ATD has missed estimates in 5 of the past 8 quarters. If 7/11 does not happen, there will be other deals. The company's acquisition record of success is very strong, and it has a lot of available capital to deploy. CASY has done better, but is now 75% more expensive on a valuation basis. There is a trade-off here. ATD's dividend is higher, though a 1% not a huge factor. Based on consensus, CASY is still expected to show better growth in the next two years. Growth for ATD will come from fuel, M&A and continued cost control. We would be reluctant to sell the stock outright but CASY looks decent in its own right for those willing to pay a premium valuation.
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