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.
More at Wikipedia

Analysis and Opinions about ATD.B-T

Signal
Opinion
Expert
COMMENT
COMMENT
September 6, 2019
The stock was split for 2 for 1. They have moved up through the $60 resistance, and now there is momentum. At these prices, he would take profits.
Show full opinionHide full opinion
The stock was split for 2 for 1. They have moved up through the $60 resistance, and now there is momentum. At these prices, he would take profits.
PAST TOP PICK
PAST TOP PICK
September 4, 2019
(A Top Pick Sep 13/18, Up 26%) Has strong fundamentals, a good runway for growth and a protective moat. It's been an excellent growth story he bought 20 years ago. They'll likely expand to Asia. They are refining their digital marketing. Their earnings today beat the street.
Show full opinionHide full opinion
(A Top Pick Sep 13/18, Up 26%) Has strong fundamentals, a good runway for growth and a protective moat. It's been an excellent growth story he bought 20 years ago. They'll likely expand to Asia. They are refining their digital marketing. Their earnings today beat the street.
TOP PICK
TOP PICK
August 29, 2019
It is a Canadian success story. If you look at the returns, it has been very solid. They borrow, buy, pay off the debt and then away they go. It is positioned for the next decade when electrification comes in. The model still works. It is so well managed – that is the key. (Analysts’ price target is $90.09)
Show full opinionHide full opinion
It is a Canadian success story. If you look at the returns, it has been very solid. They borrow, buy, pay off the debt and then away they go. It is positioned for the next decade when electrification comes in. The model still works. It is so well managed – that is the key. (Analysts’ price target is $90.09)
BUY
BUY
August 12, 2019
An excellent business and a real consolidator, though they're overdue for a new one. A great long-term performer. Have a long-term view and hold this.
Show full opinionHide full opinion
An excellent business and a real consolidator, though they're overdue for a new one. A great long-term performer. Have a long-term view and hold this.
BUY
BUY
August 9, 2019
A great company. They need to cotninue acquisitions, and have opportunities here and abroad. If they do (and he expects it), they will continue to do well. This is especially good if you have a five-year horizon.
Show full opinionHide full opinion
A great company. They need to cotninue acquisitions, and have opportunities here and abroad. If they do (and he expects it), they will continue to do well. This is especially good if you have a five-year horizon.
TOP PICK
TOP PICK
August 7, 2019
A secular growth stock he's long owned. The business model is price sharply on fuel to drive traffic, then lure customers into modern shops to buy wide-margin cigarettes, coffee and candy (3-5x better than selling gas). They do well buying businesses and synergizing them, too. But they are pivoting more to organic growth with digital loyalty for instance. (Analysts’ price target is $90.00)
Show full opinionHide full opinion
A secular growth stock he's long owned. The business model is price sharply on fuel to drive traffic, then lure customers into modern shops to buy wide-margin cigarettes, coffee and candy (3-5x better than selling gas). They do well buying businesses and synergizing them, too. But they are pivoting more to organic growth with digital loyalty for instance. (Analysts’ price target is $90.00)
PARTIAL SELL
PARTIAL SELL
July 24, 2019
He thinks their investment into cannabis will be phased in over time, but could be interesting. They have expanded well. It trades at 4 times book and close to 19 times earnings, which creates a high bar for future growth. He wonders if the margins and volumes in the convenience stores has the ability to sustain that growth. He would be taking profit here.
Show full opinionHide full opinion
He thinks their investment into cannabis will be phased in over time, but could be interesting. They have expanded well. It trades at 4 times book and close to 19 times earnings, which creates a high bar for future growth. He wonders if the margins and volumes in the convenience stores has the ability to sustain that growth. He would be taking profit here.
PAST TOP PICK
PAST TOP PICK
July 23, 2019
(A Top Pick Jul 31/18, Up 34%) Great management, but it is getting too expensive at 22 times earnings. A couple of weak quarters has caused a recent pullback. They are good at what they do. Still a core holding, but he may reduce his position soon.
Show full opinionHide full opinion
(A Top Pick Jul 31/18, Up 34%) Great management, but it is getting too expensive at 22 times earnings. A couple of weak quarters has caused a recent pullback. They are good at what they do. Still a core holding, but he may reduce his position soon.
PAST TOP PICK
PAST TOP PICK
July 18, 2019
(A Top Pick Jul 27/18, Up 34%) Most recent quarter a bit soft. But focus on the same store sales number, that's the important one. In a decade, they haven't issues shares once. They'll be able to grow through acquisitions and by selling more products. Could still put new money to work here today.
Show full opinionHide full opinion
(A Top Pick Jul 27/18, Up 34%) Most recent quarter a bit soft. But focus on the same store sales number, that's the important one. In a decade, they haven't issues shares once. They'll be able to grow through acquisitions and by selling more products. Could still put new money to work here today.
COMMENT
COMMENT
July 10, 2019

