Couche tard $ATD 🦉
Stockchase
Jamie Murray, February 11, 2020
Very well-run company, buying convenience stores at gas stations. We're at the tipping point of mass adoption of e-cars. Big changes are coming. That's his only worry about this story. What will happen to gas demand, when traffic to their stores declines? You can take profits.
PARTIAL SELL
Brian Madden, October 10, 2019
ATD.A vs. PKI Couche-Tard is a better company. Parkland has run up, but returns prospectively are lower. Couche-Tard will have better returns going forward, global consolidator of a fragmented industry, profitable, scalable, marketing sophistication. Buy it comfortably here, pullback is a great opportunity.
BUY
Motley Fool
3 Stocks Under $50 That Can Deliver Both Growth and Dividends
This cheap stock is currently trading at 28 times forward earnings and 32 times free cash flow per share. The dividend payout ratio is absurdly low at 10%, which means there’s plenty of room for dividend growth over time. For now, growth investors should certainly add this one to their watch list.Â
Vishesh Raisinghani: Alimentation Couche-Tard
Alimentation Couche-Tard(TSX:ATD.A)(TSX:ATD.B)Â is my top pick for this bet on a summer reopening. Foot traffic at its stores should pick up in June, which will be reflected in higher sales for the quarter. The company also has enough dry powder to buy some distressed assets and expand its global network further over the next few months.
applepeanutsauce, Apr 2, 2020
I thought this was supposed to be a defensive consumer stock and the stock price is down on average more than the rest of my portfolio (aside from oil). \n\nAny thoughts on ATD.B as a long term hold?
11W11O11W11, Apr 2, 2020
A big portion of their income comes from gas stations.. They will take a big hit in the short term.
TimeInTheMarketnHODL, Apr 2, 2020
This will be good long term imo, should be a good buy and hold at any price.
doodle226, Apr 2, 2020
They are. Their main growth model is through M&A and the management knows what they are doing (if you look at some past deals they’ve done).
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