Dollarama Inc. (DOL.TO)

He likes it long-term. Recent basing right below $50 is good. But he's being patient with this and watching it. If it breaks below $45, he'd be worried, but this entire sector should perform well in August.

Dollarama vs Canadian Tire. He used to own Dollarama (DOL-T) and believes the growth will flatten out. He owns Canadian Tire (CTC.A-T) and the recent earnings surprise is not too worrisome to him. He thinks the CTC.A-T model to roll out directly to in-home sales will take time and does not believe the stock will go down much lower from here. Overall, he thinks it is a better valuation than DOL-T.

She does not own this because of the valuation. It is getting interesting now because the stock has pulled back. They import a lot of goods. Threat that margins may get squeezed because of the tariffs. This may be the overhang on the stock.

The stock is not going down because of trade tensions. It operates entirely in Canada. They are good at sourcing product to maintain their margins. The stock is declining because trend is rotating away from growth stocks to more valued stocks. The growth is decelerating. Would be very interested in this at a lower price. He is not sure if the current pull back is over yet.

This company has done very well and following the stock split their earnings have been steady. The only issue is the valuation and all the success is fully priced into it. He owns Dollar Tree (DLTR-N) in the US, because of the better valuation.

It has been great if you don't need a dividend. We need to give management a lot of credit in being able to execute the growth strategy. The share price took a bit of a breather and it is probably because the share price went up so much. They are having to invest in their distribution center and network. It is close to a 30 times PE.

A long-term success, though it hasn't done much recently. They continue to add stores and the dollar count in its basket (higher prices). It does well in good and bad times. If you're a long-term investor be confident owning this.

Comparing Canadian Tire (CTC/A-T) and Dollarama (DOL-T). He sees Dollarama as the one you throw in a box and look at it 3 years later. The stock is expensive, but it continues to show 11% sales growth and 12% earnings growth. They have more room to grow in Canada and their international division provides further significant growth opportunity. Over a long-term time frame, he expects Dollarama to do quite well.

It's been a home run, but growth looks like it's slowing down. There are a lot of stores already. He owns nothing in this sector.

This stock is way too expensive. It has a negative book value, which pulls the stock out of his Model Pricing approach.

It won't be immune to changes in the overall retail environment. It's trading at growthy multiples, too much for his investing style.

This is heading into the seasonal buy cycle and the stock is building a nice technical base. He expects to see this around $58 on the seasonal rally. It has a Central America partner that will add to its growth. He thinks investors are looking at this as a defensive holding. Yield 0.3%. (Analysts’ price target is $62.86)

He really likes it as a company. He has not owned it in a while but it was a mistake. It was always out of his price range. He has a hard time with the valuation.

This has been an amazing stock. Demographics are very attractive allowing for good gains. However, as prices have moved up, their sales are being effected. He would watch future sales and margins for signals of stagnation. A great company with great management. He would continue to hold for now.

It corrected in January, but is trading above its 200-day moving average. That said, its 50-day moving average is moving down, which is a concern. Its valuation is also high. Tariffs may hurt them, which could increase prices and limit revenues. He's neutral about this stock.