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Opinions Bruce Campbell (2)
Kinaxis IncKXS.TOTOP PICKSep 23, 2015
Bruce Campbell (2)Stock price when the opinion was issued
As of Jun 19, 2026. Market Open.
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In the recent quarter, revenue grew 25%, annual recurring revenue was up 22% and adjusted EBITDA margin improved to 14% from 13% last year. The company continues to show solid execution with strong organic growth, and the Saas business model is starting to generate meaningful cash flow and profitability, and strong switching costs for customers. We still like the name, and we think the recent drop may provide investors opportunity to average into the position. Since KXS never issues new shares (it has lots of cash) it does not get much broker attention and thus can sometimes 'drift' lower.
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Will continue to do well. Growing really fast. Hit an EPS growth target of 15% every year for the last decade. Really likes the story.
Andrew Pink
This has software that allows companies to manage their supply chain. Apparently their services are so great that customers are seeing faster delivery times and cheaper costs. As a result the company has been starting to gain a lot of ground with customers. They only have about 100 customers and think their addressable market is around 4,000 companies. Has had great growth in the last few years with their Top and Bottom lines growing in the 20% range. The stock is fairly expensive, so if they were to have a fumble on one quarter, it might be an opportunity to get involved.