423

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

ON STOCKCHASE SINCE Aug 2001

food stores

Alimentation Couche-Tard ...
ATD.B-T

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What the experts are saying about ATD.B-T

Signal	Opinion	Expert
HOLD	Alimentation Couche-Tard (B)(ATD.B-T) February 20, 2019 Great growth by acquisition story for decades. Stumbled a bit in the last year and a half, nothing serious. Earnings flatlined. You'll see acceleration again. Competitors have reported good earnings on gasoline. Expecting a good number, and you'll see the multiple increase. Still $10 left in this stock. food stores 0 0 0 0 0 0 comments	Great growth by acquisition story for decades. Stumbled a bit in the last year and a half, nothing serious. Earnings flatlined. You'll see acceleration again. Competitors have reported good earnings on gasoline. Expecting a good number, and you'll see the multiple increase. Still $10 left in this stock. food stores 0 0 0 0 0 0 comments Veronika Hirsch Chief Inve, Arrow Capital... Price $73.080 Owned Unknown

TOP PICK	Alimentation Couche-Tard (B)(ATD.B-T) February 15, 2019 The key is that it is a free cash flow generating machine -- over $1 billion per year. He expects them to continue growing by acquisition. Technically, the stock could hit $90. Yield 0.5% (Analysts’ price target is $80.00) food stores 0 0 0 0 0 0 comments	The key is that it is a free cash flow generating machine -- over $1 billion per year. He expects them to continue growing by acquisition. Technically, the stock could hit $90. Yield 0.5% (Analysts’ price target is $80.00) food stores 0 0 0 0 0 0 comments Robert McWhirte President, Selective Asset Mana... Price $73.870 Owned Yes
COMMENT	Alimentation Couche-Tard (B)(ATD.B-T) January 25, 2019 Amazon is threatending to open convenience stores; but no business is immunse to Amazon. It was dumb of him to pass on ATD when it was cheaper. Smart capital allocators who constantly grow shareholder value. He needs to look into ATD closer. food stores 0 0 0 0 0 0 comments	Amazon is threatending to open convenience stores; but no business is immunse to Amazon. It was dumb of him to pass on ATD when it was cheaper. Smart capital allocators who constantly grow shareholder value. He needs to look into ATD closer. food stores 0 0 0 0 0 0 comments Barry Schwartz CIO & Port, Baskin Wealth Manage... Price $70.280 Owned No
BUY	Alimentation Couche-Tard (B)(ATD.B-T) January 21, 2019 Has owned this for five years. It's been doing sideways until only recently. It didn't move higher on volume (which he'd like to see). It's a strong company, though. He expects a recession, but convenience stores are resilient. food stores 0 0 0 0 0 0 comments	Has owned this for five years. It's been doing sideways until only recently. It didn't move higher on volume (which he'd like to see). It's a strong company, though. He expects a recession, but convenience stores are resilient. food stores 0 0 0 0 0 0 comments Jason Del Vicar Portfolio , HollisWealth... Price $71.300 Owned Yes
HOLD	Alimentation Couche-Tard (B)(ATD.B-T) January 9, 2019 Good time to take profits? You want to let your winners run in this case. Yes, it's at a new 52-week high, but the breakout from the base of 3 years' duration is pretty powerful. Valuation has compressed significantly. Cheaper on P/E than Parkland, and has more levers to pull for geographic expansion. Margins are very strong, which will benefit from falling oil prices in US. food stores 0 0 0 0 0 0 comments	Good time to take profits? You want to let your winners run in this case. Yes, it's at a new 52-week high, but the breakout from the base of 3 years' duration is pretty powerful. Valuation has compressed significantly. Cheaper on P/E than Parkland, and has more levers to pull for geographic expansion. Margins are very strong, which will benefit from falling oil prices in US. food stores 0 0 0 0 0 0 comments Brian Madden Senior VP , Goodreid Investment ... Price $70.580 Owned Yes
PAST TOP PICK	Alimentation Couche-Tard (B)(ATD.B-T) January 2, 2019 (A Top Pick Nov 02/17, Up 8%) A rare company that had a positive return in 2018. They continue to acquire and do it well. They've done well in Europe. Speedway is a likely purchase. If so, this will raise earnings 10-15%. food stores 0 0 0 0 0 0 comments	(A Top Pick Nov 02/17, Up 8%) A rare company that had a positive return in 2018. They continue to acquire and do it well. They've done well in Europe. Speedway is a likely purchase. If so, this will raise earnings 10-15%. food stores 0 0 0 0 0 0 comments Bruce Campbell President, Campbell and Lee Inv... Price $66.610 Owned Yes
PAST TOP PICK	Alimentation Couche-Tard (B)(ATD.B-T) December 28, 2018 (A Top Pick Oct 31/18, Up 8%) A defensive name that's rewarded him. food stores 0 0 0 0 0 0 comments	(A Top Pick Oct 31/18, Up 8%) A defensive name that's rewarded him. food stores 0 0 0 0 0 0 comments Javed Mirza Technical , Canaccord Genuity ... Price $67.850 Owned Yes
WATCH	Alimentation Couche-Tard (B)(ATD.B-T) December 13, 2018 A tremendous Canadian success story. The only concern is that they are growing so big and it gets to a period of time that you start losing economies of scale. The other thing is the funny share structure that the family wants to change and investors are not that happy about it. He would be cautious. food stores 0 0 0 0 0 0 comments	A tremendous Canadian success story. The only concern is that they are growing so big and it gets to a period of time that you start losing economies of scale. The other thing is the funny share structure that the family wants to change and investors are not that happy about it. He would be cautious. food stores 0 0 0 0 0 0 comments John O'Connell, Chairman a, Davis Rea... Price $67.840 Owned Unknown
