Dollarama Inc. (DOL-T) Stock Predictions - Stockchase
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Dollarama Inc. (DOL-T)

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Consumer Products

Dollarama Inc. Dollarama Inc.
DOL-T

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Dollarama Inc. (DOL-T) SAVE

39.46

0.58 (1.45%)

Oct, 19, 2018, 12:00 am

OPINIONS

About Dollarama Inc. (DOL-T)

Dollarama Inc. is a Canadian dollar store retail chain headquartered in Montreal. Since 2009, it has been Canada's largest retailer of items for four dollars or less. More at Wikipedia

What the experts are saying about DOL-T



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COMMENT
Dollarama Inc.(DOL-T) 

October 17, 2018

Dollar stores might be Amazon-proof. Time will tell. Their last earnings hit the stock hard. If you have a long-term horizon, you should be okay. Has a secure balance sheet. Growth has declined. So will revenues also decline or recover? Pays a 0.4% dividend.

Consumer Products

Dollar stores might be Amazon-proof. Time will tell. Their last earnings hit the stock hard. If you have a long-term horizon, you should be okay. Has a secure balance sheet. Growth has declined. So will revenues also decline or recover? Pays a 0.4% dividend.

Consumer Products
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$40.040
Owned Owned
Unknown

WATCH
Dollarama Inc.(DOL-T) 

October 10, 2018

Never bought it because of high valuation. Had a weak quarter and reduced guidance. It's starting to look attractive if you have a long-term outlook. Still trades at a premium to its US peers, though it's better position in Canada. Also new competition coming, though DOL denies any impact. They could increase their price points. There could be tariff impacts since they source goods from China, though DOL they haven't felt it. She may buy it during this pullback.

Consumer Products

Never bought it because of high valuation. Had a weak quarter and reduced guidance. It's starting to look attractive if you have a long-term outlook. Still trades at a premium to its US peers, though it's better position in Canada. Also new competition coming, though DOL denies any impact. They could increase their price points. There could be tariff impacts since they source goods from China, though DOL they haven't felt it. She may buy it during this pullback.

Consumer Products
Adam Thomas

Vice Presi, Qwest Fund Managemen...

Price Price
$37.580
Owned Owned
No

HOLD
Dollarama Inc.(DOL-T) 

October 4, 2018

It has suffered lately.  It is surprising, considering the overall growth of the company.  Over the longer timeframe they have done phenomenally well.  They added more stores and increased the basket size of the average customer.  They dominate the Canadian market.  The challenge is to continue to grow.  They could be taken out by a US chain.

Consumer Products

It has suffered lately.  It is surprising, considering the overall growth of the company.  Over the longer timeframe they have done phenomenally well.  They added more stores and increased the basket size of the average customer.  They dominate the Canadian market.  The challenge is to continue to grow.  They could be taken out by a US chain.

Consumer Products
Bruce Campbell

President , Stone Castle Investm...

Price Price
$39.000
Owned Owned
Unknown

DON'T BUY
Dollarama Inc.(DOL-T) 

October 4, 2018

Not a buy. Its last earnings showed slower growth, but valuation hasn't gone down enough. Mid-20x forward earnings.
Cheap is below 20x. They are also facing pressure from buying products overseas and with rising labour costs. Overall, he is concerned with the Canadian consumer/retail sector because of high levels of debt.

Consumer Products

Not a buy. Its last earnings showed slower growth, but valuation hasn't gone down enough. Mid-20x forward earnings.
Cheap is below 20x. They are also facing pressure from buying products overseas and with rising labour costs. Overall, he is concerned with the Canadian consumer/retail sector because of high levels of debt.

