Cash Out Our Retail Position

Dollar Tree (DLTR) has been a challenging ride, but after seven months I’m thinking it’s time to make our exit with roughly the cash we had when we started.

No gain but no real loss either. Seven months ago, DLTR looked a lot more dynamic than it became . . . but a breakeven result isn’t bad.

Sell DLTR. There’s no reason to hang around. And this goes for Inner Circle subscribers as well.

Why now? While Wall Street has started factoring in the end of supply chain problems, this is evidently as far as the stock goes. And with those problems hanging over the market for at least another year, upside looks unlikely.