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Alimentation Couche-Tard Inc. – Patience! Patience!

Alimentation Couche-Tard (TSX: ATD.b) is the 2nd largest participant in the highly fragmented convenience store industry behind Japan's Seven & I Holdings Co. (7-11 chain). ATD.b will appeal to investors seeking growth versus dividend income. Summary ATD is the #2 player in the convenience store sector on a global basis behind Japan’s Seven & I [...]

By |July 10th, 2019|Equity Investing|Comments Off on Alimentation Couche-Tard Inc. – Patience! Patience!

PepsiCo, Inc. Stock Analysis – Just ‘Plods’ Along

PepsiCo, Inc. (PEP) has just released Q2 2019 results and reaffirmed FY2019 guidance. In its July 9, 2019 Earnings Release, PEP's Chairman and CEO indicated efforts are being made to make PEP a faster, stronger and better company by building new capabilities, strengthening brands, adding capacity to grow and transforming the culture. I view PEP [...]

By |July 9th, 2019|Equity Investing|Comments Off on PepsiCo, Inc. Stock Analysis – Just ‘Plods’ Along

Brookfield Infrastructure Partners LP – An Infrastructure Investment Opportunity

Brookfield Asset Management Inc. (BAM and BAM-a.TO)  has demonstrated its ability to attract funding from sophisticated institutional investors and has stated it wants to grow the number of client relationships from 630 in 2019 to ~1000 by 2023. Its infrastructure investment arm, Brookfield Infrastructure Partners L.P. (BIP and BIP-un.TO) which invests in operating assets across [...]

By |July 5th, 2019|Equity Investing|Comments Off on Brookfield Infrastructure Partners LP – An Infrastructure Investment Opportunity