Buy ATS
5 months ago
CopyCat Invest
"ATS: Bought 80% more at C$40.76 (+3% portfolio weight to 6%) on 10% dip after CEO departure to larger Baxter Int'l. View this as CEO career advancement, not negative signal. ATS has solid organization, encouraging tailwinds. Used margin instead of trimming ET position despite considering it after ET's muted solid earnings reaction."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Buy ATS
Source:
CopyCat Invest
Published:
July 11, 2025
Idea Type:
Stock Idea