Consumer Products
John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$39.000
Owned Owned
Unknown

HOLD
Dollarama Inc.(DOL-T) 

September 27, 2018

hey had a disappointment quarter once in the past and the stock recovered pretty quickly. Strong management. She suspects the same will happen. One quarter doesn’t a trend make. The stock can’t grow at the rate it had been growing, but we are not there yet 

Consumer Products

hey had a disappointment quarter once in the past and the stock recovered pretty quickly. Strong management. She suspects the same will happen. One quarter doesn’t a trend make. The stock can’t grow at the rate it had been growing, but we are not there yet 

Consumer Products
Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$41.550
Owned Owned
No

BUY on WEAKNESS
Dollarama Inc.(DOL-T) 

September 24, 2018

Be careful, it is s expensive.  It is extremely well managed.  It could get wacked on any slowdown.  They recently took their same store sales forecasts down and the sock went down.  It is a well managed company and there is still room to grow in Canada.  Watch the next few quarters and this could be a good entry point.

Consumer Products

Be careful, it is s expensive.  It is extremely well managed.  It could get wacked on any slowdown.  They recently took their same store sales forecasts down and the sock went down.  It is a well managed company and there is still room to grow in Canada.  Watch the next few quarters and this could be a good entry point.

Consumer Products
Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$41.820
Owned Owned
Unknown

TOP PICK
Dollarama Inc.(DOL-T) 

September 24, 2018

(0.4% dividend, Analysts' price target: $48.53) They're nearly at their lowest level. Their recent quarterly report disappointed deeply, and the stock took a hit. However, they've done a fantastic job increasing shareholder value, so they deserve the benefit of the doubt. They're down 20%. He sold shares recently, but it remains a core holding and will increase his holdings.

Consumer Products

(0.4% dividend, Analysts' price target: $48.53) They're nearly at their lowest level. Their recent quarterly report disappointed deeply, and the stock took a hit. However, they've done a fantastic job increasing shareholder value, so they deserve the benefit of the doubt. They're down 20%. He sold shares recently, but it remains a core holding and will increase his holdings.

Consumer Products
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$41.820
Owned Owned
Yes

DON'T BUY
Dollarama Inc.(DOL-T) 

September 20, 2018

Hasn’t dropped enough for him to get on it. Amazing company. Lots of room to growth. Stores are always packed. But trading at 30 times earnings. Crazy for a retail company. Growth slowed. Another 5 dollars drop, and he would be looking.

Consumer Products

Hasn’t dropped enough for him to get on it. Amazing company. Lots of room to growth. Stores are always packed. But trading at 30 times earnings. Crazy for a retail company. Growth slowed. Another 5 dollars drop, and he would be looking.

Consumer Products
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$42.680
Owned Owned
No

WATCH
Dollarama Inc.(DOL-T) 

September 19, 2018

The negative reaction to the latest earnings release now has him interested.  He wonders what its capacity to grow in Canada will be.  A one quarter blip is interesting, but he would rather wait and better assess their ability to grow and protect margins going forward before buying.  He thinks input costs are on the rise and questions whether they have the scale to compete against online sales.    

Consumer Products

The negative reaction to the latest earnings release now has him interested.  He wonders what its capacity to grow in Canada will be.  A one quarter blip is interesting, but he would rather wait and better assess their ability to grow and protect margins going forward before buying.  He thinks input costs are on the rise and questions whether they have the scale to compete against online sales.    

Consumer Products
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$41.860
Owned Owned
No

HOLD
Dollarama Inc.(DOL-T) 

September 18, 2018

Dollar stores are favored by the major retail analysts as still having growth opportunity. However, most Canadians see a Dollarama on every corner. They have a dwindling ability to penetrate the Canadian market further through more locations. This company has a big PE and high growth expectations, but its growth ability seems to be slowing. A small miss in this context can have an outsize effect, as appears to have happened to Dollarama this month. He owns a little bit, would not sell his stock at this point, but would not buy more until he sees that the stock has reached its inflection point. He would wait for a couple of quarters, looking at the company’s comments to understand how they now see their growth prospects. Dollarama has some other opportunities in other countries but has not yet shown that these will develop into significant growth.

