Q: To the question asked by Steve about the SaaS company vs Shopify on Marketcall. NYSE:HUBS Hubspot Inc was the reference
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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: 5i is my best source for Canadian investment information so I naturally turn here for a (possibly) difficult-to-answer question.
A guest on today’s BNN Market Call mentioned as an alternative to Shopify a small, growing company that sounded like “Hop-spot” or “Hot-spot”, but didn’t show or indicate a stock symbol. I searched for the symbol using a range of what I thought are plausible alternative spellings but turned up nothing.
With your encyclopedic grasp of what’s available to Canadian investors, could you point me in the right way to this (probably small-cap) stock?
Thanks
A guest on today’s BNN Market Call mentioned as an alternative to Shopify a small, growing company that sounded like “Hop-spot” or “Hot-spot”, but didn’t show or indicate a stock symbol. I searched for the symbol using a range of what I thought are plausible alternative spellings but turned up nothing.
With your encyclopedic grasp of what’s available to Canadian investors, could you point me in the right way to this (probably small-cap) stock?
Thanks
Q: Hi,
With quarter ends approaching (do you know exact dates?) I'm wondering what the market expectations are for the above companies?
Thanks,
Nick
With quarter ends approaching (do you know exact dates?) I'm wondering what the market expectations are for the above companies?
Thanks,
Nick
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.89)
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Spin Master Corp. Subordinate Voting Shares (TOY $20.55)
Q: Is there any seasonality to consider in buying TOY or SHOP? I thinking pre or post holiday season gift buying. Does history give us any indication of when it might be better to buy either of the above names?
Thanks - Rob
Thanks - Rob
Q: Hi, Shopify has bounced from recent lows. If you were still managing money would you participate in this uptrend or wait until the release of upcoming earnings.
Thanks!
Thanks!
Q: You say that Shop will take a big hit if earnings disappoint,
would you advise selling a position prior,just in case, and then buying back in after if earnings are ok? "Big hit" makes me nervous.
Thanks Peter
would you advise selling a position prior,just in case, and then buying back in after if earnings are ok? "Big hit" makes me nervous.
Thanks Peter
Q: Hi gang..I think you have told us but I cant find when is SHOPs quarterly release date?
Thanks for all you do to keep us level!!
Thanks for all you do to keep us level!!
Q: I would like to buy either Amzn or Shop which would you choose for a long term hold? Or would you split between the two stocks - say 50/50?
Q: Would you start a position in Shop at$120. now or wait for the quarterly results first? Thanks
Q: I'm guessing 5i has a substantial number of clients now and I am wondering if that is a factor in issuing a sell recommendation on a stock when a major event happens? For example, would Peter have " done nothing " as a portfolio manager when SHOP was attacked as was instructed to 5i member's? In no way is the a question on integrity or a lack of respect, I'm a 5i member for life!
Q: Seems to me management has not done a very good job in providing shareholders with any comfort during the short attack. The only mention from media I've witnessed has been a name calling tweet and "wait till later" for explanation, have I missed anything? Even with the decline I'm still a very happy shareholder, buying more on the way up, letting run to a 9% position and thankfully selling down to a less than full position. Much credit goes to 5i for teaching me these skills, thank you!
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Constellation Software Inc. (CSU $3,320.72)
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Descartes Systems Group Inc. (The) (DSG $123.45)
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Kinaxis Inc. (KXS $175.84)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.89)
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Spin Master Corp. Subordinate Voting Shares (TOY $20.55)
Q: I need two- three growth stocks for the next 2-3 years. Of the stocks listed above, can you pick your top top 3and why? While I expect some volatility, I cannot deal with gut wrenching volatility.
Q: Just purchased Shopify at $130+ and watching it fall. Do you recommend hold, buy or sell and why?
If holding CDN cash, do you see the US dollar as a good investment right now - especially given Nafta discussions looking less than positive for Canada. Or any other currency?
If holding CDN cash, do you see the US dollar as a good investment right now - especially given Nafta discussions looking less than positive for Canada. Or any other currency?
Q: What is cheaper, Square or Shopify? Which one has the better outlook today?
Q: Happy Thanksgiving to all. With investors selling on fear, gains, and some perhaps even losses do you think that SHOP will drop more? I'm thinking of selling and buying back Lower down the road maybe within 30 days. Yes...I know this would be "trading", but I'm willing to gamble a bit (in a RRIF at a 66% gain).I do have SHOP in my TFSA at an 18% loss as well. Both equal only 2.5%
Thank you as always.
Thank you as always.
Q: When would a short seller most likely cover their position on Shopify? Are earnings a consideration?
Q: Hi Peter and team,
SHOP is dropping again today. Any new short attack? Is SHOP still considered overpriced in spite of the pullback?
Thanks
SHOP is dropping again today. Any new short attack? Is SHOP still considered overpriced in spite of the pullback?
Thanks
Q: SHOP has had a very high valuation for the longest time on every metrics using comparables with similar stocks.
Even though the short sellers thesis is wrong, would a report like this make the stock correct naturally to a more reasonable valuation?
Meaning, maybe the real value of SHOP should be $100CAN instead of the present $130 and this report will be an EXCUSE to correct the price of SHOP and lower its NEW valuation for once and for all?
Is this what is happening right before our eyes?
Thanks
Even though the short sellers thesis is wrong, would a report like this make the stock correct naturally to a more reasonable valuation?
Meaning, maybe the real value of SHOP should be $100CAN instead of the present $130 and this report will be an EXCUSE to correct the price of SHOP and lower its NEW valuation for once and for all?
Is this what is happening right before our eyes?
Thanks
Q: BNN.ca Thursday October 5, 2017
Shopify responds to short-seller, ‘vigorously’ defends business model
Ian Vandaelle, Chase Producer, BNN
Shopify has responded to allegations levelled against the company by short-seller Andrew Left of Citron Research.
In a statement released early Thursday, Shopify defended its business model, which Left said relies on pitching a “get rich quick scheme” comparable to Herbalife.
“We vigorously defend our business model and stand resolutely behind our mission and the success of our merchants,” Shopify said in the press release.
“Shopify has always strived to take the path that leads to more entrepreneurs by designing its platform to remove the technical, operational, and financial barriers to enable anyone, anywhere, to build, grow, and scale a business.”
Shopify responds to short-seller, ‘vigorously’ defends business model
Ian Vandaelle, Chase Producer, BNN
Shopify has responded to allegations levelled against the company by short-seller Andrew Left of Citron Research.
In a statement released early Thursday, Shopify defended its business model, which Left said relies on pitching a “get rich quick scheme” comparable to Herbalife.
“We vigorously defend our business model and stand resolutely behind our mission and the success of our merchants,” Shopify said in the press release.
“Shopify has always strived to take the path that leads to more entrepreneurs by designing its platform to remove the technical, operational, and financial barriers to enable anyone, anywhere, to build, grow, and scale a business.”
Q: SHOP issued a statement/rebuttal last evening in response to Citron's attack. How do you think this will play out in both short and long term.
https://seekingalpha.com/article/4111761-shopify-response-citron
Would appreciate your comments and how you think things will play out.
https://seekingalpha.com/article/4111761-shopify-response-citron
Would appreciate your comments and how you think things will play out.