Dollarama Inc. | StockChase
249
Dollarama Inc. (DOL-T)

Last Price Recorded: $151.0100 on 2018-05-19

ON STOCKCHASE SINCE Nov 2009

Consumer Products
249
Dollarama Inc. (DOL-T)

Last Price Recorded: $151.0100 on 2018-05-19

ON STOCKCHASE SINCE Nov 2009

Consumer Products

Dollarama Inc.


Signal Opinion Expert
BUY
Dollarama Inc.(DOL-T) 

May 18, 2018

It has been up in 8 of the last 8 years. Defensive characteristics that you want to see during in the summer. Ideal entry point from a risk/reward perspective. Testing support.

Consumer Products

It has been up in 8 of the last 8 years. Defensive characteristics that you want to see during in the summer. Ideal entry point from a risk/reward perspective. Testing support.

Consumer Products
Jon Vialoux

Research Analyst, Timingthemarket.ca &...

PricePrice
$151.010
Owned Owned
No

SELL
Dollarama Inc.(DOL-T) 

May 8, 2018

This has been a darling for years and its stock price might have run its course. Its dividend is not that rich. After growth slows down, investors want to see the Board raise dividends. He always encourages people to take profits, and that applies here. Nothing goes up forever.

Consumer Products

This has been a darling for years and its stock price might have run its course. Its dividend is not that rich. After growth slows down, investors want to see the Board raise dividends. He always encourages people to take profits, and that applies here. Nothing goes up forever.

Consumer Products
Fabrice Taylor

Publisher, The President's Club...

PricePrice
$148.870
Owned Owned
Unknown

HOLD
Dollarama Inc.(DOL-T) 

May 4, 2018

Great growth Canadian story. Seeing some more competition lately. Phenomenal company. Very well run. Still some growth runaway in Canada. It deserves the high multiple. (Analysts’ price target is $164.30)

Consumer Products

Great growth Canadian story. Seeing some more competition lately. Phenomenal company. Very well run. Still some growth runaway in Canada. It deserves the high multiple. (Analysts’ price target is $164.30)

Consumer Products
Jamie Murray

Head of research, Murray Wealth Group...

PricePrice
$148.910
Owned Owned
No

WEAK BUY
Dollarama Inc.(DOL-T) 

April 20, 2018

He does own this and sees it as always expensive.  He likes how hard they work for shareholder value.  They survived the higher wage increase in Ontario.  A core holding for sure. 

Consumer Products

He does own this and sees it as always expensive.  He likes how hard they work for shareholder value.  They survived the higher wage increase in Ontario.  A core holding for sure. 

Consumer Products
Don Lato

President, Padlock Investment M...

PricePrice
$148.360
Owned Owned
Yes

TOP PICK
Dollarama Inc.(DOL-T) 

April 12, 2018

The best retail stock in Canada.  They don’t cease to amaze him.  They will grow substantially this year.  They are tremendous operators.  He is excited by them having a 100 store franchise in Central America.  They can buy a controlling interest in 2019.  (Analysts’ target: $164.67).

Consumer Products

The best retail stock in Canada.  They don’t cease to amaze him.  They will grow substantially this year.  They are tremendous operators.  He is excited by them having a 100 store franchise in Central America.  They can buy a controlling interest in 2019.  (Analysts’ target: $164.67).

Consumer Products
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$149.200
Owned Owned
Yes

COMMENT
Dollarama Inc.(DOL-T) 

April 12, 2018

The stock has done very well. He sees valuations stretched.

Consumer Products

The stock has done very well. He sees valuations stretched.

Consumer Products
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$149.200
Owned Owned
Yes

BUY on WEAKNESS
Dollarama Inc.(DOL-T) 

April 4, 2018

He does not think the recent trade dispute between the US and China will impact this company.  The company reported great earnings last week.  It is down of 52 week highs marginally and the pullback has been short and shallow.  There are a lot of good things going on with room to go to 1700 across Canada – they are at 1460 now.  Gross margins continue to increase.  They are buying back about 5% of their shares each year.  They are a little expensive at these levels, but he would buy on weakness. 

Consumer Products

He does not think the recent trade dispute between the US and China will impact this company.  The company reported great earnings last week.  It is down of 52 week highs marginally and the pullback has been short and shallow.  There are a lot of good things going on with room to go to 1700 across Canada – they are at 1460 now.  Gross margins continue to increase.  They are buying back about 5% of their shares each year.  They are a little expensive at these levels, but he would buy on weakness. 

Consumer Products
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment ...

PricePrice
$152.170
Owned Owned
No

BUY
Dollarama Inc.(DOL-T) 

April 2, 2018

This is in an uptrend.  It corrected when the market was correcting.  It was a little over bought.  It is definitely in an uptrend. 

