Dollarama Inc.

DOL-T

TSE:DOL

46.57
0.44 (0.94%)
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.
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Analysis and Opinions about DOL-T

Signal
Opinion
Expert
BUY
BUY
September 20, 2019
It has a lot of growth potential. They haven’t been growing by inflation, though they missed their last quarter. They are doing fine with same store growth, and it’s a nice high growth name. It trades at 22 times which is pricey. With this kind of growth, you can still buy into it. In a recession, you want this in your portfolio.
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Dollarama Inc. (DOL-T)
September 20, 2019
It has a lot of growth potential. They haven’t been growing by inflation, though they missed their last quarter. They are doing fine with same store growth, and it’s a nice high growth name. It trades at 22 times which is pricey. With this kind of growth, you can still buy into it. In a recession, you want this in your portfolio.
COMMENT
COMMENT
September 16, 2019

They saturated Canada with stores, but are now adding higher-value goods in the store with prices up to $5. The glory days of growth are over and this will be a cyclical retailer. It's okay to hold it, but not as a core holding. He prefers Aritzia.

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Dollarama Inc. (DOL-T)
September 16, 2019

They saturated Canada with stores, but are now adding higher-value goods in the store with prices up to $5. The glory days of growth are over and this will be a cyclical retailer. It's okay to hold it, but not as a core holding. He prefers Aritzia.

PARTIAL SELL
PARTIAL SELL
September 9, 2019
Some other companies have successfully moved into central America. DOL-T has a formula that has worked for them. He would take some profit along the way here. It has always looked rather expensive.
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Dollarama Inc. (DOL-T)
September 9, 2019
Some other companies have successfully moved into central America. DOL-T has a formula that has worked for them. He would take some profit along the way here. It has always looked rather expensive.
PAST TOP PICK
PAST TOP PICK
September 3, 2019
(A Top Pick May 29/19, Up 15%) He still likes it, but it's getting pricey so he may lighten up on it. Definitely want to own this going into a recession, more so than say Canadian Tire.
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Dollarama Inc. (DOL-T)
September 3, 2019
(A Top Pick May 29/19, Up 15%) He still likes it, but it's getting pricey so he may lighten up on it. Definitely want to own this going into a recession, more so than say Canadian Tire.
BUY
BUY
August 15, 2019

It has done well and if the position is too large, trim it back. It has done a phenomenal job because they are one of the few that does not compete with AMZN-Q. The issue they are facing is that it is getting tougher to find more locations to open new stores. They made an acquisition elsewhere and will find out if they can execute that well. It is probably a recession proof stock in Canada. They have strong management.

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Dollarama Inc. (DOL-T)
August 15, 2019

It has done well and if the position is too large, trim it back. It has done a phenomenal job because they are one of the few that does not compete with AMZN-Q. The issue they are facing is that it is getting tougher to find more locations to open new stores. They made an acquisition elsewhere and will find out if they can execute that well. It is probably a recession proof stock in Canada. They have strong management.

