TSE:TRZ

Transat AT Inc. (TRZ.TO)

2.46
-0.01 (0.40%)
as of Jun 8, 2026, 4:09:20 pm Market Open.
45 watching
0
SELL
The travel business side of an airline is okay, but he just doesn't like the high capital expenditure that has to be created to maintain and upgrade fleets.
TOP PICK
Expect oil prices will start to come down which should benefit the travel companies. Also the stronger Cdn$ should benefit them. The stock has been hurt by the hurricane related issues. Valuations are low. Company has been buying back stock. Looking for them to do an accretive acquisition soon.
DON'T BUY
Can't see this as going to a trust. Far too cyclical and far too many factors which can influence the bottom line severely.
TOP PICK
Generating great cash. Restructured the business after 9/11. Have $9 a share in cash on the balance sheet. Good valuation.
BUY
One of his favourites. A long term hold. Good management.
WEAK BUY
Stock has moved substantially. Great management team. Strong Cdn$ is helping them. Have had a huge margin expansion in the last couple of years, but this is now probably over. Have almost $10 a share in cash, so growth will come through their deployment of this, i.e. buy back shares, acquisitions, dividends, etc.
BUY
They are doing exceptionally well. Efficient operators. Generating a lot of cash and has a huge amount of cash on the balance sheet
TOP PICK
Positioning portfolios so they will benefit from a rising Cnd$. 30% of costs are US. As the Cdn$ rises, bookings for southern vacations should rise. No debt. Have $9 per share in cash. Very cheap.
TOP PICK
In spite of its run, it's still extremely cheap. Earnings are ramping up and reducing their costs. Trading at 10 X earnings. $8 of net cash in the company which could be used for a special dividend or buy back stock.
TOP PICK
A turn around story. Good management. A lot of cost cutting is still going on. Most costs are US$'s, but sales are in Cdn$'s, so a strong Cnd$ is good for them. Expects a share buy back.
DON'T BUY
Model price is $24.50. Any bad news and the market will hit the sell button pretty quickly.
TOP PICK
There is $2 in earnings and $7.50 in net cash. Restructuring the business and cutting their costs. Feels the airline/traveling business will be growing. Also feels the US$ will continue weakening.
TOP PICK
Management has performed and executed. A turnaround story in the travel industry. Restructuring their costs.
DON'T BUY
Toped out in evaluation, not a good entry point. Had a good year.
TOP PICK
Has positive leverage to a rising Cdn$. Has restructured, sold some assets, has $4/5 in cash. Entering a period where traveling is expected to increase.
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