Q: Would you please comment on Dollarama's earnings release issued this morning? Thank you for your wonderful service. Peter
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Peter, can you provide any comments on my Consumer stock allocation. Each of the following stocks represent between 4 and 5% of my total portfolio: AYA; ATD.B; BYD.UN; CCL.B; DOL; and L. Please let me know if there are other Consumer stocks I should consider.
Thank you, Stephen
Thank you, Stephen
Q: Been a happy shareholder of Dollarama. If one looks at the chart, it's like the late-summer correction didn't even phase it.
There's always talk of increased competition from the dollar stores from the US (Family Dollar, Dollar Tree, Dollar General). Just how much of a threat is this to Dollarama's moat? And if US dollar stores are not a threat, what is their main risk?
There's always talk of increased competition from the dollar stores from the US (Family Dollar, Dollar Tree, Dollar General). Just how much of a threat is this to Dollarama's moat? And if US dollar stores are not a threat, what is their main risk?
Q: Would switching from Gildan to Dollorama be a smart thing to do. Dollorama seems to be going from strength to strength.
Q: Hi Team
I am considering taking a position in either DOL Dollarama or CTC Canadian Tire. My interest/focus is figuring out which stock would offer the best defensive position in this market's climate. Safety first these days ...
I am considering taking a position in either DOL Dollarama or CTC Canadian Tire. My interest/focus is figuring out which stock would offer the best defensive position in this market's climate. Safety first these days ...
Q: Hi gang...lots of nail biting going on right now..yikes! Anyway last week just after China's announcement, a speaker on BNN mentioned that Dollarama would be a good place to invest at this "junction" due to their connection/buying with/0f Asian products! Do you agree? thanks for your advice as always..cheers for now
Q: Can Dollarama DOL do enough to counter the effects of the weakening Canadian dollar and keep their expansion plans and everything else on the upswing? Or do you foresee serious problems?
Q: Hi there, can I get your opinion on "DOL". (Dollarama).
Q: what did you think of Dollarama's latest results?
Thankyou
Thankyou
Q: what would your rating be on this stock? Buy , hold or sell/ thanks
Q: RE "what's your sell disciplilne?" blog.
If DOL was in the BE portfolio or the growth and you had held it for over a year with a 100% gain, what would 5i do?
1) let it run on fundamentals, 2)take the profit and let the rest run, 3)substitute, 4) sell on valuation or stop gain, 5)trade on technicals and buy back based on the belief it will run more.
Thank you.
G
If DOL was in the BE portfolio or the growth and you had held it for over a year with a 100% gain, what would 5i do?
1) let it run on fundamentals, 2)take the profit and let the rest run, 3)substitute, 4) sell on valuation or stop gain, 5)trade on technicals and buy back based on the belief it will run more.
Thank you.
G
Q: Hello
What is the dividend yield on DOL? It pays an 8c dividend quarterly and current market price is about $60.
As per TMX money the yield is around 1.05% http://web.tmxmoney.com/quote.php?qm_symbol=DOL:TSX
I come up with a different number when I calculate it:
($0.08x4)/$60 = 0.53% dividend yield.
What am I missing?
Thank you
What is the dividend yield on DOL? It pays an 8c dividend quarterly and current market price is about $60.
As per TMX money the yield is around 1.05% http://web.tmxmoney.com/quote.php?qm_symbol=DOL:TSX
I come up with a different number when I calculate it:
($0.08x4)/$60 = 0.53% dividend yield.
What am I missing?
Thank you
Q: I'd like any updated thoughts on Dollarama (DOL). I currently hold it and have seen it rise significantly over the last few months. They had good earnings, but the rise seems to be greater than expected. Although I'm not complaining, is it overbought? Prior to becoming a 5i member, I probably would have sold already, so I'd like your thoughts on whether I should keep holding.
Thanks for everything, and I hope your team has a wonderful Christmas!
Thanks for everything, and I hope your team has a wonderful Christmas!
Q: Why don't you own DOL in your model portfolio?
Q: Hi there. I would like you opinion on (DOL) Dollarama INC.
Q: Dollarama was downgraded by Neil Linsdell with a 12-month target price of $95.00. Do you think the growth story is still intact? Also, with all the M&A activity surrounding Family Dollar, why hasn't there been much, if any, reaction in Dollarama? Usually there is a bump in share price when there is news of consolidation in a sector.
Q: Hi Peter
DOL has fallen below $90 in the last week. Do you still like the stock, and would this be a good entry point?
Michel
DOL has fallen below $90 in the last week. Do you still like the stock, and would this be a good entry point?
Michel
Q: Hi,
What is your current opinion on DOL (Dollarama)? I currently hold DOL and AYA for consumer discretionary exposure and ATD.B and CCL.B for consumer staples coverage. If you were to switch DOL for another Consumer Discretionary, what alternative(s) would you suggest? ( with a 20-yr time frame) Thank you.
What is your current opinion on DOL (Dollarama)? I currently hold DOL and AYA for consumer discretionary exposure and ATD.B and CCL.B for consumer staples coverage. If you were to switch DOL for another Consumer Discretionary, what alternative(s) would you suggest? ( with a 20-yr time frame) Thank you.
Q: Regarding Dollarama (DOL). I generally like to let my winners run, especially if they are still trading at attractive valuations and I have had a good run with Dollarama however its now trading at 22x 2015 earnings estimates and 19x next fiscal year's earnings estimates.
Do you think its being too cute selling on any additional move up hoping for a pullback close to the $90 level?
I figure yesterday's move in the share price had everything to do with Icahn taking a position in Family Dollar and a bit of last weeks, move was based on the report that Dollarama would make a good fit for one of the dollar stores in the States.
Do you think its being too cute selling on any additional move up hoping for a pullback close to the $90 level?
I figure yesterday's move in the share price had everything to do with Icahn taking a position in Family Dollar and a bit of last weeks, move was based on the report that Dollarama would make a good fit for one of the dollar stores in the States.
Q: Thanks for all your fine research. My portfolio is diverse but I have no consumer stocks. Can you suggest 3 that you think would be good additions.