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Compiling comments that experts make about stocks while on public TV.

Alimentation Couche-Tard (B) Stock Symbol: ATD.B-T

Last Price Recorded: $61.3900 on 2017-05-26

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Date Signal Expert Opinion Price
2017-05-24 PAST TOP PICK Brian Madden

(A Top Pick Aug 29/16. Down 9%.) At that time, they were acquiring CFT Brands. The deal has been delayed until the 2nd quarter. This is a secular grower. They will ultimately get approval from the competition Bureau and the US authorities, and it will be accretive to earnings.


Price:
$61.370
Subject:
CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION
Bias:
UNKNOWN
Owned:
Yes
2017-05-18 BUY Matt Kacur

One of Canada’s best companies. This is because everybody has recognized what a great company it really is. The only problem is that it is kind of rich, but not too rich. It’s like buying a really nice house. You have to pay more for it.


Price:
$61.010
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-05-03 WAIT Kash Pashootan

A great business. The chart shows it has had a steep rise, but more recently it has been flat. Feels the market is trying to figure out which direction the business is going, and the next chapter of growth. At 20X PE along with an acquisition to digest, you are better off missing the 1st few innings, and coming in once that acquisition has started to digest. Historically acquisitions don’t go very well, especially at the beginning.


Price:
$62.620
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-04-11 TOP PICK Cole Kachur

This basically owns convenience stores and gas stations globally. There are up to around 13,000-14,000 different entities between Canada, the US and Europe. An acquisition oriented company. The stock came down a little in the last quarter, because their earnings were not that solid because of some integration issues with Esso and 2 other brands they bought. He thinks those will go away and they will be back on the path of growth. Dividend yield of 0.6%. (Analysts’ price target is $74.)


Price:
$60.830
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-04-05 PAST TOP PICK Brian Madden

(A Top Pick Aug 29/16. Down 9%.) Had just announced their largest acquisition at the time, which is going to be quite accretive. Enthusiasm has waned as there has been a slight delay in the closing of the transaction. This company manages to grow earnings at a 20% clip year in and year out. Trading at about 16 or 17 times earnings. Dips on this are a buying opportunity. The growth is on track.


Price:
$61.050
Subject:
CANADIAN & FIXED INCOME
Bias:
BULLISH
Owned:
Yes
2017-03-30 PAST TOP PICK Veronika Hirsch

(Top Pick Feb 25/16, Up 0.05%) They had several disappointing quarters.  You can imagine that when oil started going back up, margins on gasoline start to shrink.  Their convenience sales weren’t great.  You are waiting for the synergies to come from their latest acquisition.


Price:
$60.460
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
OPTIMISTIC
Owned:
Yes
2017-03-27 PAST TOP PICK Peter Hodson

(Top Pick May 6/16, Up 10%) They are still digesting their most recent acquisition.  It is a slow and steady on this one.


Price:
$59.570
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Yes
2017-03-20 COMMENT Lyle Stein

This had a bit of an earnings miss when their margins weren’t quite what people thought they were going to be. This has been a great growth story. All great growth stories need to have time to congeal and build themselves up for the next level. As a buyer, be disciplined. Set a price target at where you would want to own. If you get it, you got it on sale.


Price:
$58.690
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2017-03-10 PAST TOP PICK Bruce Campbell (2)

(A Top Pick Jan 13/16. Up 4%.) A little surprising that this hasn’t been stronger. A fantastic company considering its compounding growth rate. Every time they’ve done an acquisition, management gets put under the microscope, but they manage to pull lots of synergies out.


Price:
$61.850
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-09 COMMENT Stan Wong

A lot of the consumer staple names in Canada have become pricey because a lot of investors have merged over to those low volume defensive, high dividend type of names. Trading at about 17X earnings with a still pretty good growth rate. However, a lot of attention has moved away from those defensive names.


Price:
$61.640
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-03-01 COMMENT Barry Schwartz

(Market Call Minute.) He doesn’t know how gas stations are going to play in a world of electric cars and autonomous vehicles. That is years away, but for now it is okay.


Price:
$61.460
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-02-28 BUY on WEAKNESS Veeral Khatri

A very interesting company and a very good business. They own gas stations and convenience stores across North America. Made a very large acquisition of CST very recently, which is going to close in Q2. He struggled with the valuation. He would like to see another 5%-10% pullback before getting interested.


Price:
$59.060
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-02-27 TOP PICK Mike S. Newton, CIM FCSI

Thinks this is a victim of consolidation and a little bit of index competition. If you are in Canada, this is a great place to hide until energy stocks do really well. At 15X earnings it is about as cheap as you are going to find it for really good long-term growth. They continue to do an extremely good job with M&A. Dividend yield of 0.6%. (Analysts’ price target is $77.50.)


Price:
$60.070
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-24 BUY Bill Shaw

The key concern is how this is going to continue its growth profile. They have to find some decent tuck-in acquisitions. It’s at premium valuation because they have been very successful in growing the company to date. We really have to see that trend continue to support the price on a go forward basis, and he sees that. He would be a buyer.


Price:
$60.160
Subject:
CANADIAN DIVIDEND & REITS
Bias:
UNKNOWN
Owned:
Yes
2017-02-15 PAST TOP PICK Brian Madden

(A Top Pick Aug 29/16. Down 7.79%.) Acquired CST Brands which should be quite accretive to earnings. However, the resource sector has got its feet back under it and has been funded from some of the safer secular growth stories like this. It is starting to perk up lately on the charts. A tremendous, long-term performer, growing earnings at a 20%+ compound rate over 2 decades. Great management team. They are quite likely to get the final regulatory clearance to go ahead on the CST Brands position.


Price:
$62.200
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
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