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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" 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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Investment Strategies / Falling Knives
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Author: mungofitch ✹✺🐝🐝🐝 SILVER
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Number: of 1251 
Subject: Re: FKA: DG
Date: 09/14/24 12:09 PM
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No. of Recommendations: 5
This seems to be the central discussion forum for Dollar General.

On that theme, going further afield in this thread:

An interesting article on Dollarama, a Canadian chain of dollar stores with a formidable record.
hardingloevner.com - Loonie how a canadian dollar store became one of the worlds most profitable retailers
"Dollarama earns a higher profit margin than any other large department store or discount chain in North America, including Target and Costco....
And of the 50 largest consumer-discretionary companies globally—a broader bucket that includes US giants such as Marriott and McDonald’s—Dollarama’s operating margin ranks ninth, just behind the luxury brand Christian Dior."


As you might expect from their impressive financial results and fairly recession-resistant business area, the stock rarely gets cheap. A little like a Canadian Costco in that way, except that Dollarama has increased in value per share much faster on almost any metric, and generally trades at a lower (though still rich) valuation multiple. It is a little pricier at the moment than its own usual level, maybe 20-30% richer? At least EPS have been growing faster lately than their own usual.

My lovely spouse is a big fan as a client when we're in Canada. I'm a fan as an investor, though I unwisely sold at some point in the past and stupidly haven't bought back in.

Jim
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This community has written 1,241 posts about Falling Knives. The article-length ones it recommended most:
FKA: DG · 25 recs · 2023
MTD – A Masterclass in Un-Swiss Capital Allocation · 17 recs · 2026
Alpha Metallurgical Resources (AMR) · 15 recs · 2026
FKA (a bit): WIP · 15 recs · 2026
ORCL, PSKY, oh my · 15 recs · 2026
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