Post by
retiredcf on May 20, 2024 1:59pm
Comparison
Disclosure: I also own ATS. GLTA
One move I would consider would be to sell CTS to invest in either TMX or ATS. My question is besides the different sectors, for the long-term, which company has the most potential to outperform the others? I'm guessing in order of growth potential it would go CTS, ATS, TMX, with the risk profiles the exact opposite? Do you see enough potential in CTS to hold it over the other two names?
We would agree with the order of growth potential. CTS has the added advantage of being the smallest, so its leverage to deals/earnings is larger. TMX remains the safest with its quasi-monopoly and no need for much capital. ATS's monentum has (at least temporarily) shifted. Unless one wants to emphasize more safety, we would probably stick with CTS here. (5iResearch)