Hey there. Most of my thoughts from the Canadian Foundational Stock report ring true. The company is consolidating a bit due to some exceptional results over the last 3-4 years and I'm completely fine with it.
I think a lot of investors get caught up in short-term market movements. Market returns are certainly not linear. They can be up, down, sideways, for long periods of time. However, over the long-term I do believe Couche-Tard is a winner.