Shopify Inc.

SHOP-T

TSE:SHOP

508.43
18.82 (3.84%)
Shopify is both a Canadian e-commerce company headquartered in Ottawa, Ontario and the name of its computer software platform for online stores and retail point-of-sale systems.
More at Wikipedia

Analysis and Opinions about SHOP-T

Signal
Opinion
Expert
COMMENT
COMMENT
May 9, 2019
In a TFSA? Don't. Hold stocks in a TFSA that you will hold for a long time. An interesting company for a covered call. Where SHOP is now, he would do only a covered call. It's run up so much that there's downside risk.
In a TFSA? Don't. Hold stocks in a TFSA that you will hold for a long time. An interesting company for a covered call. Where SHOP is now, he would do only a covered call. It's run up so much that there's downside risk.
Richard Croft
President, R.N. Croft Financial Group Inc.
Price
$350.200
Owned
Unknown
DON'T BUY
DON'T BUY
May 6, 2019
He sold it as a triple but it kept on going. It is a Canadian darling. As it moves up in market cap, the ETFs have to continue to buy it so it is a self-fulfilling prophecy. It is a good company. There are competitors coming in and the street is looking for one of them to take out SHOP-T. They have done everything they said they were going to do. He has re-deployed into technology in the states.
He sold it as a triple but it kept on going. It is a Canadian darling. As it moves up in market cap, the ETFs have to continue to buy it so it is a self-fulfilling prophecy. It is a good company. There are competitors coming in and the street is looking for one of them to take out SHOP-T. They have done everything they said they were going to do. He has re-deployed into technology in the states.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$357.140
Owned
No
BUY WEAKNESS
BUY WEAKNESS
May 2, 2019
He started to get into at $30.00. Their guidance is conservative. Trades at 312 times 2020 earnings. But trades at 13 times enterprise to sales. Can go higher over the next years. He thinks it is a Google or Facebook.
He started to get into at $30.00. Their guidance is conservative. Trades at 312 times 2020 earnings. But trades at 13 times enterprise to sales. Can go higher over the next years. He thinks it is a Google or Facebook.
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$343.850
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
April 30, 2019
It consolidated for much of 2018 and is now definitely up. Caveat: it's a very steep rise now, implying that it's overbought. If it pulls back, it could return to $270.
Shopify Inc. (SHOP-T)
April 30, 2019
It consolidated for much of 2018 and is now definitely up. Caveat: it's a very steep rise now, implying that it's overbought. If it pulls back, it could return to $270.
Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$325.750
Owned
No
DON'T BUY
DON'T BUY
April 29, 2019
Why is it being favoured now? Shopify has been taking away a lot of business from Amazon. That said, the run in the stock has been incredible--and incredibly expensive. There's talk that Amazon wil buy them, but he doubts they would do it now. Hats off to them as a Canadian success story. They report tomorrow.
Shopify Inc. (SHOP-T)
April 29, 2019
Why is it being favoured now? Shopify has been taking away a lot of business from Amazon. That said, the run in the stock has been incredible--and incredibly expensive. There's talk that Amazon wil buy them, but he doubts they would do it now. Hats off to them as a Canadian success story. They report tomorrow.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$303.040
Owned
Unknown
PARTIAL SELL
PARTIAL SELL
April 23, 2019
It's had a miraculous run, a great Canadian growth story, a superstar. But he's a value investor so it's hard to like their valuation. Maybe take some money off the table, but you can't argue with their success.
Shopify Inc. (SHOP-T)
April 23, 2019
It's had a miraculous run, a great Canadian growth story, a superstar. But he's a value investor so it's hard to like their valuation. Maybe take some money off the table, but you can't argue with their success.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$299.790
Owned
Unknown
DON'T BUY
DON'T BUY
April 22, 2019
He's a value investor, so SHOP doesn't fit for him. Earnings are very small vs. its market cap. Buy if it falls back to $100, but it has sailed far past that.
Shopify Inc. (SHOP-T)
April 22, 2019
He's a value investor, so SHOP doesn't fit for him. Earnings are very small vs. its market cap. Buy if it falls back to $100, but it has sailed far past that.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$299.490
