Avondale: Wal-Mart weakness not spreading to dollar stores

Analyst Mark Montagna at Avondale Partners says investors in dollar store chains shouldn't get too worked up about the apparently lousy start to February at Wal-Mart. Montagna told clients over the weekend that a recent phone survey by his team showed the recent rise in Social Security taxes having little impact on Dollar General and Family Dollar sales. Where Dollar General (Ticker: DG) could get dinged, though, is by the Internal Revenue Service's delay in processing tax refunds. Because Dollar General's fiscal year ended last month, any sales shifted to February will have gone into fiscal '13.