Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of DGBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of DGBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


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.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks D / Dollar General (DG)
Unthreaded | Threaded | Whole Thread (3) |
Author: mdtls   😊 😞
Number: of 285 
Subject: Earnings out Dec 7
Date: 11/27/23 9:04 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 4
No clue what to expect. Haven't read much as to how stores are doing, aside from that clownish hit piece video.

My gut wonders if the new guy will empty the shelves of any/all bad news and set lower expectations for his tenure. That might offer a knee jerk decline from Mr. Market, and for those with a longer term investment conviction, it could offer a nibbling opportunity.

If, on the other hand numbers are positive we may have seen the bottom for now and a climb back to something more normal could be underway.

For me, my slow position building sits at 1.5% of portfolio and is underwater by 15%. I'm itching to get it to a full 4-5%. Patience...I tell myself ;)

So, i'll probably roll the dice and acquire just few shares prior to earnings to scratch the itch, no harm in that. If earnings are green, let 'er ride. If earnings are yellow or red, keep building toward that 4-5%.

Conundrum.

Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to mdtls here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
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
Unthreaded | Threaded | Whole Thread (3) |


Announcements
Dollar General FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of DG | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community