RE:RE:RBC PreviewI am always on the lookout for good Canadian tech companies at reasonable valuations.
In my view there are few, and a lot of Canadian tech fund managers chasing them and consequently pushing up prices.
I had a look at Kinaxis but the lofty valuation kept me away --- This view has also kept me away from others like Shopify.
As for the sell side analysts (RBC and others) and their recos -- they are primarily just marketing.