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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: $60.2300 on 2017-07-21

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Date Signal Expert Opinion Price
2017-07-18 COMMENT Barry Schwartz

A wonderful business. They built an amazing success story. Makes a lot of money from selling cigarettes at gas stations. It has gotten so large for them to make another acquisition, it would have to be a whopper to move the needle. You can own this going forward, but you just have to be cognizant of the risks.


Price:
$60.760
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-07-12 HOLD Christine Poole

Just reported and had pretty good numbers. A relatively mature industry, but they are consolidators. They buy assets and integrate them in. With the recent downturn in energy, the major energy companies are pulling out of running gas stations, and this company is a natural acquirer of those. That is how they maintain their growth. Thinks this is fully valued.


Price:
$62.400
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2017-07-12 PAST TOP PICK Brian Madden

(A Top Pick August 29/16. Down 7.35.) Sometimes these things take patience to pan out. They have a 20+ year record of generating value for shareholders. Reported earnings today, which were better than expected. In addition to organic growth, they have been very, very capable serial acquirers. Just closed on their largest acquisition on June 28, and another US deal yesterday. Both should be accretive. Trading at 16X earnings. This is still a Buy.


Price:
$62.400
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-12 TOP PICK Brian Madden

This should be able to continue the 20 year+ history of growing earnings. They’ve grown earnings 21% compounded over the last decade. The strategy is to price sharply on fuel. People are very sensitive on gasoline, and merchandise in stores is very attractively displayed. The in-store merchandise draws 3 to 5 times the gross margin that the fuel does. Dividend yield of 0.6%. (Analysts’ price target is $75.)


Price:
$62.400
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-11 BUY on WEAKNESS Brian Acker, CA

He likes this. Would love to see it get back to $52.48. His model price is $78.72, a 33% upside. A great growth company and they know what they are doing.


Price:
$60.150
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-06 BUY on WEAKNESS Jim Huang

One of the biggest convenience store operators in North America, with growth primarily by acquisition. Lately there has been some negative results from some of their competitors, which is causing some issues. He likes their ability to continue to squeeze earnings out of existing operations as well as doing acquisitions. Not a cheap stock. Probably a good one to accumulate on a pullback.


Price:
$59.430
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-07-04 PAST TOP PICK Bruce Campbell (1)

(A Top Pick June 15/16. Up 16.55%.) He still likes this. It is his only retail holding. They just closed their US acquisition and the stock has started to act a bit better. His one-year target is about $70.


Price:
$62.010
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-26 DON'T BUY Stephen Takacsy, B. Eng, MBA

It is a great success story.  They have done a good job of consolidating the industry on a global basis.  There is not a lot of organic growth and gasoline margins are very thin.  30-40% of sales are from tobacco so he has an ethical problem with it.  They have benefited from other retail not selling tobacco.  It is not an attractive business, nor is it attractively priced.


Price:
$63.620
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
No
2017-06-23 COMMENT David Cockfield

Thinks this company is going to do okay. The stock has run into a sort of flat period right now, and he doesn’t see any significant downside. These people are super operators, and seemed to be able to take on good sized acquisitions and make them accretive.


Price:
$61.420
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2017-06-19 DON'T BUY Veeral Khatri

He has been looking at it recently.  It is a very good business.  The valuation is rich as it always has been.  You are seeing the stock fall out of favour.  At some point electric vehicles should impact their business (5-10 years out).  If he saw a 10% pull back it would be interesting.


Price:
$61.970
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2017-06-13 COMMENT Barry Schwartz

This scares him long-term. Imagine that no one owns a car anymore, and there are all electric vehicles, why would you stop at a convenience store/gas station? He doesn’t know how this is going to play out for this company. They make a lot of money selling gasoline.


Price:
$62.240
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-05-29 COMMENT Colin Stewart

A very well-run business. They’ve been a consolidator of convenience stores and gas stations around the world. This has grown aggressively and has done a great job adding value with their acquisitions. Not a cheap stock, but has lagged the market in the last year or 2, and hasn’t gone up at the pace that it had historically. He is starting to pay a bit more attention to this. At the right price, it is something he definitely would buy.


Price:
$61.540
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
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
Showing 1 to 15 of 328 entries
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