ablokhin/iStock Editorial via Getty Images I continue to hold my shares in Dollarama ( DLMAF ) and maintain a "Strong Buy" rating. It is a company I have covered before and which I find is a terrific business. The company just published its fiscal 2026 Q4 results, which fell flat, with the stock down around 8%. Data by YCharts It is impossible to know for sure why the price moves like this day-to-...
ablokhin/iStock Editorial via Getty Images I continue to hold my shares in Dollarama ( DLMAF ) and maintain a "Strong Buy" rating. It is a company I have covered before and which I find is a terrific business. The company just published its fiscal 2026 Q4 results, which fell flat, with the stock down around 8%. Data by YCharts It is impossible to know for sure why the price moves like this day-to-day. It's better to focus on the actual fundamental performance and any commentary around guidance - and forget the stock price for a little while. There is plenty to cover on both fronts, but first a brief overview of Dollarama itself, which is not a well-known name outside Canada. Dollarama I have tried to portray Dollarama as sort of an “anti-Costco ( COST ).” Each company’s approach to retail is about as opposite as possible , and yet, both have enjoyed fantastic results. To be clear, I am a big fan of Costco - nothing wrong with it. It is just a useful contrast, with some surprising outcomes. As we know, Costco runs massive warehouses stocked to the ceiling with a limited set of bulky SKUs. Dollarama leases small 10,000-sqft stores in heavy traffic areas, selling everything under $5 – all singles, no bundles - and usually not much parking either! As Costco passes all savings to customers, famously keeping gross margins in the low double digits and membership fees very steady, Dollarama is a price follower, keeping all savings from its scale and thus sporting gross margins consistently around 45%. The results? Well, it’s a case of “The opposite of a good idea is another good idea.” Since their IPO, Dollarama has outperformed even COST on a total return basis, a fact that might surprise some people: Seeking Alpha There are some similarities in that both are actively (and successfully) pursuing international expansion – but even there, the approach differs. Costco is going about it methodically, under its own name, while Dollarama is moving quickly under the Dollarcity jo...
(RTTNews) - Roku (ROKU) announced the launch of Howdy, its ad-free subscription video-on-demand (SVOD) streaming service, now available as a subscription on Prime Video in the U.S. for $2.99 per month. This marks the first time the service has expanded beyond the Roku platform.
(RTTNews) - Roku (ROKU) announced the launch of Howdy, its ad-free subscription video-on-demand (SVOD) streaming service, now available as a subscription on Prime Video in the U.S. for $2.99 per month. This marks the first time the service has expanded beyond the Roku platform.
Key PointsMicron's fiscal second-quarter revenue surged 196% year over year, driven by seemingly insatiable demand for artificial intelligence hardware.
Key PointsMicron's fiscal second-quarter revenue surged 196% year over year, driven by seemingly insatiable demand for artificial intelligence hardware.