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

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

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TOP PICK

Organic growth plus acquisition-driven growth. Rolling up a fragmented industry very capably with their decades of experience. Pivoting more to organic growth, which will attract more investors. Great company, great buy. Yield is 0.81%. (Analysts’ price target is $52.20)

BUY

A good stock with a fine outlook. It's taking advantage of weak times to buy competitors in North America and now entering Hong Kong. It's all good for the long term.

HOLD

It has been a phenomenal winner over the long term. Stocks don't go up in a straight line. The valuation got a little rich about 2-4 years ago. There is slowly growing concern about their business model. They get a large percentage of profits from fuel sales and cigarette sales. You will be fine for now but in ten years there could be mostly electric cars.

BUY ON WEAKNESS

It is a second derivative of trade sales of convenience stores. It is almost a tax on the consumer. A good company that you could trade as a staple. A convenience play that will continue to move forward.

COMMENT

Great company. Global powerhouse. Size and scale drives procurement advantage on fuel, plus in-store merchandise sells at a huge markup. Great acquirer. Today's acquisition in Asia, though financially small, is strategically important. More good news ahead for this company.

TOP PICK

Has a 7% free cash flow yield. The market is annoyed they haven't made an acquisition recently, but he's fine with that. They've produced a ROE of 20% for decades, and are undervalued now. He doubled his position in the low-$40s. There is some concern over e-cars, but ATD has been testing EV stations in Norway and will roll them out in North America. Recently, they did a deal with Fire and Flower to offer cannabis outlets next to their gas stations which should do well. ATD is an innovator and will drive shareholder value. (Analysts’ price target is $51.57)

BUY

Fantastic growth story. Lots of locations globally. Ability to grow in Canada will be somewhat stunted by competition law acts. Will be more locations in Europe and North America. He's always balked at its growth by acquisition strategy. Savvy operators who have brought debt down. Gasoline markets are attractive, which will boost profits. Innovative, strategic assets. Worth owning.

BUY

Billy Kawasaki’s Insights - Picks from 5i Research. The company has potential to continue to grow at a good rate through acquisitions. Q2 results were satisfactory for investors and their balance sheet remains strong. Unlock Premium - Try 5i Free

TOP PICK

Second largest operator behind 7-11. As Covid restrictions loosen, we'll have more people on the road but also driving rather than using public transportation. Good job of thinking about the future. Launching own brand of food, exploring initiatives in e-charging stations and selling marijuana. Free cash flow has grown 16% over the last 5 years, dividend grows at 22%. Yield is 0.63%. (Analysts’ price target is $51.54)

BUY

Great company that he's long owned. Last week's earnings report was the biggest surprise he ever saw with them. Upstream oil is suffering, but at the gas station retail end ATD is making strong money. Also selling in-store merchandise well, including high-margin food. They do a lot of M&A and do it well. He expects them to expand to Australia and Asia in the future. You can buy this and own for many years. It's close to a new high, but each year makes new highs.

HOLD

A very well-run company with a great management team. There are some concerns around the electrification of vehicles. Lower gas demand may be a headwind for the company.

HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Q2 results were better than expected and beat consensus. Their adjusted earnings per share fell from 97 cents to 71 cents and revenues fell by 31% year over year. However, same store sales growth is positive. Unlock Premium - Try 5i Free

HOLD

It's after another acquisition in Australia, and if they do, the stock will hit $47-48, and then he'd trim. Hold it for now, as it's doing great.

BUY

Wouldn't be a seller here. Solid combination of momentum, stability, and price. Defensive. Pretty good at acquisitions and growth. Not a big yield, as they deploy cash into opportunities. If you see a real value rotation, you might see some price weakness. Long run, he'd be a buyer.

PAST TOP PICK

(A Top Pick Aug 07/19, Up 11%)Was a 2-1 stock split in this period, so total return was 11% He's followed this for a long, long time, and the stock has split many times. Disappointed that they lost to Marathon Petroleum in a deal today, but ATD are prudent buyers and will buy something. Respects the managers and their strategy.

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