My bearish view on Dollar General (NYSE: DG ) is playing out well as the stock has underperformed the S&P 500 ( SPY ) ( SPX ) ( IVV ) ( VOO ) since my initiating coverage on the stock:Providing alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist appr ...

Company Overview - Dollar General is the largest retailer in the US by store count, with over 20,000 stores, significantly more than any other retailer [1] - The company's stock gained over 1,000% from its IPO in 2009 to its peak in 2022, but has since declined by 71% from that peak [2][3] Financial Performance - Dollar General's gross margin is currently at 29%, the lowest since its IPO, and its operating margin is at a historic low of 5% over the last four quarters [5] - Despite struggles, the company has managed to grow same-store sales and revenue, although profits have fallen [7] Growth Strategy - Dollar General plans to open 575 stores annually over the next three years, aiming to reach approximately 22,000 stores, a 9% increase from its current base [4] - The company forecasts revenue growth of 15%-20% over the next three years, reaching $46.7 billion to $48.7 billion, driven by store expansion and modest same-store sales growth of 2%-3% annually [13] Turnaround Efforts - Dollar General is implementing a "Back to Basics" strategy, focusing on improved inventory management, reducing theft, and enhancing customer experience [11] - The company is piloting same-day delivery through its DG app and has partnered with DoorDash to offer delivery from around 16,000 stores [12] - Store remodels under Project Elevate aim to remodel 2,250 older stores, with 2,000 full remodels and 575 new store openings planned for fiscal 2025 [12] Operational Improvements - Management expects store remodels to increase same-store sales by 6%-8%, partly due to adding more coolers for perishable foods [8] - The company is improving its supply chain to remove capacity constraints and investing in private brands to remain competitive on price [7] Future Outlook - With modest improvements, Dollar General aims to increase its operating margin from 5% to 7%, which, combined with revenue growth, could lift operating profit by nearly 70% over the next three years [14] - The company's position in 2027 will depend on the success of its turnaround efforts, including store expansion, margin improvement, and execution of its strategic initiatives [9][10]

Vancouver, British Columbia--(Newsfile Corp. - December 20, 2024) - Blackrock Silver Corp. (TSXV: BRC) (OTCQX: BKRRF) (FSE: AHZ0) (the "Company" or "Blackrock") is pleased to report that all resolutions proposed and voted on at the Annual General Meeting of its shareholders held on December 20, 2024, in Vancouver, British Columbia (the "Meeting") were approved.Shareholders approved: (i) fixing the number of directors of the Company at six (6); (ii) the election of William Howald, David Laing, Tom Peregoodo ...

I recommended a hold rating for Casey’s General Stores (NASDAQ: CASY ) when I wrote about it last year as I expected fuel margins (cents per gallon [CPG]) to see normalization given the weak demand outlook, which would drag downI consider an investment ideal if it performs its core business in a sector projected to experience structural (organic) growth in excess of GDP growth over the next 5-10 years; profits from sustainable competitive advantages that translate into attractive unit economics; In the hand ...

Eliminating Cruise changes GM's upside potential.General Motors (GM 1.30%) recently announced it is ending its Cruise robotaxi business in order to focus on autonomous driving for personal vehicles. That changes the stock's investment thesis, as Travis Hoium covers in this video.*Stock prices used were end-of-day prices of Dec. 17, 2024. The video was published on Dec. 19, 2024. ...

InMed Announces Results of 2024 Annual General MeetingDecember 18, 2024 8:00 PM EST | Source: InMed PharmaceuticalsVancouver, British Columbia--(Newsfile Corp. - December 18, 2024) - InMed Pharmaceuticals Inc. (NASDAQ: INM) ("InMed" or the "Company"), a pharmaceutical company focused on developing a pipeline of proprietary small molecule drug candidates for diseases with high unmet medical needs, today confirmed that, at its annual general meeting of shareholders held on December 18, 2024 (the ...

U.S. stocks traded higher midway through trading, with the Dow Jones index gaining around 150 points on Wednesday.The Dow traded up 0.52% to 43,674.00 while the NASDAQ rose 0.26% to 20,161.35. The S&P 500 also rose, gaining, 0.31% to 6,069.24.Check This Out: How To Earn $500 A Month From Micron Stock Ahead Of Q1 EarningsLeading and Lagging SectorsInformation technology shares rose by 0.6% on Wednesday.In trading on Wednesday, real estate shares fell by 0.3%.Top HeadlineGeneral Mills, Inc. GIS shares fell ar ...

Shares of General Mills Inc (NYSE:GIS) are down 2.9% at $64.01 at last check, brushing off better-than-expected fiscal second-quarter earnings and revenue. The food manufacturer's disappointing 2025 profit outlook is weighing on the stock, as the company invests in promotions to draw in cash-strapped customers. Trading at its lowest level in over three weeks, GIS is back below recent support at its 20-day moving average. Today's slide also has the equity slipping into the red for 2024.There's still plenty o ...

Key TakeawaysGeneral Mills shares fell Wednesday after the company lowered its fiscal 2025 adjusted profit outlook.Second-quarter sales and net income rose year-over-year and beat analysts' expectations.The snack and cereal maker expects adjusted profit to decline from last year because of increased investments. General Mills (GIS) shares moved lower Wednesday morning after the company lowered its fiscal 2025 adjusted profit outlook, offsetting second-quarter results that beat analysts' estimates. The snack ...

Core Insights - Nashville General Hospital (NGH) has selected Oracle Health CommunityWorks to enhance its clinical, financial, and operational capabilities, aiming for a unified electronic health record system across its facilities [1][2] - The implementation of Oracle Health Data Intelligence and Oracle Clinical Trial Management System (CTMS) is expected to improve patient care, operational efficiency, and increase access to clinical trials [3][4] Group 1: Oracle Health CommunityWorks Implementation - NGH is adopting Oracle Health CommunityWorks to automate manual processes and replace outdated systems, thereby simplifying the experience for both clinicians and patients [1][2] - The cloud-based model of Oracle Health CommunityWorks allows for integrated user experiences and facilitates information sharing across various services, enhancing care coordination [2] Group 2: Data Intelligence and Operational Insights - NGH plans to utilize Oracle Health Data Intelligence to gain insights into patient health, operational performance, and financial metrics by integrating data from diverse sources [3] - This data-driven approach aims to improve care quality for chronic conditions and manage costs effectively in value-based care settings [3] Group 3: Clinical Trials Expansion - NGH intends to enhance patient access to clinical trials by implementing Oracle CTMS, which will streamline and automate clinical trial operations [4] - The hospital has committed to participating in 10 clinical trials in the upcoming year, with plans to increase this number to 30 trials within three years [4] Group 4: Community and Industry Impact - The collaboration between NGH and Oracle Health aims to strengthen community healthcare services and improve financial performance while bridging clinical research with patient care [5]