u/EuphoricEye2950

ATS Corp automation tooling, potential value play .

ATS corp have earnings call coming on May 28.
Have a 2 billion dollar backlog , it has not had a great run these last couple months .But Have many good partnership with big companies like GEV and Siemens for digital twins software . As well as building EV batteries automation , automating SMR and life sciences and nuclear refurbishment. I see as a potential value play . As well as 800 thousand shares purchased by ceo a couple months ago. I also add is owned by Norway Bank sovereign wealth fund .

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u/EuphoricEye2950 — 3 days ago

VDY

Why VDY is the best for steady growth during uncertain outcome for war . VDY have a dividend this gives certainty when the war is happening . No matter how the market responds you get a dividend .

High exposure to canadian oil and gas sector , this will give steady growth oil and gas if the war drags on. If the war ends it has high exposure to precious metals . And The banks which will steadily compound regardless of if there is war or not. Thought and opinion VDY to hold during duration of Iran war and after ? ZEO is also a good option but it will drop like a rock if Hormuz opens .

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u/EuphoricEye2950 — 3 days ago