TOP PICK	Alimentation Couche-Tard (B)(ATD.B-T) December 4, 2018 A stable business, the largest convenience store operating in North American, with further outlets in Europe. Their strategy is to price sharply on oil to draw traffic, then lure those customers to buy items like soft drinks and cigarettes where the gross margin is 3-5x higher than gas. Boasts good organic growth with a history of purchases--more to come in Asia which should catapult them past 7-11. (Analysts’ price target is $79.33) food stores 0 0 0 0 0 0 comments	A stable business, the largest convenience store operating in North American, with further outlets in Europe. Their strategy is to price sharply on oil to draw traffic, then lure those customers to buy items like soft drinks and cigarettes where the gross margin is 3-5x higher than gas. Boasts good organic growth with a history of purchases--more to come in Asia which should catapult them past 7-11. (Analysts’ price target is $79.33) food stores 0 0 0 0 0 0 comments Brian Madden Senior VP , Goodreid Investment ... Price $68.960 Owned Yes
PAST TOP PICK	Alimentation Couche-Tard (B)(ATD.B-T) November 26, 2018 (A Top Pick Oct 13/17, Up 10%) He still likes this. This is the type of company that you would expect a good rate of return annually. They did a great job of reinventing the brand with Circle K. This is their global brand now. This is a smooth, steady, reliable company. food stores 0 0 0 0 0 0 comments	(A Top Pick Oct 13/17, Up 10%) He still likes this. This is the type of company that you would expect a good rate of return annually. They did a great job of reinventing the brand with Circle K. This is their global brand now. This is a smooth, steady, reliable company. food stores 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $66.350 Owned No
PAST TOP PICK	Alimentation Couche-Tard (B)(ATD.B-T) November 6, 2018 (A Top Pick Apr 23/18, Up 20%) Still adding to it. A solid, well-run company. They keep tucking in acquisitions and they methodically pay down their debt. They're adding charging stations in some of their location, so they are forward-thinking. food stores 0 0 0 0 0 0 comments	(A Top Pick Apr 23/18, Up 20%) Still adding to it. A solid, well-run company. They keep tucking in acquisitions and they methodically pay down their debt. They're adding charging stations in some of their location, so they are forward-thinking. food stores 0 0 0 0 0 0 comments Rick Stuchberry Portfolio , Wellington-Altus Pri... Price $64.740 Owned Yes
TOP PICK	Alimentation Couche-Tard (B)(ATD.B-T) November 1, 2018 There has been a consolidation. It will be choppy for a while. Managers should be looking to add exposure to staples and this is a top one. This one would not go down as much if the TSX were to go down. (Analysts’ price target is $77.17) food stores 0 0 0 0 0 0 comments	There has been a consolidation. It will be choppy for a while. Managers should be looking to add exposure to staples and this is a top one. This one would not go down as much if the TSX were to go down. (Analysts’ price target is $77.17) food stores 0 0 0 0 0 0 comments Javed Mirza Technical , Canaccord Genuity ... Price $62.810 Owned Yes
TOP PICK	Alimentation Couche-Tard (B)(ATD.B-T) October 29, 2018 Down to 14x earnings in this correction. A safe growth stock. Easy growth with many takeover targets in Europe and a few in the U.S. They're good at acquire. You won't get much yield, but he targets the stock in the low-$70's. (0.7% dividend, $77.17 price target) food stores 0 0 0 0 0 0 comments	Down to 14x earnings in this correction. A safe growth stock. Easy growth with many takeover targets in Europe and a few in the U.S. They're good at acquire. You won't get much yield, but he targets the stock in the low-$70's. (0.7% dividend, $77.17 price target) food stores 0 0 0 0 0 0 comments Bruce Campbell President, Campbell and Lee Inv... Price $60.510 Owned Yes
PAST TOP PICK	Alimentation Couche-Tard (B)(ATD.B-T) October 19, 2018 (A top pick May 11/18, up 15%). This name got pounded in the spring but was unwarranted. The last couple or earnings they reported were very strong. It is not trading at an expensive multiple. They have rebranded all their stations in the US. food stores 0 0 0 0 0 0 comments	(A top pick May 11/18, up 15%). This name got pounded in the spring but was unwarranted. The last couple or earnings they reported were very strong. It is not trading at an expensive multiple. They have rebranded all their stations in the US. food stores 0 0 0 0 0 0 comments Bryden Teich Portfolio , Avenue Investment Ma... Price $61.310 Owned Yes
TOP PICK	Alimentation Couche-Tard (B)(ATD.B-T) October 17, 2018 Eventually, their gas stations will gravitate to electric cars. They've done a number of acquisitions, yet brought their debt back down in line. They did a few purchases at once, then the market got bored and went elsewhere. They paid off $600 million in debt in the last quarter plus a moderate growth rate. The balance sheet is loose, not as tight as he usually expects from a company, but ATD is the exception to this rule, meaning it's still worth buying. (0.7% dividend yield, Analysts' price target: $77.17) food stores 0 0 0 0 0 0 comments	Eventually, their gas stations will gravitate to electric cars. They've done a number of acquisitions, yet brought their debt back down in line. They did a few purchases at once, then the market got bored and went elsewhere. They paid off $600 million in debt in the last quarter plus a moderate growth rate. The balance sheet is loose, not as tight as he usually expects from a company, but ATD is the exception to this rule, meaning it's still worth buying. (0.7% dividend yield, Analysts' price target: $77.17) food stores 0 0 0 0 0 0 comments Chris Stuchberr Portfolio , Wellington-Altus Pri... Price $61.970 Owned Yes

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