Alimentation Couche-Tard (ATD.TO) Buy, Sell…

Alimentation Couche-Tard (ATD.TO)

78.87

+0.37 (0.47%)

as of Sep 28, 2026, 2:48:28 pm Market Open.

566 watching

BUY ON WEAKNESS

One of his larger holdings. Very astute purchasers. Recent purchase of 2400 stores and car washes will really add to retail capability down the road. In a good position to roll out EV charging in their network. Not sure if he'd add today, but any price rollback would be an opportunity.

HOLD

EVs are charged mostly at home. Wouldn't this hurt business?

Excellent question. It's a ways in the future. Canada will stop selling internal combustion by 2035, but the vehicles will be around well into the 2040s. EVs are not going to put ATD out of business anytime in the investible future. Lots of runway left, same as for energy companies.

BUY

Building EV charging stations. Will benefit as people start taking more trips. Added attraction is opportunity to buy food while you wait. Higher margins on private label foods. European outlets are all fully chargeable. 15x earnings, still cheap. Held its own this year. He's buying at these levels.

PAST TOP PICK

(A Top Pick Dec 17/21, Up 33%) Wonderfully run. Share price has benefited from stronger fuel margins. Currently a hold, he hasn't sold any. Waiting for a pullback to add.

PAST TOP PICK

(A Top Pick Feb 01/22, Up 18%) It is turning into a global company and is using Hong Kong as a base for expanding into Asia. Has a $62 billion market cap, with a small yield. It is able to deploy $15 billion dollars to make acquisitions without adding much more debt.

HOLD

Core name. One of the best companies you can own in Canada. Recent quarter hasn't changed his view. Appreciates dividend increases and capital allocation. Deleveraging balance sheet. Defensible sector. Hold on, don't think too much about the quarters. You'll be rewarded with a catalyst along the way as they deploy capital. Valuation quite reasonable.

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Sep 08/22, Up 6.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with ATD is progressing well. To remain disciplined, we recommend trailing up the stop to $56.

PAST TOP PICK

(A Top Pick Sep 21/21, Up 18%) Extremely well managed. High multiple, but in an excellent position. Geographically diversified. Will continue to grow and do well for shareholders. A buy even today.

Unspecified

The question was on the future of gas stations with the increasing number of EV's. He owns some Alimentation Couche-Tard. He also owns and prefers Parkland Fuels. They bought M&M's Meat Shops and are trying to make the gas station a destination where people can go to pick up food items etc. The changes coming to gas stations will not happen overnight and as EV stations, people will have to pay to charge their cars.

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly This well known Canadian convenience store operator is a TOP PICK. It trades at 17x earnings. Analysts are raising EPS and share price expectations. Most recent earnings beat expectations by 30%, mostly on higher. Customers are focusing more on their own house brand of products which is bolstering margins. It pays a small dividend backed by a payout ratio of 10% of earnings. We recommend placing a stop loss at $47, looking to achieve $68 -- upside potential over 17%. Yield 0.74% (Analysts’ price target is $67.42)

Premium content

It's a Monthly Gems opinion which is available only for Stockchase Premium

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

Despite inflation, ATD enjoyed a 14% increase in net earnings in that quarter, Q1. Shares have since popped $3 to close $59.46 before Labour Day in heavy volumes. It was the third earnings beat in a row at $1.12 actual vs. $0.95 estimated. Shares are close to 52-week lows, but there's little more gas in the tank, so to speak.

HOLD

Good long-term hold. Geographic distribution for EVs. Transition to EVs will take longer than people think. Valuation has gone up a bit this year. Benefiting from higher fuel margins. C-stores have been relatively resilient. Possibly more M&A.

BUY ON WEAKNESS

Above his target price, so not a buy right now. Well run with great growth profile. Buy on pullback. Global platform, huge cashflow allows for opportunistic acquisitions during choppy economic times.

STRONG BUY

Executed incredibly well. Predictable, great acquisitions. Market's waiting for the possibility of a larger deal, perhaps SU assets. Good company, good margins. He'd buy it today.

BUY

Currently owns stock and has been a long term holder. Believes company has room to grow and expand. Excellent growth story in Canada.

Showing 166 to 180 of 239 entries

Most Recent Experts

Rob Sechan, Managing Partner, New Edge Capital

New Edge Capital

Kevin Simpson

Capital Wealth Planning

Stephen Weiss, Founder, Short Hills Capital Partners

Short Hills Capital Partners

Bruce Campbell (2)

Stone Castle Investment Management Inc.

Brendan Caldwell

Caldwell Securities

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Alimentation Couche-Tard (ATD.TO)