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Alimentation Couche-Tard (B)

ATD.B-T

TSE:ATD.B

51.11
0.52 (1.01%)
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

Analysis and Opinions about ATD.B-T

Signal
Opinion
Expert
Chart
BUY WEAKNESS
BUY WEAKNESS
July 20, 2021
A few years ago, he though the PE was stretched, but is better now and he's taking a close look at it. It suddenly jumped from $44 to $49. Very well-managed. They were put in the penalty box when they tried to buy Carrefour. They're planning to add fresher food in their stores. It's an economic recovery play. Buy under $45 though you could buy it at current levels.
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A few years ago, he though the PE was stretched, but is better now and he's taking a close look at it. It suddenly jumped from $44 to $49. Very well-managed. They were put in the penalty box when they tried to buy Carrefour. They're planning to add fresher food in their stores. It's an economic recovery play. Buy under $45 though you could buy it at current levels.
Michael Sprung
Price
$48.910
Owned
No
WATCH
WATCH
July 12, 2021
They gave the market a bit of a panic attack when they tried to move into more of a grocery format with a French acquisition. It knocked the shares down and it would have been an attractive time to buy it. There are still lots of assets around the world for them to buy. They paid down a lot of debt since. Now they are getting record fuel margins. He wants more clarity around the market before he would step in.
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They gave the market a bit of a panic attack when they tried to move into more of a grocery format with a French acquisition. It knocked the shares down and it would have been an attractive time to buy it. There are still lots of assets around the world for them to buy. They paid down a lot of debt since. Now they are getting record fuel margins. He wants more clarity around the market before he would step in.
Jamie Murray
Price
$46.570
Owned
No
BUY
BUY
June 10, 2021
A large US fund threw a temper tantrum about the Carrefour deal and blew out the stock. He thought the deal would've been positive. Stock's recovered. Short-term headwind of gasoline margins. Very well run. Very strong financial position. Buy it here, hold for a couple of years, be satisfied with your return.
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A large US fund threw a temper tantrum about the Carrefour deal and blew out the stock. He thought the deal would've been positive. Stock's recovered. Short-term headwind of gasoline margins. Very well run. Very strong financial position. Buy it here, hold for a couple of years, be satisfied with your return.
John O'Connell, CFA
Price
$45.025
Owned
Unknown
TOP PICK
TOP PICK
June 3, 2021
Very capable acquirers. Underleveraged. Acquisitions are strategic, accretive, and synergistic. Expects one this year. Dialling up merchandising sophistication. Powerhouse compounder over time. Yield is 0.79%. (Analysts’ price target is $47.33)
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Very capable acquirers. Underleveraged. Acquisitions are strategic, accretive, and synergistic. Expects one this year. Dialling up merchandising sophistication. Powerhouse compounder over time. Yield is 0.79%. (Analysts’ price target is $47.33)
Brian Madden
Price
$44.750
Owned
Yes
BUY
BUY
May 19, 2021
Underperforming the TSX on a relative basis since last March. Has picked up. A great franchise. Will benefit from the reopening. Valuation is on the higher end. You can hold it longer-term. Note that it may not pick up in the recovery as quickly as financials or others.
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Underperforming the TSX on a relative basis since last March. Has picked up. A great franchise. Will benefit from the reopening. Valuation is on the higher end. You can hold it longer-term. Note that it may not pick up in the recovery as quickly as financials or others.
Stan Wong
Price
$43.680
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 3, 2021

(A Top Pick Dec 31/20, Down 4%) Now they are getting into more integrated businesses, more like Loblaws. The change was a bit of a surprise. Markets don't like surprises. He continues to own the stock.

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(A Top Pick Dec 31/20, Down 4%) Now they are getting into more integrated businesses, more like Loblaws. The change was a bit of a surprise. Markets don't like surprises. He continues to own the stock.

