Subject: Re: buy Canadian
Check out a 25 year graph for Alliance Couche Tard (ATD.TO), or 15 years for Dollarama (DOL.TO)
Both have beaten the average S&P 500 firm handily.


I realized it's a bit hard to pull of those graphs, so FWIW, 16-and-a-bit years since Jan 1 2010:
SPY CAGR 13.9%
GOOG CAGR 21.0%

DOL.TO CAGR 28.4%
ATD.TO CAGR 22.4%

As far a I know, that's not from multiple expansion--historically they weren't cheap. ATD is trading around 22 times earnings. I own it. Dollarama is more like 40. It never seems to sell off, the Costco effect, so I wait like Godot for a price drop.

Jim