Dollar General Stock and ULTA Stock Tank After Earnings. Is the Low End Customer In Trouble?

[@MikePierce-o4y]

Great Review Thanks!

[@schweizererfolg]

amazing output you put here on youtube. will you analyze Pfizer stocks for us? Great dividends and valuation at the moment, imo

[@theone-tf8ds]

DG is poggers

[@kenndngart7382]

DG just got the former CEO back. No need for a new one.

[@TimeintheMarket]

That's true but the last guy lasted a year so while this guy has more tenure(given that he was CEO from 15-22), if the business doesn't turn around quick, I could see them moving on again quicker than usual. I suppose you could still blame the problems on the last CEO but Todd Vasos has been in there for almost a year now and the business we have today is basically based one built on his decisions.

[@mikemadden3967]

Very Lucky on a DG Trade. Bought 5,200 shares 8/29 at $86.32/share. SOLD 8/30 at $87.18. CLOSED 8/30 At $82.97. Like I Said......VERY LUCKY !

[@AyjayAlleyway]

I always go to dollar general during the week when I need to pick up just a few things here and there during the week.

[@TimeintheMarket]

Are the prices any good or is it simply convenience?

[@aightm8]

Management was already changed

[@TimeintheMarket]

Didn't work, change again.

[@mattanonysaurousrex]

The #1 rule in my book is to only own great companies. Dollar General definitely does not pass. They have no brand value. They have no best-in-class product/service. There will always be people who will value the tempting trailing 12-month ratios on businesses like these more than I do, so I don't bother keeping up to date with them, no matter how low they drop. There are just too many other companies worth researching.

[@TimeintheMarket]

Can't disagree with that. Most of my positions are what I'd consider high quality businesses but if some of these other cash flowing businesses get cheap enough, the stock buyback story becomes attractive with some upside from returning to growth there. Neither of these fit the bill at these prices though.

[@ionsufana5250]

Let me tell what I understand from your video; you don't like either of 2 stocks presented; can you tell me whzt what other stocks you believe in?

[@TimeintheMarket]

See my last video for a new portfolio I have with a variety of companies I like. I also share my active portfolio in a link in that video (docs.google.com/spreadsheets/d/1lm3ZQg_PEmg8N4TZRe1NUgWPxtqH5RB58RJ8UD93FAE/pubhtml?gid=1571600298&single=true )