The problem with picking good stocks is that the better a company fundamentals are doing, the more exposed shareholders are to stock fluctuations as more and more invetors tend to follow the stock. STT always appears overpriced for that reason ( except for the decline on thursday).

As for FDO, I guess we have different characteristics of value. FDO’s stores are mostly situated in urban areas, and they are pretty much neighbourhood stores which are accessible to people. True there’s a WMT store in most rural areas as well, but yet people keep going to dollar stores for purchases ( even though prices in discount stores are higher than WMT). And once you have one dollar store in a neighbourhood, it will be difficult for another thrift store to open.
Last but not least FDO has increased its dividends for over 32 years, which is something that every company should strive to do for its shareholders.

From a value perspective, DUCK could be an interesting play, since its current cap of 57 million is less than the Current Assets – Current Liabilities. In essence you are getting the stores for free. I might need to research that company.