Q: Hi, Any ideas, why ATS is stuck at $54-55 level , for a while, except brief interludes, and fails to get any traction on a consistent basis, even though most of Technology as well as Industrial sector ( small and mid cap ) is behaving very well ? What is market worried about and should we be concerned with its recent muted performance ? Thank You
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Sangoma Technologies Corporation (STC)
- Park Lawn Corporation (PLC)
- Stryker Corporation (SYK)
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Tricon Residential Inc. (TCN)
- Agnico Eagle Mines Limited (AEM)
- A&W Revenue Royalties Income Fund (AW.UN)
- goeasy Ltd. (GSY)
- Veeva Systems Inc. Class A (VEEV)
- WELL Health Technologies Corp. (WELL)
- Jacobs Solutions Inc. (J)
- Boyd Group Services Inc. (BYD)
- Trane Technologies plc (TT)
- Nuvei Corporation (NVEI)
Q: From this list of companies could any be a take over target in the next five years using your crystall ball
No commentary is required
Merry Christmas
No commentary is required
Merry Christmas
- Amazon.com Inc. (AMZN)
- Canadian National Railway Company (CNR)
- Crescent Point Energy Corp. (CPG)
- WSP Global Inc. (WSP)
- ATS Corporation (ATS)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Crocs Inc. (CROX)
- Celsius Holdings Inc. (CELH)
- Lumine Group Inc. (LMN)
Q: I have the above stocks in my TSFA account. All about equal weighted. Which stock would you add the $7000 2024 contribution to?
Or do you not favour any of the above and have another suggestion?
Thanks for everything and happy Holidays to everyone.
Dave.
Or do you not favour any of the above and have another suggestion?
Thanks for everything and happy Holidays to everyone.
Dave.
- Chartwell Retirement Residences (CSH.UN)
- Descartes Systems Group Inc. (The) (DSG)
- Superior Plus Corp. (SPB)
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Exchange Income Corporation (EIF)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- WELL Health Technologies Corp. (WELL)
- Docebo Inc. (DCBO)
- Lumine Group Inc. (LMN)
Q: I am considering adding to current positions in these companies. I know timing is impossible to predict but which of these companies would you be adding to now and which would you wait given that we are heading in to end of year selling<
Thanks
Tim
Thanks
Tim
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- JPMorgan Chase & Co. (JPM)
- Eli Lilly and Company (LLY)
- United Rentals Inc. (URI)
- ATS Corporation (ATS)
- Kinaxis Inc. (KXS)
- lululemon athletica inc. (LULU)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Axon Enterprise Inc. (AXON)
- Berkshire Hathaway Inc. (BRK.B)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
Q: Hi 5i,
In an otherwise balanced portfolio, I'm looking for some ideas for my TFSA.
Current holdings are KXS, LULU, HPS AND ATS.
I'm open to adding to the above names but was wondering if you
could you please recommend 10 Canadian and 10 US stocks that you feel would work well in a TFSA at this time in the market.
Thanks!!
In an otherwise balanced portfolio, I'm looking for some ideas for my TFSA.
Current holdings are KXS, LULU, HPS AND ATS.
I'm open to adding to the above names but was wondering if you
could you please recommend 10 Canadian and 10 US stocks that you feel would work well in a TFSA at this time in the market.
Thanks!!
Q: Which stock do you better going forward for industrial exposure between VRT and ATS. I own WSP, TRI, and TFII already in this sector. Thinking of adding one of the two to either my TFSA or non registered account. Thanks.
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: Reading recently one of members question about rating growth and risk of DOO, HPS and MG, how about adding ATS to the list as well which hasn’t behaved well lately. Could you please rate them all together ?
Thanks,
Thanks,
- WSP Global Inc. (WSP)
- Toromont Industries Ltd. (TIH)
- ATS Corporation (ATS)
- Thomson Reuters Corporation (TRI)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Waste Connections Inc. (WCN)
Q: Hello,
My holding of Waste Connections has increased substantially in value. The stock price is slipping and there seem to be a number of concerns with debt and return on capital. Your detailed comments would be appreciated.
Are there some industrials with better future prospects? What industrials could WCN be replaced with and why would they be any better?
Thank you,
V
My holding of Waste Connections has increased substantially in value. The stock price is slipping and there seem to be a number of concerns with debt and return on capital. Your detailed comments would be appreciated.
Are there some industrials with better future prospects? What industrials could WCN be replaced with and why would they be any better?
