Dollarama Inc. (DOL-T)

Hitting an all-time high. A remarkable story and have left their US peers behind. They've mastered the right product mix and have avoided the poor working conditions of the US dollar stores.

One of the best retail operators in the country and globally. Also one of the highest valuations in the sector, risk of impact if they stumble. Expensive for a reason, as you're getting a great management team.

Canada is not as competitive as the US, starting to see cracks with US peers, but not in Canada. Not a bad place to be. Canada's slowing down, and usually you want to be in the lower-priced retailer with more-value staples.

Canadian growth story that's outperformed. Steady, long-term accumulation and consistent growth, which is very strong technically. A bit of a correction, but still holding nicely above $120. The discount retailers have been doing well, and if we see a retrenchment in consumer spending as we've been seeing in recent months, these are stocks that could benefit. Yield is 0.30%.

A dilemma -- looks so expensive, so you're tempted to sell and take profits, you do, and you're wrong because it keeps going up. What to do? Keeps hitting it out of the ballpark. Not sure he'd add at these levels, but a pullback would be good. If you own it, hang on for the long run.

Same-store sales growth only 5.6%, disappointed some. EPS is way up. Buying back stock. Investing more in joint venture in Central and South America, tremendous value there because it's growing nicely.

Looking at it because its Central American business is really starting to take off. Exceptionally well managed. Stores in Canada are packed, since cost of living has jumped.

Really likes it, ranks among the highest in his Canadian screens. Good management and execution, store expansion, need for consumers to shift to better-value pricing. Very good growth rate, one of the faster EPS growers in the Canadian universe. Near overbought. Earnings growth estimated 22% over next few years. No real serious competitors in Canada.

Household name, especially during inflationary times. Business has grown well. Not necessarily a great stock. Valuation quite expensive at 33x PE, twice as expensive as the TSX. Virtually no yield. Wonky balance sheet. Take profits, redeploy into something with a better multiple.

It trades at 28X PE, always expensive. Their US peers like Dollar Tree, have not done well. Long-term, he's not sure. To make money, you may need to trade it. But he's unsure about DOL which continues to defy gravity. Maybe buy a dip, which seems overdue.

They face little competition and consumer demand for cheap goods keeps rising given inflation and high taxes. They are efficiency with consistent revenue growth and operating margins. They bought back 13.6 million shares last summer. 17.5% EPS growth rate over the next several years. The chart shows higher highs and higher lows

Strong business model. Owns shares. Excellent retail footprint. Would recommend holding.

Unique business, big player. If you see a dip, buy it. Even at these levels, if you're buying for the long term, has proven itself to execute incredibly well on its vision. Will continue to grow across Canada. Keep an eye on possible hiccups with international operations down the road.

Largest operator in Canada, aiming for 2000 locations. Resilient business model, can do well in almost any environment. Growing consumer demand for value-priced goods. Operational efficiencies surpass many companies. Steady revenue growth of 10% a year for the last 5 years, healthy operating margins. Yield is 0.3%.

Last year, introduced share repurchase program. Buying back more shares. 17% earnings growth forecast. Technically sound, stock's making higher highs and higher lows.

Great business. Always executes incredibly well. Does well in a recession. Great Canadian company, strong competitive advantage over US interlopers.

Does not own shares in business, however - strong business with excellent management team. Inflation not impacting business too much. Defensive stock good for weak economic times. Would recommend holding company shares.