Telfser DetailsSecond stock in the clip. GLTA
https://www.bnnbloomberg.ca/video/james-telfser-s-past-picks~2184899
Kinaxis (KXS TSX)
- Then: $174.37
- Now: $158.69
- Return: -9%
- Total Return: -9%
PAST TOP PICK
Kinaxis Inc
(KXS-T)
April 20, 2021
(A Top Pick Jun 03/20, Down 9%) A supply chain management software company which is seeing growing demand with pandemics and trade wars. The challenge was their sales cycle is a lot longer than the typical software business. Covid really slowed down sales in Q4. The street expected robust revenues by end of 2020, but numbers were flat. This should improve this year. He's sticking with it. Has great EBITDA margins and balance sheet. Post-Covid, this will do very well.
James Telfser
Price
$157.500
Owned
Yes