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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks D / Dollar General (DG)
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Author: tecmo ⎊☼  😊 😞
Number: of 285 
Subject: Re: Break the rules again and get slaughtered
Date: 06/12/24 9:52 AM
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No. of Recommendations: 11
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

hasdata.com - Dollar general.

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
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tecmo
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This community has written 284 posts about Dollar General. The article-length ones it recommended most:
DG earnings · 30 recs · 2024
Past as Prologue? · 27 recs · 2023
dg, the new value line, · 9 recs · 2024
TEMU · 9 recs · 2023
DG: Theft · 7 recs · 2024
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