Is DLTR a Factor? In light of DLTR's weak earnings release ($1.7B loss, closing 1000 stores etc..) would you expect a material impact for DOL and its upcoming earning release? I did see this morning that National Bank upgraded its price target for DOL.
In the quarter before this, DOL's fundamentals significantly outperformed its US peers, and the stock did as well. While there are no guarantees, DOL seems simply better run and positioned better, and we would have no reason to expect material weakness at DOL just because its peers are struggling a bit more. We would thus remain comfortable here. (5iResearch)