Viewing Company Alimentation Couche-Tard (B) | StockChase
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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: $59.6100 on 2017-10-17

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Date Signal Expert Opinion Price
2017-10-16 WATCH Keith Richards

The level of consolidation is worrisome.  Support is about $60 and it is pushing that now.  If it stays he would hold it based on the consolidation breaking out.  He would only be worried if the recent move down does not come back up into the trading range.  If not, it would indicate a new trading range.  It is a wait and see.  Metro is selling their ATD.B-T holding and this could be putting pressure on it. 


Price:
$59.850
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2017-10-13 TOP PICK Matt Kacur

One of Canada’s best operators in retail. Convenience stores and gas stations. They are in all Canadian provinces and in 42 states. They are also in Scandinavia, Ireland, Baltic and Russia. Recently bought the Circle K company, and are converting a lot of their stores over to Circle K. Dividend yield of 0.6%. (Analysts’ price target is $72.)


Price:
$60.380
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-10-11 PARTIAL SELL Christine Poole

This has done very well. Growth through acquisitions. They’ve benefited from a lot of big oil companies getting out of retail. Have also bought assets overseas. They tend to integrate assets quite well. Because they are gas stations, there is a question about traffic weakening or electric cars, and what is going to happen to gas stations. Expects the company will make some moves to address that. The stock has never been priced inexpensively, and the multiple is quite full. If you’ve done well on this, it probably would be prudent to take some money off the table.


Price:
$58.940
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2017-10-11 TOP PICK Mike S. Newton, CIM FCSI

Metro is doing what he expected by selling some of their stake in this company, to fund their Jean Coutu (PJC.A-T) purchase. Valuation is attractive, and they are going to put a whole bunch of Tesla stations in their locations. Dividend yield of 0.6%. (Analysts’ price target is C$72.)


Price:
$58.940
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-10-05 COMMENT Ross Healy

This is finished. It has a market cap of $32 billion. The problem is, it is so big that it is almost impossible to find anything that will really impact the earnings any more. It has had a long, successful run. There will be a lot of pressure on management to keep going. The catalyst has always been those big acquisitions. Now they have to be so big that they are almost impossible to find.


Price:
$58.670
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-10-02 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

MRU-T will sell some of their 10% holding in ATD.B-T in an orderly way.  The stock price leveled out over the last couple of years.  He would like it if it pulled back a little.  The forward looking PE is 17, a little high.  He would not buy it today while this M&A is going on.


Price:
$57.830
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-09-29 COMMENT Gavin Graham

Metro (MRU-T) is in talks with Jean Coutu (PJC.A-T) deal? They will have to sell their holdings in this company to finance the deal. Should I sell? This is correct. You have probably done very well in Couche-Tard, and it is never wrong to take a profit.


Price:
$56.900
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-09-18 PAST TOP PICK Jason Del Vicario

(A Top Pick Aug 19/16. Down 3%.) Has basically gone nowhere over the last 2 years. However, their earnings continue to grow. A tremendously consistent return on equity generator at around the low 20%. If you can buy this below $60, you should. All it takes is for them to come out with an announcement of taking over another chain of convenience stores.


Price:
$60.040
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-11 TOP PICK Darren Sissons

He likes the rising volume of products being pushed through their stores. As it starts to get to a critical mass, there could be integration opportunities and continue to shave costs off. There could also be tuck in acquisitions. Dividends went up more than 3 times in the last 3 years. The convenience business is a place where we all go visit when we buy our gasoline. This has exposure to the US and to Europe. A well-run business, and should continue to do well. (Analysts’ price target is $72.50.)


Price:
$60.310
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-30 PAST TOP PICK Brian Madden

(A Top Pick Oct 31/16. Down 10.7%.) Still believes in this. A rapid growth by acquisition. They run a big chain of convenience stores and gas stations in Canada, the US and northern Europe. Just closed on their largest acquisition, CFT Brands, a couple of months ago. Then they launched another take over of the Holiday chain convenience stores. Stock is cheap and undervalued, and he is still buying.


Price:
$60.050
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-28 COMMENT Richard Croft

Writing Put options. If the stock went in the money and were Put to you, would you take the stock or Buy it back to close a contract? He would take the stock. It is a good company and he likes what they are doing.


Price:
$59.670
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-08-18 BUY Norman Levine

He owns PKI-T instead.  ATD.B-T is international and is way bigger.  They make more of their money from convenience store sales.  When the economy softens they don’t do as well.  They did a number of large acquisitions last year and the market wants time to digest them.


Price:
$60.740
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2017-08-17 PAST TOP PICK Bruce Campbell (1)

(Top Pick Jul 12/16, Up 6.45%)  We are going to see Circle K everywhere in Europe. 


Price:
$61.140
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-07-24 BUY Matt Kacur

It is a good time to buy.  A year or so ago it looked a little rich and he was not recommending it as strongly.  Now it keeps continuing to impress.  The valuation is improving.  Their return on capital is improving.  He admires the company.


Price:
$60.050
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
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
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