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