Viewing Company Dollarama Inc. | StockChase
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Dollarama Inc. Stock Symbol: DOL-T

Last Price Recorded: $136.2700 on 2017-09-25

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Date Signal Expert Opinion Price
2017-09-25 BUY Stephen Takacsy, B. Eng, MBA

One of the only retailers that is AMZN-Q proof.  It is a tough one for a value investor to buy.  You have to be careful if they ever did disappoint.  You have to keep your eye on it.  The valuations are way too high for his style of investing.


Price:
$136.270
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2017-09-18 COMMENT Jason Del Vicario

They’ve done a tremendous job of adding stores. They are relentless in testing things such as using credit cards, which they tested in a few stores, and found that the customer using a credit card spent more, which justified the credit card fee the store had to pay. Has an interesting partnership with a chain in Central America. Feels they are poorly understood by the street. ROE is over 100%. P/E ratio is probably in the mid to high 20s. Growing at 30%-40%. Probably fairly valued at these levels, but he likes them a lot.


Price:
$137.700
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-11 WEAK BUY Larry Berman CFA, CMT, CTA

The $15 minimum wage.  Larry knows someone who owns some Tim Horton’s locations that may go under because of this.  You have to look at what the percentage of wages at DOL-T to find out what the impact is, although there will be one for sure.  The $3 and $4 merchandise is growing things.  He is a value investor and when a stock is at a huge multiple, he is not the right guy to ask about it.  Technically it is overbought.  He expects it to continue going.  You continue to trail your stop up around the trailing one month average.


Price:
$134.560
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-09-07 COMMENT Lorne Steinberg

He always saw these stores as stores for people who might be having a tough time. However, everybody at every demographic level seems to love shopping at them. The company has done an incredible job. Also, their products do compete with Amazon (AMZN-Q). The stock is just too expensive on a valuation basis for him, however, management is earning that valuation.


Price:
$134.720
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
No
2017-09-05 COMMENT Michael Smedley

This looks like it has legs forever, however all things do come down. This is a wonderful company.


Price:
$121.270
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-26 HOLD Bruce Campbell (2)

This continues to fire on all cylinders. Numbers in the last few quarters exceeded analysts’ targets, and expects that will continue for some time yet. They’ve done a good job of increasing same-store sales as well as the number of stores. They’ve gone from a $1 format to higher price points, and are also accepting credit cards.


Price:
$124.140
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-07-25 COMMENT John O'Connell, CFA

This has done an exceptionally good job of moving up the food chain and increasing prices to $5. The strengthening Cdn$ is going to help a little, because they source a lot of their product internationally. A very, very well-run company. The one company that is not susceptible to the Amazon (AMZN-Q) potential problems. Trading at a pretty rich valuation.


Price:
$123.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-07-24 WATCH Don Vialoux

Seasonally it does well in the spring time.  It has been forming a trading range.  If it breaks below the support then it becomes a head and shoulders pattern.  There are some warning signs that the stock is having some difficulties.


Price:
$123.000
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-07-21 COMMENT Ross Healy

A very expensive stock. On a Price to Book basis, it is out of sight. On a Price to Earnings ratio, it is nothing to write home about. However, this is a momentum stock which keeps on working and keeps on producing nice numbers, because it is a stock for the times. It will keep on going until it doesn’t. When it doesn’t, you had better not be there, because the downside risk is really something.


Price:
$120.900
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-19 BUY Veronika Hirsch

This stock has been amazing. It is well-managed and they hedge their currency, they basically do everything right. Introduced credit cards recently, so there will be some cost benefits going forward. There is always something good happening at this company.


Price:
$122.380
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-07-10 BUY on WEAKNESS Gerard Ferguson

One of Canada’s greatest success stories.  It is common to sell too early in this name.  They have impressed in terms of their store roll out and have outperformed their US peers.  He thinks they will continue to deliver.  Stocks don’t go up forever and will eventually pull back so you can get it again.  He thinks it will split, but this won’t increase value for the investor, however.


Price:
$122.030
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-10 PAST TOP PICK Jason Del Vicario

(A Top Pick July 4/16. Up 34.83%.) This is, bar none, one of the best retailers in North America. Exceptionally well run. Has a very high ROE. Their original runway in the opening up new stores was 1400, and currently are at about 1100. They have recently increased that to 1700.


Price:
$122.030
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
2017-07-10 TOP PICK Jason Del Vicario

All 3 of his top picks have an element of defensiveness to them. This company has had a massive run, but they still have a long runway for growth with another 600 stores that they would like to open in Canada. They’ve been recently testing their model with some Dollar Stores in Central America, where he thinks they will make their next move. Dividend yield of 0.36%. (Analysts’ price target is $140.)


Price:
$122.030
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
2017-06-29 COMMENT Stan Wong

Sold his holdings a little while ago. Long-term, this is a strong name, because there are not a lot of competitors in Canada that can come up against this company. In the near term, it is a bit expensive. Trading at 28X forward earnings. Has a good growth rate of 15%, so the PEG ratio is going to work out to about 1.6X.


Price:
$122.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-06-22 BUY on WEAKNESS Bruce Campbell (2)

(Market Call Minute) A real solid company and he would continue to hold it or wait for a pull back if you want to own it.


Price:
$123.360
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
No
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