Alimentation Couche-Tard (ATD.TO)

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.

Well run company. Great management. Stock is fairly priced, but they are the consolidators in their industry and will add value.

Have just made a large acquisition in the US and have become the largest convenience store operator in North America. Current jump in the stock is based on the enthusiasm. Would prefer to buy at a lower rate.

Very well managed company.Concerns that the margins on the products they sell will be undercut by competition.

A great story.At consolidator of convenience stores.Has moved into the US.There's always a rumor of an acquisition and stock tends to move up on that news.Still has some upside but there are risks on their acquisitions.

Well run. Has just got into an affordable range.

Well run. Building a solid foundation in US. Margins are narrowing because of higher oil prices and higher taxes on cigarettes.

Good acquisitions in US. Doing well.

Not very liquid. Great company. Expect defensive money will be moving out for growth.