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Dollar Tree's Treasure Hunt Meets Tariff Trouble

Retailers deserve our attention, even though I often joke that they seldom deserve a place in our portfolios. They are a proxy for consumer spending, but their environment is fiercely competitive, causing investors to often buy value traps or underperforming stocks. There are someI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in ...