Topic Archives: Shopify (SHOP)

None of us who speculate or invest in individual stocks in a volatile market are really managing money with the dispassionate application of numbers and analysis, a computer could do most of that better than humans can… no, what we’re mostly managing is our emotions. It’s been a wild week, and it’s often hard to […]

I don’t know what’s going to happen to interest rates, taxes, GDP growth or the stock market, all of which are intertwined, but right now the sentiment expressed by the market seems still to be vaccine-driven optimism about economic recovery from the pandemic, which implies that the renewed push to speed up vaccinations will lead […]

Yesterday it was a long-running but newly urgent (or so they said) pitch from Tom Gardner at the Motley Fool that got my attention… today it’s a piece from their Canadian offspring, as Iain Butler from Motley Fool Canada teases a “next Shopify” company. Here’s how the ad launches: “Not to alarm you, but you’re […]

If my limited interactions with the outside world are any indication, I’d say we’ve gotten to the “cab driver” period that institutional investors often talk about: When your cab driver starts giving you stock tips, the top is probably near. That’s not a reliable predictor, of course, and I guess it would be Uber drivers […]

OK, I know, it’s getting a little ridiculous that I still haven’t covered the whole portfolio of stocks with my annual review updates — but for some I’m waiting to see what the quarterly update tells me, and for others, well, I’m just trying to catch up. Here’s what I’ve got for you by way […]

Every year we call out a “turkey” stock teaser around Thanksgiving time and poke a bit of fun at some terrible investment ideas… … so it seems only fair to highlight a few winners as well, and this week, when we’re otherwise closed for the holiday, seems a good time to spread some cheer and […]

Happy Friday! I’ve got another reading assignment for you today… the researcher behind the Dunning-Kruger effect posted an interesting article called “We Are All Confident Idiots” a couple years ago that just came to my attention (I think someone posted it on Twitter, but forgot to jot down the original source). Here’s a little excerpt, […]

Thanks so much to the new folks who’ve joined us as Irregulars this week — we’re midway through our annual charitable membership drive, and it’s looking pretty good… I’m hoping we can get our totals up to last year’s numbers, and we’re almost halfway there with a donation pile of close to $6,000 now. That’s […]

CoreSite (COR) announced their latest dividend increase this week, which I’ve been anticipating — would they continue to be a rapid dividend growth REIT and keep investors excited, or will the slowing of the dividend growth continue to make me more cautious about the valuation of this highflier? Well, it turns out that the dividend […]

We’ve seen a long stream of earnings reports and other worthwhile bits of data on Real Money Portfolio stocks since I last wrote to you, including some that actually included some interesting news, so prepare for a lot of quick updates…. Medical Properties Trust (MPW) reported another quarter of ho-hum… pretty much met the forecasts, […]

So… what’s going on this week? The world watched Congress actually pass something last night, on the 30th anniversary of the 1987 stock market crash (they passed their spending framework bill for 2018, which is importantly mostly because it sets the stage for tax reform legislation to proceed in the coming months), so that made […]

Just a brief note here to let you know that I’ve sold a little over half of my Shopify (SHOP) options position. I was pondering whether to hold on to this speculative position in the April $60 SHOP calls last month, since the one clear remaining catalyst before option expiration would be their quarterly report […]

Comments

  • Travis Johnson, Stock Gumshoe

    I think I answered that as best I can above -- the market has almost never seen these kinds of valuations before, so the...

  • Travis Johnson, Stock Gumshoe

    Interesting, a buyout shop for the Shopify universe, sounds like they buy mostly app-makers in the Shopify system. H...

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    Yeah, somebody recommends Shopify to me, I'm thinking that goes in the category of "Stuff it would have been great to bu...

  • Travis Johnson, Stock Gumshoe

    Thanks. Phenomenal company taking advantage of its moment this year, I'm really curious to see how the launch of Shopee...

  • Travis Johnson, Stock Gumshoe

    My basic impression is that the focus is very similar, the user base is different. I’ve looked into the details more ...

  • Travis Johnson, Stock Gumshoe

    I suspect I’ll regret asking, but how on earth does a Canadian shopping software provider undermine America? If ...

  • Travis Johnson, Stock Gumshoe

    Sort of a Shopify, Jr. (SHOP stores can sell through Facebook, Instagram, Amazon et al just fine, too). Haven’t looked...

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    I think Amazon may face some regulatory scrutiny while the same is unlikely for Shopify. So, on that ground only, I wo...

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    YYYUUUPPP!!! on buying Walmart instead of those 2! My entire portfolio is only worth about $35,000 so where do I find en...

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    My biggest concern with etsy is that they will relax what is consisted artisinal in the name of profit. Either that, or ...

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    I bought SHOP at $90/share on 10/10/17 when it was just a relative ecommerce "minnow" because Motley Fool was giving it...

  • Travis Johnson, Stock Gumshoe

    I wouldn’t say either is particularly political, but Shopify certainly doesn’t get as much attention from politician...

