Dollarama Inc. (DOL.TO)

This company has done well, starting off with a $1 price point, then $2, then $3 and are going to go to $4. There could be some good opportunities if you are going to Sell it here and buy it back later, but it is a very hard thing to do. Thinks they will continue to do well.

An excellent company. As a value investor, this is relatively expensive for her. The only way to get this is to be patient and wait for a bit of a pullback. If there is a resurgence in commodity stocks, there might be a pullback in non-cyclical stocks.

He likes stocks that have gone down and tried different levels. This one did and then has shrugged it off and is now moving back up again. The stock is very, very expensive, and isn’t something for the lighthearted. He would have no problem buying this.

Another Canadian phenomenal success story. How many more dollar stores can there be? Apparently there can still be a number more. The rate of growth is definitely slowing down. They have to increase margins to increase profits and that will be hard to do.

(A Top Pick May 21/15. Up 27.36%.) Sold his holdings at the $92 level last month, because it was heading back to its highs, and he thought it was a bit of a double top. He is going to wait and see if it comes down into the low $80s before he picks it back up again. A bit expensive at 25X forward earnings and a 17% growth rate.

One of the best run companies in Canada. Thinks they have plenty of store growth ahead of them. Same-store sales numbers are generally pretty good. This is effectively becoming a monopoly in this space in Canada. One day a US or international player will acquire them.

This is a great business. Sold his holdings at around $88, which is fair valuation. Trading at 30X earnings, which is expensive.

A great company and has done exceptionally well over the past couple of years. Trading at 27X forward earnings, which is difficult in this industry. He worries a little about the cost of goods sold if you have to bring in a lot of product from outside.

If you apply Eliot wave theory, we have a spike, peak and a failure. ABC. The consumers were leaders in the third wave advance. These will not make new highs in the fifth wave. The easy fruit has been picked. The stock will drift sideways. He would favour industrials or materials.

It was overvalued in the 80s and 90s. The challenge is that most of their purchases are in US dollars and their hedges are coming off. If the stock broke $70 he would look at it seriously because it is well managed and they will continue to maintain healthy margins. You have to be careful when you are paying a high multiple.

If you buy well you have less pain in any point during the investment. This is fantastic management. There have been worries as to whether US companies would come into Canada and push them out. He does not think it is all that cheap and it could get cheaper. Wait and see.

A bit too expensive. Finally missed their numbers, so it now has a lower valuation which seems to be permanent. You might have to be really patient, but wait for another little miss and buy it the next morning. Good company with still lots of growth and lots of new stores.

An outstanding company. It has corrected, and he was buying some today. Attractive in the $75 range. The stock is expensive, but has a very high ROE. Thinks management can grow the stores from 1100 stores to 1500 over the next 2-3 years. Management is very sharp and on top of the details of their company.

A good business that he likes. The dividend is too low for him and the increases have not been enough. He would buy it on the second wave up.

One of his largest holdings in 2 of his funds. This has always been a stock with good valuation, and they continually beat on earnings. Pristine balance sheet. Fantastic ROE at 55%. Quite a defensive, stable stock.