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
TOP PICK
TOP PICK
February 25, 2019
It's holding above $30, a key support line. He still likes it when he bought at $50. A definite recession stock. It's continued to open stores and is getting into online sales. (Analysts’ price target is $41.43)
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Dollarama Inc. (DOL-T)
February 25, 2019
It's holding above $30, a key support line. He still likes it when he bought at $50. A definite recession stock. It's continued to open stores and is getting into online sales. (Analysts’ price target is $41.43)
WATCH
WATCH
February 20, 2019
An incredible story, a ten bagger. Has stalled out. Issue was that margins were challenged because of competition from the likes of Canadian Tire. Still, the multiple has come down. Fantastic merchandisers. Reluctant to call it a sell, because of quality management. But would like to see a really good quarter before she steps in.
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Dollarama Inc. (DOL-T)
February 20, 2019
An incredible story, a ten bagger. Has stalled out. Issue was that margins were challenged because of competition from the likes of Canadian Tire. Still, the multiple has come down. Fantastic merchandisers. Reluctant to call it a sell, because of quality management. But would like to see a really good quarter before she steps in.
COMMENT
COMMENT
February 12, 2019
YTD it's done much better than last year. It's more highly valued than, say, Canadian Tire, though DOL is a better stock. People will still shop at DOL; their products are cheap. Introducing credit cards doubled the spend size in shops. A defensive name and they're growing online. To buy this, the multiple must be much lower; this stock needs to be cheaper. Also, there is competition to consider. That said, DOL is selling items for $2, 3, 4 which increases margins.
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Dollarama Inc. (DOL-T)
February 12, 2019
YTD it's done much better than last year. It's more highly valued than, say, Canadian Tire, though DOL is a better stock. People will still shop at DOL; their products are cheap. Introducing credit cards doubled the spend size in shops. A defensive name and they're growing online. To buy this, the multiple must be much lower; this stock needs to be cheaper. Also, there is competition to consider. That said, DOL is selling items for $2, 3, 4 which increases margins.
COMMENT
COMMENT
February 12, 2019
Stay on the sidelines here. If there was a time to rebound, it would have done so recently. As for its new online business, given shipping costs, how profitable would it be?
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Dollarama Inc. (DOL-T)
February 12, 2019
Stay on the sidelines here. If there was a time to rebound, it would have done so recently. As for its new online business, given shipping costs, how profitable would it be?
HOLD
HOLD
February 11, 2019
There is wonderful hope for them. They are one of the most successful retailers in Canada. There was slowdown in the growth rate and so they corrected. It might take two to three years but it will gradually work higher as the market adjusts to slower growth.
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Dollarama Inc. (DOL-T)
February 11, 2019
There is wonderful hope for them. They are one of the most successful retailers in Canada. There was slowdown in the growth rate and so they corrected. It might take two to three years but it will gradually work higher as the market adjusts to slower growth.
DON'T BUY
DON'T BUY
February 1, 2019
When they missed and the stock cratered, he spent time looking at it. He concluded that, given the muted growth with higher valuations, he would buy at $28 and it hasn't reached that. Thinks it will go sideways for a while, but that doesn't make it attractive.
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Dollarama Inc. (DOL-T)
February 1, 2019
When they missed and the stock cratered, he spent time looking at it. He concluded that, given the muted growth with higher valuations, he would buy at $28 and it hasn't reached that. Thinks it will go sideways for a while, but that doesn't make it attractive.
BUY
BUY
January 28, 2019
The stock got hammered. It is a good buying opportunity. He thinks same store sales will climb back up. There is still more growth ahead of them. It is a great time to buy it.
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Dollarama Inc. (DOL-T)
January 28, 2019
The stock got hammered. It is a good buying opportunity. He thinks same store sales will climb back up. There is still more growth ahead of them. It is a great time to buy it.
PAST TOP PICK
PAST TOP PICK
January 28, 2019
(A Top Pick Nov 16/18, Up 1%) He ran into a bad earnings quarter but this has since fought back. It'll hit $40 again soon. It's cheap now.
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Dollarama Inc. (DOL-T)
January 28, 2019
(A Top Pick Nov 16/18, Up 1%) He ran into a bad earnings quarter but this has since fought back. It'll hit $40 again soon. It's cheap now.
