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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: WEBspired   😊 😞
Number: of 15062 
Subject: Re: OT: Car Max (KMX)
Date: 05/27/2023 1:00 AM
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Took a look at DG as well and started a small position @204. >20% off its high and near 52-week low, 41% ROE, 50% Rev. growth over last 4 years ($38B), 10% earnings growth yoy, 9% op. margins, 16% annual 5-year growth rate, 21% payout, tiny short interest, currently priced the same as Fall 2020 despite good growth. Not crazy wrt debt/equity however.

DG seems well-positioned relatively speaking with likely economic slowdown and a tighter consumer. Their stores seem to have a steady flow of traffic around here in the Southeast. Who knows but I'd not be surprised to see it priced 20-25% higher over the coming year.
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