Consumer Products

Dollar stores are favored by the major retail analysts as still having growth opportunity. However, most Canadians see a Dollarama on every corner. They have a dwindling ability to penetrate the Canadian market further through more locations. This company has a big PE and high growth expectations, but its growth ability seems to be slowing. A small miss in this context can have an outsize effect, as appears to have happened to Dollarama this month. He owns a little bit, would not sell his stock at this point, but would not buy more until he sees that the stock has reached its inflection point. He would wait for a couple of quarters, looking at the company’s comments to understand how they now see their growth prospects. Dollarama has some other opportunities in other countries but has not yet shown that these will develop into significant growth.

Consumer Products
Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$42.030
Owned Owned
Yes

WATCH
Dollarama Inc.(DOL-T) 

September 17, 2018

In the long term you have to like this story.  He always wants to know when this growth phase ends but has not looked under the hood.  So when a company like this misses, as DOL-T did recently, then does that mean the growth phase has ended, but he does not know today.  You can trade it if you want but if it breaks here it could drop to $35 or to $25.There is not enough evidence right now that it is going to hold.

Consumer Products

In the long term you have to like this story.  He always wants to know when this growth phase ends but has not looked under the hood.  So when a company like this misses, as DOL-T did recently, then does that mean the growth phase has ended, but he does not know today.  You can trade it if you want but if it breaks here it could drop to $35 or to $25.There is not enough evidence right now that it is going to hold.

Consumer Products
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$42.580
Owned Owned
Unknown

BUY on WEAKNESS
Dollarama Inc.(DOL-T) 

September 17, 2018

Pays a meager dividend, since it's a growth company. Same store sales guidance was lower than what the street expected, so the stock was hammered last week. It's still a great company with a good balance sheet and expansion plans. See what happens in the next few weeks and peck away at it.

Consumer Products

Pays a meager dividend, since it's a growth company. Same store sales guidance was lower than what the street expected, so the stock was hammered last week. It's still a great company with a good balance sheet and expansion plans. See what happens in the next few weeks and peck away at it.

Consumer Products
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$42.580
Owned Owned
No

DON'T BUY
Dollarama Inc.(DOL-T) 

September 14, 2018

It's had a real drubbing this week. He's watching it. He thinks it's been oversold this week. It had a great growth run in Canada and is now looking at South America for growth. If it drops below $39.50, it could fall to a painful low-$30's.

Consumer Products

It's had a real drubbing this week. He's watching it. He thinks it's been oversold this week. It had a great growth run in Canada and is now looking at South America for growth. If it drops below $39.50, it could fall to a painful low-$30's.

Consumer Products
Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$41.650
Owned Owned
Unknown

WAIT
Dollarama Inc.(DOL-T) 

September 13, 2018

Slashed their sales growth forecast today. He likes it, but high-valuation companies like this get hit if they slip in a report. They have a long runways in organic growth just through price increases over time. It could drift a bit lower, so wait a bit, but it's fine to have long term. A shareholder-friendly company that regularly buys back shares.

Consumer Products

Slashed their sales growth forecast today. He likes it, but high-valuation companies like this get hit if they slip in a report. They have a long runways in organic growth just through price increases over time. It could drift a bit lower, so wait a bit, but it's fine to have long term. A shareholder-friendly company that regularly buys back shares.

Consumer Products
Ryan Modesto

Managing P, 5i Research...

Price Price
$43.120
Owned Owned
Unknown

DON'T BUY
Dollarama Inc.(DOL-T) 

September 13, 2018

Down 17% today, their single-worst day. It's been a Canadian retail success story, but earnings were slightly disappointing today. Traditionally, it's had super, robust earnings growth with 5% increases in same-store sales. After a decline in Q1 2018, investors expected better results from Q2, released today, and didn't see it, so they sold it off. He'll take a closer look at this again--but not right now. Give it time to for the dust to settle, then maybe take a position.

Consumer Products

Down 17% today, their single-worst day. It's been a Canadian retail success story, but earnings were slightly disappointing today. Traditionally, it's had super, robust earnings growth with 5% increases in same-store sales. After a decline in Q1 2018, investors expected better results from Q2, released today, and didn't see it, so they sold it off. He'll take a closer look at this again--but not right now. Give it time to for the dust to settle, then maybe take a position.

Consumer Products
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$43.120
Owned Owned
No

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