Dollar Tree

DLTR-Q

NASDAQ:DLTR

109.90
1.83 (1.64%)
Dollar Tree, Inc. is an American chain of discount variety stores that sells items for $1 or less. Headquartered in Chesapeake, Virginia, it is a Fortune 500 company and operates 13,600 stores throughout the 48 contiguous U.S. states and Canada.
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Analysis and Opinions about DLTR-Q

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
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.
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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.
DON'T BUY
DON'T BUY
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.
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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.
COMMENT
COMMENT
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.

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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.

TOP PICK
TOP PICK
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)

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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)

TOP PICK
TOP PICK
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)

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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)

TOP PICK
TOP PICK
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)

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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)

TOP PICK
TOP PICK
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.

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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.

PAST TOP PICK
PAST TOP PICK
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.

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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.

PAST TOP PICK
PAST TOP PICK
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.

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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.

COMMENT
COMMENT
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.

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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.

TOP PICK
TOP PICK
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.

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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.

HOLD
HOLD
July 13, 2016

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

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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.

COMMENT
COMMENT
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.

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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.

BUY WEAKNESS
BUY WEAKNESS
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.

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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.

COMMENT
COMMENT
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.

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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.

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