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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (59302)	3/30/2017 2:57:19 PM
From: benbuffett	1 Recommendation Recommended By staring Respond to of 78476

DG I believe was one of Todd Combs first picks under Buffett back in 2011. Looks cheaper now than back then. Annual Revenues about 50% higher free cash flow has more than doubled. Might have to join you on a few shares ;-) BenBuffett

To: Paul Senior who wrote (59302)	3/30/2017 3:14:15 PM
From: Ditchdigger	Read Replies (1) \| Respond to of 78476

Paul,I'll also join you here in a bit of DG.,,,.for technical reasons, as you say revert to the mean.

To: Paul Senior who wrote (59302)	8/31/2017 10:07:12 AM
From: Paul Senior	Respond to of 78476

DG. Dollar General beats earnings estimates (it says here): finance.yahoo.com OTOH.... DG misses earnings estimates (it says here): finance.yahoo.com Stock down 6-7%. I add to my position. From one of the repors I read: "In terms of outlook for the full fiscal year, the firm increased its EPS guidance to $4.35 to $4.50, from the previous range of $4.25 to $4.50. At the same time, management also believes that its net sales will increase by 5% to 7% and that same-store sales growth of slightly positive to an increase of 2%." If it happens, that'd make the stock undervalued now on p/e basis. (estimated p/e vs it's long-term median p/e). Otoh, maybe storm Harvey will cause DG to reduce its earnings forecast. Company hasn't said.