InterestingBetween DOL and FIVE, which would you suggest buying, based on valuation, stock price , growth , future and safety, etc.? Could either of these companies be takeover targets in future?
DOL has been a strong outperformer and we would continue to choose it. It just seems to have a handle on its customer/markets/products moreso than some of the competitors. We would be fine with just DOL and have thought it might be a target. As the domimant player in Canada, an international company could come in (if a takeover was approved by the FEDs) and instantly dominate a growing market, similar to how Best Buy bought Future Shop decades ago. (5iResearch)