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Linamar Corp Stock Symbol: LNR-T

Notes:Autotransmission & engine parts

Last Price Recorded: $67.6300 on 2015-08-27

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Date Signal Expert Opinion Price
2015-08-27 BUY Michael Bowman

Good entry point for a 3-5 year horizon? One thing it has going for it is their Sky Jack division, which is performing extremely well. Also involved with drive trains, transmissions and engines, and all 3 of these components are very important when it comes to emissions and fuel. He likes it at this price.


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-08-24 COMMENT Keith Richards

Magna (MG-T) or Linamar (LNR-T)? Magna is the market leader. This one is in an uptrend as well, but it has been more volatile. He would probably choose Magna every time.


Price:
$64.000
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2015-08-13 BUY David Burrows

Stock vs. Stock.  LNR-T vs. MG-T.  LNR-T had a disappointment when it pulled back.  He believes the auto cycle is not over.  Asia could slow down, but Europe is growing.  LNR-T has a lot of efficiencies in the drive train.  They have beat estimates so much for so long.  He likes both stocks.


Price:
$71.970
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-08-12 COMMENT Fabrice Taylor

His research says that the average age of cars are still pretty old, so there shouldn't be a lot of demand for new cars. It should be okay. He is not familiar with its evaluation details. He thinks the stock will be fine though. Feels that there is lots of room to go up.


Price:
$70.560
Subject:
NORTH AMERICAN - EQUITIES & SMALL CAPS
Bias:
CAUTIOUS
Owned:
Unknown
2015-08-10 DON'T BUY John Zechner

It is the most expensive of the three, but it has been a fantastic performer.  They got hit on the earnings because they did not beat them by as much as in the past.  He has MRE-T and MG-T.


Price:
$75.480
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2015-08-06 BUY David Baskin

Comparing with Magna. He was surprised that they went down today, because concistant strong sales in the auto sector and the American fleet is aging, along with low interest rates, means that the car companies are nowhere near their peak production.

 


Price:
$73.240
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Unknown
2015-08-06 BUY David Baskin

Very impressive company, impressive management, buying opportunity. Doesn't get as much attention as Magna, because it's nowhere near the size. Linamar's costs are in Canadian dollars, so it has a cost advantage over the American producers.

 


Price:
$73.240
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Unknown
2015-07-29 HOLD Michael Sprung

Right now the automotive sector seems to be firing on all cylinders and he sees sales, particularly in North America, at a very high level. In this environment, the automotive parts companies are doing very well, and a lot of their pricing is in US$’s. In the long term, more and more of these companies are going to benefit from outsourcing. They also own Sky Jack where sales have been picking up with improving margins.


Price:
$80.000
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
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
Showing 1 to 15 of 132 entries
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