ATS Automation

ATA-T

TSE:ATA

20.00
0.01 (0.05%)
ATS Automation Tooling Systems is a Cambridge, Ontario based Canadian company which designs and builds factory automation solutions.
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Analysis and Opinions about ATA-T

Signal
Opinion
Expert
COMMENT
COMMENT
July 24, 2018

They create automated liines for medical and small packaging. It's a cyclical stock, following the industrial cycle. But over the long term it has a future. They face competition from Chinese automation companies. A decent company and good business.

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They create automated liines for medical and small packaging. It's a cyclical stock, following the industrial cycle. But over the long term it has a future. They face competition from Chinese automation companies. A decent company and good business.

TOP PICK
TOP PICK
June 5, 2018

We're in the early innings of automation. ATA supplies this to and consults the energy, healthcare, industrial and maufacturing industries. ATA is in the thick of it. Stricter regulations in these industries demands precision that's found in automation. ATA has fine management. They've been on a buying spree. Their chart is very bullish and the stock price will continue to rise. Despite the recent spike, he'd still buy it. (Analysts' price target: $22.40)

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We're in the early innings of automation. ATA supplies this to and consults the energy, healthcare, industrial and maufacturing industries. ATA is in the thick of it. Stricter regulations in these industries demands precision that's found in automation. ATA has fine management. They've been on a buying spree. Their chart is very bullish and the stock price will continue to rise. Despite the recent spike, he'd still buy it. (Analysts' price target: $22.40)

TOP PICK
TOP PICK
June 5, 2018

We're in the early innings of automation. ATA supplies this to and consults the energy, healthcare, industrial and maufacturing industries. ATA is in the thick of it. Stricter regulations in these industries demands precision that's found in automation. ATA has fine management. They've been on a buying spree. Their chart is very bullish and the stock price will continue to rise. Despite the recent spike, he'd still buy it. (Analysts' price target: $22.40)

Show full opinionHide full opinion

We're in the early innings of automation. ATA supplies this to and consults the energy, healthcare, industrial and maufacturing industries. ATA is in the thick of it. Stricter regulations in these industries demands precision that's found in automation. ATA has fine management. They've been on a buying spree. Their chart is very bullish and the stock price will continue to rise. Despite the recent spike, he'd still buy it. (Analysts' price target: $22.40)

COMMENT
COMMENT
May 22, 2018

This is his second biggest holding. He bought it as low as $4 and change. He won’t be buying more at this price but people who buy under a different system, such as a momentum system, might find this attractive. This had a solar arm, which was one of the reasons he bought the company. Unfortunately, it didn’t work out and they had to sell it off. There is a new CEO now who he likes very much.

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This is his second biggest holding. He bought it as low as $4 and change. He won’t be buying more at this price but people who buy under a different system, such as a momentum system, might find this attractive. This had a solar arm, which was one of the reasons he bought the company. Unfortunately, it didn’t work out and they had to sell it off. There is a new CEO now who he likes very much.

TOP PICK
TOP PICK
March 19, 2018

This company helps customer to automate their processes to help them be more competitive. It has a new CEO who is very focused on execution. The market believes they will increase profit margins by 5%. They also have a pipeline of acquisitions. The stock now has momentum. Yield 0%. (Analysts’ price target is $18.70 )

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ATS Automation (ATA-T)
March 19, 2018

This company helps customer to automate their processes to help them be more competitive. It has a new CEO who is very focused on execution. The market believes they will increase profit margins by 5%. They also have a pipeline of acquisitions. The stock now has momentum. Yield 0%. (Analysts’ price target is $18.70 )

COMMENT
COMMENT
December 8, 2017

Has a Sell target of $21+, but wonders if he has overvalued where it can go. He’s happy to continue holding.

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ATS Automation (ATA-T)
December 8, 2017

Has a Sell target of $21+, but wonders if he has overvalued where it can go. He’s happy to continue holding.

DON'T BUY
DON'T BUY
September 8, 2016

They did a nice job in the last 5 years in reinventing themselves. 16% return on capital. But it is hard to justify the price at this point.

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ATS Automation (ATA-T)
September 8, 2016

They did a nice job in the last 5 years in reinventing themselves. 16% return on capital. But it is hard to justify the price at this point.

COMMENT
COMMENT
September 7, 2016

When he looks across the automation value chain, there are a lot of really fascinating things happening. When you look at what robotics are able to do, it is an area that he thinks is going to greatly surprise people over the long-term. However, he didn’t feel this company was in the part of the value chain that he wanted to be in. There are some very interesting European, Japanese and American companies that have a little more of a moat around their business.

