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
PAST TOP PICK
PAST TOP PICK
June 19, 2019
(A Top Pick May 24/18, Up 63%) A well run company and great management team. Since 2009 they have hardly issued any shares. Their 5 year dividend growth averages 25% annually. One of the few retail stocks in North America doing well. It trades at 18 times earnings. He continues to like to hold it.
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(A Top Pick May 24/18, Up 63%) A well run company and great management team. Since 2009 they have hardly issued any shares. Their 5 year dividend growth averages 25% annually. One of the few retail stocks in North America doing well. It trades at 18 times earnings. He continues to like to hold it.
DON'T BUY
DON'T BUY
June 17, 2019
They have been an amazing company in terms of expansion in terms of both acquisition and organic growth. We have seen significant increases in pricing they have at convenience stores. On the other hand, their multiples are getting high. He'd be careful just based on valuation at this juncture.
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They have been an amazing company in terms of expansion in terms of both acquisition and organic growth. We have seen significant increases in pricing they have at convenience stores. On the other hand, their multiples are getting high. He'd be careful just based on valuation at this juncture.
COMMENT
COMMENT
May 17, 2019
It was flatlined for three or so years as they acquired, but they have done well recently. He has a similar idea in his top picks, so he won't comment much here.
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It was flatlined for three or so years as they acquired, but they have done well recently. He has a similar idea in his top picks, so he won't comment much here.
BUY
BUY
May 8, 2019
He has long owned it though he had to wait a while to see the price rise. Good organic growth through digital loyalty programs, gas margins and other methods. He'd buy it today, because he expects it to rise to $90 then $100 and at some time expand into China and surpass 7-11.
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He has long owned it though he had to wait a while to see the price rise. Good organic growth through digital loyalty programs, gas margins and other methods. He'd buy it today, because he expects it to rise to $90 then $100 and at some time expand into China and surpass 7-11.
BUY
BUY
May 7, 2019

They've done an amazing job and are masterful acquirers. A brilliant chart. If you own this, hold it, definitely. But it's riskier as they grow internationally in Europe. Credit the management team for building this company. A Canadian success story that has flourished even in the States.

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They've done an amazing job and are masterful acquirers. A brilliant chart. If you own this, hold it, definitely. But it's riskier as they grow internationally in Europe. Credit the management team for building this company. A Canadian success story that has flourished even in the States.

BUY WEAKNESS
BUY WEAKNESS
May 7, 2019
It's one of 15 Canadian stocks that are strong capital allocators and compounders. He's held this on and off for many years. A solid stock. They invest capital well, and acquire very well. A bit of volatility in earnings. Acquisitions are slowing down a bit. He'd buy at $75.
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It's one of 15 Canadian stocks that are strong capital allocators and compounders. He's held this on and off for many years. A solid stock. They invest capital well, and acquire very well. A bit of volatility in earnings. Acquisitions are slowing down a bit. He'd buy at $75.
PAST TOP PICK
PAST TOP PICK
May 6, 2019
(A Top Pick Apr 23/18, Up 46%) It is a really well run Canadian company. They use debt and then pay it down quickly. He would still be a buyer on pull backs.
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(A Top Pick Apr 23/18, Up 46%) It is a really well run Canadian company. They use debt and then pay it down quickly. He would still be a buyer on pull backs.
PAST TOP PICK
PAST TOP PICK
May 2, 2019
(A Top Pick Apr 12/18, Up 27%) They are a roll-up strategy. There is still a long runway ahead of them. He may be looking at taking some money off the table.
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(A Top Pick Apr 12/18, Up 27%) They are a roll-up strategy. There is still a long runway ahead of them. He may be looking at taking some money off the table.
HOLD
HOLD
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.
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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.
PAST TOP PICK
PAST TOP PICK
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.
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(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.
PAST TOP PICK
PAST TOP PICK
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.
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(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.
TOP PICK
TOP PICK
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)
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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)
PAST TOP PICK
PAST TOP PICK
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.
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(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.
BUY
BUY
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.
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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.
PARTIAL SELL
PARTIAL SELL
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.
Show full opinionHide full opinion
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.
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