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: $90.3000 on 2017-03-23

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Date Signal Expert Opinion Price
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
2017-02-21 COMMENT Robert McWhirter

In recent results, sales grew like crazy, but unfortunately expenses also grew. Analysts have shaved estimates for earnings. Expected to lose $.28 in 2017, and to improve to positive $.19 in 2018. Against an $80 stock price, the 13X Price to sales multiple is somewhat breathtaking. It is a bit of a challenge figuring out what a reasonable price is.


Price:
$82.890
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
Unknown
2017-02-21 SELL Alex Ruus

This will soon be a great company, but he finds the valuation they receive interesting. Unfortunately, they don’t make money yet. They’ve been losing money every day so far. Have a lot of cash on the balance sheet and are rapidly increasing sales, and a year from now they should be profitable. Feels the valuation is out of control. If we get any kind of pullback, look for a sharp correction because there is no earnings support. Even looking out over 5 years, he can’t justify the valuation.


Price:
$82.890
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2017-02-17 BUY on WEAKNESS Hap (Robert) Sneddon FCSI

Has been hitting record highs recently.  We have a nice trend, but that last leg is something you don’t want to pay up to.  They are open to a pretty decent haircut.  He has a target of $100.  It is framed by the market.  It is a higher beta.  Try to get it in the $60s or low $70s. 


Price:
$80.660
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2017-02-15 COMMENT Colin Stewart

This would be seen in Canada as one of the premier tech growth companies out there. They power a lot of e-commerce websites of companies that want to do more business over the Internet. As more and more people want to shop online, this company is well positioned to do that.


Price:
$79.220
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
No
2017-02-15 TOP PICK Brian Madden

Canada’s most dynamic growth story. It is Canada’s leading e-commerce enablement company. They are involved in things like payment solutions for online merchants, order management systems, inventory and promotion management systems, as well as more recently into shipping. Just reported great numbers. Management has predicted they will break even by the 4th quarter of this year and should post revenue between $580 million and $600 million. (Analysts’ price target is $75.71.)


Price:
$79.220
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-02-14 BUY David Burrows

This is really financial-technology, the platform for small and medium-sized Internet retailers that are selling their products. An enabler of Internet commerce. Growing very rapidly. In the very near term, it appears the market is favouring value over growth slightly more.


Price:
$73.240
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-09 COMMENT Jim McGovern

A name that a lot of people have been looking at or investing in. He likes this. The last big run was pretty much due to their relationship with Amazon (AMZN-Q). Wouldn’t be surprised if it was taken out at some point by Amazon. The stock is not cheap, but you have to look at the growth rate against the valuation. If the PEG is not much over 1.5-2, you should be okay.


Price:
$71.690
Subject:
GLOBAL EQUITIES & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-02-07 COMMENT Gerard Ferguson

A great Canadian success story. Had an amazing year last year, so it is very hard to keep up with those types of comps. They enable small and medium-sized businesses. Because that is the largest actual part of the market, this company will continue to grow with those customers. On the larger size companies, they have done some deals to help break into that market. It is going to be very hard to repeat the performance of last year, so people should moderate their expectations somewhat.


Price:
$58.720
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
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