Shopify Inc. (SHOP.TO)

He thinks this company has a good platform, but the challenge is around valuation. Recent rumours could cause multiples to drop quickly.

It was a great stock until a short report a few months ago that claimed the stock was too expensive. Then, the company issued amazing numbers. She likes this, but would love it if it were cheaper.

Continues to own this one. This is a company that has been compared to Amazon or Alibaba. It is bringing e-commerce to everyone. The valuation it is high, but the growth is no contest to any company in Canada. 70% year over year sales growth. They have been taking profits but more to avoid portfolio concentration.

In the merchant cloud service. Earnings are fantastic. Revenue growth of 46%. Ticking all the boxes. They have a 200 dollars target. (Analysts’ price target is $175.41)

He does not believe that the business model is wrong, but at current valuation levels. There is no argument with the business model. It could become the global platform all retail and would be worth double then. The expectations right now are just too high.

One to trade rather than hold long-term. It took a full year to crack $150. It may have higher support left. If it holds to $150 support level, it could be off to the races.

Great Canadian success story. A global leader. Valuation is not cheap, so it is hard to pound the table and tell people to establish a new position.

Has broken out of a sideways movement. It dropped today with the correction, but technically it looks very good. As long as it stays above the breakout point (above 149), it’s good.

Had it and sold it too soon. He loves the stock and the concept. Just got a little nervous. Not a market stock. If it goes back to 100 he would buy it. They are not earning anything yet but the growth on their customer base is excellent.

This offers investors an exciting way to play a growing global cloud-based business that helps enable small and medium-sized merchants. This is a very sticky product, very low cost, huge addressable market. (Analysts' price target is $188.)

It had a bit of a tumble 3 or 4 months ago and he had a serious look at it. It got almost into the buy range. He missed it. It is a great company but he can’t get his hands around the valuation. He would take his original investment out and then it does not owe you anything.

Had first bought this in the $60s and has since added across all his models, even though it doesn't quite fit his criteria. Their net income isn't there yet, but the top line growth has been phenomenal. They got sideswiped because of a Short report last year. It’s now reaching its all-time highs, which is quite Bullish. There has only been one quarter of results out between the Short report and now. It is building a rising wedge pattern, which is fairly bullish. If he sees it punch through $150 on heavy volume, that range is going to be behind us. Buy this with a minimum of a 3-5 year time horizon.

It was a poster child stock last year. They always had an extremely high valuation. No earnings. It is all forward looking. You can’t put a multiple on it. You are relying on continued rapid growth. If it had a bad quarter it could really fall off a cliff. It had gone sideways for about 6 months, so is falling in his ranking. It is a small short for him right now.

An amazing platforming company, helping greenhorns and others in getting into the marketing game. A splendid generation of green Internet usage. There are no earnings, and there is a tendency to say that if you've actually got it, it would probably be prudent to take a 3rd of your holdings out. If you don't have it, you would be speculating. He would prefer something that is not trading this high.

(A Top Pick Feb 15/17. Up 80%.) An e-commerce play that has been a very consistent story.