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    Is shopify political like Amazon?...

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    2 of the best stock i got on Rule Breakers was Redfin and Roku. I also found Shopify from them a few years ago but can'...

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    I've subscribed to about eight different stock newsletters over the years, and MF Stock Advisor is the best, provided yo...

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    No, I didn't say 100% annually I said better than 100%. Most of the stocks in my portfolio I invest a months worth of pa...

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    Yes, Rule Breakers and Stock Advisor. I put the most money in stocks recommended by both brothers and subscribing to bot...

  • Travis Johnson, Stock Gumshoe

    Selling is certainly harder than buying, at least for most people. There's no shame in doing both of them slowly -- whe...

  • Travis Johnson, Stock Gumshoe

    Haven’t seen it yet, but the relevant stocks they’ve teased in the past year would be Shopify, Cargojet and Lightspe...

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    My sentiments as well and after doing so well in Shopify and getting great intelligent info from Travis and Doc and very...

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    Travis, I just wanted to thank you for all the teasers you’ve given away for free. I once thought if I spent a lot of ...

  • Travis Johnson, Stock Gumshoe

    It's smaller, sure, but I don't see how it's more affordable. The only reason to bet on BIGC over SHOP is that they're ...

  • Travis Johnson, Stock Gumshoe

    We won't really know until (if) valuations normalize. It's also entirely possible that their rapid growth could continu...

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    As someone that has used both Shopify is easier for users to get started but it's a lot harder to make money (especially...

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    It's nice to hear a positive comment about Motley Fool. I joined MF in 2016, and all the stocks which I've bought as a r...

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    My thoughts on Unity (from the perspective of a somewhat obsessive gamer most of my life): I think its ease of use and ...

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    I wonder how long MF will milk SHOP to get new people on board. Your analysis is much more valuable than any other newsl...

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    Just to update he came out with this pitch again Sept 12, 2020 - just after last weeks sell off. It caught my eye becau...

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    Hi Travis. I stumbled onto your website a little over a year ago and read your article on Shopify. I saw it going up and...

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    Shopify is like Amazon but growing faster. I bought Amazon at 1800+ and plan on keeping it--it is not going away. Same...

  • Travis Johnson, Stock Gumshoe

    FYI, a comment from a reader: I’m a little confused. I’m a member of MF Canadian Stock Advisor and t...

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    Shopify was the first trade I made on your reviews, not 4 years ago unfortunately, but still early in the game and sitti...

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    My membership has recently ended. I'm based in the UK. I've been a member on and off since 2012. They are a very good...

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    I joined MF SA as my only paid stock subscription. I hate it. The GUI is horrible. I'll type in a stock symbol, and it ...

  • Travis Johnson, Stock Gumshoe

    Maybe so, but be careful — Shopify has looked like a reasonable short on valuation since it was just cracking $200 for...

  • Travis Johnson, Stock Gumshoe

    When it comes to electric vehicles, there are really no investments to be made unless you want to invest in a materials ...

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    I have done very well following Stock Advisor and Motley Fool with very modest funds and beginner knowledge. In late 201...

  • Travis Johnson, Stock Gumshoe

    I haven't looked at the financials from the S-1 for Big Commerce yet, but it's certainly a popular sector. Competin...

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    I am not interested in Cargojet, but have been looking into competitors of Amazon and Shopify. One I came across is Big...

  • Travis Johnson, Stock Gumshoe

    That's a question that is pretty personal, mostly as it related to risk tolerance. I tend to shave off a little bit of ...

  • Travis Johnson, Stock Gumshoe

    That's been a pitch they use to tease Shopify for almost two years now, I last covered a similar ad here: https://www.st...

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    Trish, I know you're far from an expert as you've said but when you said even you could recommend Shopify would you have...

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    How can it be Shopify at $800+ a share? Also they pitched Shopify in the past in their less expensive services....

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    i just bet on aapl shopify and amazon nuf said. no lightning trader needed...

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    I posted earlier and made a typo with SPOT vs. SHOP. Sorry. I stated that I refuse to buy SHOP (Shopify) because I do...

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    I don't agree at all. I'm 63 and not extremely rich, but I've benefited from MF a lot. I bought Shopify in 2016 (when I ...

  • Travis Johnson, Stock Gumshoe

    The Fool has teased several stocks as "double down" opportunities in the past few years, as I recall, including Markel (...

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    It is SHOP Shopify. Join Stock Gumshoe Irregular for ?59 annual, and Mr.Gumshoe gives a brief Irregulars Quick Take at b...

  • Travis Johnson, Stock Gumshoe

    I expect it’s just the fallback because most of those stocks don’t have positive cash flow or profits, so comparing ...

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    I agree with you both. Since I've joined SA all I've really gained is a great deal of advertising for their other subscr...

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    I think they are talking about shopify SHOP...

