Alimentation Couche-Tard (ATD.TO)

Growth by acquisition story and has done very well. The acquisition they made in Europe last year has turned out quite well for them. Because she is a value investor, the multiples are always a little high for her. Well managed company.

Extremely well managed company. Done well expanding their retail reach. He thinks it is expensive and would not buy at these levels. Not a bad place to take profits.

(Top Pick Oct 16’13, Up 24.51%) There is a lot of runway left, especially with their expansion plans. They are upping same store sales and cutting costs out. If you don’t own it, buy in the summer or buy some now and wait for it to pull back down the road. If it doesn’t then you still own some.

Nov 1, 2019, 3.19%. A good pickup going out 5 years. It is an investment grade company.

Has had this on the radar for a while. Well-run company and have been growing by acquisition both in the US and Europe. He worries that too much of that is getting baked into the share price. There are a lot of things that can surprise investors such as gasoline margins.

(Market Call Minute) Likes it a lot. Great integration in Europe.

(Market Call Minute.) Getting cheap and she would buy if she saw oil prices lower and people increased their driving.

Has preformed extremely well for long time. Sales will be weak because of U.S recession. Stock’s not cheap, don’t see a lot of upside.

Will continue to have sales even if the economy rolls over. A more growth oriented name. Management is excellent at making acquisitions.

Have done a very good job of making US acquisitions and making money from them. It's an ambitious company in that the amount of work taken on in integrating their acquisitions is really quite daunting. Didn't do as well in their last quarter as people expected, so the stock fell off. Sells a lot of cigarettes and doesn't like that business. The stock will probably take a rest for the next 1/2 years.

An extremely well run company. Likes their acquisitions. Could sell some of their gasoline service assets. Good opportunity for growth. Trading at roughly 17 X this year's earnings.

Would be cautious untill seeing development. Competing in the US

Currently looking at the stock. Have just done a major acquisition in the US which changes the whole outlook. A low-margin business.

Recent acquisition will increase its exposure to the US market. This will almost double revenues and more then double earnings per share.

A very profitable company and fast growing. Fair market value is about $30. From a negative point of view, at about 4X book value, it is at a historical high. Would be inclined to take some money off the table.