Q: What Silicon Valley companies could have deep enough pockets to afford a $70 U.S. Billion takeover of Shopify? By my reckoning this is $580 U.S. a share or $765 C$ correct?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: If you were to speculate, can you list 2-3 companies for each that are the most likely to, or that make the most sense to, acquire them?
For GoEasy, would it be an alternative lender like home capital or equitable bank, or one or the big 5-6 banks?
For Shopify, would be another payment company like PayPal or MasterCard, a similar online Company like EBay, or a juggernaut like Amazon or Google who would swallow shopify up?
Thank you
For GoEasy, would it be an alternative lender like home capital or equitable bank, or one or the big 5-6 banks?
For Shopify, would be another payment company like PayPal or MasterCard, a similar online Company like EBay, or a juggernaut like Amazon or Google who would swallow shopify up?
Thank you
Q: What is the source of the take-over rumour re SHOP?
Peter
Peter
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Why would it be negative for LSPD if there are takeover news on SHOP?
Q: Regarding the rumor of a takeover bid for SHOP, do the insiders have enough shares to block a hostile bid?
Thanks, Tim.
Thanks, Tim.
Q: please list in order of preference your 4 favourite Canadian wide moat companies thanks Richard
Q: I was wondering what the target is for Shopify for the next few months. I bought it at $425 and now it`s finally starting to climb again. Not sure if I should be in a sell at $480, and take my 10%, or stay around longer
- MEG Energy Corp. (MEG)
- Kelt Exploration Ltd. (KEL)
- Western Forest Products Inc. (WEF)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Americas Gold and Silver Corporation (USA)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: I have the following loss that I can claim as a tax loss- wef = 44% - usa=31% - shop=18% - meg=14% - lspd=16% - Kel=40% gud 30%. My question is there any of these stocks that have any chance they will recover before the 30 buy back period expires? I would hate to sell them and then watch them recover more that the loss that is claimable?- appreciate your thoughts
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
- Atlassian Corporation (TEAM)
- Twilio Inc. Class A (TWLO)
- The Trade Desk Inc. (TTD)
- Paycom Software Inc. (PAYC)
- Rapid7 Inc. (RPD)
- Alteryx Inc. Class A (AYX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hello 5i
I own all of the companies noted. I'm wondering if there is excessive overlap here and if I should sell one or more in an effort to reduce overall holdings?
Thanks
Dave
I own all of the companies noted. I'm wondering if there is excessive overlap here and if I should sell one or more in an effort to reduce overall holdings?
Thanks
Dave
- Toronto-Dominion Bank (The) (TD)
- BCE Inc. (BCE)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- iShares Core MSCI All Country World ex Canada Index ETF (XAW)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
Q: I'm 21 years old and am planning on making a TFSA portfolio of Canaidan companies (Mostly Blue-chip dividend paying stocks, IE, Banks, Telcos etc....) to buy and hold forever. I'm also planning on adding SHOPIFY in my TFSA and placing BABA in my RRSP. I was thinking XAW in RRSP as well top get american/international exposure, Just wondering your thoughts on this and any advice would be great. Also do you think it's a good idea to invest now or wait for a market correction or just avergae in over time in all of these companies.
- The Walt Disney Company (DIS)
- McDonald's Corporation (MCD)
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- lululemon athletica inc. (LULU)
Q: What would be a good company to buy shares in for a teenager for his first investment? It was mentioned before that it increases interest in investing if the teen knows about the company. I was thinking of Costco, Disney, Mcdonalds?
Would you be able to provide a top 3-4 names in Canada and 3-4 in the US as suggestions? Thanks
Would you be able to provide a top 3-4 names in Canada and 3-4 in the US as suggestions? Thanks
Q: The Globe and Mail had a big story on SHOP and primarily about its valuation. The gist of the story was it may be over-priced and it will be hard for future growth to justify its valuation. What is your take on the article?
Q: Over the past 2 months or so SHOP, TTD and MDB are down substantially. All have had earnings events and that did not have a positive impact on share price
I know at this point the horses have left the barn,but as portfolio managers what do you recommend we do with these lagging names and why?
Thank you
Sheldon
I know at this point the horses have left the barn,but as portfolio managers what do you recommend we do with these lagging names and why?
Thank you
Sheldon
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: For an angreswive investor, where would you put new money. Can you rank them in terms of how compelling they are at their current prices ?
Thanks
Thanks
Q: Can you comment on the latest results for Shopify. What are we to make of the increasing costs reported? In your opinion is this increase in costs a "one-off" or reflective of something more serious.
Many Thanks.
Many Thanks.
Q: Which would you buy now and why please? Thanks so much!
Q: Follow up on my previous Shopify question... Is it possible to extrapolate what SHOP's estimated eps will be for 2019 and for 2020 based on 3 quarters in the books for 2019 and today's updated 2019 guidance?
Thanks again.
John
Thanks again.
John
Q: just some back of the napkin calculations... assuming operating income hits the midpoint of SHOP's guidance ($32 million) and the number of shares outstanding is 113.14 million (according to scotia), wouldn't that give us an eps of 28 cents a share?
Yesterday, Thompson Reuters had a 2019 consensus of 68 cents a share and 96 cents for 2020.
Does the above jive with the info you have at your disposal / calculations?
Thanks.
John
Yesterday, Thompson Reuters had a 2019 consensus of 68 cents a share and 96 cents for 2020.
Does the above jive with the info you have at your disposal / calculations?
Thanks.
John
Q: How do you see the market reacting to the earnings over the short term (2-3 months)? Are you still a strong supporter? Did you see anything in earnings that concerns you?
Q: if not asked already, SHOP comments and views on results