WATCH
WATCH
August 9, 2019
A great company, but have reached saturation in Canada. So, they are investing into Central America. Their valuation has declined from historic highs, but it's still elevated. Investors are watching their Central America move. He once owned this.
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Dollarama Inc. (DOL-T)
August 9, 2019
A great company, but have reached saturation in Canada. So, they are investing into Central America. Their valuation has declined from historic highs, but it's still elevated. Investors are watching their Central America move. He once owned this.
BUY
BUY
August 8, 2019
He really likes it. They had a scare over the last 6 months. But in Canada they have some of the best store metrics in North America. They had an option to buy a company in central America and they have exercised it, saying it echoes the metrics of Canadian stores. They are shareholder friendly.
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Dollarama Inc. (DOL-T)
August 8, 2019
He really likes it. They had a scare over the last 6 months. But in Canada they have some of the best store metrics in North America. They had an option to buy a company in central America and they have exercised it, saying it echoes the metrics of Canadian stores. They are shareholder friendly.
SELL STRENGTH
SELL STRENGTH
July 16, 2019
The chart is dizzying! He regrets not buying the breakout, but now it's returning to its old resistance with lows of $50 and highs of high-$50s. That's the zone. It could pause here, but sell it in this range. A lot of shareholders bough this at $50 and want to make their money back.
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The chart is dizzying! He regrets not buying the breakout, but now it's returning to its old resistance with lows of $50 and highs of high-$50s. That's the zone. It could pause here, but sell it in this range. A lot of shareholders bough this at $50 and want to make their money back.
BUY
BUY
July 11, 2019
He just bought it last month. It pulled back last year, but have recovered. They enjoy high returns on capital and rapid growth, more than most retailers. They're opening new stores. They're exercised their option to buy Dollar City in Latin America, virgin territory with no competitors in this space; this operation will grow for years to come.
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He just bought it last month. It pulled back last year, but have recovered. They enjoy high returns on capital and rapid growth, more than most retailers. They're opening new stores. They're exercised their option to buy Dollar City in Latin America, virgin territory with no competitors in this space; this operation will grow for years to come.
DON'T BUY
DON'T BUY
July 10, 2019
It rallied last quarter even though they missed their number. Same store sales remained strong, however, by their not raising prices. She does not think this is necessarily sustainable. The stock is pretty expensive at these levels.
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It rallied last quarter even though they missed their number. Same store sales remained strong, however, by their not raising prices. She does not think this is necessarily sustainable. The stock is pretty expensive at these levels.
TOP PICK
TOP PICK
June 13, 2019
It has been a ten-bagger since the IPO. Had a couple of tough quarters in the last year. A new addition in their portfolio. 1,200 stores in Canada. They are excellent at logistics, procurement and merchandising. They have a joint-venture in Central America with an option to take control of Dollar City next year. A good entry point. (Analysts’ price target is $44.67)
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It has been a ten-bagger since the IPO. Had a couple of tough quarters in the last year. A new addition in their portfolio. 1,200 stores in Canada. They are excellent at logistics, procurement and merchandising. They have a joint-venture in Central America with an option to take control of Dollar City next year. A good entry point. (Analysts’ price target is $44.67)
BUY
BUY
June 6, 2019
He sees it going a little higher than it is today. It has been a darling for a long time. In a recession, people tend to shop down.
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He sees it going a little higher than it is today. It has been a darling for a long time. In a recession, people tend to shop down.
Ian Fung

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Price
$43.890
Owned
Unknown
HOLD
HOLD
June 4, 2019
Time to take profits? It has had a great run in 2019. It would not hurt to take some profit ahead of earnings next week. Same store sales have continued to look good.
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Time to take profits? It has had a great run in 2019. It would not hurt to take some profit ahead of earnings next week. Same store sales have continued to look good.
HOLD
HOLD
May 29, 2019
A great stock. It struggled last year as the stock price fell, but has responded well thus far in 2019. Last quarter earnings were an improvement, but the multiples are now much more affordable. It is subject to opportunity if the economy slows down.
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A great stock. It struggled last year as the stock price fell, but has responded well thus far in 2019. Last quarter earnings were an improvement, but the multiples are now much more affordable. It is subject to opportunity if the economy slows down.
Don Lato

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Price
$43.000
Owned
Unknown
TOP PICK
TOP PICK
May 29, 2019
Tripped up because of its pricing strategy, and the market beat it up for that. Dominant player in Canada. It's a growth and a defensive strategy, especially if there's a recession in the next 1-2 years. Adding stores every single year. You buy this for protection of market share. Yield is 0.4%. (Analysts’ price target is $41.25)
Show full opinionHide full opinion
Tripped up because of its pricing strategy, and the market beat it up for that. Dominant player in Canada. It's a growth and a defensive strategy, especially if there's a recession in the next 1-2 years. Adding stores every single year. You buy this for protection of market share. Yield is 0.4%. (Analysts’ price target is $41.25)
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