Dollar Tree | StockChase
19
Dollar Tree (DLTR-Q)

Last Price Recorded: $87.2700 on 2018-06-20

ON STOCKCHASE SINCE Nov 2010

merchandising/lodging
19
Dollar Tree (DLTR-Q)

Last Price Recorded: $87.2700 on 2018-06-20

ON STOCKCHASE SINCE Nov 2010

merchandising/lodging

Dollar Tree


Signal Opinion Expert
TOP PICK
Dollar Tree(DLTR-Q) 

June 7, 2018

It's like Dollarama. It's doing very well with same-store sales up 4% in their last report. However, they bought Family Dollar and undestimated their issues: lower margins, weakly trained staff, poorer inventory systems. So, this margin has some problems, which has pressured the stock. But this present a buying opportunity. (Analysts' price target: $102.71)

merchandising/lodging

It's like Dollarama. It's doing very well with same-store sales up 4% in their last report. However, they bought Family Dollar and undestimated their issues: lower margins, weakly trained staff, poorer inventory systems. So, this margin has some problems, which has pressured the stock. But this present a buying opportunity. (Analysts' price target: $102.71)

merchandising/lodging
Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$81.960
Owned Owned
Yes

TOP PICK
Dollar Tree(DLTR-Q) 

April 26, 2018

Much cheaper than Dollarama (DOL-T) trading at 16 times earnings. They bought Family Dollar and that didn’t go that well and affected the stock price. There is a little stabilization now. (Analysts’ price target is $111.54)

merchandising/lodging

Much cheaper than Dollarama (DOL-T) trading at 16 times earnings. They bought Family Dollar and that didn’t go that well and affected the stock price. There is a little stabilization now. (Analysts’ price target is $111.54)

merchandising/lodging
Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$96.930
Owned Owned
Yes

TOP PICK
Dollar Tree(DLTR-Q) 

March 12, 2018

Dollarama trades at a much higher multiple, nearly twice as much. DLTR's stock fell because of Family Dollar acquisition, but they should get their margins back up again. Free cash yield of 5.6%, much cheaper than Dollara.

merchandising/lodging

Dollarama trades at a much higher multiple, nearly twice as much. DLTR's stock fell because of Family Dollar acquisition, but they should get their margins back up again. Free cash yield of 5.6%, much cheaper than Dollara.

merchandising/lodging
Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$94.290
Owned Owned
Yes

PAST TOP PICK
Dollar Tree(DLTR-Q) 

September 20, 2017

(A Top Pick Oct 4/16. Up 9%.) This has been an up-and-down stock. They merged with a company called Dollar General and the stock ran up to about $90 a share last year. The 1st results came out. Mergers cost money and things weren’t happening, and the stock depressed. The last quarter came out and the merger is starting to work now. This company can open several thousand more stores, so he still likes this.

merchandising/lodging

(A Top Pick Oct 4/16. Up 9%.) This has been an up-and-down stock. They merged with a company called Dollar General and the stock ran up to about $90 a share last year. The 1st results came out. Mergers cost money and things weren’t happening, and the stock depressed. The last quarter came out and the merger is starting to work now. This company can open several thousand more stores, so he still likes this.

merchandising/lodging
Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$83.420
Owned Owned
Yes

PAST TOP PICK
Dollar Tree(DLTR-Q) 

August 1, 2017

(A Top Pick Oct 4/16. Down 4.73%.) This got caught in the Amazon (AMZN-Q) fiasco. They created their own problems with a takeover of Family Dollar. Still thinks this is going to work in the longer-term.

merchandising/lodging

(A Top Pick Oct 4/16. Down 4.73%.) This got caught in the Amazon (AMZN-Q) fiasco. They created their own problems with a takeover of Family Dollar. Still thinks this is going to work in the longer-term.

merchandising/lodging
Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$73.010
Owned Owned
Yes

COMMENT
Dollar Tree(DLTR-Q) 

October 20, 2016

He likes the Dollar store space, but doesn’t know a lot about the company. You might want to look at Dollarama (DOL-T), which also has a high PE and a high growth rate, but much more of a consistent stock performance.

merchandising/lodging

He likes the Dollar store space, but doesn’t know a lot about the company. You might want to look at Dollarama (DOL-T), which also has a high PE and a high growth rate, but much more of a consistent stock performance.

merchandising/lodging
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$75.870
Owned Owned
No

TOP PICK
Dollar Tree(DLTR-Q) 

October 4, 2016

Had a tough quarter because Walmart (WMT-N) is getting far more competitive with the dollar stores, as well as selling a bit of food. Has a target price of $103. They did the Family Dollar deal and there will be big synergies coming on the back of that. They are reformatting all of their stores. Currently trading at 15X 2 years forward.

merchandising/lodging

Had a tough quarter because Walmart (WMT-N) is getting far more competitive with the dollar stores, as well as selling a bit of food. Has a target price of $103. They did the Family Dollar deal and there will be big synergies coming on the back of that. They are reformatting all of their stores. Currently trading at 15X 2 years forward.

merchandising/lodging
Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$76.430
Owned Owned
Yes

HOLD
Dollar Tree(DLTR-Q) 

July 13, 2016

They use all their cash for building new stores.  That is why the dividend is low.  They recently trimmed their holding.

merchandising/lodging

They use all their cash for building new stores.  That is why the dividend is low.  They recently trimmed their holding.

merchandising/lodging
Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$94.360
Owned Owned
Yes

COMMENT
Dollar Tree(DLTR-Q) 

May 13, 2016

A US dollar store? This one is coming into Canada, especially out West. He likes the sector. They did the Family Dollar acquisition, and are digesting that right now. There will be lots of synergies coming out of that. Opening 900 stores this year and 1000 next year and have 15,000 stores, so there is lots of opportunity for growth. Has a $92 target price.

merchandising/lodging

A US dollar store? This one is coming into Canada, especially out West. He likes the sector. They did the Family Dollar acquisition, and are digesting that right now. There will be lots of synergies coming out of that. Opening 900 stores this year and 1000 next year and have 15,000 stores, so there is lots of opportunity for growth. Has a $92 target price.

merchandising/lodging
David Newman

Head of Re, The Murray Wealth Gr...

