Review of Shopify Inc.

JUL 17, 2025 - Given the strong competitive advantage of high switching costs and a tremendous addressable market. SHOP is expected to continue to grow at a healthy pace in the foreseeable future. The company has shifted its long-term growth strategy relative to giants like Amazon by only focusing on high-value-added, high-margin software solutions and divesting capital-intensive, competitive, commoditized logistics. Lastly, SHOP’s management has demonstrated a commitment to cost control recently, which we think could help expand margins significantly over time due to its business model with high operational leverage. The company continues to be a great long-term holding for growth-oriented investors. We are maintaining our rating of ‘A-‘.

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Shopify Inc. Class A Subordinate Voting Shares (SHOP $195.60)
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Q: Looking at these Canadian tech heavyweights, could you rank what you would buy today for long term hold and why?

Read Answer Asked by Peter on August 13, 2025

NVIDIA Corporation (NVDA $180.45)
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Q: My tech holdings have once again climbed to a big part of my portfolio (37%). So it is time to trim/sell some holdings. Can you please rank the above holdings, favorite to least favorite right now. Portfolio allocation recommends 16 %, but i will probably aim for 25-30%. Does that sound reasonable? Tech companies seem to be the ones that are growing the fastest.

Read Answer Asked by Neil on August 13, 2025

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Kraken Robotics Inc. (PNG $3.82)
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Axon Enterprise Inc. (AXON $754.24)
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Brookfield Corporation Class A Limited Voting Shares (BN $90.48)
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Lumine Group Inc. (LMN $49.50)
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Nebius Group N.V. (NBIS $71.62)
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Q: I'm going through some portfolio trimming. If restricted to 10 growth stocks today, what would be your choices?

Read Answer Asked by Rick on August 13, 2025