Dan Caplinger

Like, what are you focused on here?

Because, yeah, these things, you know, we just went through another January where, you know, yeah, a whole bunch of people started coming in.

Now it's mid-February.

A whole bunch of those people have stopped coming in.

And so I'm just curious what you look at in this company.

I'm looking at the retail sector, and I'm looking at the particular macroeconomic environment that we're in right now.

We've got this K-shaped economy.

You've got higher-income wealthy folks.

They're still doing really well, they're still spending.

Middle class and below, though, it's been a big struggle.

Higher inflation, higher prices on the things that they need the most.

It's become really essential for them as shoppers to find value anywhere that they can.

And that is the justification for my pick.

Dollar General, which is ticker DG, has been an increasingly popular destination for shoppers who are trying to save some money, make their budgets work in a difficult time.

Now, I'll tell you, if you've never been in a Dollar General, you might not know what I'm talking about.

But I'll be the first to admit, the store experience of Dollar General isn't necessarily for everybody.

We're not talking about a Target.

We're not talking about a Walmart.

Dollar General stores can feel cramped.

Sometimes the goods are disorganized.