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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (16364)	2/6/2003 10:04:49 AM
From: Bob Rudd	Read Replies (2) of 78670

DLTR: I've looked at these $ stores from the sidelines for a while. Two issues to consider: Entrepreneurial swarming - they're popping up like dandelions after a spring rain. Within 2 miles of my house there were none 3 years ago, now there are 5...I'm sure national store expansion doesn't equal that, but expect it's substantial. The other issue, for the all items @$1 or .99, such as DLTR is what impact a declining $ will have on their ability to offer attractive bargains and make a good margin. Dollar declines tend to be multi-year affairs, so this affect could last awhile, though it will be mitigated by China's tendency to peg it's currency to the Dollar.

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