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Dollar General

  • This Closeout Retailer Is a Good Buy

    By Anh HOANG - June 19, 2013 | Tickers: BIG, DG, TGT

    Since the beginning of the year, Big Lots (NYSE: BIG) has been quite volatile. The company's stock had surged from around $28.50 per share to nearly $38.80 per share in the middle of May, and then dropped to around $33.80 per share at the time of writing. Famous investors such as Joel Greenblatt, Richard Snow and Ray Dalio have Big Lots in their portfolios. Should investors more »

  • Dollar Stores are Still Worth and Good for a Few Dollars

    By Damian Illia - June 18, 2013 | Tickers: DG, DLTR, FDO

    Discount retailers gained great strength after the 2008 crisis, when many low-end customers traded down from regular retail channels. Dollar stores acquired a particular popularity, mainly because they offered groceries and other products at a price 20% below the supermarket average, in easy-to-get-around, small-format, conveniently located stores. As the economy recovers, however, this business does not seem to be losing its clientele, and still offers compelling growth prospects for the more »

  • 3 Buys From Lone Pine Capital Holdings

    By Madhu Dube - June 18, 2013 | Tickers: DG, GOOG, PCLN

    Lone Pine has $18.6 billion worth of assets under management. Currently, Priceline.com (NASDAQ: PCLN) holds 6.74%, Dollar General (NYSE: DG) holds 3.87%, and Google (NASDAQ: GOOG) holds 5.96% in Lone Pine's portfolio.

    Lone Pine adopts the investment strategy of "bottom-up stock picking." Under this strategy, companies are analyzed on the basis of their performance rather than their industry or the macro-economic factors of the more »

  • Why Investors Should Follow Lone Pine’s Top Picks This Year?

    By Shweta Dubey - June 17, 2013 | Tickers: DG, GOOG, PCLN

    Lone Pine is a hedge fund established in 1997, with initial capital of $8 million, which grew to around $19 billion by the first quarter of 2013. The fund uses the fundamental approach of investing in "bottom-up stocks". According to its recent 13F filing with SEC, Lone Pine increased its investment in Dollar General (NYSE: DG). The fund's top 3 holdings are Google (NASDAQ: GOOG), priceline.com (NASDAQ: PCLNmore »)

  • The Smallest of the Dollar Store Companies Seems to Be the Strongest

    By tarun bachhawat - June 17, 2013 | Tickers: DG, DLTR, FDO

    Over the years, and especially since the recession, dollar stores have become more popular as consumers were left with less money to spend. Even dollar stores are under pressure as of late, however, and are facing margin shrinkage and reduced sales of non-consumables as consumers shift more towards consumables purchases.

    After Dollar General's (NYSE: DG) recent earning release, the company's stock saw a steep fall after the company more »

  • Square Footage Growth and Online Channel Will Drive Sales for This Retailer

    By Ash Sharma - June 14, 2013 | Tickers: DG, DLTR, FDO

    Dollar Tree (NASDAQ: DLTR) is looking for a growth opportunity with increased selling space this year. The company will achieve this with continuous square footage growth and with the expansion of its online channel Dollar Tree Direct. It is increasing its square footage with new store openings in the US and Canada. Dollar Tree Direct will be a growth driver with its chain-wide MasterCard roll-out in FY 2013. It is more »

  • Big Problems for Big Lots

    By Zachary Scheidt - June 14, 2013 | Tickers: BIG, DG

    Shares of Big Lots (NYSE: BIG) have been under pressure following the company's lackluster earnings announcement on May 30. The company reported earnings of $0.36 per share, missing analyst estimates by $0.05. More importantly, management offered a disappointing outlook for the rest of the year.
     
    Considering the negative guidance and the increasing uncertainty for this company, investors should sell their shares of Big Lots and look for more »

  • Now Is a Good Time to Buy Retail Stocks

    By Jayson Derrick - June 13, 2013 | Tickers: COST, DG, DLTR, M

    The S&P Retail ETF is up around 35% year to date, compared to an approximate 20% rise in the S&P 500. The Retail index has been the best performing index based on the strength of the sector as a whole, as well as positive growth and projections from the individual companies.

    Why the strength?

    The retail sector is very unique as its success or failure is based on more »

  • What Do the Earnings of Discount Stores Reveal?

    By Sarfaraz Khan - June 13, 2013 | Tickers: DG, DLTR, FDO

    The discount retailer Dollar Tree (NASDAQ: DLTR) looks more attractive after it reported solid results as the company has effectively maneuvered itself through challenging business conditions.  On the other hand, earlier this month, its rival Dollar General (NYSE: DG) released its first quarter earnings that met the market’s expectations. But the company lowered its guidance causing a considerable drop in its shares. Unfavorable weather, intense competition, increasing sales of more »

  • What Does Billionaire John Paulson See in Family Dollar?

    By Meena Krishnamsetty - June 12, 2013 | Tickers: DG, DLTR, FDO, TGT, WMT

    Billionaire John Paulson was the highest paid hedge fund manager between 2007 and 2009. Unfortunately his performance took a hit in recent years and Paulson's popularity declined tremendously. Nevertheless, we at Insider Monkey believe investors can still uncover profitable investing ideas by going through his mandatory regulatory disclosures.

