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Linamar Corp Stock Symbol: LNR-T

Notes:Autotransmission & engine parts

Last Price Recorded: 64.7700 on 2014-08-22 21:05:15

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Date Signal Expert Opinion Price
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
2014-08-01 PARTIAL SELL John Zechner

He would be a little concerned here. The stock has had a fantastic run. You have to buy early in the auto cycle. Have done well on the earnings side and have beaten in the last number of quarters. Valuation is higher than the rest of the group.


Price:
$58.600
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2014-06-16 BUY Alex Ruus

Prefers Magna (MG-T) which is bigger and slightly better positioned and more liquid. This is a really good company.


Price:
$64.740
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-06-04 BUY on WEAKNESS Teal Linde

Although auto sales can stay flat at 15-16 million for 10 years, auto-parts suppliers are seeing their businesses grow because the big 3, every year, are outsourcing more of their production. This is definitely a Hold but if there is a dip, then you can buy it.


Price:
$65.410
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-05-08 HOLD Michael Sprung

Always admired how well this company is run. Popped today when earnings came out and margins were way above normal. This is because they are going into products that take a lot more capital expenditures to build so they have to build in a lot more margins to make it up over the lifecycle of the projects. Going forward he expects they will do more of that. Transforming itself from a low margin company to a medium margin company.


Price:
$58.890
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-03-28 HOLD Veronika Hirsch

Doesn’t know that she would be selling any of the auto parts names. This one had really quite attractive last two quarters, unlike the year before. Have a very healthy looking backlog. Not widely expensive. You want to Sell at the peak of the cycle, but she thinks we are in the middle of it now. We have another couple of years.


Price:
$49.370
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Yes
2014-03-17 PARTIAL SELL Gavin Graham

The #2 Canadian auto-parts manufacturer. If you own, he would recommend you take half your profits because it is up by 100% since mid-2012. This is a leveraged play on the auto cyclical recovery and has done very well. Very well run and have made lots of accretive acquisitions. Record sales at $3.6 billion and a $2.8 billion order book.


Price:
$49.720
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-03-11 BUY Keith Richards

Market leader in autoparts. Trend is up. He wouldn't doubt that it will pull back, but that will probably be short term. Technically it looks great.


Price:
$49.630
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2014-03-05 WATCH Michael Bowman

These companies have done extremely well.  The whole auto parts area has done well.  He is concerned about markets being overvalued so you have to be sure on stock selection.  The stock is well above its 200 day moving average.  Stocks don’t want to get that far above the average.  Put a stop on it.


Price:
$49.300
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Unknown
2014-02-27 TOP PICK David Burrows

Auto Parts.  He likes the auto industry because of the aging fleet.  Auto companies have to become more efficient to compete against the likes of Tesla.  LNR-T is big in drive trains and transmissions and are leaders in new technology so they win more content in more cars.  Also, the auto market is recovering.  A good company in a good sector.


Price:
$46.650
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-02-14 COMMENT Jim Huang

Magna (MG-T) or Linamar (LNR-T)? Both of these are good, but for different reasons. North American global auto production is still recovering from 2008. Other regions, like China, continue to grow. As long as the auto cycle continues to grow, and he thinks they’ll be good for the next couple of years, you’ll continue to see the auto parts suppliers do well. Between these 2, this is a little smaller but has executed superbly in the last couple of years with their expansion plan. Has a little bit higher leverage, but also have industrial exposure to construction.


Price:
$44.790
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-01-13 BUY Michael Smedley

Great one, below the Magna giant size.  LNR is run by a great lady.  An amazing boom in cars. 


Price:
$44.320
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-01-02 BUY Ross Healy

Auto Parts.  Will Linamar be better than Magna in 2014?  LNR is leading the way in breaking out in price to book value.  From a historical point of view there is lots of precedence for it to go higher.  There is some question as to whether Magna will follow suit, but he would not be surprised.


Price:
$43.350
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2013-12-04 HOLD Don Vialoux

Chart shows the stock is clearly in an upward trend and is outperforming the market. Also, it is above its 20 day moving average. This is a winner. Stick with it. Historically, this one usually does very well from around March of each year until June, which is when people are buying cars.


Price:
$41.270
Subject:
SEASONAL & TECHNICAL
Bias:
BULLISH
Owned:
Unknown
2013-11-18 WAIT Jon Vialoux

Seasonal strength for this is from March into May but the chart shows it has had a tremendous breakout. Right now it is overbought and he would suggest pursuing it more into the 1st quarter. Let it come back and retest that broken resistance. Broken resistance should now be support. There is plenty of room to take advantage here.


Price:
$41.540
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
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