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: $61.4200 on 2017-06-23

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Date Signal Expert Opinion Price
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
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
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