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

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

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BUY

Great company and sustainable. It is a great long term hold.

BUY

A core holding since 2014. An amazing story. The industry is still fragmented, so they can be more aggressive in acquisitions, and their valuation has gotten steep. This is a bet on them driving same-store sales and more purchases. They vow to double earnings in 5 years, which he expects to happen.

PAST TOP PICK

(A Top Pick Oct 30/18, Up 34%) It was undervalued a year ago. He didn't expect this type of return. The company has made some US acquisitions that are working well out. Gas margins were above average and e-cigarettes are helping them as well. The recent fear of vaping regulations, won't hurt them, it may just slow their growth. A stock split is expected soon. He thinks another 10% upside is possible this year.

HOLD

ATD.B-T or PKI-T? He owns ATD.B-T as a pure consumer play. He owns bonds in PKI-T as it is a blend of consumer and energy and he likes the 6% yeild of the bonds. Holding both is fine.

BUY

Why did it split? He owns this one and it has done well over the long term. He would buy again and it is fairly defensive. The idea of splitting allows smaller investors to get in and that is probably the idea here. He does not think it is a problem they split.

COMMENT

The stock was split for 2 for 1. They have moved up through the $60 resistance, and now there is momentum. At these prices, he would take profits.

PAST TOP PICK

(A Top Pick Sep 13/18, Up 26%) Has strong fundamentals, a good runway for growth and a protective moat. It's been an excellent growth story he bought 20 years ago. They'll likely expand to Asia. They are refining their digital marketing. Their earnings today beat the street.

TOP PICK

It is a Canadian success story. If you look at the returns, it has been very solid. They borrow, buy, pay off the debt and then away they go. It is positioned for the next decade when electrification comes in. The model still works. It is so well managed – that is the key. (Analysts’ price target is $90.09)

BUY

An excellent business and a real consolidator, though they're overdue for a new one. A great long-term performer. Have a long-term view and hold this.

BUY

A great company. They need to cotninue acquisitions, and have opportunities here and abroad. If they do (and he expects it), they will continue to do well. This is especially good if you have a five-year horizon.

TOP PICK

A secular growth stock he's long owned. The business model is price sharply on fuel to drive traffic, then lure customers into modern shops to buy wide-margin cigarettes, coffee and candy (3-5x better than selling gas). They do well buying businesses and synergizing them, too. But they are pivoting more to organic growth with digital loyalty for instance. (Analysts’ price target is $90.00)

PARTIAL SELL

He thinks their investment into cannabis will be phased in over time, but could be interesting. They have expanded well. It trades at 4 times book and close to 19 times earnings, which creates a high bar for future growth. He wonders if the margins and volumes in the convenience stores has the ability to sustain that growth. He would be taking profit here.

PAST TOP PICK

(A Top Pick Jul 31/18, Up 34%) Great management, but it is getting too expensive at 22 times earnings. A couple of weak quarters has caused a recent pullback. They are good at what they do. Still a core holding, but he may reduce his position soon.

PAST TOP PICK

(A Top Pick Jul 27/18, Up 34%) Most recent quarter a bit soft. But focus on the same store sales number, that's the important one. In a decade, they haven't issues shares once. They'll be able to grow through acquisitions and by selling more products. Could still put new money to work here today.

COMMENT

ATD.B-T vs. PKI-T. ATD.B-t is mainly retail. PKI-T also does commercial. They are not just retail. Both are good companies. Both are buying up gas stations. ATD.B-T gets 20% of gross profits from tobacco sales and that is a declining product category. PKI-T does not sell tobacco to the same extent.

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