Transat .A.T. Inc (A)

TRZ.A-T

Analysis and Opinions about TRZ.A-T

Signal
Opinion
Expert
SELL
SELL
April 19, 2016

She generally doesn’t buy the airline space, because it is so cyclical. This one is difficult, because it is not an national carrier, but an international carrier. It is caught with the other airlines increasing capacity and also moving into international routes. She would probably take the money out as the sector is so cyclical.

She generally doesn’t buy the airline space, because it is so cyclical. This one is difficult, because it is not an national carrier, but an international carrier. It is caught with the other airlines increasing capacity and also moving into international routes. She would probably take the money out as the sector is so cyclical.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$7.550
Owned
No
WATCH
WATCH
April 18, 2016

It has been in the group of non-performers. So far it is tempting, but there is quite a bit of overhead resistance. If it breaks this, then you have some upside potential. Don’t get excited until you get a break out.

It has been in the group of non-performers. So far it is tempting, but there is quite a bit of overhead resistance. If it breaks this, then you have some upside potential. Don’t get excited until you get a break out.

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$7.550
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
January 4, 2016

(Top Pick Dec 19/14, Down 12.66%) The fall in the Canadian dollar impacted them as travel to the islands dropped. In the fourth quarter they had their best quarter in years. Because of net cash in the company you are paying almost nothing for the operations.

(Top Pick Dec 19/14, Down 12.66%) The fall in the Canadian dollar impacted them as travel to the islands dropped. In the fourth quarter they had their best quarter in years. Because of net cash in the company you are paying almost nothing for the operations.

John Zechner
Chairman, J. Zechner & Assoc
Price
$7.550
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 7, 2015

(Top Pick Dec 19/14, Down 30.35%) The story is still in place, but the Canadian dollar did not work and hurt them. The industry has added capacity.

(Top Pick Dec 19/14, Down 30.35%) The story is still in place, but the Canadian dollar did not work and hurt them. The industry has added capacity.