ATD.B-T vs. PKI-T. ATD.B-t is mainly retail. PKI-T also does commercial. They are not just retail. Both are good companies. Both are buying up gas stations. ATD.B-T gets 20% of gross profits from tobacco sales and that is a declining product category. PKI-T does not sell tobacco to the same extent.

Show full opinionHide full opinion

ATD.B-T vs. PKI-T. ATD.B-t is mainly retail. PKI-T also does commercial. They are not just retail. Both are good companies. Both are buying up gas stations. ATD.B-T gets 20% of gross profits from tobacco sales and that is a declining product category. PKI-T does not sell tobacco to the same extent.

TOP PICK
TOP PICK
July 4, 2019
This little company has growth around the world. The next leg of growth may be in Europe. 70 percent of revenue comes from food. Now they are focusing more on purchasing and making acquisitions. The next leg of growth could be Asia. They get good margins on their car washes. It should continue to grow. They want to double in 5 years. (Analysts’ price target is $85.13)
Show full opinionHide full opinion
This little company has growth around the world. The next leg of growth may be in Europe. 70 percent of revenue comes from food. Now they are focusing more on purchasing and making acquisitions. The next leg of growth could be Asia. They get good margins on their car washes. It should continue to grow. They want to double in 5 years. (Analysts’ price target is $85.13)
HOLD
HOLD
July 3, 2019
The gas stations and convenience stores have been under pressure by the environmental groups. Although electric vehicles are coming, it is a very small fleet and will remain small for quite some time. He would continue to hold.
Show full opinionHide full opinion
The gas stations and convenience stores have been under pressure by the environmental groups. Although electric vehicles are coming, it is a very small fleet and will remain small for quite some time. He would continue to hold.
WAIT
WAIT
June 27, 2019
Definitely wait for earnings. Gasoline margin was quite good, and that is a major determinant of earnings. Likes it here. Has had a good run, so not sure if today is the day to buy. Still room in Europe to acquire. Dedicated resources to improve fresh food offerings, and those margins are quite lucrative.
Show full opinionHide full opinion
Definitely wait for earnings. Gasoline margin was quite good, and that is a major determinant of earnings. Likes it here. Has had a good run, so not sure if today is the day to buy. Still room in Europe to acquire. Dedicated resources to improve fresh food offerings, and those margins are quite lucrative.
HOLD
HOLD
June 25, 2019
He thinks it is quite safe. There is always risk on new acquisitions, but he believes in their de-leveraging strategy.
Show full opinionHide full opinion
He thinks it is quite safe. There is always risk on new acquisitions, but he believes in their de-leveraging strategy.
HOLD
HOLD
June 21, 2019
It has done phenomenally well. There are high expectations of them still buying companies. If you're a long-term holder, don't sell, but taking light profits is not a bad idea. It's had a monster run in the past year. ATD plans to grow their presence in North America and Europe.
Show full opinionHide full opinion
It has done phenomenally well. There are high expectations of them still buying companies. If you're a long-term holder, don't sell, but taking light profits is not a bad idea. It's had a monster run in the past year. ATD plans to grow their presence in North America and Europe.
Showing 31 to 45 of 486 entries