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Shopify Inc. (SHOP-T)

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Shopify Inc.
SHOP-T

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What the experts are saying about SHOP-T

Signal	Opinion	Expert
DON'T BUY	Shopify Inc.(SHOP-T) January 23, 2019 He prefers U.S. tech names. SHOP has rich foward valuation at 270x with a 42% long-term growth rate. Since June, it's been showing lower highs and lower lows. Not good. SHOP relies on its relationships with Amazon, eBay and Facebook so any changes there could hurt SHOP. Another worry is the quality of some of its merchant-clients involved in "drop shipping." Volatile and high-beta. He's never owned this. 0 0 0 0 0 0 comments	He prefers U.S. tech names. SHOP has rich foward valuation at 270x with a 42% long-term growth rate. Since June, it's been showing lower highs and lower lows. Not good. SHOP relies on its relationships with Amazon, eBay and Facebook so any changes there could hurt SHOP. Another worry is the quality of some of its merchant-clients involved in "drop shipping." Volatile and high-beta. He's never owned this. 0 0 0 0 0 0 0 comments Stan Wong Director &, Private Wealth Manag... Price $0.000 Owned No

WATCH	Shopify Inc.(SHOP-T) January 22, 2019 E-commerce remains strong, but he expects regulatory headwinds coming. It's too expensive now, though he's following it. Shopify is the only competitor to Facebook. 0 0 0 0 0 0 comments	E-commerce remains strong, but he expects regulatory headwinds coming. It's too expensive now, though he's following it. Shopify is the only competitor to Facebook. 0 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $208.870 Owned No
WATCH	Shopify Inc.(SHOP-T) January 21, 2019 He's owned it in the past. He likes the company and its recurring revenue, but they don't have net income. What really worries him is competition in this space. It's overvalued at the moment, but has held up quite well. $170-220 is their range for the past year. Wait till it breaks below $170, but it's anyone's guess whether it goes one way or another. 0 0 0 0 0 0 comments	He's owned it in the past. He likes the company and its recurring revenue, but they don't have net income. What really worries him is competition in this space. It's overvalued at the moment, but has held up quite well. $170-220 is their range for the past year. Wait till it breaks below $170, but it's anyone's guess whether it goes one way or another. 0 0 0 0 0 0 0 comments Jason Del Vicar Portfolio , HollisWealth... Price $210.190 Owned No
PAST TOP PICK	Shopify Inc.(SHOP-T) January 18, 2019 (A Top Pick Jan 26/18, Up 33%) Their Q3 was a good beat, up 58% YOY. He expects even more this year. He see 230% EPS growth this year. But it trades at 160x 2020 earnings. 0 0 0 0 0 0 comments	(A Top Pick Jan 26/18, Up 33%) Their Q3 was a good beat, up 58% YOY. He expects even more this year. He see 230% EPS growth this year. But it trades at 160x 2020 earnings. 0 0 0 0 0 0 0 comments Greg Newman Director &, Scotia Wealth Manage... Price $210.550 Owned Yes
PAST TOP PICK	Shopify Inc.(SHOP-T) January 10, 2019 (A Top Pick Feb 16/18, Up 13%) There have been some pretty big swings. It is only a matter of time before it breaks out of the trend and moves further up. 0 0 0 0 0 0 comments	(A Top Pick Feb 16/18, Up 13%) There have been some pretty big swings. It is only a matter of time before it breaks out of the trend and moves further up. 0 0 0 0 0 0 0 comments Hap (Robert) Sn Chief Port, Castlemoore Inc.... Price $195.960 Owned Yes
PAST TOP PICK	Shopify Inc.(SHOP-T) January 9, 2019 (A Top Pick Jan 17/18, Up 38%) Exited this trade in July when it was even higher, as they were de-risking portfolios. The valuation was high, and some concern about churn in the customer base. 0 0 0 0 0 0 comments	(A Top Pick Jan 17/18, Up 38%) Exited this trade in July when it was even higher, as they were de-risking portfolios. The valuation was high, and some concern about churn in the customer base. 0 0 0 0 0 0 0 comments Brian Madden Senior VP , Goodreid Investment ... Price $196.360 Owned No
BUY	Shopify Inc.(SHOP-T) January 7, 2019 He likes it and thinks it has a great future. It is an expensive stock but the earnings and revenue growth are going to be spectacular. They are still building the business. 0 0 0 0 0 0 comments	He likes it and thinks it has a great future. It is an expensive stock but the earnings and revenue growth are going to be spectacular. They are still building the business. 0 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $191.910 Owned Yes
