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Dollar Tree (DLTR-Q)

ON STOCKCHASE SINCE Nov 2010

merchandising/lodging

Dollar Tree
DLTR-Q

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Signal	Opinion	Expert
TOP PICK	Dollar Tree(DLTR-Q) February 20, 2019 The only dollar store that still fits the description. If they increased prices, they could meaningfully increase revenues and earnings. Management has resisted, but there's pressure to do this. This would add $2 per share to earnings. No dividend. (Analysts’ price target is $100.44) merchandising/lodging 0 0 0 0 0 0 comments	The only dollar store that still fits the description. If they increased prices, they could meaningfully increase revenues and earnings. Management has resisted, but there's pressure to do this. This would add $2 per share to earnings. No dividend. (Analysts’ price target is $100.44) merchandising/lodging 0 0 0 0 0 0 comments Veronika Hirsch Chief Inve, Arrow Capital... Price $99.190 Owned Yes

PAST TOP PICK	Dollar Tree(DLTR-Q) February 13, 2019 (A Top Pick Feb 12/18, Down 6%) Sold it in Q3 because fuel costs were rising. They sell items for a dollar in stores. The issue is that they bought Family Dollar for $9 billion and those stores and staff were poor; DLTR has had trouble integrating them. FD is weighing down DLTR. merchandising/lodging 0 0 0 0 0 0 comments	(A Top Pick Feb 12/18, Down 6%) Sold it in Q3 because fuel costs were rising. They sell items for a dollar in stores. The issue is that they bought Family Dollar for $9 billion and those stores and staff were poor; DLTR has had trouble integrating them. FD is weighing down DLTR. merchandising/lodging 0 0 0 0 0 0 comments Paul Harris, CF Portfolio , Avenue Investment Ma... Price $98.560 Owned No
DON'T BUY	Dollar Tree(DLTR-Q) December 6, 2018 Dollar store names came to the forefront in the financial crisis. Americans shifted their budgets to an experience that was better than they expected. Wal-mart suffered from this. On a unit basis you are paying more for what you get from these stores. It is growing but okay and they are fixing parts of it. It is 20 times so a little rich. He is sitting this one out. merchandising/lodging 0 0 0 0 0 0 comments	Dollar store names came to the forefront in the financial crisis. Americans shifted their budgets to an experience that was better than they expected. Wal-mart suffered from this. On a unit basis you are paying more for what you get from these stores. It is growing but okay and they are fixing parts of it. It is 20 times so a little rich. He is sitting this one out. merchandising/lodging 0 0 0 0 0 0 comments Cameron Hurst Chief Inve, Equium Capital Manag... Price $86.250 Owned Unknown
COMMENT	Dollar Tree(DLTR-Q) October 22, 2018 Loves this dollar-store space. It's defensive. When the economy declines, people will buy here. The stock has sold off after execution issues about an acquisition. merchandising/lodging 0 0 0 0 0 0 comments	Loves this dollar-store space. It's defensive. When the economy declines, people will buy here. The stock has sold off after execution issues about an acquisition. merchandising/lodging 0 0 0 0 0 0 comments Ashley Misquitt Senior Po, Empire Life ... Price $83.520 Owned Unknown
TOP PICK	Dollar Tree(DLTR-Q) July 20, 2018 Much cheaper than other dollar stores trading at 16 times earnings. No dividend. They bought Family Dollar and that didn’t go that well and affected the stock price. They continue to do well. Good growth profile. (Analysts’ price target is $102.31) merchandising/lodging 0 0 0 0 0 0 comments	Much cheaper than other dollar stores trading at 16 times earnings. No dividend. They bought Family Dollar and that didn’t go that well and affected the stock price. They continue to do well. Good growth profile. (Analysts’ price target is $102.31) merchandising/lodging 0 0 0 0 0 0 comments Paul Harris, CF Portfolio , Avenue Investment Ma... Price $87.490 Owned Yes
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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Paul Harris, CF Portfolio , Avenue Investment Ma... Price $81.960 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Paul Harris, CF Portfolio , Avenue Investment Ma... Price $96.930 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Paul Harris, CF Portfolio , Avenue Investment Ma... Price $94.290 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 1^st 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 0 0 0 0 0 0 comments	(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 1^st 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 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $83.420 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 0 0 0 0 0 0 comments	(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 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $73.010 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Jason Del Vicar Portfolio , HollisWealth... Price $75.870 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $76.430 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 0 0 0 0 0 0 comments	They use all their cash for building new stores. That is why the dividend is low. They recently trimmed their holding. merchandising/lodging 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $94.360 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments David Newman Head of Re, The Murray Wealth Gr... Price $77.630 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Paul Harris, CF Portfolio , Avenue Investment Ma... Price $80.380 Owned Unknown

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