You're welcome BBB. This is from yesterday. 
Second stock in the clip; he and his family also own the stock personally. GLTA

Alimentation Couche-Tard (ATD TSX)

Over the past five years, cash flow from operations has grown by 15.4 per cent and dividends have grown at 22 per cent. Maintaining mergers and acquisition discipline for the past three years should pay off as target valuations are falling with private equity sponsors leaving the space. Fresh fast food private label offerings stand to benefit from consumers feeling the pinch of inflation substituting down on food selections.

Alimentation Couche-Tard (B)(ATD.B-T)
20/11/2022 at 07:00pm
They report today. It's growing well-known abroad. They've performed well in the past 5 years. Free cash flow has grown 15% a year and the dividend 22% annually. The family owners gave up their voting rights, so the stock is friendlier to investors. If there is a recession, they have a growing private label group of brands to cushion the blow, since consumers will buy those instead of spending on pricey restaurants. Carrefour was a blip that didn't work. Otherwise, their M&A remains disciplined so they can make acquisitions going forward. (Analysts’ price target is $68.18)
Food Stores
Brett Girard, CPA, CA, CFA