- Murphy Oil Corporation (MUR)
- Alimentation Couche-Tard Inc. (ATD)
- Caseys General Stores Inc. (CASY)
- Murphy USA Inc. (MUSA)
Q: Hello,
Can I please get your view on Murphy Oil (MUR). Could this be the US version of Alimentation Couche-Tard (TSX:ATD) into the future?
Thanks
Dave
Can I please get your view on Murphy Oil (MUR). Could this be the US version of Alimentation Couche-Tard (TSX:ATD) into the future?
Thanks
Dave
5i Research Answer:
MUR operates largely as an oil and gas producer rather than the convenient stores and gas stations business that ATD operates in. MUR’s business is more cyclical, capital-intensive and sensitive to commodity prices. The companies that we think resemble the US version of ATD are MUSA and CASY, both have been solid long-term performers. We think MUSA and CASY are worth putting on an investors’ watchlist.