Dollar General Corp.

DG-N

NYSE:DG

157.54
0.45 (0.28%)
Dollar General Corporation is an American chain of variety stores headquartered in Goodlettsville, Tennessee.
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Analysis and Opinions about DG-N

Signal
Opinion
Expert
BUY
BUY
November 21, 2019
Decent growth rate of 11-12%. Resilient stock in case of a recession. Very smart rural locations, away from competitors. Strong technical chart.
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Dollar General Corp. (DG-N)
November 21, 2019
Decent growth rate of 11-12%. Resilient stock in case of a recession. Very smart rural locations, away from competitors. Strong technical chart.
BUY
BUY
September 11, 2019
Great chart. Technicals are good. Higher highs and higher lows. Recession resilient. 23x earnings, low beta, 11% growth rate. Low volatility. Likes that they're mostly in rural locations. 75% of Americans live within 5 miles of a Dollar General.
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Dollar General Corp. (DG-N)
September 11, 2019
Great chart. Technicals are good. Higher highs and higher lows. Recession resilient. 23x earnings, low beta, 11% growth rate. Low volatility. Likes that they're mostly in rural locations. 75% of Americans live within 5 miles of a Dollar General.
BUY
BUY
August 27, 2019

He used to own it. He sold it too early but did well with it. He likes this space, especially in the U.S. They are below Walmart's price point, US employment is full and US consumers have money. Doing much better than Dollar Tree.

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He used to own it. He sold it too early but did well with it. He likes this space, especially in the U.S. They are below Walmart's price point, US employment is full and US consumers have money. Doing much better than Dollar Tree.

DON'T BUY
DON'T BUY
July 11, 2019
Has never been more highly valued. 5x price to book. FMV about 15% lower than it is right now. Nice momentum, but the values aren't there. History suggests to beware at this point. Be very careful. Don't buy right now.
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Has never been more highly valued. 5x price to book. FMV about 15% lower than it is right now. Nice momentum, but the values aren't there. History suggests to beware at this point. Be very careful. Don't buy right now.
Ross Healy

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Price
$140.360
Owned
Unknown
TOP PICK
TOP PICK
May 22, 2019
This is the largest discount retailer in the US. Over 75% of their revenues are from recurring items. This allows for steady earnings. When there is an economic slowdown, this space usually does well. It has an 11% growth rate. This is a defensive name to own going forward. Yield = 1.05% (Analysts’ price target is $125.48)
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This is the largest discount retailer in the US. Over 75% of their revenues are from recurring items. This allows for steady earnings. When there is an economic slowdown, this space usually does well. It has an 11% growth rate. This is a defensive name to own going forward. Yield = 1.05% (Analysts’ price target is $125.48)
COMMENT
COMMENT
April 10, 2019
Dollar General vs. Dollarama The dollar stores are a good ivnestment when the economy stores. American dollar stores are priced at a discount to Canadian ones. December's pullback was a good opportunity to buy, and she would be on a future pullback. Dollarama's same-stores growth has slowed and has always traded at a premium to Canadian ones. Also, their valuation has contracted, but still higher than American ones. Also, the Canadian consumer has slowed spending overall.
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Dollar General vs. Dollarama The dollar stores are a good ivnestment when the economy stores. American dollar stores are priced at a discount to Canadian ones. December's pullback was a good opportunity to buy, and she would be on a future pullback. Dollarama's same-stores growth has slowed and has always traded at a premium to Canadian ones. Also, their valuation has contracted, but still higher than American ones. Also, the Canadian consumer has slowed spending overall.
TOP PICK
TOP PICK
February 28, 2019
$24 billion in revenues. Largest discount retailer in the US with 15,000 stores in 44 States. Over 75% of sales come from recurring sales of consumables (paper, perishable foods, etc). Late cycle this is a defensive name. Often in rural locations far form the WalMarts and other competitors. Trading at 18 times forward earnings. 21% ROE. (Analysts’ price target is $118.23)
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Dollar General Corp. (DG-N)
February 28, 2019
$24 billion in revenues. Largest discount retailer in the US with 15,000 stores in 44 States. Over 75% of sales come from recurring sales of consumables (paper, perishable foods, etc). Late cycle this is a defensive name. Often in rural locations far form the WalMarts and other competitors. Trading at 18 times forward earnings. 21% ROE. (Analysts’ price target is $118.23)
TOP PICK
TOP PICK
January 23, 2019
Defensive and low-beta. 15,000 stores in the US, the biggest discount retailer there. Located in rural areas and small town, off the radar of the retail giants, which is a plus. 15% growth rate. 5-year ROE is 20%. 1% dividend, growing 10% annually over the past three years. Should perform well in a general downturn. They're still expanding. (Analysts’ price target is $117.11)
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Defensive and low-beta. 15,000 stores in the US, the biggest discount retailer there. Located in rural areas and small town, off the radar of the retail giants, which is a plus. 15% growth rate. 5-year ROE is 20%. 1% dividend, growing 10% annually over the past three years. Should perform well in a general downturn. They're still expanding. (Analysts’ price target is $117.11)
DON'T BUY
DON'T BUY
August 31, 2016

In spite of the big drop, it is just coming back to normal valuations. They had thought they were going to grow same-store sales by offering more food, and that just hasn’t happened. Also, their space in the lower income consumer, really hasn’t seen some of the growth and improvement in the US economy that some of the other areas have. Still trading at very high multiples.

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In spite of the big drop, it is just coming back to normal valuations. They had thought they were going to grow same-store sales by offering more food, and that just hasn’t happened. Also, their space in the lower income consumer, really hasn’t seen some of the growth and improvement in the US economy that some of the other areas have. Still trading at very high multiples.

BUY
BUY
May 6, 2013

(Market Call Minute) Right segment at the right time. People love these stores.

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(Market Call Minute) Right segment at the right time. People love these stores.

TOP PICK
TOP PICK
September 20, 2010
Likes both stocks and bonds. Similar to Dollarama in Canada but there is no relationship. One of the largest deep discount retailers in the US. Same store sales growth has been growing at about 5%-7%. Have also been growing their footprint in the stores by the same amount.
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Dollar General Corp. (DG-N)
September 20, 2010
Likes both stocks and bonds. Similar to Dollarama in Canada but there is no relationship. One of the largest deep discount retailers in the US. Same store sales growth has been growing at about 5%-7%. Have also been growing their footprint in the stores by the same amount.
TOP PICK
TOP PICK
November 20, 2009
10.625% Bonds due July 15/15. One of the largest heavy discount US retailers. No sales over $10. Because of the recession, same-store sales have been fantastic and growing about 8%-10%.
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Dollar General Corp. (DG-N)
November 20, 2009
10.625% Bonds due July 15/15. One of the largest heavy discount US retailers. No sales over $10. Because of the recession, same-store sales have been fantastic and growing about 8%-10%.
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