Dollarama Inc. (DOL.TO)

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.

He has been too bearish on this company in the past. Now, however, with the yield below 1% and greater competition in the space, he would prefer to take profits or look elsewhere.

It is a great, great company. A truly Canadian success story. He is wary of the valuation at close to 30 times earnings recently. Grocers are half that. It has pretty good visibility. They think they can get to 1700 stores before the market is saturated. The next leg of growth is Latin America. They grow dividends and buy back stock with very little competition. He would buy on a pull back.

The chart makes this a rock star, although it has paused recently. This business is a pure momentum growth stock that always trades at a rich multiple – it is always expensive. He tends to stay away from these stocks as the risk is too great of buying at the wrong time. It only pays less than 0.5% yield.

It's always been expensive, but he bought after a bad report three years ago. It's trading at 25x next year's earnings, so still pricey, but they are great operators. Strong same-store sales growth and they are opening more stores. There's room to grow. Recently, the stock pulled back and has been flat for the year, so take advantage of this lull. Their Q1 earnings report blamed the bad weather. Sales may make up for that loss in Q2.

It's looked expensive for a number of years and now looks cheap--but it just did a stock split. If they do an earnings miss, they will dip 8-10%. That's an opportunity. DOL carries a little higher risk than normal. It's expensive, though well-run. Quebec is the last bastion of growth for them. The U.S. has too much competition for them. In 5-10 years this will run into growth problems.

It just split 3-1, which creates liquidity. He likes this stock. It's dealing with all-time highs, but with a now-limited upside.