Transat AT Inc.

TRZ-T

TSE:TRZ

4.90
0.05 (1.03%)
Transat A.T. Inc. is an international, vertically integrated tour operator with nearly 20 business units in 8 countries. The company is headquartered in Montreal, Quebec, Canada.
More at Wikipedia

Analysis and Opinions about TRZ-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
October 20, 2015

(A Top Pick Sept 23/14. Down 13.54%.) He liked it when it was cheap a year ago, and he likes it now and it is still cheap. Earnings forecasts have held up. A good value stock. The kind of thing you can sit on and not worry about getting wiped out.

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Transat AT Inc. (TRZ-T)
October 20, 2015

(A Top Pick Sept 23/14. Down 13.54%.) He liked it when it was cheap a year ago, and he likes it now and it is still cheap. Earnings forecasts have held up. A good value stock. The kind of thing you can sit on and not worry about getting wiped out.

DON'T BUY
DON'T BUY
August 12, 2015

It is risky especially if we go into a recession. It may be a buying opportunity if it gets low enough. He is not a buyer though. He thinks they have a good cash balance, but sentiment could drive it down.

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Transat AT Inc. (TRZ-T)
August 12, 2015

It is risky especially if we go into a recession. It may be a buying opportunity if it gets low enough. He is not a buyer though. He thinks they have a good cash balance, but sentiment could drive it down.

COMMENT
COMMENT
June 17, 2015

Looks quite cheap compared to other airlines, but he would caution you. If you look back 24 months ago, and then look back 3-4 years ago, they have these exceptional periods of growth, and then they tend to mess it up and come falling back to earth. After seeing this happen a few times, he has moved to the sidelines on names like this.

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Looks quite cheap compared to other airlines, but he would caution you. If you look back 24 months ago, and then look back 3-4 years ago, they have these exceptional periods of growth, and then they tend to mess it up and come falling back to earth. After seeing this happen a few times, he has moved to the sidelines on names like this.

DON'T BUY
DON'T BUY
May 19, 2015

Would not touch this stock until it had a positive transit of over $8. The market doesn’t believe its balance sheet, it is too large. Hopefully somewhere along the line they are going to write off some assets, and once it has a positive transit over $8, that will give the all clear signal.

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Would not touch this stock until it had a positive transit of over $8. The market doesn’t believe its balance sheet, it is too large. Hopefully somewhere along the line they are going to write off some assets, and once it has a positive transit over $8, that will give the all clear signal.

PAST TOP PICK
PAST TOP PICK
March 17, 2015

(Top Pick Mar. 24/14, Down 29.08%) He sold when it violated one of his technical points. The killer was not oil, but the rapid rise of the US$. He had a good position and said ‘forget it’.

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Transat AT Inc. (TRZ-T)
March 17, 2015

(Top Pick Mar. 24/14, Down 29.08%) He sold when it violated one of his technical points. The killer was not oil, but the rapid rise of the US$. He had a good position and said ‘forget it’.

TOP PICK
TOP PICK
December 19, 2014

Not really an airline per se, but is really a travel company. They own the hotels and the destinations. That has always been a lumpier business which has impacted the stock. They are sitting on almost as much cash per share as the current share price, so you are getting almost the operating company for free, and it is generating $100 million in operating earnings. Have done a restructuring on their transatlantic routes because they were losing money in France, but have done a lot to drop the costs there. Now they have to fix their winter destinations a little bit. Very cheap.

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Transat AT Inc. (TRZ-T)
December 19, 2014

Not really an airline per se, but is really a travel company. They own the hotels and the destinations. That has always been a lumpier business which has impacted the stock. They are sitting on almost as much cash per share as the current share price, so you are getting almost the operating company for free, and it is generating $100 million in operating earnings. Have done a restructuring on their transatlantic routes because they were losing money in France, but have done a lot to drop the costs there. Now they have to fix their winter destinations a little bit. Very cheap.

DON'T BUY
DON'T BUY
December 16, 2014

A tough business, specific destinations. It is a low margin business. The only good thing for them is low fuel costs. He would not invest in it.

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Transat AT Inc. (TRZ-T)
December 16, 2014

A tough business, specific destinations. It is a low margin business. The only good thing for them is low fuel costs. He would not invest in it.

