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Dollar Tree, Inc. Message Board

  • mick188125 mick188125 Nov 18, 2012 11:32 AM Flag

    DLTR margins and revenue continue to beat the street

    One of the best run mid caps in America right now-- margins continue to increase in addition to revenue. Lots of room to open new stores-- DLTR is currently very well positioned for growth, and is taking it hard to WMT. In the event economic conditions worsen nationally, investors need to be set up to benefit, and a proven way to do that is through DLTR-- which has shown an incredble ability to turn WMT shoppers into DLTR shoppers. I would love to be a fly on the wall at WMT board meeting listening to them whine about being unable to compete with the Dollar stores, with customers wanting to get in and out in minutes rather then get stuck and lost in a WMT store-- and with the ridiculously low DLTR prices. Going forward, expect DLTR to introduce new store sections with value $1.99 - $4.99 items (beauty sections) with even higher margins-- which provide customers with convenient in and out shopping. Investors who are hopping to buy some DLTR shares at a lower price point will probably miss out completely and are going to be left out. Capital gains selling is over for DLTR, and shares have just bottomed out-- expect a new run-up to 52 week high in near future. I see 5 year peg at around .64 right now for DLTR-- and it is the strongest buy of hundreds of stocks I follow. On the short side-- my favorite is ISIS-- going to $1 -- check it out. Good luck all.

    Sentiment: Strong Buy

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    • Well they beat guidance that had been lowered twice, so that's not so great an accomplishment. At $38 it was definitely good value. (I sold a bunch of $37.5 puts, a much bigger position than I usually take, and am very happy.). But that's more to do with the serious knockdown it had taken than with pure performance. If you check the chart, you'll see DLTR could run to $45 from here and not even break the downtrend!

      This stock is fine for a short-term trade, and I genuinely like the stores. But I think the sector needs capitulation on multiples before it becomes a longterm investment again.

      Sentiment: Hold

    • PEG does not mean too much when EPS revise downward and tp kept on move downward. It means growth rate estimate has to come down.

    • globular1 Nov 19, 2012 4:28 AM Flag

      10-4! We'll drink to that. CHEERS!

      Sentiment: Strong Buy

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