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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: $62.6000 on 2017-02-21

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Date Signal Expert Opinion Price
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
2017-02-01 COMMENT Michael Sprung

Largely a growth by rollup story. In his experience, that can go very well for a number of years, and then come to an end. It’s a company where you are always paying for this anticipated rate of growth keeping up. As a value investor, he doesn’t put as much weight on growth as he does on actual solid earnings and the underpinning of a company’s financial.


Price:
$59.210
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-01-26 PAST TOP PICK Mike S. Newton, CIM FCSI

(A Top Pick Jan 26/16. Down 2.64%.) If you think about it, they have 10,000 locations, including Circle K and Macs, and are rebranding a lot of their stores. They did 2 huge acquisitions. This is still an amazing growth story, and is still a Buy.


Price:
$60.180
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2017-01-25 PAST TOP PICK Bruce Campbell (2)

(A Top Pick Dec 9/15. Up 0.79%.) This has flatlined of late. If you look at the history, it has these periods of going up and then going sideways to digest their transactions. Management has done a phenomenal job of growing, and there is still lots of room for them to grow.


Price:
$60.910
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2017-01-16 BUY on WEAKNESS Paul Harris, CFA

Growth by acquisition, and have done a very good job over the years of taking over places, reinventing them, etc. Expects there is good growth, especially in the US. Possibly looking at growing in the UK and Ireland. Dominating the convenience store business. Still a lot more room in the US to do that. Acquisitions have to be bigger to make a difference to them, but when they make an acquisition, the stock will probably pull back and that’s when you need to be a buyer. They are very good at integrating acquisitions, bringing down their costs and making the supply chain really work to their benefit. Trading at 17X next year’s earnings, so it is not expensive.


Price:
$61.300
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-01-11 COMMENT Christine Poole

A great operator of convenience stores, as well as being good acquisitors. As a value manager, she has always had difficulty on the valuation, but it is always on her watch list. This $10 pull back could just be with the postelection rally, where we saw money flowing from groups that had done fairly well into the more cyclical areas. If you are more of a growthier investor, you could start picking away at this.


Price:
$60.100
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-01-11 PAST TOP PICK Brian Madden

(A Top Pick Aug 29/16. Down 10.9%.) The consumer staples group as a whole, has been a source of money for investors chasing more procyclical exposure in energy, and in some cases gold or base metals in the 4th quarter, or even industrials or financials. He continues to Buy this.


Price:
$60.100
Subject:
CANADIAN & FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2017-01-11 TOP PICK Brian Madden

This has been a tremendous value creator in the Canadian consumer space. The leading convenience store operators in North America. From Québec, they have expanded into the US, Scandinavia and the Baltics, and are poised to make their largest acquisition yet, which should be about 15% accretive to earnings. The founder has aspirations to double the company in size again in the next decade. The industry is still fragmented, and some big chunky assets should still come up on the block in the next couple of years. Dividend yield of 0.6%. (Analysts’ price target is $78.36.)


Price:
$60.100
Subject:
CANADIAN & FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2017-01-06 BUY Matt Kacur

Still thinks there is upside, but this is not a screaming buy. You are getting a great company, and he will Buy a great company that looks a little rich from time to time. He would still buy this.


Price:
$60.660
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2017-01-03 TOP PICK Bruce Campbell (1)

This is off its highs. The group is a bit out of favour. It is growth by acquisition, and they are really, really good at it. If you calendarize their earnings, you get a 15.5 multiple, which is the cheapest it has been in almost a decade. It still has good growth coming from its European and US acquisitions. You don’t buy this for yield, it is a growth story. Thinks it will get into the low $70s, which will still give you 15%-20%. Dividend yield of 0.59%. (Analysts’ price target is $78.36.)


Price:
$60.750
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-03 COMMENT Elliot Fishman

The market is so hot, and these stocks have all reaped the benefits of a hot market. If you are a buyer and you want to make a trade, you are playing with fire at these kinds of levels. There is nothing technically that would tell you to Sell. However, volumes are very flat, and the stock is just chugging along while the market is very hot. Be careful.


Price:
$60.750
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2016-12-29 BUY Steve Belisle

It is a nice time to buy.  You had a bit of a dip in the stock price because they are considered to be a consumer stock.  There is an expectation that rising oil prices will negatively impact their margins, which he does not agree with.


Price:
$61.220
Subject:
NORTH AMERICAN - LARGE - DIVIDEND
Bias:
BULLISH on FINANCIALS
Owned:
Yes
2016-12-28 HOLD Norman Levine

A Canadian/International growth story in convenience stores and gas stations. He likes that they are changing all of their brands, except in Québec, to Circle K. Smart management.


Price:
$61.290
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-12-21 COMMENT Michael Sprung

This has been a great story. It would fall into the growth camp of companies, where people are expecting growth to continue at a tremendous rate. They have really expanded on a rollup basis. He is always careful about companies where all of their growth comes from acquisitions. The multiples are just too large for him to handle.


Price:
$61.770
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2016-12-07 PAST TOP PICK Brian Madden

(Top Pick Oct 31/16, Down 8.46%) It reached a high water mark 5 weeks ago.  Then a lot of things changed post-election.  People failed to grasp that they are throwing the baby out with the bathwater.  This one is classified as a consumer staples stock, but it is actually a growth stock.  There is some indiscriminant rotation out of some names.  This stock is represented in a number of low volatility ETFs.  The acquisition environment for them is as ripe as ever and it should be clear sailing for them.  He added to it a week or two ago.  You can buy on weakness.


Price:
$61.590
Subject:
CANADIAN EQUITIES & FIXED INCOME
Bias:
BULLISH
Owned:
Yes
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