DON'T BUY
DON'T BUY
December 4, 2014

He is unlikely to ever own an airline. Now would be a good time to trade airlines. But if you look at Transat, they are really in the holiday business and the airline is really a conduit to filling hotel rooms. The leverage for Air Canada and the like is much larger than for Transat.

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Transat AT Inc. (TRZ-T)
December 4, 2014

He is unlikely to ever own an airline. Now would be a good time to trade airlines. But if you look at Transat, they are really in the holiday business and the airline is really a conduit to filling hotel rooms. The leverage for Air Canada and the like is much larger than for Transat.

PAST TOP PICK
PAST TOP PICK
November 26, 2014

(A Top Pick Oct 24/13. Down 26.69%.) This should be benefiting from lower energy. About a year ago, the quarter was pretty good. West Jet and Air Canada were competing with them.

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Transat AT Inc. (TRZ-T)
November 26, 2014

(A Top Pick Oct 24/13. Down 26.69%.) This should be benefiting from lower energy. About a year ago, the quarter was pretty good. West Jet and Air Canada were competing with them.

TOP PICK
TOP PICK
September 23, 2014

Had recommended this earlier in the year and it hasn’t done a good deal. This has a remarkable seasonal characteristic in that starting in Sept, Oct and Nov, it tends to move strongly into year end. It has been doing this for years and years, even in bear markets.

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Transat AT Inc. (TRZ-T)
September 23, 2014

Had recommended this earlier in the year and it hasn’t done a good deal. This has a remarkable seasonal characteristic in that starting in Sept, Oct and Nov, it tends to move strongly into year end. It has been doing this for years and years, even in bear markets.

BUY
BUY
September 15, 2014

Volatile and it is frustrating. Their margins get impacted dramatically and the stock goes up and down. You are paying almost nothing here for the operating of the company. It could easily be trading at the mid-teens and the cash flow would protect it. He would have no problem adding to it here.

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Transat AT Inc. (TRZ-T)
September 15, 2014

Volatile and it is frustrating. Their margins get impacted dramatically and the stock goes up and down. You are paying almost nothing here for the operating of the company. It could easily be trading at the mid-teens and the cash flow would protect it. He would have no problem adding to it here.

WEAK BUY
WEAK BUY
March 17, 2014

Never liked the airline industry. But they are good trading vehicles at times. Had a pullback after a breakout, now testing support. Looks okay for a trade but don’t look for it to do wonderful things over the next 6 months.

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Transat AT Inc. (TRZ-T)
March 17, 2014

Never liked the airline industry. But they are good trading vehicles at times. Had a pullback after a breakout, now testing support. Looks okay for a trade but don’t look for it to do wonderful things over the next 6 months.

TOP PICK
TOP PICK
March 14, 2014

Stock plunged to about 70% of Book Value, so it’s a 30% discount to Book. You have to like that. It has a superb balance sheet. Their cash has got stronger and stronger and stronger as time has gone on. Their sales were strong.

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Transat AT Inc. (TRZ-T)
March 14, 2014

Stock plunged to about 70% of Book Value, so it’s a 30% discount to Book. You have to like that. It has a superb balance sheet. Their cash has got stronger and stronger and stronger as time has gone on. Their sales were strong.

DON'T BUY
DON'T BUY
January 28, 2014

Chart shows this had a breakout mid-2013 but now it is starting to break down. The stock could easily return to the $7-$8 level. He would be little bit bearish on this.

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Transat AT Inc. (TRZ-T)
January 28, 2014

Chart shows this had a breakout mid-2013 but now it is starting to break down. The stock could easily return to the $7-$8 level. He would be little bit bearish on this.

TOP PICK
TOP PICK
October 24, 2013

Has never been a fan of airlines and he is more renting this position. Got into a big quarter in Q4. Earnings just reported were up over 200%. Stock moved up, but not as much is he would have thought. Expects next quarter to be very good and thinks the stock will move up. Possibility that they may institute a dividend or buy back stock. Will continue to hold if it looks like the winter season will continue to be strong for them. Very good balance sheet.

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Transat AT Inc. (TRZ-T)
October 24, 2013

Has never been a fan of airlines and he is more renting this position. Got into a big quarter in Q4. Earnings just reported were up over 200%. Stock moved up, but not as much is he would have thought. Expects next quarter to be very good and thinks the stock will move up. Possibility that they may institute a dividend or buy back stock. Will continue to hold if it looks like the winter season will continue to be strong for them. Very good balance sheet.

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