Alimentation Couche-Tard (B)

ATD.B-T

TSE:ATD.B

44.25
1.37 (3.19%)
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
WAIT
WAIT
November 28, 2019
Has done extremely well with all their acquisitions in the past. Most brokerage firms are recommending that the stock will do very well. Might want to wait until the acquisition is actually made. The stock could pull back if it doesn't happen. Thinks it's a great long term hold. Another big danger for them is the fluctuation of oil price. That could affect them in the short term.
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Has done extremely well with all their acquisitions in the past. Most brokerage firms are recommending that the stock will do very well. Might want to wait until the acquisition is actually made. The stock could pull back if it doesn't happen. Thinks it's a great long term hold. Another big danger for them is the fluctuation of oil price. That could affect them in the short term.
PAST TOP PICK
PAST TOP PICK
November 13, 2019
(A Top Pick Dec 04/18, Up 18%) The gift that keeps giving to shareholders. A great business model and will surprise 7-11 among convenience stores. Management integrates acquisitions well which should continue. He remains confident with it.
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(A Top Pick Dec 04/18, Up 18%) The gift that keeps giving to shareholders. A great business model and will surprise 7-11 among convenience stores. Management integrates acquisitions well which should continue. He remains confident with it.
DON'T BUY
DON'T BUY
November 11, 2019
You should be concerned about electric vehicles if ATD.B-T will be a long term hold. Electric cars can be charged at home whereas there is no choice as to where to take an internal combustion engine. They are watching Norway which is the leader in electric vehicle adoption.
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You should be concerned about electric vehicles if ATD.B-T will be a long term hold. Electric cars can be charged at home whereas there is no choice as to where to take an internal combustion engine. They are watching Norway which is the leader in electric vehicle adoption.
TOP PICK
TOP PICK
November 6, 2019
A great Canadian story. They do tuck in acquisitions and have handled debt very well. Second only to 711 in the convenience store space. Going forward, we will still need fueling stations (gasoline, electric, etc.) and they are well positioned. Yield 0.62% (Analysts’ price target is $45.59)
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A great Canadian story. They do tuck in acquisitions and have handled debt very well. Second only to 711 in the convenience store space. Going forward, we will still need fueling stations (gasoline, electric, etc.) and they are well positioned. Yield 0.62% (Analysts’ price target is $45.59)
BUY
BUY
October 30, 2019
What happens to this in a recession? He likes it. It wouldn't do too badly in a recession. Good to enter it now for the long term.
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What happens to this in a recession? He likes it. It wouldn't do too badly in a recession. Good to enter it now for the long term.
BUY
BUY
October 28, 2019
Bought it in 2015. A great company that consistently grows its dividend 25% annually. Long-term, great. You can get in now.
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Bought it in 2015. A great company that consistently grows its dividend 25% annually. Long-term, great. You can get in now.
BUY
BUY
October 15, 2019
$48.53 is his model price. Better to buy now than in May/June. Likes it.
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$48.53 is his model price. Better to buy now than in May/June. Likes it.
BUY
BUY
October 15, 2019
A long-term hold? Great for long term. ATD is definitely on his list. If there's more rotation out of staples, then this can fall to a decent entry point. They're fantastic convenience store operators and enjoying higher margins with fresh food. The 0.63% dividend is growing, but they spend their money by buying businesses to grow.
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A long-term hold? Great for long term. ATD is definitely on his list. If there's more rotation out of staples, then this can fall to a decent entry point. They're fantastic convenience store operators and enjoying higher margins with fresh food. The 0.63% dividend is growing, but they spend their money by buying businesses to grow.
TOP PICK
TOP PICK
October 11, 2019
They've done well in Quebec, Ontario and Europe. A good allocator of capital. They're thinking of maybe going into Mexico. A good non-correlated asset relative to manufacturing and industrials if we go into recession. It should hold up well.
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They've done well in Quebec, Ontario and Europe. A good allocator of capital. They're thinking of maybe going into Mexico. A good non-correlated asset relative to manufacturing and industrials if we go into recession. It should hold up well.
COMMENT
COMMENT
October 4, 2019
Couche-Tard vs Parkland Fuel? He prefers PKI-T as they own a refinery. He does not like the tobacco element of ATD.B-T. He would stay away from ATD.B-T and is glad he missed the recent 35% drop.
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Couche-Tard vs Parkland Fuel? He prefers PKI-T as they own a refinery. He does not like the tobacco element of ATD.B-T. He would stay away from ATD.B-T and is glad he missed the recent 35% drop.
BUY
BUY
September 23, 2019
Great company and sustainable. It is a great long term hold.
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Great company and sustainable. It is a great long term hold.
BUY
BUY
September 23, 2019
A core holding since 2014. An amazing story. The industry is still fragmented, so they can be more aggressive in acquisitions, and their valuation has gotten steep. This is a bet on them driving same-store sales and more purchases. They vow to double earnings in 5 years, which he expects to happen.
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A core holding since 2014. An amazing story. The industry is still fragmented, so they can be more aggressive in acquisitions, and their valuation has gotten steep. This is a bet on them driving same-store sales and more purchases. They vow to double earnings in 5 years, which he expects to happen.
PAST TOP PICK
PAST TOP PICK
September 20, 2019
(A Top Pick Oct 30/18, Up 34%) It was undervalued a year ago. He didn't expect this type of return. The company has made some US acquisitions that are working well out. Gas margins were above average and e-cigarettes are helping them as well. The recent fear of vaping regulations, won't hurt them, it may just slow their growth. A stock split is expected soon. He thinks another 10% upside is possible this year.
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(A Top Pick Oct 30/18, Up 34%) It was undervalued a year ago. He didn't expect this type of return. The company has made some US acquisitions that are working well out. Gas margins were above average and e-cigarettes are helping them as well. The recent fear of vaping regulations, won't hurt them, it may just slow their growth. A stock split is expected soon. He thinks another 10% upside is possible this year.
HOLD
HOLD
September 20, 2019

ATD.B-T or PKI-T? He owns ATD.B-T as a pure consumer play. He owns bonds in PKI-T as it is a blend of consumer and energy and he likes the 6% yeild of the bonds. Holding both is fine.

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ATD.B-T or PKI-T? He owns ATD.B-T as a pure consumer play. He owns bonds in PKI-T as it is a blend of consumer and energy and he likes the 6% yeild of the bonds. Holding both is fine.

BUY
BUY
September 6, 2019
Why did it split? He owns this one and it has done well over the long term. He would buy again and it is fairly defensive. The idea of splitting allows smaller investors to get in and that is probably the idea here. He does not think it is a problem they split.
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Why did it split? He owns this one and it has done well over the long term. He would buy again and it is fairly defensive. The idea of splitting allows smaller investors to get in and that is probably the idea here. He does not think it is a problem they split.
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