ANCUF News and Press, Alimentation Couche-Tard Inc From 01/05/23

Summary Vltava Fund SICAV, Plc is a global equity investment fund launched in 2004. The Fund is dedicated to qualified investors. Global stock markets and the US S&P 500 index fell but our portfolio performed significantly better. Macro forecasts have such enormous dispersion th...

Summary LRT Capital is a fundamental investment hedge fund. Our sole aim in crafting our investment program is to maximize long-term investment returns and We focus on moats, management and long growth runways – all three are sources of perpetual inefficiency and mispricing. Nove...

Summary ATD:CA is a global convenience and gas store operator that has quietly seen its share price rise 18% in 2022 (until Dec. 1). The company has produced impressive results over the past several years and has expanded quickly but without spending recklessly. ATD:CA has ridden th...

Summary LRT Capital Management's October’s results were strong, and I expect continued good results in the months ahead. Year-to-date results have been below my expectations, but I remain confident in the long-term strategy.We expect retail fuel margins to remain high in th...

Summary Let’s be honest; this year sucks for everybody. It’s hard to find peace in this market. It has been very hard to show positive returns in 2022 (unless you are massively investing in oil & gas), but you don’t accumulate, retire, and pass away in onl...

Summary After a couple of months of no raises, this month brought in some nice ones. 18 stocks Dripped in September. $339.74 more than last year. This month, we made the hard decision to deleverage the portfolio completely. For further details see: Se...

Summary Alimentation Couche-Tard is one of the best performing companies we know within the retailing sector. ATD:CA's long-term growth is founded primarily on acquisitions and co. has made countless of these through the course of its existence. Despite the company’s si...

Summary We may have different expectations concerning inflation, interest rates, or economic growth, but, at the end of the day, what we buy will determine the portfolio’s return (and its risk). Most of our work is devoted to seeking out individual investment opportunities ...

Summary Couche-Tard outperforms across the top and bottom-lines through the inflationary headwinds. Lower industry valuations could also allow the company to deploy its cash balance into more accretive acquisitions. The relative valuation discount to peers should narrow as the...

Summary Some months might appear to underperform, but you must trust the process over the long term to evaluate our performance more accurately. Selecting high-quality dividend growers will make you a winner over the long run; you must trust the process, stay focused, and stay in ...