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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: rivervalley ✭  😊 😞
Number: of 15062 
Subject: Alimentation Couche Tard
Date: 06/27/2023 6:46 PM
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No. of Recommendations: 10
4th quarter earnings released after market closed today

On first read there seems to be a lot to like

- Earnings up 30% compared to 4th quarter last year. From CFO "driven by strong results on all our key metrics, including a decelerating normalized growth of expenses1 which was below inflation for the fourth quarter when normalized for the estimated impact of the additional week in this quarter"
- 27% increase in dividend
- ROE increased to 24.7%
- $440M share repurchasesin 4th Q. 2B over the full year.
- More acquisitions - stations / stores from Total energy, as well as a large car wash chain

https://www.benzinga.com/pressreleases/23/06/n3303...

Its a top 5 (3%) position for me behind BRK, GOOGL. Have been steadiliy acquiring over the past 3+ years. A steady grower. Now thinking it ought to be larger.

Owe this one to Jim too.
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Author: Alias   😊 😞
Number: of 15062 
Subject: Re: Alimentation Couche Tard
Date: 08/07/2023 8:36 AM
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No. of Recommendations: 0
I have a small position in it, which I initially bought to encourage me to follow the company closer. Didnt work and never looked at it again... bought it in dec 21 at CAD 47.xx so pretty decent return. given a lack of better ideas, may need to study this one again
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Author: mungofitch ✹🐝🐝🐝🐝 SILVER
SHREWD   😊 😞
Number: of 15062 
Subject: Re: Alimentation Couche Tard
Date: 08/07/2023 2:01 PM
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No. of Recommendations: 8
The trajectory of their earnings is certainly a lovely thing to behold

https://bigcharts.marketwatch.com/email/notify.asp...

For those waiting for the price to dip for an above-average entry point, it never seems to happen.

Jim
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Author: rivervalley ✭  😊 😞
Number: of 15062 
Subject: Re: Alimentation Couche Tard
Date: 08/14/2023 4:46 PM
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No. of Recommendations: 1
Not quite as smooth a ride, and valued a bit more richly - though with a remarkably stable PE, this is another high quality company...

https://bigcharts.marketwatch.com/advchart/frames/...
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