E-Commerce

Why you should know the Shopify Fulfillment Network: National Bank explains

Another year brought another new high for Shopify (Shopify Stock Quote, Chart, News NYSE:SHOP) in 2019, as analyst scrambled to re-rate the stock at a record pace. But what’s driving the profound growth for the Ottawa-based eCommerce giant? More importantly, what will allow it to continue? Nation ...

Is Shopify one of the most expensive stocks on the face of the Earth?

After a spectacular 2019, what’s in store for Canada’s e-commerce success story Shopify (Shopify Stock Quote, Chart, News TSX:SHOP)? While the sky-high valuation should rightly frighten any sane investor, the truth is Shopify has what it takes to continue exceeding expectations. That’s the ta ...

Hold your nose and buy Shopify, this fund manager says

The ride looks scary, to say the least, but investors would be doing themselves a favour and buy Shopify (Shopify Stock Quote, Chart, News TSX:SHOP), says James Telfser of Aventine Asset Management, who argues that despite the sky-high valuation, this stock is a must-own. Canadian e-commerce succes ...

You should own Shopify stock, National Bank Financial says

National Bank analyst Richard Tse continues to stay bullish on Canadian e-commerce phenom Shopify (Shopify Stock Quote, Chart, News TSX, NYSE:SHOP), which just released numbers for the Black Friday/Cyber Monday weekend. In a flash update to clients on Monday, Tse said strength in the e-commerce spa ...

The Version One Anti-Portfolio – the opportunities we missed…

Bessemer started the idea of the “anti-portfolio” – the companies that you passed on, but ended up doing very, very well.  After Honey was acquired by PayPal for $4B a few weeks ago, we thought it was a good time to share the Version One anti-portfolio: Honey We had a chance to invest in a $ ...

Global real estate: A generally positive outlook, but balancing growth opportunities with risk mitigation is key

Economic growth has begun to moderate worldwide, as expected, but remains adequate to support real estate demand. Heading into 2020, real estate appears more attractively priced relative to other asset classes than it did in early 2019 amidst even lower long-term government bond rates, which in tur ...

Fool’s Gold: Why a Federal Court Judge Was Wrong To Issue a Website Blocking Order Against GoldTV

A Federal Court of Canada judge issued a major website blocking decision late Friday, granting a request from Bell, Rogers, and Groupe TVA to block access to a series of GoldTV streaming websites. The order covers most of the Canada’s large ISPs: Bell, Eastlink, Cogeco, Distributel, Fido, Rogers, ...

Is CargoJet is a better eCommerce play than Shopify?

CargoJet over Shopify? When you take into account their relative valuations the former is compelling, says one investor. It’s a case of look before you leap with Shopify (Shopify Stock Quote, Chart, News TSX:SHOP), says portfolio manager Bryden Teich, who feels that although the e-commerce compan ...

Shopify’s valuation give us pause on this amazing company, says PI

Although he still believes in the company’s fundamentals, PI Financial analyst Gus Papageorgiou has words to say about the current valuation for Shopify (Shopify Stock Quote, Chart, News TSX:SHOP), arguing in a corporate update to clients on Thursday that SHOP fans should be cautious over the sho ...

The LawBytes Podcast, Episode 27: Digital Policy and Election 2019 – Laura Tribe of OpenMedia on Where the Parties Stand

Digital issues were expected to garner attention in the 2019 Canadian federal election campaign. Over the course of the past few weeks, all the main political parties have had something to say about the high cost of cellphone prices in Canada and the prospect of implementing new taxes on tech compa ...