Alimentation Couche-Tard(ATD-T)
23/11/2022 at 07:00pm
Core name. One of the best companies you can own in Canada. Recent quarter hasn't changed his view. Appreciates dividend increases and capital allocation. Deleveraging balance sheet. Defensible sector. Hold on, don't think too much about the quarters. You'll be rewarded with a catalyst along the way as they deploy capital. Valuation quite reasonable.
Food Stores
James Telfser