The company itself is doing a lot of things right, they are rapidly paying down debt after these transactions and growing both revenue and earnings. Execution is looking good.
The past isn’t exactly important but after the last major growth phase for Couche Tard, the stock grew nearly 50%/year for 7 years. This is unlikely to occur again as it is a much larger company and cant move as easily, but it still appears that we are looking forward to some good days.
Corporate earnings are coming in nicely in general and Couche Tard earnings come out March 19th.
Happy to discuss markets if you call in.
RRSP season is down to 17 days.