Owned
No
BUY
BUY
April 9, 2019
It has been going up after consolidating in late-2018. Since then, it's broken to new all-time highs. He likes this chart--fantastic. Now, it's consolidating after a rally. From here, it can go either way, but he expects it to break to the upside in May-June.
Shopify Inc. (SHOP-T)
April 9, 2019
It has been going up after consolidating in late-2018. Since then, it's broken to new all-time highs. He likes this chart--fantastic. Now, it's consolidating after a rally. From here, it can go either way, but he expects it to break to the upside in May-June.
Javed Mirza
Technical analyst, Canaccord Genuity
Price
$271.820
Owned
Unknown
DON'T BUY
DON'T BUY
April 4, 2019
What price would you be comfortable to get in? He never owned this company. The valuation is too high. Trading at over 400 ties earnings with 37% growth rate. In the US there are many more names.
Shopify Inc. (SHOP-T)
April 4, 2019
What price would you be comfortable to get in? He never owned this company. The valuation is too high. Trading at over 400 ties earnings with 37% growth rate. In the US there are many more names.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$260.250
Owned
No
DON'T BUY
DON'T BUY
April 2, 2019
He was in and out of the stock over the last 5 years. But now it's very expensive. Now you're over 20x sales. Doesn't see the argument that they'd be taken out at this multiple. Growth has slowed a tiny bit. Too rich for him.
Shopify Inc. (SHOP-T)
April 2, 2019
He was in and out of the stock over the last 5 years. But now it's very expensive. Now you're over 20x sales. Doesn't see the argument that they'd be taken out at this multiple. Growth has slowed a tiny bit. Too rich for him.
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$268.840
Owned
No
BUY
BUY
March 28, 2019
It got just added to the TSX 60 index. A few short stories on it but still continue to rise despite the negativity.
Shopify Inc. (SHOP-T)
March 28, 2019
It got just added to the TSX 60 index. A few short stories on it but still continue to rise despite the negativity.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$273.540
Owned
Yes
COMMENT
COMMENT
March 18, 2019
480 times PE. Sales growth grew 45% in a recent report. He thinks there are good opportunities for overall growth.
Shopify Inc. (SHOP-T)
March 18, 2019
480 times PE. Sales growth grew 45% in a recent report. He thinks there are good opportunities for overall growth.
Robert McWhirter
President, Selective Asset Management
Price
$274.340
Owned
No
DON'T BUY
DON'T BUY
March 13, 2019
A great business with lots of new customers. He's a Growth at a Reasonable Price investor (GARP), so he can't justify buying it now at this price. Sure, it may hit $300 later this year, but it doesn't fit his strategy.
Shopify Inc. (SHOP-T)
March 13, 2019
A great business with lots of new customers. He's a Growth at a Reasonable Price investor (GARP), so he can't justify buying it now at this price. Sure, it may hit $300 later this year, but it doesn't fit his strategy.
Don Lato
President, Padlock Investment Management
Price
$273.380
Owned
No
DON'T BUY
DON'T BUY
March 12, 2019
They're in a great space and appear to do it well. It's a high-growth and -momentum name, which is not her style of stock. It has had stumbles in the past and has come off sharply. High-growth but the valuation keeps her on the sidelines.
Shopify Inc. (SHOP-T)
March 12, 2019
They're in a great space and appear to do it well. It's a high-growth and -momentum name, which is not her style of stock. It has had stumbles in the past and has come off sharply. High-growth but the valuation keeps her on the sidelines.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$270.520
Owned
No
BUY WEAKNESS
BUY WEAKNESS
March 11, 2019
It has had a fairly large run-up recently. The valuation is extremely high. If you look at the sales they are at about 19 times trailing sales, making the stock price seem high. Wait for a large dip in the stock price. (Analysts’ price target is $245.00)
Shopify Inc. (SHOP-T)
March 11, 2019
It has had a fairly large run-up recently. The valuation is extremely high. If you look at the sales they are at about 19 times trailing sales, making the stock price seem high. Wait for a large dip in the stock price. (Analysts’ price target is $245.00)
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$268.460
Owned
Unknown
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