Alimentation Couche-Tard (B) (ATD.B.TO) Buy,…

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

Wealthica The ultimate 360° Tracker Your financial life in one place, automatically

0.00

-0.00 (0.00%)

641 watching

COMMENT

Has done well. They have a great model. They continue to buy US assets. Very good at what they do. Has gone up substantially so he is not sure it is a Buy now.

BUY

(Market Called Minute.) Long-term buy. Good opportunity for them to continue to consolidate the convenience store market, especially in Europe.

BUY ON WEAKNESS

This has been a really well run company. They have a tremendous track record for acquiring, integrating and running the businesses. There is also talk that they may be buying some European Exxon assets, which means they will have to raise money. Trading at a fairly rich premium. Try to get it in the low $40's, especially if they have to raise money.

BUY

Market Call Minute: Great company.

BUY

Phenomenal management team, show growth business. Acquired and squeezed costs out of companies. Only Canadian retailer to succeed in US.

COMMENT

Stock is fairly cheap from his Fair Market Value perspective. Trading at a bout 2.5X BV and has been much higher in the past. Seems hard for it to get any traction. Needs a strong market and then it will go.

TOP PICK

Mac’s chains across Canada. Also have some US stores. Last quarter results were good. Raised dividend by 25%. Trading at about 11.5X next year’s earnings.

PAST TOP PICK

(A Top Pick Aug 25/09. Up 18.44%.)

PAST TOP PICK

(A Top Pick July 24/09. Up 32.28%.) Sold at $19.90 for a 22% gain excluding dividends.

PAST TOP PICK

(A Top Pick Aug 11/09. Up 9.19%.) Got stopped out but captured most of this 9.19%. Would love to get back into this one.

COMMENT

Biggest convenience store operator in Canada and one of the largest in the US. A lot of sales are gas. Shrinking margins on gas and the US economic slowdown hurt them. Marketing and margins are starting to come back and they should be big beneficiaries.

PAST TOP PICK

(A Top Pick Aug 11/09. Up 14.98%.) Still a buy.

TOP PICK

Has formed a symmetrical triangle from December to July and then broke out with volume. Most recent earnings blew estimates away. Expects it to pullback with the rest of the market and you can buy it in the next 30-40 days $1 or $2 cheaper.

TOP PICK

Convenience stores in North America. Gasoline margins in the US have increased. Continues to buy up small chains and improve their margins.

TOP PICK

There is a lot happening in the convenience store space. Built their business through ConocoPhilips (COP-N) shedding their gas stations. This will now also happen with Suncor (SU-T) and PetroCan (PCA-T) merging.

Showing 481 to 495 of 566 entries

Most Recent Experts

Brian Madden

First Avenue Investment Counsel

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Darren Sissons

Campbell Lee & Ross

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Joe Terranova

Virtus Investment Partners

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

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