    We track filings from funds such as Paulson’s as part of our work developing investment strategies (for example, we have more »

  • It's Still Not Time to Buy the Dollar Stores

    By Lee Samaha - June 7, 2013 | Tickers: DG, DLTR, FDO

    The latest results from Dollar General (NYSE: DG) were met with a sharp mark-down as they disappointed in terms of both the sales and margin outlook.

    In general the dollar stores are attractive for their defensive properties, but many of the headwinds that began in mid 2012 are still around and they are finding growth a lot harder to come by. In summary Dollar General’s results raised more questions more »

  • Is This Dollar Store a Buy?

    By Fani Kelesidou - June 7, 2013 | Tickers: DG, DLTR, FDO

    Over the past couple of years, with the recession putting the squeeze on U.S. households' finances, low-price consumer goods kept selling like hotcakes. Yet, after reporting rather disappointing first-quarter results, shares of deep-discount retailer Dollar General (NYSE: DG) took a 9% nosedive.

    Does this recent slump provide an attractive entry point, or should investors just stay away from this retailer?

    The gist

    For the quarter ended May 3, r more »

  • Why Bigger Is Not Always Better

    By Harsh Chauhan - June 7, 2013 | Tickers: DG, DLTR, FDO

    Dollar General (NYSE: DG) is one of the most resilient stocks that I’ve ever seen. It has a tendency to bounce back if it falls for some reason, like we have seen so far this year after the company had crashed in December last year after cutting its guidance. A similar thing happened earlier this week after Dollar General released its latest results.

    The stock dropped around 9% after more »

  • Are Dollar Stores Good Buys?

    By Kyle Colona - June 6, 2013 | Tickers: DG, DLTR, FDO

    Dollar stores are deep discount retail outlets that have become more popular with consumers in the wake of the financial crisis of 2008. This article discusses whether these outlets are also good buys for ordinary investors.

    A brief overview of dollar stores

    Dollar-store retail chains have become increasingly popular with consumers since the financial crisis. In so doing, these discount stores have gained market share from other retailers. This included more »

  • Are The Dollar Stores Stocks Worth Your Portfolio?

    By aastha jhunjhunwala - June 5, 2013 | Tickers: DG, DLTR, FDO

    Dollar stores- which are discount stores offering a wide variety of products and that too everything for $1 or less, have had a great start to the year. With more number of locations in cities as compared to Wal-Mart and Target, they have performed well throughout the recession phase, with budget conscious and low income customers visiting more number of dollar stores. The three top dollar stores in the retail more »

  • Tiger Global Management’s Top New Equity Buys

    By Meena Krishnamsetty - June 4, 2013 | Tickers: CRI, CFX, DG, LMCA, NFLX

    There is no shortage of news surrounding Chase Coleman and Feroz Dewan’s rapid rise to wealth and success as co-portfolio managers of one of the world’s largest hedge funds. By surrounding themselves with talent, Tiger Global Management has an AUM that has stretched into the billions of dollars. We have taken a close look at the fund’s most recent 13F filing for the first quarter of 2013 more »

  • Important Earnings This Week

    By Jacob Wolinsky - June 3, 2013 | Tickers: DG, HOV, NAV

    Towards the end of the earnings season, there are some more companies yet to report their quarterly results. These include Hovnanian Enterprises (NYSE: HOV), Dollar General (NYSE: DG), and Navistar (NYSE: NAV) where results could play an important role in deciding if the rally continues or fizzles out.

    Hovnanian Enterprises Might Post Positive Results

    Hovnanian Enterprises is a New Jersey homebuilder company which has seen a 15 percent growth in more »

  • Do Dollar Stores Still Offer Good Value?

    By Lee Samaha - June 3, 2013 | Tickers: DG, DLTR, FDO

    Investing in the dollar stores has been one of the most profitable trades since the 2008 financial crisis. With that said, it has been a bumpy ride along the way with all of the leading players having experienced a difficult second half to 2012 and then a nice recovery in 2013. In the light of Dollar Tree’s (NASDAQ: DLTR) latest results I thought I would shed some light on more »

  • Which Dollar Stores are a Buy?

    By Brian Nichols - June 3, 2013 | Tickers: DG, DLTR, FDO, FRED

    In this article to assess the value present in dollar stores, I am using a formula of finding value that I present in my book. It is the first step of three in finding an investment, but will tell you if a stock is fairly valued, over-valued, or undervalued relative to the market.

    What we are looking at is current value, not value relative to future earnings. In this case more »

  • Continued Hardship Benefits This Retail Pair

    By Reuben Brewer - May 31, 2013 | Tickers: DG, FDO, WMT

    Wal-Mart (NYSE: WMT) reported weak same store sales results in The United States. Though international growth offset the U.S. malaise, a still-struggling domestic customer base is a long-term issue at the retail giant. Interestingly, this same situation remains an opportunity for dollar stores.

    Bigger Is Better, Maybe

    Wal-Mart is the largest U.S. retailer, with a business built on everyday low prices. Part of the reason it can offer more »

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