Top 5 Dollar Stores Stocks that Could Beat Amazon

Opinion about DOL-T: In his firm's Canadian dividend growth strategy portfolio. Not a great dividend, though it does grow. Focused more on inorganic growth and share buybacks. Almost AMZN-proof, scale gives them buying power. In Canada, topline is growing close to 10%, margins are improving. Trades at over 40x next year's earnings, so wise to…

Opinion about DLTR-Q: They reported today: sales grew 11.3% and beat and earnings beat. DT reports the highest growth coming from their richest customers, namely over $100,000 annual income. Unlike DG, Dollar Tree could be hurt by Trump's tariffs; TF said that this quarter their earnings could slide 45-50%, then re-accelerate later this year. Also,…

Opinion about DG-N: Yesterday they reported a fine quarter: beating revenue, 2.4% same-store sales growth (beating) with strength in every major product category, gross margins beat due to a theft crackdown. Earnings beat and were excellent. DG repeated tat they will keep prices low amid Trump tariffs. DG's customer survey revealed that 60% of their…

Opinion about BIG-N: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. BIG's small size ($141M) and debt ($2.3B) and losses ($180M last year) do make it very financially risky. Bloomberg calculates a 'default risk ratio' and it is 27.3%, about as high as we see on a company that has yet to restructure.…

Opinion about FIVE-Q: It recently announced results stronger than expected. The co-founder is stepping down which is good for the changes being made. They now have a relationship with Uber so their products can get to their customers faster than with Amazon, maybe within an hour.