A great company that can still open more stores across Canada. Top managers. Can't go wrong here long-term. A risk is if American competitors enter Canada, but that isn't happening. Dollar Tree isn't a threat now.
A great company that can still open more stores across Canada. Top managers. Can't go wrong here long-term. A risk is if American competitors enter Canada, but that isn't happening. Dollar Tree isn't a threat now.
Hold, if you own. Otherwise, buy Dollar Tree in the U.S. All dollar stores are struggling with margin pressure. Great same-store sales growth. 21x forward earnings vs. Dollar Tree's 17x. He loves this sector.
Hold, if you own. Otherwise, buy Dollar Tree in the U.S. All dollar stores are struggling with margin pressure. Great same-store sales growth. 21x forward earnings vs. Dollar Tree's 17x. He loves this sector.
Likes the space. Will do well in a slowdown. Instead he owns Dollar General, which has performed extremely well. Broke above 200-day in April of this year. Has floated down recently because of profit taking. Not cheap, but has moved well compared to the TSX. Recession resilient.
Likes the space. Will do well in a slowdown. Instead he owns Dollar General, which has performed extremely well. Broke above 200-day in April of this year. Has floated down recently because of profit taking. Not cheap, but has moved well compared to the TSX. Recession resilient.
A brilliantly run business but the PE is too high for him. It is one of the few retailers that does not compete with AMZN-Q. Growth is slowing because they can't keep opening more stores. He has total respect for the company but it is rather expensive.
A brilliantly run business but the PE is too high for him. It is one of the few retailers that does not compete with AMZN-Q. Growth is slowing because they can't keep opening more stores. He has total respect for the company but it is rather expensive.
