Alimentation Couche-Tard (B)

ATD.B-T

TSE:ATD.B

47.05
0.27 (0.58%)
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.
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Analysis and Opinions about ATD.B-T

Signal
Opinion
Expert
BUY
BUY
September 23, 2020
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.
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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
BUY
September 18, 2020

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

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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
TOP PICK
September 16, 2020
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)
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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
BUY
September 10, 2020
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.
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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
HOLD
September 4, 2020
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.
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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
HOLD
September 2, 2020

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

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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
HOLD
August 13, 2020
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.
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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
BUY
August 12, 2020
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.
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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
PAST TOP PICK
August 4, 2020
(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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(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.
TOP PICK
TOP PICK
August 4, 2020
Still likes it and has long owned it. ATD is dominant in convenience stores across North America and Europe. They may expand to Asia and Australia. They use procurements scale to price sharply on gas which attracts shoppers into their modern stores, which enjoy high gross margins on cigarettes, coffee and snacks, which boast margins 3-5x higher than gas. ATD is a great acquirer, but are moving more into organic growth which attracts a higher multiple for investors. (Analysts’ price target is $45.85)
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Still likes it and has long owned it. ATD is dominant in convenience stores across North America and Europe. They may expand to Asia and Australia. They use procurements scale to price sharply on gas which attracts shoppers into their modern stores, which enjoy high gross margins on cigarettes, coffee and snacks, which boast margins 3-5x higher than gas. ATD is a great acquirer, but are moving more into organic growth which attracts a higher multiple for investors. (Analysts’ price target is $45.85)
DON'T BUY
DON'T BUY
July 16, 2020
Growth by acquisition story. Successful in growing presence in US. Expanding outside of NA. Good company, but tobacco products account for a significant portion of their business, and this is on the decline.
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Growth by acquisition story. Successful in growing presence in US. Expanding outside of NA. Good company, but tobacco products account for a significant portion of their business, and this is on the decline.
WATCH
WATCH
July 9, 2020
Doesn't own, but ranks decently in his screening. Recovered from March selloff. Some growth long term, at 20x PE, so he likes it. But for a 5-10 year move, look at some of the communication or tech companies. Likes it in general, but has been meandering sideways for the last year. Look for a breakout above the February highs, before you can say it's in a new trading range.
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Doesn't own, but ranks decently in his screening. Recovered from March selloff. Some growth long term, at 20x PE, so he likes it. But for a 5-10 year move, look at some of the communication or tech companies. Likes it in general, but has been meandering sideways for the last year. Look for a breakout above the February highs, before you can say it's in a new trading range.
BUY
BUY
June 15, 2020
This is such a great business. They keep acquiring more gas stations and building out their network. It is using its huge balance sheet to make accretive acquisitions. With more people taking road trips this summer, it could do very well.
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This is such a great business. They keep acquiring more gas stations and building out their network. It is using its huge balance sheet to make accretive acquisitions. With more people taking road trips this summer, it could do very well.
DON'T BUY
DON'T BUY
June 9, 2020
It's very defensive at 0.8x Beta vs. TSX. He's neutral about ATD, because the stock hasn't moved much.
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It's very defensive at 0.8x Beta vs. TSX. He's neutral about ATD, because the stock hasn't moved much.
HOLD
HOLD
May 13, 2020
The convenience and gas station operator. Less driving has reduced traffic to them. It is probably at a valuation that is attractive historically. She has chosen to hold other companies in the space. She also prefers to avoid companies that promote the sale of cigarettes.
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The convenience and gas station operator. Less driving has reduced traffic to them. It is probably at a valuation that is attractive historically. She has chosen to hold other companies in the space. She also prefers to avoid companies that promote the sale of cigarettes.
Showing 1 to 15 of 500 entries

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

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 25

Neutral - Hold Signals / Votes : 6

Bearish - Sell Signals / Votes : 4

Total Signals / Votes : 35

Stockchase rating for Alimentation Couche-Tard (B) is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Alimentation Couche-Tard (B)(ATD.B-T) Frequently Asked Questions

What is Alimentation Couche-Tard (B) stock symbol?

Alimentation Couche-Tard (B) is a Canadian stock, trading under the symbol ATD.B-T on the Toronto Stock Exchange (ATD-B-CT). It is usually referred to as TSX:ATD.B or ATD.B-T

Is Alimentation Couche-Tard (B) a buy or a sell?

In the last year, 35 stock analysts published opinions about ATD.B-T. 25 analysts recommended to BUY the stock. 4 analysts recommended to SELL the stock. The latest stock analyst recommendation is BUY. Read the latest stock experts' ratings for Alimentation Couche-Tard (B).

Is Alimentation Couche-Tard (B) a good investment or a top pick?

Alimentation Couche-Tard (B) was recommended as a Top Pick by John O'Connell, CFA on 2020-09-23. Read the latest stock experts ratings for Alimentation Couche-Tard (B).

Why is Alimentation Couche-Tard (B) stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Alimentation Couche-Tard (B) worth watching?

35 stock analysts on Stockchase covered Alimentation Couche-Tard (B) In the last year. It is a trending stock that is worth watching.

What is Alimentation Couche-Tard (B) stock price?

On 2020-09-24, Alimentation Couche-Tard (B) (ATD.B-T) stock closed at a price of $47.05.