Anecdotal evidenceI spent $1500 at Mr Lube today, money that would normally have gone to a local mechanic. Historically, I've only used Mr Lube for an oil change, but this year I am using them for most things. If I'm any way typical it helps explains the large increase in comp sales and the potential for a lot of growth. To me, it makes whatever happens to Air Miles somewhat of an irrelevance. And who knows, the BMO acquisition could even breathe new life into the old girl.
I'm not currently invested in DIV by the way, although I have in the past, but my finger is on the trigger.