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.
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Analysis and Opinions about TRZ-T

Signal
Opinion
Expert
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.
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Transat AT Inc. (TRZ-T)
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.
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.
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Generating great cash. Restructured the business after 9/11. Have $9 a share in cash on the balance sheet. Good valuation.
BUY
BUY
February 24, 2005
One of his favourites. A long term hold. Good management.
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Transat AT Inc. (TRZ-T)
February 24, 2005
One of his favourites. A long term hold. Good management.
WEAK BUY
WEAK BUY
February 3, 2005
Stock has moved substantially. Great management team. Strong Cdn$ is helping them. Have had a huge margin expansion in the last couple of years, but this is now probably over. Have almost $10 a share in cash, so growth will come through their deployment of this, i.e. buy back shares, acquisitions, dividends, etc.
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Transat AT Inc. (TRZ-T)
February 3, 2005
Stock has moved substantially. Great management team. Strong Cdn$ is helping them. Have had a huge margin expansion in the last couple of years, but this is now probably over. Have almost $10 a share in cash, so growth will come through their deployment of this, i.e. buy back shares, acquisitions, dividends, etc.
BUY
BUY
January 31, 2005
They are doing exceptionally well. Efficient operators. Generating a lot of cash and has a huge amount of cash on the balance sheet
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Transat AT Inc. (TRZ-T)
January 31, 2005
They are doing exceptionally well. Efficient operators. Generating a lot of cash and has a huge amount of cash on the balance sheet
TOP PICK
TOP PICK
November 16, 2004
Positioning portfolios so they will benefit from a rising Cnd$. 30% of costs are US. As the Cdn$ rises, bookings for southern vacations should rise. No debt. Have $9 per share in cash. Very cheap.
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Transat AT Inc. (TRZ-T)
November 16, 2004
Positioning portfolios so they will benefit from a rising Cnd$. 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.
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.
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Transat AT Inc. (TRZ-T)
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. $8 of net cash in the company which could be used for a special dividend or buy back stock.
TOP PICK
TOP PICK
September 29, 2004
A turn around story. Good management. A lot of cost cutting is still going on. Most costs are US$'s, but sales are in Cdn$'s, so a strong Cnd$ is good for them. Expects a share buy back.
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Transat AT Inc. (TRZ-T)
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.
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.
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Transat AT Inc. (TRZ-T)
September 10, 2004
Model price is $24.50. Any bad news and the market will hit the sell button pretty quickly.
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.
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Transat AT Inc. (TRZ-T)
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.
TOP PICK
TOP PICK
August 9, 2004
Management has performed and executed. A turnaround story in the travel industry. Restructuring their costs.
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Transat AT Inc. (TRZ-T)
August 9, 2004
Management has performed and executed. A turnaround story in the travel industry. Restructuring their costs.
DON'T BUY
DON'T BUY
December 24, 2003
Toped out in evaluation, not a good entry point. Had a good year.
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Transat AT Inc. (TRZ-T)
December 24, 2003
Toped out in evaluation, not a good entry point. Had a good year.
TOP PICK
TOP PICK
December 9, 2003
Has positive leverage to a rising Cdn$. Has restructured, sold some assets, has $4/5 in cash. Entering a period where traveling is expected to increase.
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Transat AT Inc. (TRZ-T)
December 9, 2003
Has positive leverage to a rising Cdn$. Has restructured, sold some assets, has $4/5 in cash. Entering a period where traveling is expected to increase.
DON'T BUY
DON'T BUY
February 8, 2002
Not a fan of the airlines sector.
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Transat AT Inc. (TRZ-T)
February 8, 2002
Not a fan of the airlines sector.
DON'T BUY
DON'T BUY
November 19, 2001
Travel is down, so have caution.
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Transat AT Inc. (TRZ-T)
November 19, 2001
Travel is down, so have caution.
Showing 46 to 60 of 62 entries