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

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

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DON'T BUY

Has done extremely well with convenience stores all across North America. Grew by acquisition. Most of their businesses are in the US which worries him. Not cheap.

TOP PICK

Not terribly economically sensitive at this point. One of the big concerns is that the economy may be slowing down. Owns about 1400 convenience stores/gas stations in the US. Margins are fairly steady. Very good operators.

DON'T BUY

Wonderfully well-run company. Continue to do tuck-under acquisitions on the service station side. Margins continue to improve. Can find lots better valuation in other places.

WAIT

You can invest in it through Metro (MRU.A-T) (owns a small position) or by direct. Great long-term track record. Substantial exposure to the US. Hoping for a better buying opportunity.

TOP PICK

A secular growth company. Clearly in the early stages of consolidating the convenient store market in the US. Have used extremely good judgement in how they finance their acquisitions. Looking for good solid growth for the next couple of years through organic growth as well as acquisitions.

DON'T BUY

Had lower margins on its gasoline. US consumers feels there is a conspiracy on gasoline prices which makes it very difficult for companies like this to raise gas prices. The stronger Canadian dollar has also hurt them.

BUY

Could have an upside of mid $30 in the next few months. US petroleum players are offloading retail stocks and this company is scooping them up. Stock has done very well over the last 4/5 years. Management has done a great job of integrating most of their acquisitions and there are a few more years of growth.

TOP PICK

This is with his theme of looking for secular growth companies. Excellent management and very proactive on updating their systems.

BUY

Still likes, has a good growth strategy. Been driven on acquisitions lately.

DON'T BUY

Has had a great run, primarily on the US acquisition. Last numbers were pretty good. Margins were a little lower than expected on the gasoline business. Primarily an acquisition story. They've got to a size now where they need a meaningful acquisition, but there doesn't appear to be a target out there. Trades at 18 X earnings which is a little rich on an operating basis.

BUY

Essentially a long term buy. Doing a lot of acquisitions in the US. Getting a lot of synergies. The major risk in the performance of the stock is the fuel business.

BUY

A roadside gas/covenience store. Recently acquired Circle K in the US which resulted in some one time costs which affected their quarterly results and the stock dropped a bit. Will take a couple of quarters to get integrated. Very attractive situation.

WEAK BUY

Not sure it's at a good entry point right now. One of the best run companies around. Good management.

STRONG BUY

Pulled back on last quarter's earnings being a little bit of a miss and there's an insider's block for sale. Likes the stock here. The growth strategy is very simple. Improve the profitability of the gas retail outlets by moving more of their non-gasoline oriented products and improving their margins. Great Buy here.

BUY

Likes it. Has a model price of $23.80 and that is after the analysts have ratcheted down a little bit in the sense of their earnings which they missed.

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