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Dollarama Inc T.DOL

Alternate Symbol(s):  DLMAF

Dollarama Inc. is a Canada-based company, which offers various assortment of general merchandise, consumable products, and seasonal items both in-store and online. The Company conducts its business through its subsidiaries, including Dollarama L.P. and Dollarama International Inc. (Dollarama International). Dollarama L.P. operates the chain of stores in Canada and performs related logistical and administrative support activities. Dollarama International has retail operations in Latin America through Dollarcity, a value retailer that offers an assortment of general merchandise, consumable products and seasonal items in stores located in El Salvador and Guatemala and stores located in Colombia and Peru. All stores are corporately owned and operated, and are conveniently located in metropolitan areas, mid-sized cities and small towns. The Company operates approximately 1,569 stores across Canada.


TSX:DOL - Post by User

Bullboard Posts
Comment by TheCapitaliston Jul 18, 2016 11:02am
72 Views
Post# 25061553

RE:Insiders Continue to Sell at Stretched Levels in the 90s.

RE:Insiders Continue to Sell at Stretched Levels in the 90s.
UglyTruth78 wrote: More selling are selling out of Dollarama at this level. I didn`t realise there has been net selling of 13.7M dollars worth of selling within the last year.

Trading at greater than 4x sales and a trailing P/E north of 28x is just too rich.  There are only so many places in Canada where you can expand.  The saturation rate is going to sap the growth rate going forward and the EPS growth can only be propped up by share buybacks for so long.


I have to agree. I love this company, however with debt/equity levels at 4.4x, I had to sell. Buying back shares at 28x P/E isn't helping shareholders but hurting them. If they keep this up equity will eventually go to zero.

What's keeping them afloat right now is their income. Should that start to take a hit, DOL could be in trouble. 

Bullboard Posts