There’s a very good chance you’re right.
Prices matter a lot.
Since my post touting Dollar Tree last September on the Berkshire board…
https://discussion.fool.com/entirely-ot-dollar-tree-34941598.asp…
…Dollar Tree stock is up 63%, DG is down -7% including dividends.
I lightened up on DLTR in late November when the price looked about as good as it was likely to get for a while.
(in this case “lightened up” = “dumped almost all of it”)
Thanks for pointing out that DG is lookin’ not bad…
I don’t think I’ve ever held it, though I’ve watched both for a very long time.
They generally support, and likely deserve, a slight premium based on predictability: steady as she goes.
Price is $202.
Definitely seems like a very good entry at $175-185 if that happens, and I’d crack open my under-used wallet.
But it’s also a great long term pick, so an outstanding entry point isn’t always required to do well over time.
Jim