growthvsvalue

swimmax

For the last few years we have seen DLTR stuck in a range between 67-115 (smaller range from 88-115). For this stock to continue and not offer some kind of dividend (I believe we are out of the growth phase) is unheard of. If you compare the growth in retail at the moment between say TGT and BBBY, I know it's a stretch but this pricing needs to be adjusted...

LHMacro

Value showing meaningful outperformance for the first time in a decade. Might see a pause here as ratio bounces off of key support zone.