Consumer Products

This is in an uptrend.  It corrected when the market was correcting.  It was a little over bought.  It is definitely in an uptrend. 

Consumer Products
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$158.010
Owned Owned
Unknown

BUY
Dollarama Inc.(DOL-T) 

February 28, 2018

Loves Dollarama. Terrific management, but an expensive stock. Only caveat: they have to continue to beat numbers. When they stop, then exit, but she doesn't expect this to happen. They've introduced credit cards and increased price points up to five dollars, which customers so far have accepted. And they're building stores. Growth will continue.

Consumer Products

Loves Dollarama. Terrific management, but an expensive stock. Only caveat: they have to continue to beat numbers. When they stop, then exit, but she doesn't expect this to happen. They've introduced credit cards and increased price points up to five dollars, which customers so far have accepted. And they're building stores. Growth will continue.

Consumer Products
Veronika Hirsch

Chief Investment Officer, Arrow Capital...

PricePrice
$149.350
Owned Owned
Unknown

DON'T BUY
Dollarama Inc.(DOL-T) 

February 23, 2018

Bad weather has impacted their results in the past. He doesn’t own it now but has owned it in the past. The business is good but the stock is too expensive now. Their growth is tempering off a little bit from 25% to more like 15%. They tend to hold the line at 35% to 37% in term of growth margin and they get a lot of operating leverage. 29 times earnings is too much. At $130 he would be more interested.

Consumer Products

Bad weather has impacted their results in the past. He doesn’t own it now but has owned it in the past. The business is good but the stock is too expensive now. Their growth is tempering off a little bit from 25% to more like 15%. They tend to hold the line at 35% to 37% in term of growth margin and they get a lot of operating leverage. 29 times earnings is too much. At $130 he would be more interested.

Consumer Products
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$153.030
Owned Owned
No

HOLD
Dollarama Inc.(DOL-T) 

February 20, 2018

Wish he had bought it. From a portfolio management standpoint, if you hold, say, 15% of this in your portfolio or you're worried about new minimum wage hikes, then sell it down so you can sleep at night. He holds 5% levels of each of his stocks, and loves the 7.5% level. 25 stocks in 10 sectors is a manageable portfolio.

Consumer Products

Wish he had bought it. From a portfolio management standpoint, if you hold, say, 15% of this in your portfolio or you're worried about new minimum wage hikes, then sell it down so you can sleep at night. He holds 5% levels of each of his stocks, and loves the 7.5% level. 25 stocks in 10 sectors is a manageable portfolio.

Consumer Products
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$157.000
Owned Owned
No

BUY on WEAKNESS
Dollarama Inc.(DOL-T) 

February 16, 2018

He does not own it as it has a high PE ratio and he would not view it as a value stock at these levels. It has done well, controlling the dollar store market. Products and margins have grown.

Consumer Products

He does not own it as it has a high PE ratio and he would not view it as a value stock at these levels. It has done well, controlling the dollar store market. Products and margins have grown.

Consumer Products
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$158.600
Owned Owned
No

COMMENT
Dollarama Inc.(DOL-T) 

February 13, 2018

We were wrong to be skeptical about this stock years ago. They are doing gangbusters. Maybe not worth buying at current levels, though.

Consumer Products

We were wrong to be skeptical about this stock years ago. They are doing gangbusters. Maybe not worth buying at current levels, though.

Consumer Products
David Baskin

President, Baskin Wealth Manage...

PricePrice
$154.740
Owned Owned
Unknown

HOLD
Dollarama Inc.(DOL-T) 

February 12, 2018

U.S. dollar stores were hit today due to food stamps laws changing under Trump, but won't be an issue in Canada. Likes them and would stay with this name. Went up $4 today. A great business. He would ride the wave.

Consumer Products

U.S. dollar stores were hit today due to food stamps laws changing under Trump, but won't be an issue in Canada. Likes them and would stay with this name. Went up $4 today. A great business. He would ride the wave.

Consumer Products
Elliott Fishman

Director of U.S. and international equity trading, Trading Services Gro...

PricePrice
$153.330
Owned Owned
Unknown

BUY
Dollarama Inc.(DOL-T) 

February 2, 2018

Buy this now and don't wait for a pullback. It's firing on all cyclinders. It's one of the best stocks in Canada. ROIC has been 40%+ for many years, now 43%. Reasonably valued. It's at least a hold. If you don't any, but a little now then buy more on a pullback.

Consumer Products

Buy this now and don't wait for a pullback. It's firing on all cyclinders. It's one of the best stocks in Canada. ROIC has been 40%+ for many years, now 43%. Reasonably valued. It's at least a hold. If you don't any, but a little now then buy more on a pullback.

Consumer Products
Matt Kacur

President, FSA Financial Scienc...

PricePrice
$165.100
Owned Owned
Unknown

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