Viewing Company Shopify Inc. | StockChase
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Compiling comments that experts make about stocks while on public TV.

Shopify Inc. Stock Symbol: SHOP-T

Last Price Recorded: $102.5600 on 2017-04-24

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Date Signal Expert Opinion Price
2017-04-19 BUY David Burrows

One of the most transformational themes is internet commerce, and this is right in the middle of it. They provide the plumbing to all kinds of small and medium-sized web-based retailers, and continue to grow. The pie is growing very rapidly and they have a very dominant space in it. People continue to underestimate the transition we are going through and the way people do business. Ideally you want to get a combination of 2 things in a growth stock. Growth in earnings and revenue, and expansion in the multiples investors are prepared to pay as they continue to execute. This company is doing that. (See Top Picks.)


Price:
$97.790
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-04-18 COMMENT John Stephenson

Losing money, but expects them to turn that around in the 4th quarter. A great platform for small and midsized businesses. It has a fair number of leverages it could introduce. Any kind of enhancements to the shopping platform that retailers could use, would be attractive. Working on their mobile applications and streamlining those and making them a little more effective. Overall, he likes the name.


Price:
$95.810
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
No
2017-04-11 HOLD Ryan Modesto

A stellar Canadian tech name. They’ve essentially created a platform where if you have an item to sell, in a few clicks you can create a website with a checkout screen. They help you with shipping, logistics, etc. Thinks they are just getting started. Their big market right now is the US. They haven’t really tapped into international markets. There is a lot of growth. If a value investor, you are probably not going to like this. Longer-term, if they continue to double revenues over a number of years, it will do well.


Price:
$91.910
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-04-10 COMMENT Hap (Robert) Sneddon FCSI

The peak of $92.29 brought in a bunch of sellers. It has a new little base now. A really volatile stock. If it breaks around $90, it could jump down easily to $80.


Price:
$92.290
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2017-04-04 HOLD Gerard Ferguson

One of Canada’s real true success stories. The company has executed. They’ve made large investments in their business, so as a result there have not been any earnings or cash flow to share with shareholders. Trading at an extreme valuation right now.


Price:
$91.850
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-30 COMMENT Jason Mann

Top of the pack for price momentum. The valuation just isn’t there.  They don’t have the cash flows or return on equity.


Price:
$92.320
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-03-30 BUY Veronika Hirsch

It is in a lucky position in that revenues are growing and they are promising some bottom line.  They have a lot of running room and have been very successful.  They have 3 to 6 years of running room according to analysts.


Price:
$92.320
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
OPTIMISTIC
Owned:
Yes
2017-03-29 BUY on WEAKNESS Jason Del Vicario

He has it in his growth portfolio. They are the backend for small business commerce.  They have about 300,000 small business customers.  There are 10 million small businesses in North America.  He would not buy the stock today because it has gone parabolic.  He would look for a pullback.  You can’t really assign a value to them.  They are first to market, however.  He likes them, but would not run out to buy them right now.


Price:
$97.000
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
2017-03-20 COMMENT Larry Berman CFA, CMT, CTA

Play this through options? The longest option he can see is October. Looking at the current Strike Price, it is around $90Cdn. He prefers Writing options as opposed to buying them. Looking at a $74 option, almost 20% below the market, you could Write a Put today and take in about $2 to $3, meaning you could make a couple percent, waiting to buy this cheaper. He loves these kinds of strategies.


Price:
$92.000
Subject:
STOCKS & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-03-20 COMMENT Jim Huang

This company makes a lot of sense in what they do, helping small companies go online for 1-stop shopping. It is clearly not making any money right now, and have just started turning cash positive. You have to look down the road and assume they will have continued growth. They are also getting into things like shipping and payments. Has been pondering this one, but hasn’t come to any conclusion.


Price:
$92.000
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-03-13 BUY Matt Kacur

This is not in his wheelhouse, because normally he is looking at companies that are in a cash flow, and where you can calculate the ROC to see what is going from that perspective. However, he is recommending this because he thinks it is going to grow into that. This is a little bit out of his normal space, but seeing what he sees and the excitement around the company, he thinks it can grow into its valuation.


Price:
$87.360
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-13 COMMENT David Driscoll

Deemed to be the Amazon (AMZ-Q) North, whereby they get really sticky and tight with their members, small businesses that are start-ups. They provide financing to them which is going to be very helpful moving forward. Because of the data they are culling from sales, they know exactly what is going on with each business, so they can create a platform that the online retailer is looking for.


Price:
$87.360
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2017-03-09 WATCH Stan Wong

An explosive growth type of name. It has clearly done very, very well. From a technical level, it is really overbought at this point. It’s a name to keep an eye on, because he thinks it will be one of those great growth companies. Estimates it will grow at least 25%, but we’ll have to see when they actually make money and start to earn proper profits year-over-year.


Price:
$84.200
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-03-07 HOLD John Stephenson

An excellent company. He would recommend you Hold or perhaps even buy more on a pullback. There is some risk with a border adjusted tax, but that is probably not going to happen, or at least not the way people are looking at it right now. A great company with a good service offering.


Price:
$80.760
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Unknown
2017-03-03 BUY David Cockfield

This is the kind of “knowledge” business that isn’t going to be bothered by 20% cross-border taxes. It could grow in the US. It provides a service for small businesses, so that they can have the same fire power as some of the big guys. Thinks it has great, long term growth prospects. This is one you can buy and put away, and 5-10 years from now you will have made a lot of money.


Price:
$80.530
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
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