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

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

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TOP PICK

This little company has growth around the world. The next leg of growth may be in Europe. 70 percent of revenue comes from food. Now they are focusing more on purchasing and making acquisitions. The next leg of growth could be Asia. They get good margins on their car washes. It should continue to grow. They want to double in 5 years. (Analysts’ price target is $85.13)

HOLD

The gas stations and convenience stores have been under pressure by the environmental groups. Although electric vehicles are coming, it is a very small fleet and will remain small for quite some time. He would continue to hold.

WAIT

Definitely wait for earnings. Gasoline margin was quite good, and that is a major determinant of earnings. Likes it here. Has had a good run, so not sure if today is the day to buy. Still room in Europe to acquire. Dedicated resources to improve fresh food offerings, and those margins are quite lucrative.

HOLD

He thinks it is quite safe. There is always risk on new acquisitions, but he believes in their de-leveraging strategy.

HOLD

It has done phenomenally well. There are high expectations of them still buying companies. If you're a long-term holder, don't sell, but taking light profits is not a bad idea. It's had a monster run in the past year. ATD plans to grow their presence in North America and Europe.

PAST TOP PICK

(A Top Pick May 24/18, Up 63%) A well run company and great management team. Since 2009 they have hardly issued any shares. Their 5 year dividend growth averages 25% annually. One of the few retail stocks in North America doing well. It trades at 18 times earnings. He continues to like to hold it.

DON'T BUY

They have been an amazing company in terms of expansion in terms of both acquisition and organic growth. We have seen significant increases in pricing they have at convenience stores. On the other hand, their multiples are getting high. He'd be careful just based on valuation at this juncture.

COMMENT

It was flatlined for three or so years as they acquired, but they have done well recently. He has a similar idea in his top picks, so he won't comment much here.

BUY

He has long owned it though he had to wait a while to see the price rise. Good organic growth through digital loyalty programs, gas margins and other methods. He'd buy it today, because he expects it to rise to $90 then $100 and at some time expand into China and surpass 7-11.

BUY

They've done an amazing job and are masterful acquirers. A brilliant chart. If you own this, hold it, definitely. But it's riskier as they grow internationally in Europe. Credit the management team for building this company. A Canadian success story that has flourished even in the States.

BUY ON WEAKNESS

It's one of 15 Canadian stocks that are strong capital allocators and compounders. He's held this on and off for many years. A solid stock. They invest capital well, and acquire very well. A bit of volatility in earnings. Acquisitions are slowing down a bit. He'd buy at $75.

PAST TOP PICK

(A Top Pick Apr 23/18, Up 46%) It is a really well run Canadian company. They use debt and then pay it down quickly. He would still be a buyer on pull backs.

PAST TOP PICK

(A Top Pick Apr 12/18, Up 27%) They are a roll-up strategy. There is still a long runway ahead of them. He may be looking at taking some money off the table.

HOLD

Circle-K is their brand. They are linked to convenience stores and gasoline sales. There has been consolidation in the gasoline retailer space and margins in the space have been great. He would continue to hold.

PAST TOP PICK

(A Top Pick Mar 01/18, Up 31%) He still really likes it. They did a good job of acquiring stores and have redone the stores in the US and Canada. They are realizing the benefit of having a larger footprint. They have always reinvested in their business. They have the scale now to expand internationally. Don’t fight a trend like this.

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