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Linamar Corp Stock Symbol: LNR-T

Notes:Autotransmission & engine parts

Last Price Recorded: $75.0900 on 2015-07-28

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Date Signal Expert Opinion Price
2015-07-20 COMMENT Patrick Horan

This has lagged both Magna (MG-T) and Martinrea (MRE-T). It was probably 1st out of the gates in terms of acceleration and its ability to leverage its position. A very good company. The other 2 probably have more leverage to a falling Cdn$. This one is more hedged and has a lot of plants all over. An excellent company and very well positioned. (See Top Picks.)


Price:
$78.520
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2015-07-07 COMMENT John Zechner

Had a tremendous run over the last couple of years. It has beaten earnings something like 12 out of the last 13 quarters. The valuation multiple compared to Magna (MG-T) and Martinrea (MRE-T) is somewhat higher. Well positioned, but he finds the valuation is higher and he just doesn’t know if they’ll keep beating estimates. Not overly bullish on the sector right now. (See Top Picks.)


Price:
$80.550
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2015-06-17 HOLD James Telfser

This has been a very, very impressive story. They keep on exceeding expectations and keep on booking huge orders. Still firing on all cylinders. Getting very good traction with their boom business and are taking market share globhally. Expects them to make some deals because they are generating a lot of cash. Have been beating expectations over the last 15 quarters. A solid name.


Price:
$82.210
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2015-04-07 HOLD Alex Ruus

An excellent company. A very good auto parts manufacturer. He thinks it is going higher from here.


Price:
$76.830
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2015-03-05 HOLD Brian Acker, CA

You are in the 8th or 9th inning of these.  These are cyclical stocks and are at a valuation high.  $112.00 or 42% upside, but cyclical stocks always look good at the top.  Don’t add this now to your portfolio.


Price:
$74.300
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Unknown
2015-02-24 COMMENT Prakash Hariharan

Has always liked this. There is room to grow for all companies connected to the auto industry. Fundamentally the balance sheet is stronger than ever. Has had a very good run. If you are looking at it from a dividend paying perspective, the yield has basically dropped to nothing right now.


Price:
$77.090
Subject:
GLOBAL EQUITIES & DIVIDEND PAYING STOCKS
Bias:
OPTIMISTIC
Owned:
Unknown
2015-02-13 TOP PICK Brendan Caldwell

The automotive business globally is growing. Even in places like Europe, where the economy is slow. Asia is growing. This company makes the parts. Not only are they on the rising tide that lifts all boats, they have actually been gaining market share and contract wins. Expects the performance is going to continue to match the stock price gain. They are in a prime condition to gain from the $0.80 Cdn$. Yield of 0.51%.


Price:
$78.800
Subject:
CANADIAN VALUE
Bias:
BULLISH
Owned:
Yes
2015-02-02 HOLD Michael Smedley

Excellent in motor industry parts. Dynamic leadership. Deeply embedded in China and other parts of the world. Stock has been doing very well. Probably a Buy here.


Price:
$75.460
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2015-01-19 WAIT Don Vialoux

It is very cyclical.  Just play the seasonals.  It will probably sit here until the end of February when there is a seasonal car buying trend.


Price:
$67.000
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2015-01-07 HOLD Michael Sprung

This has done extremely well lately, and is up close to 60% last year. The environment has been really good. This really ties in with what has been happening in oil/gas. Lower gas prices would normally spur demand for automobiles. With the expansion we are seeing in the US economy, this may actually happen. However, this is selling at over 2.5% and almost 3% times BV and 14X earnings and 8X cash flow. You have to see continued growth going out for a while in order to justify those kinds of multiples. Valuations are in the neighbourhood where he would not be buying.


Price:
$69.440
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-01-06 COMMENT Jim Huang

Execution over the past few years has been fantastic. Good management. Trades at a discount to its peers because of its smaller size and lower multiple earnings. They’ve fixed that and the stock has appreciated quite strongly. They also have the Sky Jack industrial division, which is leveraged to construction as well. He likes the name. However, the stock has caught up to the sector average now, so going forward they have to continue to grow their earnings like they have been. He likes the name.


Price:
$66.440
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-26 TOP PICK Michael Bowman

It is not in play, but they came down when another company in the space was bought.  It was unwarranted.  They now have Linamar transportation.


Price:
$58.990
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH on OIL SERVICES COMPANIES
Owned:
Yes
2014-09-10 COMMENT Alex Ruus

If he owned, he would be switching to Magna (MG-T), but he likes this and Martinrea (MRE-T) along with Magna. They are all good companies and leaders in what they do. He has a very positive outlook on the auto sector.


Price:
$61.450
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2014-09-09 PAST TOP PICK David Burrows

(A Top Pick Aug 8/8/13. Up 90.32%.) Auto production rate in the US was 17.5 million, best quarter since 2005. Still sees an opportunity for Europe to get turned around.


Price:
$62.050
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-08-20 TOP PICK Veronika Hirsch

Like this company because they have been beating their quarters. They supply parts for power trains. Every car manufacturer has to be upgraded in power trains because of all the mandated fuel efficiency requirements. This is huge in Europe and the US and will obviously be huge in Asia as well. Also, has the Skyjack division, which works well for the late cycle as it is in the industrial sector. Yield of 0.63%.


Price:
$64.100
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 124 entries
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