Dollarama on sale?

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I have about 2.5% of my investments in Dollarama, not counting exposure through ETF’s, and I intend to hold it forever. It has been slowly bleeding share price since hitting $197 in August. Do you see it as a buy-the-dip opportunity at $176? I have very little left over after paying the bills to dollar cost average with, so I usually put it in ZUQ/HXS or ZLB/TQCD, but this seems like an opportunity, perhaps.

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Asked on October 7, 2025 8:19 am
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It really depends. I do think it is a much better opportunity here than it was nearing $200. But its drawdown is not all that surprising considering the risk-on nature the markets have taken. Typically, investors don't have a lot of time for defensive stocks like Waste Connections or Dollarama when the markets are very risk-on.

Right now, money is flowing out of defensives and into high-growth assets. This typically brings on better opportunities to purchase outstanding companies like Dollarama, Waste Connections, etc.

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Posted by Dan Kent
Answered on October 9, 2025 12:02 pm
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