Dollarama Inc. (DOL.TO) Buy, Sell or Hold

Dollarama Inc. (DOL.TO)

186.89

-0.96 (0.51%)

as of Jun 19, 2026, 8:00:01 pm Market Open.

366 watching

BUY

It looks attractive at current prices. It is a growth stock and a leader in the dollar store space. Same store sales growth is showing a re-acceleration back up to 5%. Gross margins were hit by the cost of opening another logistics center in Montreal.

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BUY ON WEAKNESS

He sold part of his position after a ramp up in 2019. It has good growth prospects in Canada still. It is defensiveness in a recessionary environment. The South American acquisition could be an interesting growth angle for them. He would recommend it on a pull back.

PAST TOP PICK

(A Top Pick Jan 21/19, Up 29%) He trimmed them in the mid-to high $50s about a year or so ago and then added them back. They exercised their option to take a 50.1 stake in a chain in South America. They do everything very carefully. He thinks it could be a really nice growth avenue for them.

WATCH

If we go into recession, this should do very well. He is not sure where the balance sheet is presently. Overall, the stock has done well. He would not be a buyer at this level. He wondered what impact there was to their margins when they introduced credit cards for payments. He thinks they have a great supportive demographic.

BUY

A great company that can still open more stores across Canada. Top managers. Can't go wrong here long-term. A risk is if American competitors enter Canada, but that isn't happening. Dollar Tree isn't a threat now.

COMMENT

Hold, if you own. Otherwise, buy Dollar Tree in the U.S. All dollar stores are struggling with margin pressure. Great same-store sales growth. 21x forward earnings vs. Dollar Tree's 17x. He loves this sector.

WATCH

Great operators in a fine niche. But same-store sales growth has recently disappointed and are feeling more margin pressure. Price points are getting squeezed. Valuation is still high at mid/high-20s. DOL is positioned well long-term, though there are risks if they miss a report. Wait a quarter or two to see how their results fare.

HOLD

He's not following consumer discretionary, but if the economy weakens, look at this as a hedge. Otherwise, wait.

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WEAK BUY

Great story. They're great at price increases and sourcing new products. Last year has been a bit slower. Rebalancing their products. Expansion in South America is smart. Great dividend, own for a long time. Reasonable valuation at these levels.

TOP PICK

Best operator in the tough retail space with 1,250 Canadian stores with the aim of growing to 1,700. They're very good at price sharply and build traffic and basket size. They buyback shares and recently struck a deal to buy a majority in Dollar City in Latin America; this accelerates their growth in faster-growing geographies. Great secular growth. (Analysts’ price target is $50.77)

WATCH

He is not sure it is going to have as much growth as other publicly traded stores of this kind. They are considering an ownership position in a Latin American chain. He would not consider it until they do this.

BUY

He bought it around 37-38$. It's come back to a reasonable level. It is still expensive, but it has a nice growth rate. They are opening up stores in South America, and there is still growth in Canada. It can be a good place to enter here.

BUY ON WEAKNESS

It's pulled back since the summer. Was once a top pick. It's been a rollercoaster with talk of competition. It's one of the best recession-proof stocks around. He won't add to it until there is a pullback.

COMMENT

Likes the space. Will do well in a slowdown. Instead he owns Dollar General, which has performed extremely well. Broke above 200-day in April of this year. Has floated down recently because of profit taking. Not cheap, but has moved well compared to the TSX. Recession resilient.

HOLD

A brilliantly run business but the PE is too high for him. It is one of the few retailers that does not compete with AMZN-Q. Growth is slowing because they can't keep opening more stores. He has total respect for the company but it is rather expensive.

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