Transat .A. T. Inc

TRZ.A-T

Analysis and Opinions about TRZ.A-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 3, 2018
He loves it because their prices are really good. As an investment he has shied away from it. It is a tough business. They admit that they have to diversify now. He thinks the recent acquisition is extremely risky.
He loves it because their prices are really good. As an investment he has shied away from it. It is a tough business. They admit that they have to diversify now. He thinks the recent acquisition is extremely risky.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$7.100
Owned
No
BUY
BUY
May 22, 2018

This is his top play in the airline sector. He prefers this to Air Canada because AC has moved up so much. Air Transat has also moved up a lot but still has upside.

This is his top play in the airline sector. He prefers this to Air Canada because AC has moved up so much. Air Transat has also moved up a lot but still has upside.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$8.400
Owned
Yes
WEAK BUY
WEAK BUY
January 8, 2018

He has looked at it a number of times. You jump on it and the stock rolls over. The industry can be quite cyclical. Management is working through issues and building capacity as well as working on properties down south. He wants to see them work through the execution and see what it looks like then. It has pulled back on energy fears because of jet fuel and so he thinks this is a good time to load up on it, but he prefers AC-T.

He has looked at it a number of times. You jump on it and the stock rolls over. The industry can be quite cyclical. Management is working through issues and building capacity as well as working on properties down south. He wants to see them work through the execution and see what it looks like then. It has pulled back on energy fears because of jet fuel and so he thinks this is a good time to load up on it, but he prefers AC-T.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$10.990
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 5, 2017

(A Top Pick April 26/16. Up 27%.) *SHORT* (Pairs trade with a Long on Air Canada (AC-T). This Pairs trade is driven more by the Short side than the Long side. This company has always had razor thin margins, and if the wind blows in the wrong direction they tend to have a loss. He would continue with this position.

(A Top Pick April 26/16. Up 27%.) *SHORT* (Pairs trade with a Long on Air Canada (AC-T). This Pairs trade is driven more by the Short side than the Long side. This company has always had razor thin margins, and if the wind blows in the wrong direction they tend to have a loss. He would continue with this position.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$5.960
Owned
Yes
DON'T BUY
DON'T BUY
September 22, 2016

He likes it as a consumer, but as an investment it is probably worse than liquor stores (LIQ-T): low margins and competitive. There are players that are wobbling. It is a tough business.

Transat .A. T. Inc (TRZ.A-T)
September 22, 2016

He likes it as a consumer, but as an investment it is probably worse than liquor stores (LIQ-T): low margins and competitive. There are players that are wobbling. It is a tough business.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$6.600
Owned
Unknown
COMMENT
COMMENT
August 10, 2016

Transportation stocks, airlines in particular, tend to do well September all the way through to the holiday season, about the November timeframe. They generally peak at the US Thanksgiving. We are currently in a period of seasonal weakness, and this one is showing that quite prominently right now. Chart shows a decline starting in April. If it can hold the $6.40 level, that would be an ideal point to enter for the seasonal play. If we break that, there is a bit of a descending triangle that suggest we could see a $.75 drop below the $6.40 level. You should have your stop level at that point, because losses could be substantial.

Transportation stocks, airlines in particular, tend to do well September all the way through to the holiday season, about the November timeframe. They generally peak at the US Thanksgiving. We are currently in a period of seasonal weakness, and this one is showing that quite prominently right now. Chart shows a decline starting in April. If it can hold the $6.40 level, that would be an ideal point to enter for the seasonal play. If we break that, there is a bit of a descending triangle that suggest we could see a $.75 drop below the $6.40 level. You should have your stop level at that point, because losses could be substantial.

Jon Vialoux
Research Analyst, CastleMoore Inc.
Price
$6.590
Owned
Unknown
TOP PICK
TOP PICK
April 26, 2016

*SHORT* (Pairs trade with a Long on Air Canada (AC-T). This has razor thin margins, so any little hiccup can throw them into losses. Last quarter there was warm weather, the currency, a threat of pilot strikes, Zika mosquitoes. Had very ugly Q1 numbers. Management indicated Q2 was going to be ugly as well. Everyone is putting capacity on this summer for Europe, which he doesn’t think will bode well for them. To hedged this out, he has a Long on Air Canada.

*SHORT* (Pairs trade with a Long on Air Canada (AC-T). This has razor thin margins, so any little hiccup can throw them into losses. Last quarter there was warm weather, the currency, a threat of pilot strikes, Zika mosquitoes. Had very ugly Q1 numbers. Management indicated Q2 was going to be ugly as well. Everyone is putting capacity on this summer for Europe, which he doesn’t think will bode well for them. To hedged this out, he has a Long on Air Canada.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$8.190
Owned
Yes
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