghouse 1.5%, Cognizant 1.25%, Open Text 1.25%, and Qualcomm 1%.
Would any of the above be a sell in your opinion?
I am considering adding about a 1.5% position in either Kinaxis (kxs) or Tucowsn(tc). For a 2 to 3 year hold, would you recommend one over the other?
And if neither of these stocks are to your liking could you recommend 1 or 2 others to consider.
Thanks for all that you do.
In the tech portion of my portfolio I have:
Apple 3%, Google 3%, Enghouse 1.5%, Cognizant 1.25%, Open Text 1.25%, and Qualcomm 1%.
Would any of the above be a sell in your opinion?
I am considering adding about a 1.5% position in either Kinaxis (kxs) or Tucowsn(tc). For a 2 to 3 year hold, would you recommend one over the other?
And if neither of these stocks are to your liking could you recommend 1 or 2 others to consider.
Thanks for all that you do.
Q: Do you prefer BOS over Kinaxis. If I hold KXS shoudl I switch for BOS?
Q: Could you compare the two supply chain companies Kinaxis (KXS) aqnd Tecsys (TCS) wrt growth of revenues, profitability, etc. Thanks.
Q: Would you endorse a switch from ET to KXS. ET has not gone anywhere for a long time and except for the takeover potential I do not see any catalyst to drive the stock up.
Q: Do u know much about this cloud computing company in Ottawa - any opinions.
Tks.
Tks.
Q: Could you please give your opinion on their latest 1/4ly report and would you buy/hold/or sell.
Thanks
Thanks
Q: Up 50% on KXS. Looking to raise cash. Do you see it fully valued with consideration of growth.
Q: Any insights on KXS - just went public this week. Seems like a bit of a resurgence in the tech sector? thanks