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
5i Research Answer:
We think DOL is a much better-run company with a much stronger market position. FIVE has had a continuous series of mishaps and 'misses' of guidance. DOL is more 'reliable' and thus expensive, but also doing significantly better in nearly all metrics.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in FIVE.