Alimentation Couche-Tard (B) (ATD.B-T) Stock Predictions - Stockchase
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Alimentation Couche-Tard (B) (ATD.B-T)

ON STOCKCHASE SINCE Aug 2001

food stores

Alimentation Couche-Tard ...

ATD.B-T

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Alimentation Couche-Tard (B) (ATD.B-T) SAVE Apr, 25, 2019, 4:54 am

78.69 0.37 (0.47%)

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

Alimentation Couche-Tard Inc. or simply Couche-Tard is one of the largest company-owned convenience store operators in the world with more than 12,000 stores across Canada, the United States, Europe, Mexico, Japan, China, and Indonesia. More at Wikipedia

What the experts are saying about ATD.B-T



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Signal Opinion Expert
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.
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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.
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Norman Levine

Managing D, Portfolio Management...

Price Price
$78.680
Owned Owned
No

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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(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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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$80.750
Owned Owned
Yes

PAST TOP PICK
(A Top Pick Apr 04/18, Up 43%) He is early buying this in fall 2015 and frustrating for the following year, but it's done well lately. It's improving in communicating with the street; they've been bad at that. They'll still do growth by acquisition, but instead of that being 75%, it'll now be a 50/50 split with organic growth. He hasn't trimmed his holdings. Still likes it.
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(A Top Pick Apr 04/18, Up 43%) He is early buying this in fall 2015 and frustrating for the following year, but it's done well lately. It's improving in communicating with the street; they've been bad at that. They'll still do growth by acquisition, but instead of that being 75%, it'll now be a 50/50 split with organic growth. He hasn't trimmed his holdings. Still likes it.
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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$80.750
Owned Owned
Yes

TOP PICK
They're 65% US, 25% Europe and the rest in Canada. They've added fresh fuit and better coffee to their stores. They've taken what's worked in other parts of the world and applied them to their North American conveience stores. The stock has done really well after a sideways period. There are lots of mom and pop stores out there, so ATD has a lot of room to grow. (Analysts’ price target is $82.46)
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They're 65% US, 25% Europe and the rest in Canada. They've added fresh fuit and better coffee to their stores. They've taken what's worked in other parts of the world and applied them to their North American conveience stores. The stock has done really well after a sideways period. There are lots of mom and pop stores out there, so ATD has a lot of room to grow. (Analysts’ price target is $82.46)
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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$80.520
Owned Owned
Yes

PAST TOP PICK
(A Top Pick Oct 17/18, Up 26%) Levered up, but you have to look at whether there are good reasons for it. They did it to buy competitors and turned that into profitable growth. He'd stick with it. Loves the name from here. Track record has proven itself.
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(A Top Pick Oct 17/18, Up 26%) Levered up, but you have to look at whether there are good reasons for it. They did it to buy competitors and turned that into profitable growth. He'd stick with it. Loves the name from here. Track record has proven itself.
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$79.660
Owned Owned
Yes

BUY
It's a roll-up story--they know how to make acqusitions and integrate stores. Generatas a lot of free cash flow and the owners own a lot of the stocks. It's risen 1,700% by acquisitions. He wishes he had bought it.
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It's a roll-up story--they know how to make acqusitions and integrate stores. Generatas a lot of free cash flow and the owners own a lot of the stocks. It's risen 1,700% by acquisitions. He wishes he had bought it.
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$78.450
Owned Owned
No

PARTIAL SELL
A success story, expanding their acquisition over the years. It's priced as a growth stock and beyond valuations he would consider. They've done well with convenience store with strong margins. U.S. fuel margins rose higher than the street expected, too. But if you own this, perhaps move into something more conservative--take some profits.
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A success story, expanding their acquisition over the years. It's priced as a growth stock and beyond valuations he would consider. They've done well with convenience store with strong margins. U.S. fuel margins rose higher than the street expected, too. But if you own this, perhaps move into something more conservative--take some profits.
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$72.200
Owned Owned
Unknown

BUY
He really likes it. They're a good acquirer, though they had one weak quarter due to a weak U.S. acquisition. This is a value story. ATD offers some defensiveness from the convenience stores, but also growth. He will hold this for a while.
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He really likes it. They're a good acquirer, though they had one weak quarter due to a weak U.S. acquisition. This is a value story. ATD offers some defensiveness from the convenience stores, but also growth. He will hold this for a while.
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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$72.200
Owned Owned
Yes

BUY
They have been one of the best growth by acquisition company in Canada. It is leveraged but they have been buying $500 million every quarter. At this pace they will have lots of cash to play around with in 2-3 years. Convenience store purchases are uninterruptible. One of the better managed companies in Canada.
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They have been one of the best growth by acquisition company in Canada. It is leveraged but they have been buying $500 million every quarter. At this pace they will have lots of cash to play around with in 2-3 years. Convenience store purchases are uninterruptible. One of the better managed companies in Canada.
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$74.620
Owned Owned
Yes

BUY
He'd still buy it at current 52-week highs, which are a sign of strength. It's a great operator of 12,000 convenience stores at gas stations across North America and Eruope, and could expand to Asia. They're good at selling cigarettes and coffee which pay much higher margins than gas. Also, they're partnering with Canopy, which is a smart move into cannabis.
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He'd still buy it at current 52-week highs, which are a sign of strength. It's a great operator of 12,000 convenience stores at gas stations across North America and Eruope, and could expand to Asia. They're good at selling cigarettes and coffee which pay much higher margins than gas. Also, they're partnering with Canopy, which is a smart move into cannabis.
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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$75.040
Owned Owned
Yes

HOLD
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.
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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.
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Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$73.080
Owned Owned
Unknown

TOP PICK
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)
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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)
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$73.870
Owned Owned
Yes

COMMENT
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.
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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.
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$70.280
Owned Owned
No

BUY
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.
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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.
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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$71.300
Owned Owned
Yes

HOLD
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.
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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 Price
$70.580
Owned Owned
Yes

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