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  5. ATS: If you had to sell one of the above and keep the other in a TFSA which one would you part with? [ATS Corporation]
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Q: If you had to sell one of the above and keep the other in a TFSA which one would you part with?

Thanks,

Terry
Asked by Terry on November 13, 2023
5i Research Answer:

We do like CRWD, but it is very expensive, and a 'miss' would hurt the stock. ATS is hardly cheap, but compared with CRWD it is, and it has a growing backlog and a good mix of business. We would see ATS as the one to keep in a still-uncertain market. 

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in CRWD.

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