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

TOP PICK
A lot of corner stores both in the US and Quebec. Use a $15 stoploss. $16 is a great point to buy it.
BUY
A stock that may be a safe place to hide. When investors get nervous they move into lower risks. Probably not a bad place to be.
BUY
At some point you are going to have a pickup of vehicular traffic in gas bars. Buying ‘On the Run' from Exxon in the US
TOP PICK
One of the very few Canadian retailers in the US that has managed to make it work. Big swings in gasoline but the underlying business continued to do extremely well.
COMMENT
Just reported and beat the Street extensively with $.24 earnings. This is a stock that needs good news. Problem has been gas margins at the pump and US consumers using less gas.
COMMENT
Thinks this one will go to about $10.70, which would be an interesting buying opportunity. His model price is still above the stock price, but earnings estimates are coming down. His model value is $22.82.
HOLD
(Market Call Minute.) Prefers Shoppers (SC-T).
WAIT
Convenience stores in North America. Gasoline sales drive the business in the US. These are lightening up and margins are beating squeezed. Currency has also hurt them. On his radar and he is waiting for the right opportunity. Things will probably sort out over the next year. Don't try to pick a bottom.
HOLD
It is the best performing Canadian retail stock over the last ten years. Long term success story. One of the few Canadian retail companies doing a good job in the states. He owns quite a lot of it. Earnings don't look great right now due to the low gas sale margins and the translation of the US dollar revenues to Canadian.
SELL
Has been in a long-term decline. The consumers staples sector has been weakening on a relative basis. Before getting into the stock, you would like to see it hold and build a base for the time being. There are probably better stocks available.
COMMENT
80% of earnings come from the US, which has to hurt them. Had a number of quarters where same store sales were poor. Gasoline margins were low. He is starting to look at this as a possible future investment. They are the dominant player in the US convenience store market.
TRADE
Their fate is tied to: the spread on what they buy gasoline and what they sell it at, Tobacco trends, U.S currency. The worst is over as far as the U.S currency. You will suffer some volatility.
BUY
Just starting to look at this one. A Canadian play on the US convenience store business. They were on a big growth kick, adding stores, adding sales, adding profits. In the last year the margins have contracted and sales growth had slowed. Things are now
BUY
Had been in a downtrend but had a pop when their numbers came out. Probably not a bad stock to own during this late cycle in the market. It might be a place where nervous money may go. Don't let it go below $20.
COMMENT
Been buying back shares because of limited expansion ability and the weaker market. Haven't made any major acquisitions for a while, which has slowed growth. Same-store sales have declined. Gasoline margins have decreased. At the right time, he will take
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