Dollar Tree

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Jun 24, 2006 4:26 pm

Does this company strike you guys as a good investment?  17 p/e's, buying back shares, low debt, good cash flow, but no dividends.


Thanks


Ace

Jun 25, 2006 12:21 pm

Ace: I don't know about Dollar Tree but I wouldn't buy ANYTHING @ greater than mkt. PE or less than a mkt. yield. Benchmark now @ 15-16 PE and 1.9% yield (S&P). 14 fwd. PE if you believe the bulls.

Jun 26, 2006 7:41 am

I think there is more to look at than P/E and dividend. We are moving
into a time when lower quality growth stocks will out perform.  I
don't know about Dollar Tree, but I do like companies that have an
aggressive outlook and earnings growth expectations are high.  

Jun 26, 2006 2:28 pm

considering HNW clients would prefer share buy-backs to dividends, if they're aggressive enough, does dividend really matter?  With almost no debt, DLTR appears to be a good bargain.


Plus, what a name.


Ace

Jun 26, 2006 2:35 pm

I guess the real question is: Is DLTR a good long term buy, or is the valuation fundamentally flawed in some way?


Ace

Jun 26, 2006 5:56 pm

My clients all shop at Dollar Tree.  It is actually two doors down from my office on the other sid of the Chiropractor.

Jun 26, 2006 5:59 pm
Incredble Hulk:

My clients all shop at Dollar Tree.  It is actually two doors down from my office on the other sid of the Chiropractor.


...you're killing me again, man...

Jun 26, 2006 6:37 pm
Ace Planner:

I guess the real question is: Is DLTR a good long term buy, or is the valuation fundamentally flawed in some way?


Ace



YES!

Jun 26, 2006 7:55 pm

I just know they have great Client Appreciation gifts there!

Jun 27, 2006 12:04 am

Joe, that was deep.  So you're saying while it may be a good long term buy, it's not at this price.  Whoa, how do you do it?


Ace


PS Thanks for the laughs Incredble Hulk.

Jun 27, 2006 10:11 am
Ace Planner:

considering HNW clients would prefer share buy-backs to dividends, if they're aggressive enough, does dividend really matter?  With almost no debt, DLTR appears to be a good bargain.


Plus, what a name.


Ace

Again, don't follow Dollar Tree. Dividends DO matter. Only about 60-70% of total market return of stock market past 70 yrs. My HNW clients understand that dividends are treated the same as LT cap. gains. 15% max tax. Further, stock buybacks don't put mgmt. on same side of table as shareholders. Most buybacks are instituted to satisfy option grants (what a cruel joke). DELL is the poster boy for that game.

Jun 27, 2006 10:31 am

Revealer, good answer, but I'd have to argue that capital gains deferred are sometimes better than taken now.


Ace