John Zechner
Chairman, J. Zechner & Assoc
Price
$7.550
Owned
Yes
DON'T BUY
DON'T BUY
May 11, 2011
Clearly any headwind in the airline business is the cost of fuel. He owns Westjet (WJA-T) because of their better execution and their better earnings outlook.
Clearly any headwind in the airline business is the cost of fuel. He owns Westjet (WJA-T) because of their better execution and their better earnings outlook.
Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$11.600
Owned
No
SELL
SELL
May 25, 2006
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.
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.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$24.180
Owned
No
TOP PICK
TOP PICK
December 12, 2005
Expect oil prices will start to come down which should benefit the travel companies. Also the stronger Cdn$ 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.
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.
John Zechner
Chairman, J. Zechner & Assoc
Price
$17.900
Owned
Yes
DON'T BUY
DON'T BUY
September 9, 2005
Can't see this as going to a trust. Far too cyclical and far too many factors which can influence the bottom line severely.
Can't see this as going to a trust. Far too cyclical and far too many factors which can influence the bottom line severely.
Bruce Hartman
Portfolio Manager, Blackmont Capital
Price
$19.320
Owned
No
TOP PICK
TOP PICK
May 5, 2005
Generating great cash. Restructured the business after 9/11. Have $9 a share in cash on the balance sheet. Good valuation.
Generating great cash. Restructured the business after 9/11. Have $9 a share in cash on the balance sheet. Good valuation.
John Zechner
Chairman, J. Zechner & Assoc
Price
$22.800
Owned
Yes
BUY
BUY
February 24, 2005
One of his favourites. A long term hold. Good management.
One of his favourites. A long term hold. Good management.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$27.750
Owned
Yes
WEAK BUY
WEAK BUY
February 3, 2005
Stock has moved substantially. Great management team. Strong Cdn$ is helping them. Have had a huge margin expansion in the last couple of years, but this is now probably over. Have almost $10 a share in cash, so growth will come through their deployment of this, i.e. buy back shares, acquisitions, dividends, etc.
Stock has moved substantially. Great management team. Strong Cdn$ 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.
Jean-Francois Tardif
Senior Portfolio Manager, Sprott Asset Management
Price
$27.650
Owned
No
BUY
BUY
January 31, 2005
They are doing exceptionally well. Efficient operators. Generating a lot of cash and has a huge amount of cash on the balance sheet
They are doing exceptionally well. Efficient operators. Generating a lot of cash and has a huge amount of cash on the balance sheet
John Zechner
Chairman, J. Zechner & Assoc
Price
$26.480
Owned
Yes
TOP PICK
TOP PICK
November 16, 2004
Positioning portfolios so they will benefit from a rising Cnd$. 30% of costs are US. As the Cdn$ rises, bookings for southern vacations should rise. No debt. Have $9 per share in cash. Very cheap.
Positioning portfolios so they will benefit from a rising Cnd$. 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.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$23.360
Owned
Yes
TOP PICK
TOP PICK
October 25, 2004
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.
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.
Werner Muehelemann
Vice President and Senior Portfolio Manager, ING Funds
Price
$21.200
Owned
Yes
TOP PICK
TOP PICK
September 29, 2004
A turn around story. Good management. A lot of cost cutting is still going on. Most costs are US$'s, but sales are in Cdn$'s, so a strong Cnd$ is good for them. Expects a share buy back.
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.
Jean-Francois Tardif
Senior Portfolio Manager, Sprott Asset Management
Price
$21.500
Owned
Yes
DON'T BUY
DON'T BUY
September 10, 2004
Model price is $24.50. Any bad news and the market will hit the sell button pretty quickly.
Model price is $24.50. Any bad news and the market will hit the sell button pretty quickly.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$20.900
Owned
No
TOP PICK
TOP PICK
September 7, 2004
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.
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.
Werner Muehelemann
Vice President and Senior Portfolio Manager, ING Funds
Price
$22.500
Owned
Yes
TOP PICK
TOP PICK
August 9, 2004
Management has performed and executed. A turnaround story in the travel industry. Restructuring their costs.
Management has performed and executed. A turnaround story in the travel industry. Restructuring their costs.
Werner Muehelemann
Vice President and Senior Portfolio Manager, ING Funds
Price
$18.900
Owned
Yes
DON'T BUY
DON'T BUY
December 24, 2003
Toped out in evaluation, not a good entry point. Had a good year.
Toped out in evaluation, not a good entry point. Had a good year.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$11.000
Owned
Unknown
TOP PICK
TOP PICK
December 9, 2003
Has positive leverage to a rising Cdn$. Has restructured, sold some assets, has $4/5 in cash. Entering a period where traveling is expected to increase.
Has positive leverage to a rising Cdn$. Has restructured, sold some assets, has $4/5 in cash. Entering a period where traveling is expected to increase.
Mark Jackson, CFA
President and Chief Investment Officer, Aegon Capital Management Inc.
Price
$10.350
Owned
Yes
DON'T BUY
DON'T BUY
February 8, 2002
Not a fan of the airlines sector.
Not a fan of the airlines sector.
Robert Floyd
President, R A Floyd Management
Price
$6.560
Owned
Unknown
DON'T BUY
DON'T BUY
November 19, 2001
Travel is down, so have caution.
Travel is down, so have caution.
Andrew Cook
, Andrew Cook and Associates
Price
$8.610
Owned
Unknown
DON'T BUY
DON'T BUY
November 9, 2001
Very tough market. Travel is down.
Very tough market. Travel is down.
Robert Floyd
President, R A Floyd Management
Price
$6.700
Owned
Unknown
DON'T BUY
DON'T BUY
March 6, 2001
Discount airlines do well in downturns, but prefers Canada 3000
Discount airlines do well in downturns, but prefers Canada 3000
Pier Donnini
Head of Institutional Securities, Yorkton Securities
Price
$10.000
Owned
Unknown
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