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5i Report
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A-
Review of Shopify Inc.
MAY 09, 2024 - Shopify (SHOP) is a leading global commerce company that provides essential internet infrastructure for commerce, offering tools to start, scale, market, and run a business. SHOP’s business model embodies scalability and alignment with customers (merchants). The business has continually added to its solution offering and now essentially offers a solution for every business – no matter the size. SHOP continues to be one of our favourite growth names and we are maintaining our rating of an A-.
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Q: Today you had question on negatives for SHOP that would trigger analysts Sell rating. Can you please comment on what would be the positives that would support analysts Buy rating for SHOP?
Q: SHOP has received some so-so analyst ratings recently. Some are buys and some are hold and sell. I know 5i likes SHOP. But if you had to put a bad report together on SHOP, what would be the negatives that would result in a poor rating. I guess I'm asking what does one have to worry about specifically with SHOP?
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Canadian Natural Resources Limited (CNQ)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Constellation Energy Corporation (CEG)
Q: What is the outlook and past performance for CNQ, CES, CEG and SHOP? Do you think its outlook is still intact? Would you buy / sell today?
The trend from past performance for CEG looks quite good. How heavily dependent is CEG on AI demand?
Thank you for your valued insights.
The trend from past performance for CEG looks quite good. How heavily dependent is CEG on AI demand?
Thank you for your valued insights.
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