Shopify Inc. | StockChase
141
Shopify Inc. (SHOP-T)

Last Price Recorded: $132.3900 on 2017-12-13

ON STOCKCHASE SINCE Jun 2015

0
141
Shopify Inc. (SHOP-T)

Last Price Recorded: $132.3900 on 2017-12-13

ON STOCKCHASE SINCE Jun 2015


Shopify Inc.


Signal Opinion Expert
BUY
Shopify Inc.(SHOP-T) 

December 13, 2017

(Market Call Minute.) This has been consolidating. It's in a very good theme. He would buy this stock.

(Market Call Minute.) This has been consolidating. It's in a very good theme. He would buy this stock.

0
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$132.390
Owned Owned
No

DON'T BUY
Shopify Inc.(SHOP-T) 

December 11, 2017

The growth should continue but he questions the amount of churn that they don’t disclose – businesses that start up and don’t survive.  The market is starting to question these issues from the volatility. 

The growth should continue but he questions the amount of churn that they don’t disclose – businesses that start up and don’t survive.  The market is starting to question these issues from the volatility. 

0
Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Managem...

PricePrice
$133.800
Owned Owned
Unknown

COMMENT
Shopify Inc.(SHOP-T) 

December 5, 2017

A brilliant concept, although one US analyst has called it a Ponzi scheme. From what he knows, he doesn’t think that is the case. Long-term, if this company delivers on its promise, it could be worth a lot, but you are paying for that future now, and have to be prepared for volatility. 

A brilliant concept, although one US analyst has called it a Ponzi scheme. From what he knows, he doesn’t think that is the case. Long-term, if this company delivers on its promise, it could be worth a lot, but you are paying for that future now, and have to be prepared for volatility. 

0
Ross Healy

Chairman, Strategic Analysis C...

PricePrice
$120.950
Owned Owned
Unknown

BUY
Shopify Inc.(SHOP-T) 

December 4, 2017

He still owns it.  The story is not broken despite the short report.  They don’t have the income or ROE metrics.  They are a bit of a rule breaker.  They are growing like gang busters.  Some of their merchants should be VERY successful.  He thinks SHOP-T will be successful.

He still owns it.  The story is not broken despite the short report.  They don’t have the income or ROE metrics.  They are a bit of a rule breaker.  They are growing like gang busters.  Some of their merchants should be VERY successful.  He thinks SHOP-T will be successful.

0
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$122.640
Owned Owned
Yes

WATCH
Shopify Inc.(SHOP-T) 

December 4, 2017

If it closes below $117.50 on a weekly basis, there is a good chance it is going to have some further downside. The chart shows it has support at around $111.

If it closes below $117.50 on a weekly basis, there is a good chance it is going to have some further downside. The chart shows it has support at around $111.

0
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc....

PricePrice
$122.640
Owned Owned
Unknown

PAST TOP PICK
Shopify Inc.(SHOP-T) 

November 30, 2017

(A Top Pick Jan 11/17, Up 110%)  The short seller’s research was nonsense in his opinion.  They are a one stop shop for a small business to get into ecommerce.  It is a powerful emerging technology player in Canada.

(A Top Pick Jan 11/17, Up 110%)  The short seller’s research was nonsense in his opinion.  They are a one stop shop for a small business to get into ecommerce.  It is a powerful emerging technology player in Canada.

0
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment ...

PricePrice
$135.160
Owned Owned
Yes

COMMENT
Shopify Inc.(SHOP-T) 

November 28, 2017

He gets the sense that many investors are buying stocks like this with no view as to what the earnings, cash flow or growth is going to be. This is in the news every day, and is going up almost every day, and that is attracting investor flows, so you are not buying a company like this for any fundamental reason, except thinking that someone else is going to come along tomorrow and pay even more before it.

He gets the sense that many investors are buying stocks like this with no view as to what the earnings, cash flow or growth is going to be. This is in the news every day, and is going up almost every day, and that is attracting investor flows, so you are not buying a company like this for any fundamental reason, except thinking that someone else is going to come along tomorrow and pay even more before it.

0
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Weal...

PricePrice
$143.490
Owned Owned
No

COMMENT
Shopify Inc.(SHOP-T) 

November 7, 2017

Has gone from one of the best performing stocks, to becoming much more of a trading stock. She would be shocked if Citron were to give up on their Short. Thinks that when the stock is really hammered you buy some. When there is a really good day and it is up $5-$6, then you let it go. Doesn't think it will make new highs over the next year. It's going to have a hard time.

Has gone from one of the best performing stocks, to becoming much more of a trading stock. She would be shocked if Citron were to give up on their Short. Thinks that when the stock is really hammered you buy some. When there is a really good day and it is up $5-$6, then you let it go. Doesn't think it will make new highs over the next year. It's going to have a hard time.

0
Veronika Hirsch

Chief Investment Officer, Arrow Capital...

