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 $245.17)
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Nebius Group N.V. (NBIS $125.43)
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Q: Hello Peter & Team, I would like invest some fresh money in the market. I am nor sure this is the correct time to invest? market looks like near by correction. Can you please suggest some growth stock? if you have choice to invest only one or two stock what do you prefer on this market? Or better to hold for now? AQN, TOU, LMN, MOS In my watch list but open for any stock

Read Answer Asked by Maulik on October 21, 2025

Shopify Inc. Class A Subordinate Voting Shares (SHOP $245.17)
- $245.17 P/E (TTM): 97.05X Cap: $314.60B
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EnerSys (ENS $120.88)
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Galaxy Digital Inc. Class A common stock (GLXY $56.84)
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Nebius Group N.V. (NBIS $125.43)
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Q: Looking at the market draw down on Friday, please suggest your 3 current highest conviction US listed and Canadian opportunities for a total of 6. Please state if you would be each one where they closed or suggest a price target if you would wait. Growth focus not safety or income.

Read Answer Asked by Tim on October 21, 2025

Constellation Software Inc. (CSU $3,844.22)
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TFI International Inc. (TFII $124.96)
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Thomson Reuters Corporation (TRI $227.22)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $245.17)
- $245.17 P/E (TTM): 97.05X Cap: $314.60B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
Brookfield Corporation Class A Limited Voting Shares (BN $65.43)
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Q: Is recent question I asked was only partially answered. The question was asked by Tim on Oct 8. Here is your response:
Our top five for a growth investor with a long-term timeframe would be: SHOP ($220 if possible), BN ($91-$93), TRI ($190 to $200), CSU ($3800), TD ($105 to $110) /BNS ($85).

The part of the question not answered was whether these large cap stocks would be suitable for a tfsa. I have been using small caps mostly, but now am wanting to get more conservative. Thanks very much

Read Answer Asked by joseph on October 10, 2025