Brendan Caldwell
Price
$41.770
Owned
Yes
BUY
BUY
April 20, 2021
They grow by acquisition and will continue to. He's not excited that they want to get into groceries, but he gives managers the benefit of the doubt. It's a very stable business. Travel will soon pick up and benefit ATD. He likes the stock long term and doesn't worry about their short term deals (or non deals, like Carrefour).
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They grow by acquisition and will continue to. He's not excited that they want to get into groceries, but he gives managers the benefit of the doubt. It's a very stable business. Travel will soon pick up and benefit ATD. He likes the stock long term and doesn't worry about their short term deals (or non deals, like Carrefour).
James Telfser
Price
$41.920
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
April 5, 2021
(A Top Pick Apr 09/20, Up 17%) He has owned it for a number of years. They are a good consolidator. It has been perking up a little in the last few weeks. There are probably some short term headwinds for them with comparisons to last year as a lot of stores were closed and traffic got diverted to dollar stores, convenience stores and corner stores. They had a windfall on gasoline margins. Oil prices fell swiftly but gas prices did not, as is usual. Their fuel margins will be a headwind for the next couple of quarters. He thinks they will get a strategic acquisition completed this year. They are buying back their own shares, which is rare. They think they are undervalued.
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(A Top Pick Apr 09/20, Up 17%) He has owned it for a number of years. They are a good consolidator. It has been perking up a little in the last few weeks. There are probably some short term headwinds for them with comparisons to last year as a lot of stores were closed and traffic got diverted to dollar stores, convenience stores and corner stores. They had a windfall on gasoline margins. Oil prices fell swiftly but gas prices did not, as is usual. Their fuel margins will be a headwind for the next couple of quarters. He thinks they will get a strategic acquisition completed this year. They are buying back their own shares, which is rare. They think they are undervalued.
Brian Madden
Price
$40.990
Owned
Yes
DON'T BUY
DON'T BUY
March 22, 2021
It doesn't pass his ESG screenings, since they sell a lot of tobacco. This business grew by acquisition and little organic growth. You gotta wonder when cars go all electric way into the future, so their service stations may have to reinvent themselves. Investors had some doubts when they tried to buy France's Carrefour supermarkets.
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It doesn't pass his ESG screenings, since they sell a lot of tobacco. This business grew by acquisition and little organic growth. You gotta wonder when cars go all electric way into the future, so their service stations may have to reinvent themselves. Investors had some doubts when they tried to buy France's Carrefour supermarkets.
DON'T BUY
DON'T BUY
March 16, 2021
A good acquirer, making some good ones in recent years. They will continue to buy but it's getting more difficult because ATD itself is so big now that a purchase makes less impact than before. They tried and failed to pick up France's Carrefour recently. There's some organic growth in existing operations but there's better growth in other names.
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A good acquirer, making some good ones in recent years. They will continue to buy but it's getting more difficult because ATD itself is so big now that a purchase makes less impact than before. They tried and failed to pick up France's Carrefour recently. There's some organic growth in existing operations but there's better growth in other names.
DON'T BUY
DON'T BUY
March 9, 2021
Entry point now? The price has always been rich for him. They buy companies to grow, though recently this drive has been tempered. The recovery will boost travel and benefit ATD. ATD wants to increase the merchandise footprint in their stores and will adapt to e-cars over time. It's still pricey for him, but better than a year ago.
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Entry point now? The price has always been rich for him. They buy companies to grow, though recently this drive has been tempered. The recovery will boost travel and benefit ATD. ATD wants to increase the merchandise footprint in their stores and will adapt to e-cars over time. It's still pricey for him, but better than a year ago.
Michael Sprung
Price
$40.840
Owned
No
BUY
BUY
March 5, 2021
The poster-child for consolidators. Leading convenience store operator in Canada, US and Europe. There is an expansion opportunity with new acquisitions in Hong Kong. The multi-voting shares of the partners will expire at the end of this year, and transformational change may happen.
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The poster-child for consolidators. Leading convenience store operator in Canada, US and Europe. There is an expansion opportunity with new acquisitions in Hong Kong. The multi-voting shares of the partners will expire at the end of this year, and transformational change may happen.
Brian Madden
Price
$40.300
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
February 26, 2021
(A Top Pick Feb 07/20, Down 15%) People are travelling less and buying less gas. The additional items purchased in-store after filling up is a major component of their business. Covid turnaround play and you should see higher revenues once the virus fades away. Maybe in a year or two, the government may be more receptive to the bid for Carrefour if the chain is struggling. He thinks the move is soundly based on their previous acquisition and operation strategies.
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(A Top Pick Feb 07/20, Down 15%) People are travelling less and buying less gas. The additional items purchased in-store after filling up is a major component of their business. Covid turnaround play and you should see higher revenues once the virus fades away. Maybe in a year or two, the government may be more receptive to the bid for Carrefour if the chain is struggling. He thinks the move is soundly based on their previous acquisition and operation strategies.
Robert McWhirter
Price
$38.250
Owned
Yes
HOLD
HOLD
February 22, 2021
They have headwinds from consumer staples names and will likely be in the penalty box for a while due to a recent acquisition attempt.
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They have headwinds from consumer staples names and will likely be in the penalty box for a while due to a recent acquisition attempt.
Jennifer Radman
Price
$37.860
Owned
Unknown
BUY
BUY
February 17, 2021
Some of the best capital allocators in Canada. Failed acquisition attempt in France made stock sell off, and those fears are still swirling. Ultimately, you have to give management the benefit of the doubt. Long-term, a reasonable investment as they execute on strategy. Still one of the best performing TSX stocks over the last decade.
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Some of the best capital allocators in Canada. Failed acquisition attempt in France made stock sell off, and those fears are still swirling. Ultimately, you have to give management the benefit of the doubt. Long-term, a reasonable investment as they execute on strategy. Still one of the best performing TSX stocks over the last decade.
James Telfser
Price
$38.940
Owned
Yes
Showing 1 to 15 of 534 entries

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

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 24

Neutral - Hold Signals / Votes : 5

Bearish - Sell Signals / Votes : 5

Total Signals / Votes : 34

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, 34 stock analysts published opinions about ATD.B-T. 24 analysts recommended to BUY the stock. 5 analysts recommended to SELL the stock. The latest stock analyst recommendation is BUY on WEAKNESS. 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 Michael Sprung on 2021-07-20. 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?

34 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 2021-08-04, Alimentation Couche-Tard (B) (ATD.B-T) stock closed at a price of $51.11.