Subject: Re: Break the rules again and get slaughtered
There are now so many DG's in my area and so many more being built that I think one on every corner is coming. I don't get it at all, competition is crazy intense and geographically close.

Here is the data in case anyone is interested

https://hasdata.com/brand-repo....

I know the correct posters got this started and the even more correct posters have further promoted DG. Like KMX though I didn't see the magic at the prices being presented as definite home run outcomes. Prices way down on both and optimism rages which to me isn't the formula for successful investment.

Not sure what you are suggesting; DG is down about 20% from its recent high (in March) but still up 25% from the bottom last October. I think for most of us that bought at the "low 100s" the investment thesis hasn't changed much, I still expect to be able to exit above $175 / share - which would be a nice return.

tecmo
...



tecmo
...