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Dollar General is too cheap for a compounder, and capital allocation is the reason to buy as it plows cash into share buybacks. Its balance sheet is much stronger now, and it trades at about 14x 2028 earnings versus Amazon's 21x. Margin compression and Amazon encroachment, raised in a post the author replies to, are the counterpoints. x.com x.comÂ
Dollar General may be in a turnaround the market is missing, with improving traffic, expanding margins and a stronger balance sheet. Similar signs showed up in Advance Auto Parts when Wall Street had largely given up on it, before its shares roughly doubled within 30 days. x.comÂ
Micron's approved buyback adds a shareholder-return catalyst to its investment case. WealthyBeaver reports that Micron's board approved $33 billion more in repurchases, lifting the total authorization to $35.16 billion. The plan starts December 9 when CHIPS Act buyback limits end and may use up to all adjusted free cash flow. The announcement had been expected for a while. x.comÂ
Dollar General faces limited square-footage growth as Amazon goes after rural food deserts. Andy Jassy's shareholder letter read as incrementally bearish for dollar stores. This counters a reply arguing Dollar General is too cheap given a much stronger balance sheet. x.comÂ
Dollar General, Ollie's and AutoZone should hold up in tough times by selling everyday essentials, closeout bargains and what keeps cars running. Dollar General is the top pick and a Buy, AutoZone a Buy and Ollie's a Speculative Buy. Recession-ready does not mean recession-proof. x.comÂ
Consumer-facing stocks remain vulnerable as even middle and upper-middle income shoppers pull back. Dave & Buster's fell 15% on ongoing "entertainment weakness", dragging the sector including Texas Roadhouse. Dollar General said at a Goldman conference that customers across income cohorts are somewhat distressed, with middle to upper-middle shoppers acting like lower-income ones. Diesel near $7 and gasoline near $4.50 add about $700M a day in fuel costs versus a year ago. x.com x.com x.com x.com … Show more
Nvidia's record buyback shows a company confident in its future cash flows. Per a quoted post, Nvidia authorized a $150 billion buyback, the largest single increase in US corporate history, while Jensen Huang called the current cycle the largest infrastructure buildout in human history. x.comÂ
Robinhood's management is buying back stock because it thinks the multiple is wrong, a signal worth heeding. It announced a $1.5 billion buyback and won the Trump Accounts contract with 4 million signups already in, while revenue is up 50% year over year. x.comÂ
Mastercard, AutoZone, Booking, Apple, Caterpillar, ADP and Fair Isaac are buyback machines, among the best stocks to own, because each has consistently reduced its share count. That raises each shareholder's ownership stake every quarter without lifting a finger. x.com x.com x.com x.com x.com x.com x.comÂ