PricePrice
$127.480
Owned Owned
Unknown

COMMENT
Shopify Inc.(SHOP-T) 

November 6, 2017

Valuation was at a ridiculous 12X forward revenue, so had Shorted the stock. Then the report came out questioning the strength and the viability of their operations. This is a real business operation, a real company, and he doesn't think there is any fraud or anything like that. Right now, you are paying for probably the best growth scenario through to about 2020, and that is where he is uncomfortable. He can't see buying this because he expects growth is going to slow. He did cover his Short, and will just watch this from the sidelines.

Valuation was at a ridiculous 12X forward revenue, so had Shorted the stock. Then the report came out questioning the strength and the viability of their operations. This is a real business operation, a real company, and he doesn't think there is any fraud or anything like that. Right now, you are paying for probably the best growth scenario through to about 2020, and that is where he is uncomfortable. He can't see buying this because he expects growth is going to slow. He did cover his Short, and will just watch this from the sidelines.

0
John Zechner

Chairman, J. Zechner & Assoc...

PricePrice
$126.980
Owned Owned
No

DON'T BUY
Shopify Inc.(SHOP-T) 

October 31, 2017

This was a market darling. It consolidated very nicely, broke out and moved up. There is a pretty good level of support, so it is not necessarily a bearish looking chart, but is nowhere near a bullish looking chart. It is not making new highs, and is struggling to make a higher low. To him, that is a consolidation pattern. He would avoid this.

This was a market darling. It consolidated very nicely, broke out and moved up. There is a pretty good level of support, so it is not necessarily a bearish looking chart, but is nowhere near a bullish looking chart. It is not making new highs, and is struggling to make a higher low. To him, that is a consolidation pattern. He would avoid this.

0
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$128.260
Owned Owned
Unknown

DON'T BUY
Shopify Inc.(SHOP-T) 

October 30, 2017

They report tomorrow.  It is a great company but every morning he has to wake up and decided if it has the best risk/reward and he does not think that right now.  The allegations against them are not that valid but a lot of people probably sold on the announcement because they didn’t know much about the company.

They report tomorrow.  It is a great company but every morning he has to wake up and decided if it has the best risk/reward and he does not think that right now.  The allegations against them are not that valid but a lot of people probably sold on the announcement because they didn’t know much about the company.

0
Jordan McNamee

Portfolio Manager, Cambridge Global Ass...

PricePrice
$140.220
Owned Owned
Unknown

COMMENT
Shopify Inc.(SHOP-T) 

October 27, 2017

A short-seller dropped the stock price, and the battling back-and-forth has created problems. The sector is doing really well. This has been trading in a range recently. They are coming on with earnings next week, and will clarify their positions. We are at the top end of the trading range in the sector’s seasonal period. Wait until the earnings actually come out. If it breaks out in the top end of the range, that is a very positive sign.

A short-seller dropped the stock price, and the battling back-and-forth has created problems. The sector is doing really well. This has been trading in a range recently. They are coming on with earnings next week, and will clarify their positions. We are at the top end of the trading range in the sector’s seasonal period. Wait until the earnings actually come out. If it breaks out in the top end of the range, that is a very positive sign.

0
Brooke Thackray

President, Jov Investment Manag...

PricePrice
$137.590
Owned Owned
Unknown

WAIT
Shopify Inc.(SHOP-T) 

October 27, 2017

Sold his positions some weeks ago. It’s a little early yet to step back in. He doesn’t like being in a situation where there is an activist creating waves. Loves the company and loves the concept, but it is a situation where there are no earnings yet. Wait a little.

Sold his positions some weeks ago. It’s a little early yet to step back in. He doesn’t like being in a situation where there is an activist creating waves. Loves the company and loves the concept, but it is a situation where there are no earnings yet. Wait a little.

0
David Cockfield

Managing Director, Northland Wealth Man...

PricePrice
$137.590
Owned Owned
No

COMMENT
Shopify Inc.(SHOP-T) 

October 26, 2017

They will probably beat estimates.  They consistently jump over the bar that people have set for them.  It has been a great success story but it is an expensive stock and he is a value investor.  He forecasts strong growth in the near term.

They will probably beat estimates.  They consistently jump over the bar that people have set for them.  It has been a great success story but it is an expensive stock and he is a value investor.  He forecasts strong growth in the near term.

0
Colin Stewart

CEO & Portfolio manager, JC Clark Investments...

PricePrice
$133.880
Owned Owned
No

COMMENT
Shopify Inc.(SHOP-T) 

October 20, 2017

Vulnerable to the Shorts, because the valuation is incredibly expensive. They are still not making any money. Believes the Bulls have $.20 in earnings for 2018, back-end loaded. That would mean it is trading at 600X earnings, and something like 30X EBITDA. Still too expensive and vulnerable. You could maybe trade it, but if it ever misses it would be $80 before you could shake a stick at it.

Vulnerable to the Shorts, because the valuation is incredibly expensive. They are still not making any money. Believes the Bulls have $.20 in earnings for 2018, back-end loaded. That would mean it is trading at 600X earnings, and something like 30X EBITDA. Still too expensive and vulnerable. You could maybe trade it, but if it ever misses it would be $80 before you could shake a stick at it.

0
Bruce Campbell (1)

President, Campbell and Lee Inv...

PricePrice
$129.030
Owned Owned
No

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