Alimentation Couche-Tard (B) (ATD.B.TO)

(A Top Pick Oct 17/12. Up 44.42%.) One of the best possible Canadian companies. Their recent Norwegian exposure is wonderful. Possibly explosive.

(A Top Pick Nov 29/12. Up 44.93%.) Fantastic company. Doesn’t believe a lot of investors knew the jewel this company had picked up from the Scandinavian company, Stat Oil. With that purchase, they also picked up 12 oil terminals, 400 tanker trucks, a fuel business that fuels airplanes as well as a company that sells lubricants. This also included $1.7 billion in real estate.

Had a nice break out at $47 at the beginning of this year. Has been very positive. On a strong run right now. Can’t see anything negative on the chart. If it dropped to about $65 or so, he would be little bit concerned.

A consolidation story. There is a lot of runway for acquisitions. They go in and increase sales in each store phenomenally.

Well run company and it is in a healthy sector. He can’t see any Top in sight. An all-time high. This is going higher.

Has been a great growth stock. Great diversification into the US and now into northern Europe. Northern Europe brings some increased risks because it is a new market for them. Recent earnings have been better than expected. 0.5% distribution.

(A Top Pick October 17/12. Up 23.44%.) They are now very big in Europe with their acquisition from the StatOil people. Good basis for an expansion in Europe. Still a Buy.

Likes it. Buy some before earnings and then some again after earnings release. You are just waiting for the next deal. He owns for what they can do in 2014-15.

Great company and becoming a global phenomena. Valuations are still attractive. This is a great Buy and Hold.

This is a “growth by acquisition” model. Have been great at it so far, acquiring stores in Norway, but to keep growth going, they are going to need to keep acquiring. With that comes either increased debt or equity issuance which will affect the investor. If you own, he would be looking for an exit point.

This is a growth by acquisition story. Believes this stock may have, because last quarter results were below expectations. Also, have bought a European operation which required a bit more restructuring creating a question mark as to how the integration was progressing.

Has had a great run and is still decent company. Valuation is not as reasonable as it once was. They have to execute a lot better to justify their price. Made a major acquisition recently by buying Stat Oil (?) operations in northern Europe, which changes the company from a North American company (mostly US) to a European company with a totally different market. Having some teething problems.

(A Top Pick July 30/12. Up 35.68%.) One of the best management groups in the general Canadian equities and he thinks it goes on. Acquired a fabulous asset in Europe. One of the best Canadian companies you can possibly hold.

Stock was down about 7% today. Reported below expectations, primarily out of Europe. This is a growth by acquisition story. Their last acquisition was out of Europe and revenues disappointed there and they are going to be taking on additional restructuring costs. The 9% discount on the stock in the last 2 days could potentially be a buying opportunity but wait to see what they say on the call and what happens in Europe.

Likes the growth strategy. They are making some great acquisitions. There are risks in how they integrate acquisitions. But things seem to be moving along okay for them. He always has this name on the back burner in case it comes down to a level he is comfortable with.