Dollar General Double Play: Owning The Shelves And The Bricks
GMGM(US:GM) seekingalpha.com·2024-05-28 07:04
jetcityimage Introduction I recently wrote an article titled "The Tractor Supply Company + Real Estate Combo: A Recipe For Superior Returns." In that article, I did two things:  I explained what makes the Tractor Supply Company (TSCO) just a fascinating consumer dividend growth stock.  Because the company has a strategy of selling real estate to fund growth (sale-leaseback deals), I showed a model portfolio consisting of TSCO and one of its landlords, which turned out to deliver elevated income, consist ...