Alimentation Couche-Tard (ATD.TO)

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.

Well managed. Their move into the US is more risky. Wait for a quarter or two.

Very strong company.

Should be a winner. Wait for a pullback.

Good busines model. Good sector.

Has become expensive. Could have some pull back. Wait and see.

Has done very well. A little high. May pause for a while.

Has had impressive performance. Good management.

Still has some good growth. May be a temporary pause.