Top 5 Dollar Stores Stocks that Could Beat Amazon

Opinion about DOL-T: Wouldn't buy now. Has benefited from the economic uncertainty, and so valuation has come up dramatically. North of 35x PE, so risk that could contract over the long term. Wonderful business, well positioned with price points to capture a larger portion of wallets in tough times. Last conference call referenced a small impact…

Opinion about DLTR-Q: The merger with Family Dollar never made sense, and he never liked FD. This has led to $8 billion in losses. Shameful. They never had a plan to integrate.

Opinion about DG-N: It reports Thursday. This and Dollar Tree have been eclipsed by Walmart, who is not at the mercy of the big suppliers.

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: (A Top Pick Feb 13/24, Down 51%) It was a fast  growing company that slowed down quickly. It has changed its CEO and is focusing on making improvements. The store count is growing less but at 9% this year. It didn't blame the economy for its problems and gave a good self-reflection…