TOP PICK
TOP PICK
January 21, 2019
Just announced today that they will sell online. They continue to execute their growth plan, 1,700 stores across Canada (1,200 now). There are growth opportunities. They're consulting a francise, Dollar City, in South America, with an option to take a majority position next year; this could offer a long runway of growth. They continue to buy back shares. He continues to like it and build his position. But don't expect the stock price to shoot up suddenly. One of the best retail stories in North America. (Analysts’ price target is $41.43)
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Dollarama Inc. (DOL-T)
January 21, 2019
Just announced today that they will sell online. They continue to execute their growth plan, 1,700 stores across Canada (1,200 now). There are growth opportunities. They're consulting a francise, Dollar City, in South America, with an option to take a majority position next year; this could offer a long runway of growth. They continue to buy back shares. He continues to like it and build his position. But don't expect the stock price to shoot up suddenly. One of the best retail stories in North America. (Analysts’ price target is $41.43)
DON'T BUY
DON'T BUY
January 15, 2019
Suffered a high multiple that didn't hold up last year and the stock price got cut in half. Looking foward, they need to moderate growth targets. They should take more capital to increase the dividend--then he may buy this. Otherwise, he doesn't see a point buying this.
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Dollarama Inc. (DOL-T)
January 15, 2019
Suffered a high multiple that didn't hold up last year and the stock price got cut in half. Looking foward, they need to moderate growth targets. They should take more capital to increase the dividend--then he may buy this. Otherwise, he doesn't see a point buying this.
DON'T BUY
DON'T BUY
January 11, 2019
A market darling for many years, always beating analysts expectation. The rising multiples and a few missteps have caused it to fall from grace and he feels the company has been re-rated. He does not expect them to return to high multiples again. He would be cautious.
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Dollarama Inc. (DOL-T)
January 11, 2019
A market darling for many years, always beating analysts expectation. The rising multiples and a few missteps have caused it to fall from grace and he feels the company has been re-rated. He does not expect them to return to high multiples again. He would be cautious.
WATCH
WATCH
December 28, 2018
Support range from 2016, can it hold? Starting to break through its 200-day, so he's cautious. Looking for that support level to hold and for a move higher, wait for confirmation of a break in the downtrend. It's been a growth stock and defensive, but it's moving away from growth. Watch to see if a new uptrend takes hold. If it breaks through highs of late 2015, it could go to 20.
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Dollarama Inc. (DOL-T)
December 28, 2018
Support range from 2016, can it hold? Starting to break through its 200-day, so he's cautious. Looking for that support level to hold and for a move higher, wait for confirmation of a break in the downtrend. It's been a growth stock and defensive, but it's moving away from growth. Watch to see if a new uptrend takes hold. If it breaks through highs of late 2015, it could go to 20.
WAIT
WAIT
December 11, 2018
He got into DOL a little late, then lost money right before the summer short report. He sold. DOL has been increasing prices very slowly, but so has Walmart. Bay St. is still positive on DOL. Wait until tax-loss selling is over and see what happens. DOL still has room to grow in Canada. He isn't worried about Dollar Tree being a competitor in Canada.
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Dollarama Inc. (DOL-T)
December 11, 2018
He got into DOL a little late, then lost money right before the summer short report. He sold. DOL has been increasing prices very slowly, but so has Walmart. Bay St. is still positive on DOL. Wait until tax-loss selling is over and see what happens. DOL still has room to grow in Canada. He isn't worried about Dollar Tree being a competitor in Canada.
DON'T BUY
DON'T BUY
December 10, 2018
As a value investor, he didn't own it on the way up. Investors believed their growth would continue at a high pace. When that pace stumbled, the price crashed. He doesn't follow DOL closely, so he doesn't know if it has hit bottom. Also, retail has problems with online vs. brick/mortar. This whole space is changing rapidly.
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Dollarama Inc. (DOL-T)
December 10, 2018
As a value investor, he didn't own it on the way up. Investors believed their growth would continue at a high pace. When that pace stumbled, the price crashed. He doesn't follow DOL closely, so he doesn't know if it has hit bottom. Also, retail has problems with online vs. brick/mortar. This whole space is changing rapidly.
DON'T BUY
DON'T BUY
December 3, 2018
Why was it hit so hard and will it recover to $50? A phenomenal growth story that probably still has years to go. When a huge growth stock becomes a mature company and there are questions about the growth, the multiple will contract. We are probably in that phase with this one. Don’t play it for much more than a bounce at the $40ish level.
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Dollarama Inc. (DOL-T)
December 3, 2018
Why was it hit so hard and will it recover to $50? A phenomenal growth story that probably still has years to go. When a huge growth stock becomes a mature company and there are questions about the growth, the multiple will contract. We are probably in that phase with this one. Don’t play it for much more than a bounce at the $40ish level.
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