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ATS Automation (ATA-T)
September 7, 2016

When he looks across the automation value chain, there are a lot of really fascinating things happening. When you look at what robotics are able to do, it is an area that he thinks is going to greatly surprise people over the long-term. However, he didn’t feel this company was in the part of the value chain that he wanted to be in. There are some very interesting European, Japanese and American companies that have a little more of a moat around their business.

COMMENT
COMMENT
July 5, 2016

He has just started buying this. It fits in his theme that he thinks will play out over the coming months and years, the repatriation of industrial production back into Western economies. This company runs a pretty good consulting business for automating and manufacturing businesses.

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He has just started buying this. It fits in his theme that he thinks will play out over the coming months and years, the repatriation of industrial production back into Western economies. This company runs a pretty good consulting business for automating and manufacturing businesses.

PAST TOP PICK
PAST TOP PICK
December 11, 2015

(A Top Pick Nov 18/14. Down 16.91%.) A very good company and it is in the right space. Industrials performed horribly in 2015.

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ATS Automation (ATA-T)
December 11, 2015

(A Top Pick Nov 18/14. Down 16.91%.) A very good company and it is in the right space. Industrials performed horribly in 2015.

COMMENT
COMMENT
September 18, 2015

Helps optimize manufacturing processes for companies. The stock is moving in an upward trend. 43% of revenues come from the US. Expects you will see a good 15%-25% upside from here.

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ATS Automation (ATA-T)
September 18, 2015

Helps optimize manufacturing processes for companies. The stock is moving in an upward trend. 43% of revenues come from the US. Expects you will see a good 15%-25% upside from here.

TOP PICK
TOP PICK
March 16, 2015

There is this pickup in the global trend of manufacturing automation. Trades slightly cheaper than Rockwell, for example. As we see global production picking up they will do well here. Estimates have been reset over the last quarter here and so the company has more attainable growth estimates now. There is organic as well as margin growth possible here.

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ATS Automation (ATA-T)
March 16, 2015

There is this pickup in the global trend of manufacturing automation. Trades slightly cheaper than Rockwell, for example. As we see global production picking up they will do well here. Estimates have been reset over the last quarter here and so the company has more attainable growth estimates now. There is organic as well as margin growth possible here.

COMMENT
COMMENT
February 3, 2015

They have done a couple of takeovers. The backlog before the takeovers is at 56% year-over-year, but if you include the takeovers, the backlog is about 96% going forward. The biggest negative on this is that they have taken on quite a bit of debt for the 2 takeovers. Interest rates are low, so hopefully it won’t harm them as much when rates go up. He has a target price of better than $22.

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ATS Automation (ATA-T)
February 3, 2015

They have done a couple of takeovers. The backlog before the takeovers is at 56% year-over-year, but if you include the takeovers, the backlog is about 96% going forward. The biggest negative on this is that they have taken on quite a bit of debt for the 2 takeovers. Interest rates are low, so hopefully it won’t harm them as much when rates go up. He has a target price of better than $22.

TOP PICK
TOP PICK
November 18, 2014

Automation, and as companies globally are trying to be more productive, they are turning to technology, and manufacturing companies are turning to automation. For Canadians, this is a great way to get exposure to that growing trend of automation. Started to focus more and more on service revenue, which is stickier and higher-margin, so they are going to do quite well here. The trend catalyst for the stock is M&A. Free cash flow is good. Leverage is at 2.9 times and will come down through this period of industrial production. It's getting a fair bit of revenue from overseas. This is one of the smaller players, so there is a bit of risk to it.

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ATS Automation (ATA-T)
November 18, 2014

Automation, and as companies globally are trying to be more productive, they are turning to technology, and manufacturing companies are turning to automation. For Canadians, this is a great way to get exposure to that growing trend of automation. Started to focus more and more on service revenue, which is stickier and higher-margin, so they are going to do quite well here. The trend catalyst for the stock is M&A. Free cash flow is good. Leverage is at 2.9 times and will come down through this period of industrial production. It's getting a fair bit of revenue from overseas. This is one of the smaller players, so there is a bit of risk to it.

BUY
BUY
November 17, 2014

The back log increased by 50%. The top brass it too well rewarded and were selling in the past, but not so much recently.

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ATS Automation (ATA-T)
November 17, 2014

The back log increased by 50%. The top brass it too well rewarded and were selling in the past, but not so much recently.

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