Topic Archives: Shopify (SHOP)

Friday File: Portfolio Hodgepodge — One New Speculation, an Add-on Buy, and Check-ins on Some Dividend Growth stocks and Altius

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 […]

Friday File: Two Sell/Buy Simplifications in Mining, plus more Buffett, a Dating Trade, and thoughts on a dozen other holdings

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, […]

Comments

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

  • 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 ...

  • Gr8Full!

    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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    Travis, any comments on the SHOP Marijuana news? http://www.businessinsider.com/weed-shopify-set-to-become-major-play...

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    No no refg shopfly made themselves the future amazon PayPal facebook and everything will flow threw them...

  • Travis Johnson, Stock Gumshoe

    I've discussed this a few times, most recently in updating my thoughts on my SHOP holdings... all recent SHOP comments s...

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    I have subscribed to SIA for about 4 years now. I also subscribe to a couple of other Stansberry publications. I very mu...

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    How does Shopify, a SaaS company, get away with not posting Churn?...

  • Travis Johnson, Stock Gumshoe
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    I held a good number of Shopify shares and when they climbed to € (Euro) 102, I sold all of them. I operate an online ...

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    As a shopify store owner, I'm telling you... it's the real deal. Not just in terms of selling products that come from Ch...

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    Long $SHOP His main criticism is they use affiliate marketing to gain customers? That's just standard practice for s...

  • Travis Johnson, Stock Gumshoe

    Here's the short attack report from Citron, FYI: http://www.citronresearch.com/citron-exposes-the-dark-side-of-shopify/ ...

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    Its interesting that as the ad for the next Amazon still runs an article appears on the fool.ca titled "Why now may be t...

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    I bought Shopify a few months ago - saw this same pitch ands worked out what it was - just a small position but when I ...

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    actually, I think highly of the Motley Fool approach. They emphasize long term growth and always take pains to point ou...

  • Travis Johnson, Stock Gumshoe

    FYI, interesting new article from Bloomberg on SHOP this week: ...

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    This one was way too easy :) Come on Fool. Having used Shopify as a developer, I think the platform is still very und...

  • Travis Johnson, Stock Gumshoe

    Haven't seem a pitch about a $3 stock from the Fool recently, but David Gardner and other Foolies have pretty consistent...

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    As of this post SHOP is at $90. Seems like I got to the party way too late... Would you recommend still investing at thi...

  • Travis Johnson, Stock Gumshoe

    I expect you're referring to the ads from Motley Fool about a "next Amazon" from Canada... and that's exactly what the a...

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    I knew about Shopify a few months ago and bought some shares. They have increased by 34% and have risen sharply in the l...

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