Price Price
$77.630
Owned Owned
Yes

BUY on WEAKNESS
Dollar Tree(DLTR-Q) 

August 20, 2015

These dollar stores, as a whole, have done incredibly well. One of the problems that Wal-Mart (WMT-N) has had is competing with these guys, who have taken a lot of market share away. He can see how they could continue to do well and grab shares from what Wal-Mart traditionally got. Very efficient operators, from both a store and inventory basis. Not a cheap story, but on a pullback it is worth buying.

merchandising/lodging

These dollar stores, as a whole, have done incredibly well. One of the problems that Wal-Mart (WMT-N) has had is competing with these guys, who have taken a lot of market share away. He can see how they could continue to do well and grab shares from what Wal-Mart traditionally got. Very efficient operators, from both a store and inventory basis. Not a cheap story, but on a pullback it is worth buying.

merchandising/lodging
Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$80.380
Owned Owned
Unknown

COMMENT
Dollar Tree(DLTR-Q) 

August 11, 2015

Dollar Tree has done very well. Sooner or later the stock should be seeing a top formation and could have a double top formation, or ”M” which is often followed by the collapse of the stock . Should have a stop loss around $80.00. Also, should have a 2nd stop loss around $75.00. If those 2 things break the stock could come down to the support level of about $60.00.

merchandising/lodging

Dollar Tree has done very well. Sooner or later the stock should be seeing a top formation and could have a double top formation, or ”M” which is often followed by the collapse of the stock . Should have a stop loss around $80.00. Also, should have a 2nd stop loss around $75.00. If those 2 things break the stock could come down to the support level of about $60.00.

merchandising/lodging
Ron Meisels

President, P & C Holdings...

Price Price
$77.690
Owned Owned
Unknown

COMMENT
Dollar Tree(DLTR-Q) 

July 28, 2015

A good operator of dollar stores in the US and recently purchased their rival Family Dollar, which has an entirely different strategy in the way they operate. Thinks it is a good acquisition and will take a little while to digest. In a slow economic environment, you see a lot of people shopping there, so the concern is that as the US economy picks up, it is less of an attraction. A good sector to be in, although some of the valuations are getting pretty full.

merchandising/lodging

A good operator of dollar stores in the US and recently purchased their rival Family Dollar, which has an entirely different strategy in the way they operate. Thinks it is a good acquisition and will take a little while to digest. In a slow economic environment, you see a lot of people shopping there, so the concern is that as the US economy picks up, it is less of an attraction. A good sector to be in, although some of the valuations are getting pretty full.

merchandising/lodging
Jim Huang

President, T.I.P. Wealth Manage...

Price Price
$78.140
Owned Owned
No

COMMENT
Dollar Tree(DLTR-Q) 

January 22, 2015

Shareholders have agreed to a takeover by Family Dollar Stores (FDO-N). This makes the company more attractive as it has the synergies happening and a bigger footprint The average American has $900-$1000 more of disposable income. These types of stores will be beneficiaries of lower energy prices.

merchandising/lodging

Shareholders have agreed to a takeover by Family Dollar Stores (FDO-N). This makes the company more attractive as it has the synergies happening and a bigger footprint The average American has $900-$1000 more of disposable income. These types of stores will be beneficiaries of lower energy prices.

merchandising/lodging
Stan Wong

Director &, Private Wealth Manag...

Price Price
$70.250
Owned Owned
No

COMMENT
Dollar Tree(DLTR-Q) 

April 30, 2014

Anheuser Busch (BUD-N) or Dollar Tree (DLTR-Q)? Given the choice, he would probably go with Anheuser Busch. Consumer spending has been a little bit suspect and he would tend to shy away from the purer play of consumer spending. Anheuser Busch would be more of a staple as opposed to a discretionary.

merchandising/lodging

Anheuser Busch (BUD-N) or Dollar Tree (DLTR-Q)? Given the choice, he would probably go with Anheuser Busch. Consumer spending has been a little bit suspect and he would tend to shy away from the purer play of consumer spending. Anheuser Busch would be more of a staple as opposed to a discretionary.

merchandising/lodging
Gordon Reid

President, GoodReid Investment ...

Price Price
$52.070
Owned Owned
Unknown

PAST TOP PICK
Dollar Tree(DLTR-Q) 

September 5, 2013

(A Top Pick September 13/12. Up 15.37%.) He has peeled back quite a bit of it at this point so doesn’t own it for all of his clients. He has really shifted away from the dollar types of stores into the upper market types.

merchandising/lodging

(A Top Pick September 13/12. Up 15.37%.) He has peeled back quite a bit of it at this point so doesn’t own it for all of his clients. He has really shifted away from the dollar types of stores into the upper market types.

merchandising/lodging
Stan Wong

Director &, Private Wealth Manag...

Price Price
$53.970
Owned Owned
Yes

Showing 1 to 15 of 19 entries
<< < 1 2 > >>

No Comments.


You must be logged in to comment.

Successfully Saved Company