
"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."
Buy ATS
CopyCat Invest
July 11, 2025
Stock Idea