DON'T BUY	Shopify Inc.(SHOP-T) January 3, 2019 Walking upstairs. Its balance sheet is like up-flat-up flat. He sees a gap between its fair market value and its stock price (87% in his opinion). 0 0 0 0 0 0 comments	Walking upstairs. Its balance sheet is like up-flat-up flat. He sees a gap between its fair market value and its stock price (87% in his opinion). 0 0 0 0 0 0 0 comments Ross Healy Chairman, Strategic Analysis C... Price $174.910 Owned Unknown
DON'T BUY	Shopify Inc.(SHOP-T) December 21, 2018 This is a wonderful company, but the valuation has always been to high for him to buy. The price has fallen as the company announced an offering as the market questioned the needs for the funds. He would suggest taking some tax-loss selling and re-position next year. 0 0 0 0 0 0 comments	This is a wonderful company, but the valuation has always been to high for him to buy. The price has fallen as the company announced an offering as the market questioned the needs for the funds. He would suggest taking some tax-loss selling and re-position next year. 0 0 0 0 0 0 0 comments Don Lato President, Padlock Investment M... Price $166.390 Owned No
PAST TOP PICK	Shopify Inc.(SHOP-T) December 19, 2018 (A Top Pick Jan 26/18, Up 13%) They executed very well. Q3 was a beat. He is modeling 230% EPS growth. Great name, It trades at a very high multiple. Trading at 133 2020 earnings. he still think it will go higher. Not for the faint of heart. 0 0 0 0 0 0 comments	(A Top Pick Jan 26/18, Up 13%) They executed very well. Q3 was a beat. He is modeling 230% EPS growth. Great name, It trades at a very high multiple. Trading at 133 2020 earnings. he still think it will go higher. Not for the faint of heart. 0 0 0 0 0 0 0 comments Greg Newman Director &, Scotia Wealth Manage... Price $179.440 Owned Unknown
PAST TOP PICK	Shopify Inc.(SHOP-T) December 18, 2018 (A Top Pick Jan 03/18, Up 33%) A fantastic name. Buy it on drops. Not for the faint of heart. It sees big swings. It's a long-term hold 0 0 0 0 0 0 comments	(A Top Pick Jan 03/18, Up 33%) A fantastic name. Buy it on drops. Not for the faint of heart. It sees big swings. It's a long-term hold 0 0 0 0 0 0 0 comments Hap (Robert) Sn Chief Port, Castlemoore Inc.... Price $181.010 Owned Yes
WAIT	Shopify Inc.(SHOP-T) December 14, 2018 Good price point? Extremely volatile. Has been in and out of it, a stock you have to trade. At $145-155, is where he'd look to buy. They're raising a lot of cash for their growth. 0 0 0 0 0 0 comments	Good price point? Extremely volatile. Has been in and out of it, a stock you have to trade. At $145-155, is where he'd look to buy. They're raising a lot of cash for their growth. 0 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $187.660 Owned No
DON'T BUY	Shopify Inc.(SHOP-T) December 3, 2018 It is too expensive for his style. He questions if the new business of advancing funds, if this money is not being used to pay fees to Shopify. You have to keep your eye on that. There is good growth but what are you paying for that growth. These kinds of companies can come off dramatically. 0 0 0 0 0 0 comments	It is too expensive for his style. He questions if the new business of advancing funds, if this money is not being used to pay fees to Shopify. You have to keep your eye on that. There is good growth but what are you paying for that growth. These kinds of companies can come off dramatically. 0 0 0 0 0 0 0 comments Stephen Takacsy Chief Inve, Lester Asset Managem... Price $207.350 Owned No
PARTIAL BUY	Shopify Inc.(SHOP-T) November 20, 2018 Canada Post strike will affect retailers. Longer term, things are moving to online, and this company can help small businesses do that. Concerned about the valuation. If they miss earnings, the valuation will compress. If you’re getting in, do it in stages. 0 0 0 0 0 0 comments	Canada Post strike will affect retailers. Longer term, things are moving to online, and this company can help small businesses do that. Concerned about the valuation. If they miss earnings, the valuation will compress. If you’re getting in, do it in stages. 0 0 0 0 0 0 0 comments Zachary Curry Chief Oper, Davis-Rea Ltd.... Price $179.340 Owned Unknown
DON'T BUY	Shopify Inc.(SHOP-T) November 19, 2018 Visa vs. Shopify as a growth stock in a TFSA? Definitely Visa--a global franchise with great recurring revenue. Nothing against Shopify, but it's a very expensive stock. Visa is the safer, long-term bet. Everyday, we use less cash. 0 0 0 0 0 0 comments	Visa vs. Shopify as a growth stock in a TFSA? Definitely Visa--a global franchise with great recurring revenue. Nothing against Shopify, but it's a very expensive stock. Visa is the safer, long-term bet. Everyday, we use less cash. 0 0 0 0 0 0 0 comments Colin Stewart CEO & Port, JC Clark Investments... Price $176.330 Owned Unknown

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