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

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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) April 17, 2019 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. food stores 0 0 0 0 0 0 comments	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. food stores 0 0 0 0 0 0 comments Norman Levine Managing D, Portfolio Management... Price $78.680 Owned No

PAST TOP PICK	Alimentation Couche-Tard (B)(ATD.B-T) April 11, 2019 (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. food stores 0 0 0 0 0 0 comments	(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. food stores 0 0 0 0 0 0 comments Bryden Teich Portfolio , Avenue Investment Ma... Price $80.750 Owned Yes
PAST TOP PICK	Alimentation Couche-Tard (B)(ATD.B-T) April 11, 2019 (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. food stores 0 0 0 0 0 0 comments	(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. food stores 0 0 0 0 0 0 comments Brian Madden Senior VP , Goodreid Investment ... Price $80.750 Owned Yes
TOP PICK	Alimentation Couche-Tard (B)(ATD.B-T) April 9, 2019 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) food stores 0 0 0 0 0 0 comments	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) food stores 0 0 0 0 0 0 comments Paul Harris, CF Portfolio , Avenue Investment Ma... Price $80.520 Owned Yes
PAST TOP PICK	Alimentation Couche-Tard (B)(ATD.B-T) April 2, 2019 (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. food stores 0 0 0 0 0 0 comments	(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. food stores 0 0 0 0 0 0 comments Chris Stuchberr Portfolio , Wellington-Altus Pri... Price $79.660 Owned Yes
BUY	Alimentation Couche-Tard (B)(ATD.B-T) April 1, 2019 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. food stores 0 0 0 0 0 0 comments	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. food stores 0 0 0 0 0 0 comments Barry Schwartz CIO & Port, Baskin Wealth Manage... Price $78.450 Owned No
PARTIAL SELL	Alimentation Couche-Tard (B)(ATD.B-T) March 20, 2019 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. food stores 0 0 0 0 0 0 comments	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. food stores 0 0 0 0 0 0 comments Michael Sprung President, Sprung Investment Ma... Price $72.200 Owned Unknown
BUY	Alimentation Couche-Tard (B)(ATD.B-T) March 20, 2019 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. food stores 0 0 0 0 0 0 comments	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. food stores 0 0 0 0 0 0 comments Paul Gardner, C Partner an, Avenue Investment Ma... Price $72.200 Owned Yes
BUY	Alimentation Couche-Tard (B)(ATD.B-T) March 14, 2019 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. food stores 0 0 0 0 0 0 comments	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. food stores 0 0 0 0 0 0 comments Chris Stuchberr Portfolio , Wellington-Altus Pri... Price $74.620 Owned Yes
BUY	Alimentation Couche-Tard (B)(ATD.B-T) February 26, 2019 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. food stores 0 0 0 0 0 0 comments	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. food stores 0 0 0 0 0 0 comments Brian Madden Senior VP , Goodreid Investment ... Price $75.040 Owned Yes
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

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