  • Travis Johnson, Stock Gumshoe

    They didn't hint at any of the picks in the portfolio at this starting point, but I'd be shocked if the portfolio does n...

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    I have been a subscriber to the basic Advisor and the Rule Breakers for at least 5 years. Rule Breakers has done real...

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    It's either Lightspeed or Shopify. More likely Lightspeed due to market cap reference....

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    BZUN the china shopify...

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    Nice gain SHOP Shopify....

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    On a very first glance BCOV does something similar to what Shopify is trying to do with shops - helping them to compete ...

  • Travis Johnson, Stock Gumshoe

    He's been awfully consistent in his wrongness on this one so far -- I like Andrew Left, but he really pushed the "Shopif...

  • Travis Johnson, Stock Gumshoe

    Trade Note: Some stop loss news today… I stopped out of my small position in Lightspeed POS (LSPD.TO, LGHEF), which...

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    Yes I am waiting for a pullback in Shopify. However, I did hear Joe Terranova, one of the regular debaters on Fast Money...

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    So shopify is a "little known canadian company"?? Thought everyone knew of Shopify...

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    LoL! Shopify is at $ 356 more than doubled your $159...

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    Hola Gum Sher's "Shopify"? " Shopify"? What is Shopify now $159 a share? Let it be than, but not me. I will not be buy...

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    Travis, What are you thinking about Shopify? With their announcement of building delivery centers they are entering ...

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    Good read as always. I've always thought it was a waste of time doing my own research, unless I thought I could put in m...

  • Travis Johnson, Stock Gumshoe

    Does indeed sound like Shopify (SHOP)....

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    As author Mr. Gumshoe himself says, in his last paragraph of the Article, and in his February 7, 2019 1:15 pm post comme...

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    I applaud Citron for coming out with their promise to donate $200k to charity if $SHOP trades for more than $200/per sha...

  • Travis Johnson, Stock Gumshoe
  • Travis Johnson, Stock Gumshoe

    Still Shopify (SHOP), which they've been similarly touting for quite a while. I covered that pitch most recently here:...

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    The stock being 'pushed' is Shopify (NYSE:SHOP)....

  • Travis Johnson, Stock Gumshoe

    It is still Shopify (SHOP), and the ads continue....

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    Late to this one, behind in my email. Thought I would add in four other stocks that are supposedly Tom Gardner's top ho...

  • Travis Johnson, Stock Gumshoe

    That's almost certainly the Fool's pitch for Shopify that we've seen a few times -- I ...

  • Travis Johnson, Stock Gumshoe
  • Travis Johnson, Stock Gumshoe

    That’s probably Shopify, they’ve teased it similarly several times — covered SHOP most recently here: https://www....

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    But most anyone who pays some attention to the market would have noticed the rise of Shopify, NVDA, etc independently o...

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    I don't like Motley Fool's hype, but I've found that all of its "Best Buys Now" which I've bought and held for a long ti...

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    They're pushing their Partnership Portfolio again today, giving folks another chance to get in for $1999. The first tim...

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    So witch is it organigram which is $4.39 or Shopify AT $150.09 ???...

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    What do folks think about the Shopify MJ play? There was a reference to it in the Boehner promo video, but haven't seen...

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    The Fool is pitching this stock for a long time. Tom Gardner even called it his No one suggestion period! They are up qu...

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    Agree with you, Travis. Shopify is a well-run company with bright prospects, irrespective of the marijuana business. Sin...

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    Once again I think the Thinkolator is spot on! I don't own any SHOP, but I saw your recommended IIPR had a nice gain ye...

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    It’s SHOPIFY, teasing again. Just taking advantage of new MJ boom to pitch this Time. And they are right, best stock ...

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    sounds like Shopify, but I hardly see SHOP as tiny (13bill market cap) or a Start-up (been listed for 3yrs +)... Maybe ...

  • SoGiAm

    Dear Reader, Have you ever noticed that everyone wants investors like you to think using options is hard? The truth is...

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    Thanks, Travis. Sure do hope you're right about Shopify. I'm a great fan, despite a small holding. But at times like thi...

  • Travis Johnson, Stock Gumshoe

    Good point. I disagreed with him on that one (he argued that they were inflating numbers through aggressive affiliate ma...

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    Andrew called for a short on SHOP a little more than a year ago, with some nasty allegations. Nothing really came from i...

  • Travis Johnson, Stock Gumshoe

    They've teased several stocks in that way over the past few years -- most often Shopify (SHOP), but also Match.com (MTCH...

  • Travis Johnson, Stock Gumshoe

    Haven't looked at it closely in the past few days, but I don't think Facebook will have much impact, if any, on Shopify....

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    Hi Travis and friends, Cintron Research was at it again .... (SHOP) ... Apparently he connects SHOP to FB and it seem...

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    Wheaton is explained fairly well by jimmy but what a lot of people don’t realise that is especially this last round co...

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    Shopify just got a big bump up as they have been awarded the contract by the Ontario government to market online cannabi...

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