ATD.B
STOCK PROPOSAL BY: CONSUMER RETAIL
FRANCIS, ROHEN, FINN, AND RICHARD
CAPTAIN: ELI DALES
Difference between ATD.A
and ATD.B
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ATD.A – PREFERRED STOCK – used for mock proposal by the execs.
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Preferred stocks have voting rights, mostly reserved for big investment
companies.
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Preferred stock was used for mock since it was near impossible for us to
buy. Good example to use.
ATD.B – COMMON STOCK – bought by regular shareholders
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No voting rights
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Nearly the exact same stats as ATD.A with some differences.
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Our club can buy.
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What we are proposing today.
ALIMENTATION COUCHE-TARD
• International conglomerate of
several businesses.
• 30+ years in business
• Diverse portfolio of holdings
• Stable leadership
• Best known for Mac’s
• Acquisition – based.
KEY STATISTICS
KEY STATISTICS – 2015 Q2
REASONS TO BUY
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Alimentation Couche-Tard Inc. says it has an agreement to sell its Europebased aviation fuel business to Air BP, one of the world’s largest suppliers of
aviation fuel products and services.
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If you look at 6 month period, it is steadily rising, yet if you look at 1 month
period, its falling. Short term, this is a good time to buy in. Long term, the
increase in this company is stable and they do give dividends.
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P/E ratio is 24.24(as of today)
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Over 6000 stores in NA, under a variety of names including Mac’s, which
many of us might be familiar with
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EPS is 1.91
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Beta of 0.12
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Div/yield is 0.05/0.39
REASONS TO BUY
• Alimentation Couche-Tard has
large amounts of cash reserves –
recession safe stock.
• Couche-Tard has an EPI of greater
than one – defensive stock
• Reliant on oil prices – lower prices
equals higher margins = higher
profits
• Strong future growth in Europe –
newest market, filling a void of
demand.
GAME PLAN
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BUY 77 Shares, ~ $3507 at current price
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6.5% of current portfolio holdings
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Would be around the same as book value of Rogers holdings.
Hold in the long term: Couche-Tard is a long holdings stock with heavy expansion
potential.
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Stable growth, track record of continued expansion.
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Heavy drop in oil prices indicate an opportunity for service stations
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ANNUAL DIVIDENDS – value investing
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Respond accordingly to analysts and any catalysts
QUESTIONS +
DISCUSSION