Thank you,
V
- Alphabet Inc. (GOOGL)
- NVIDIA Corporation (NVDA)
- Toronto-Dominion Bank (The) (TD)
- ATS Corporation (ATS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Lumine Group Inc. (LMN)
Q: I know you like all of the above for a TFSA - so do I - but need to raise some cash and am struggling with what to sell - is there one you would sell first? or maybe trim 2?
Thanks,
Terry
put as private but make public if you wish
Thanks,
Terry
put as private but make public if you wish
Q: I have cash in my TFSA and am thinking the above stocks will experience tax loss selling pressure and I can add to my existing positions at attractive prices for long term holds.
Do you agree that these stocks will be subject to tax loss pressure and is now a good time to buy, wait a bit, or average in each week for the next month or so.
Thanks
Do you agree that these stocks will be subject to tax loss pressure and is now a good time to buy, wait a bit, or average in each week for the next month or so.
Thanks
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
Thanks,
Terry
Q: hello 5i:
have a small position in ATS and have read the comment on their quarterly results. I am much more interested in what management had to say about going forward. Was there anything in the conference call (did they have one?) that we, as investors, should be hearing? I do want to increase to a full position but need a little more clarity on their vision and outlook.
thanks
Paul L
have a small position in ATS and have read the comment on their quarterly results. I am much more interested in what management had to say about going forward. Was there anything in the conference call (did they have one?) that we, as investors, should be hearing? I do want to increase to a full position but need a little more clarity on their vision and outlook.
thanks
Paul L
- Adobe Inc. (ADBE)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- ATS Corporation (ATS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Axon Enterprise Inc. (AXON)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: Dear 5i
Could you rate in order of preference the listed stocks for inclusion into a TFSA account . Are there any other stocks you might include on this list that are good at this time for a TFSA account ?
Thanks
Bill C
Could you rate in order of preference the listed stocks for inclusion into a TFSA account . Are there any other stocks you might include on this list that are good at this time for a TFSA account ?
Thanks
Bill C
Q: Hi, Any comments on the results ? Thanks
Q: Hi, What are the street estimates for the quarter ? Thanks
Q: Hello 5i,
Just had a look at ATS balance sheet which your report on Sept 5th suggested had improved. Can you help me understand how the more than doubling of "goodwill and other intangibles" which in march of 2020 were $800+million, compared to march 2023 were $1.7 billion will impact the company going forward? How did "intangible" assets grow so much and does this typically inflate assets on the Balance Sheet? Total debt in that time frame has also doubled. With reporting due next week(?) is there anything else you can shed light on for we shareholders?
Does ATS usually meet or miss on numbers?
TIA,
Just had a look at ATS balance sheet which your report on Sept 5th suggested had improved. Can you help me understand how the more than doubling of "goodwill and other intangibles" which in march of 2020 were $800+million, compared to march 2023 were $1.7 billion will impact the company going forward? How did "intangible" assets grow so much and does this typically inflate assets on the Balance Sheet? Total debt in that time frame has also doubled. With reporting due next week(?) is there anything else you can shed light on for we shareholders?
Does ATS usually meet or miss on numbers?
TIA,
Q: Hello, Raymond James dropped the price target of ATS to $61 from $67 ( Still a BUY ), in a preview of the quarter, yesterday. Not sure if other analysts on the street will trim estimates/target, leading to Nov 8 release of results. Is this a hint of what could be in the store ? Stock has been weak over past several weeks, perhaps, in anticipation of a soft quarter. What's your take ? Thank You
- WSP Global Inc. (WSP)
- Toromont Industries Ltd. (TIH)
- ATS Corporation (ATS)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Boyd Group Services Inc. (BYD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: What are your thoughts on GDI? I've been holding in my TFSA for around 3 years and up 12%. They made a purchase last week which looks good. Its more or less been flat and slightly down for the last little while. I know you like it and still hold but I'm looking to high grade this stock for a better alternative if there is one. Looking at total return 5+ yrs, what small/mid cap stocks would you rank above this one currently that I could swap with? Some names that come to mind are TVK (not held) and HPS.A (holding already). So I would sell GDI and buy one of the others, which do you like currently that have greater growth potential? If any others in Cad or US, please offer your suggestions.
Also quick thoughts on NVEI (held in TFSA), time to cut it loose? Thanks!
Also quick thoughts on NVEI (held in TFSA), time to cut it loose? Thanks!
Q: I'm wondering whether you think ATS is a good investment now seeing its price has come down?
Thank you
Thank you
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Axon Enterprise Inc. (AXON)
- Jacobs Solutions Inc. (J)
Q: Could you please rank the above stocks for holding/purchase right now please? Thank you