Dollarama Inc.

DOL-T

TSE:DOL

48.85
0.25 (0.51%)
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
May 17, 2013

The dividend is sustainable, and they are growing across Canada. He views it as a staple as opposed to a discretionary stock.

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The dividend is sustainable, and they are growing across Canada. He views it as a staple as opposed to a discretionary stock.

WAIT
WAIT
May 3, 2013

It is a great business. Technically, it broke a significant level of resistance at $63. Look at the angle of ascent. It has become overbought but it is not unhealthy. The old level of resistance is not cracked and he doesn’t think it will be.

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It is a great business. Technically, it broke a significant level of resistance at $63. Look at the angle of ascent. It has become overbought but it is not unhealthy. The old level of resistance is not cracked and he doesn’t think it will be.

PARTIAL SELL
PARTIAL SELL
April 18, 2013

Terrific company with a strong brand name. Clean stores. Always busy. His problem is the valuation. You have to really believe that it is going to continue to grow at these levels to afford a 25X multiple. If you own, consider taking some profits.

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Dollarama Inc. (DOL-T)
April 18, 2013

Terrific company with a strong brand name. Clean stores. Always busy. His problem is the valuation. You have to really believe that it is going to continue to grow at these levels to afford a 25X multiple. If you own, consider taking some profits.

COMMENT
COMMENT
April 10, 2013

Doesn’t own because it is more of a growth stock and he is a value investor. Has rewarded its investors very well. He sees continued earnings growth, which should lead to higher dividends. Probably fairly priced here.

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Dollarama Inc. (DOL-T)
April 10, 2013

Doesn’t own because it is more of a growth stock and he is a value investor. Has rewarded its investors very well. He sees continued earnings growth, which should lead to higher dividends. Probably fairly priced here.

DON'T BUY
DON'T BUY
February 19, 2013

The time to get in on this was on the IPO. Feels it is probably now fully priced.

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Dollarama Inc. (DOL-T)
February 19, 2013

The time to get in on this was on the IPO. Feels it is probably now fully priced.

WATCH
WATCH
January 17, 2013

It is getting there and is interesting. On his radar screen. Earnings are growing by a multiple of 20 is too rich. It sold off with US dollar stores last month and so he is taking a good hard look at it. Very well run company.

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Dollarama Inc. (DOL-T)
January 17, 2013

It is getting there and is interesting. On his radar screen. Earnings are growing by a multiple of 20 is too rich. It sold off with US dollar stores last month and so he is taking a good hard look at it. Very well run company.

COMMENT
COMMENT
December 20, 2012

A real Canadian success story. The time to buy it was probably under $40-$45 a share. Company has to grow into its share price at this time because its growth rate is not going to be what it was in the past.

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Dollarama Inc. (DOL-T)
December 20, 2012

A real Canadian success story. The time to buy it was probably under $40-$45 a share. Company has to grow into its share price at this time because its growth rate is not going to be what it was in the past.

COMMENT
COMMENT
December 18, 2012

Great company and is in the right place at the right time. When it got up to the mid--$60 area, it was probably ahead of itself. He is a value investor and this is not a value play here but for other types of investors, it’s a good one to own.

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Dollarama Inc. (DOL-T)
December 18, 2012

Great company and is in the right place at the right time. When it got up to the mid--$60 area, it was probably ahead of itself. He is a value investor and this is not a value play here but for other types of investors, it’s a good one to own.

DON'T BUY
DON'T BUY
December 17, 2012

You had a massive run up and then you start to see a distribution pattern. Over a 6 months window if you start to see this including a failed high, anyone who bought in that period may want to get out. You are looking at a return to about $50.

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Dollarama Inc. (DOL-T)
December 17, 2012

You had a massive run up and then you start to see a distribution pattern. Over a 6 months window if you start to see this including a failed high, anyone who bought in that period may want to get out. You are looking at a return to about $50.

DON'T BUY
DON'T BUY
December 3, 2012

Growth stock and he is not a growth investor. A lot of expectations built into the price. More dollar stores are going to come to Canada from the US. 24x earnings is too rich.

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Dollarama Inc. (DOL-T)
December 3, 2012

Growth stock and he is not a growth investor. A lot of expectations built into the price. More dollar stores are going to come to Canada from the US. 24x earnings is too rich.

HOLD
HOLD
November 13, 2012

There is a US player entering Canada in this space, meaning more competition, potentially, but it is all about getting locations. She thought it was expensive a year and a half ago. Their expansion to multi-dollar items has really helped. The hurricane would not benefit them by sales of batteries, etc. That is a onetime event and so analysts wouldn`t give it credit anyway. They are very good operators.

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Dollarama Inc. (DOL-T)
November 13, 2012

There is a US player entering Canada in this space, meaning more competition, potentially, but it is all about getting locations. She thought it was expensive a year and a half ago. Their expansion to multi-dollar items has really helped. The hurricane would not benefit them by sales of batteries, etc. That is a onetime event and so analysts wouldn`t give it credit anyway. They are very good operators.

WEAK BUY
WEAK BUY
October 16, 2012

US competitors may have more presence in Canada in 3-5 years. Dollarama has good relationships with landlords, good inventory management but not much competition. Likes it but it is rather expensive here. Wishes he owned it.

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Dollarama Inc. (DOL-T)
October 16, 2012

US competitors may have more presence in Canada in 3-5 years. Dollarama has good relationships with landlords, good inventory management but not much competition. Likes it but it is rather expensive here. Wishes he owned it.

COMMENT
COMMENT
October 10, 2012

Management has done a terrific job. Stock price has soared but so has earnings. There is still room for it to grow. Doesn’t think their market is saturated. He is not buying, but is watching it.

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Dollarama Inc. (DOL-T)
October 10, 2012

Management has done a terrific job. Stock price has soared but so has earnings. There is still room for it to grow. Doesn’t think their market is saturated. He is not buying, but is watching it.

WATCH
WATCH
August 29, 2012

Missed this one because he wasn’t sure they could carry on consistently with the margins that they had done in the past. Has done an incredible job. Their format, the way they manage their inventory, the way they can squeeze more margin out is pretty impressive. Odds are going against them that they can continue in that direction. Has fallen below the 200 day moving average for most of August.

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Dollarama Inc. (DOL-T)
August 29, 2012

Missed this one because he wasn’t sure they could carry on consistently with the margins that they had done in the past. Has done an incredible job. Their format, the way they manage their inventory, the way they can squeeze more margin out is pretty impressive. Odds are going against them that they can continue in that direction. Has fallen below the 200 day moving average for most of August.

BUY
BUY
August 22, 2012

For a growth portfolio, he would look at this one. One of the few Canadian retailers that has continued to grow. Issues better and better earnings quarter after quarter. Trading at 20X forward earnings.

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Dollarama Inc. (DOL-T)
August 22, 2012

For a growth portfolio, he would look at this one. One of the few Canadian retailers that has continued to grow. Issues better and better earnings quarter after quarter. Trading at 20X forward earnings.

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