Q: Hi Guys
Five has dropped from above $200 to about $83. What do you think of the company at these levels? If you had a 3 year timeframe today would you buy Five or Dollarama?
Thanks Stuart
Five has dropped from above $200 to about $83. What do you think of the company at these levels? If you had a 3 year timeframe today would you buy Five or Dollarama?
Thanks Stuart
Q: Hi team,
In march, I asked if ATD was priced for perfection. ATD then reached a high around $85.
I wonder now about my DOL shares. I wanted to sell in the last months, but did not, because the stock keeps going up. With a PE of 37, and a high around $137, I fear that any problem with China would affect their supply. Do you know if DOL go thru third party’s warehouses or have their own China contacts? Do you have any data on the percentage of their business from Chinese items- should be quite high?
Covid did not stop them, so should we be worried?
Thanks
In march, I asked if ATD was priced for perfection. ATD then reached a high around $85.
I wonder now about my DOL shares. I wanted to sell in the last months, but did not, because the stock keeps going up. With a PE of 37, and a high around $137, I fear that any problem with China would affect their supply. Do you know if DOL go thru third party’s warehouses or have their own China contacts? Do you have any data on the percentage of their business from Chinese items- should be quite high?
Covid did not stop them, so should we be worried?
Thanks
Q: Thank you for your wise answer last week: Sentiment toward the company is fairly poor right now and toward the discretionary sector more widely. FIVE remains a strong company fundamentally with a long runway for growth via store openings but we might give them one more quarter for a bit more clarity/visibility before adding to the name.
The stock tumbled 25% yesterday and the CEO is out and the stock is at 76$ now. What would you do now ? Is the decline an overreaction ? Thanks again !
The stock tumbled 25% yesterday and the CEO is out and the stock is at 76$ now. What would you do now ? Is the decline an overreaction ? Thanks again !