Review of ATS Automation Tooling Systems Inc

JUL 16, 2022 - ATA’s reputation and credibility in digitalization, data collection, and a strong record of improving the efficiency of production systems put ATA at a favorable position benefiting from industry tailwinds. While some short-term headwinds lie and cyclical risks loom, we think management can put their head down and focus on backlog longevity and conversion, and margin expansion. Rating initiated at 'B'.

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Q: Regardless of sector, in which order would you add for long term positions?

Read Answer Asked by Gary on March 22, 2023

Q: Good morning 5i
Yesterday i asked about a replacement for Magna and you kindly offered tfii and ats. I like these suggestions. But, the problem ( nice to have such a problem) is that i am already quite overweightin tfii and am also overweight inthe industrial sector. So, i am hesitant to buy ats. Do you have an equivalent for ats? Any other sector is ok, although my technology holdings are high. Also a US stock would be ok. It may not be the right mindset but i would like something with growth that can help recuperate some of my loses on mga
Thanks

Read Answer Asked by joseph on March 22, 2023

Q: Hi, Transports got hit hard ( Fedex results and general market sell off?) on Friday, pulling TFII and ATS with it, down 3% and 4%, respectively to $159 and $54. Do you continue to believe these two companies to be your favorites in the sector ( besides CNR/CP ) ? If so, is it a decent price level to accumulate/add to our very small 0.50% position in each company or you would prefer to wait ? Thank You

Read Answer Asked by rajeev on March 20, 2023