Viewing Company Linamar Corp | StockChase
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Compiling comments that experts make about stocks while on public TV.

Linamar Corp Stock Symbol: LNR-T

Notes:Autotransmission & engine parts

Last Price Recorded: $53.4300 on 2016-08-24

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Date Signal Expert Opinion Price
2016-08-23 BUY James Telfser

Has been buying this in the last 2 months. Valuations got so depressed on peak auto, global recession fears, Tesla, etc. They continually beat expectations, grow margins and show that they can keep up with demand and grow their content per vehicle.


Price:
$53.760
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2016-08-18 PAST TOP PICK Michael Simpson, CFA

(Top Pick Nov 26/15, Down 25.63%) Good value here.  Highly engineered auto parts.  70% of their sales are from Skyjack.  It pays a dividend and the founding family owns a big stake, so he continues to buy on weakness.


Price:
$54.250
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2016-08-16 COMMENT Christine Poole

Switch to Martinrea (MRE-T)? Because she is a large cap investor, her preference has always been more towards Magna (MG-T), but both are good companies. All 3 are trading at very low multiples. Linamar is still a good company. They also bought Sky Jack which is construction and industrial related, which has been a softer market. She wouldn’t make the switch.


Price:
$54.950
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-08-15 TOP PICK Teal Linde

6-7 times earnings is ridiculous.  Revenues grew 25% last year.  People are worried auto sales have reached a peak.  Last time sales were here it was 2000 after a booming company.  He thinks the share price drop is very overdone.


Price:
$56.110
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2016-08-09 COMMENT Gerard Ferguson

Auto parts suppliers are very cyclical industries. We have seen a tremendous return to growth in auto demand in the US, and there is a real fear now that we have hit a peak. The latest number he has seen was 18 million cars in the NA that are going to be sold. People have to keep in mind that we went through several years, post the financial crisis, of selling 11 million or less cars, so there is this pent-up demand that we are chewing through. This, and Magna (MG-T) are leaders in their field and both do a great job. Both are considered cheap right now. When auto sales turn over, there will be a contraction in earnings, but OEMs will feel it much more so. This company will be reporting shortly, and he expects good numbers.


Price:
$52.340
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-07-27 COMMENT Bruce Campbell (2)

Doesn’t rank really high in his process, but from a technical standpoint it is starting to base and turn up. This is going to continue to get more pieces of every single car.


Price:
$53.410
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2016-07-19 COMMENT Mike S. Newton, CIM FCSI

Magna (MG-T) or Linamar (LNR-T)? Both names are very attractive right now. Both are trading at all-time compressed Price earnings multiples, and are both under a little bit of pressure because of their exposure to Europe. 25%-30% of this company’s sales come from the euro region, and Sky Jack, which they own, has about 10% exposure to the UK. He prefers Magna. Also, doesn’t believe this one is in a position to start capturing the big trends in the electrical vehicles.


Price:
$53.450
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
No
2016-07-14 DON'T BUY Brendan Caldwell

(Market Call Minute) He does not like the original products manufacturers.  He prefers the secondary market.


Price:
$52.560
Subject:
CANADIAN VALUE
Bias:
BULL
Owned:
No
2016-07-13 TOP PICK Bruce Murray

They think the pace of sales will keep up.  7 times earnings.  They are going from $50 in every transmission, to $150 in transmissions with more gears. 


Price:
$50.390
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-07-11 DON'T BUY Don Vialoux

Feb. to May of each year it is positive.  Now the stock is drifting lower and testing a support level.  Better opportunities exist elsewhere.


Price:
$48.430
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2016-07-08 HOLD David Cockfield

Has not been a great cheerleader for auto stocks because of the volatility. If you want to get into auto stocks, you might think of something like Magna (MG-T), which is much larger and with a less volatile performance over time. He can see the auto market still chugging along. There are a lot of people who don't think this is going to happen. If you see it move ahead 5%, that would be the time to step in.


Price:
$45.610
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Unknown
2016-07-07 COMMENT David Baskin

(Market Call Minute.) Linamar (LNR-T) or Magna (MG-T)? Both are great companies and this is a sector that he likes very much. He prefers Magna because of its world spanning line of factories and very solid management worldwide.


Price:
$44.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-06-28 DON'T BUY Jim McGovern

The rule of cyclicals is that you sell them when PEs are low and buy them when PEs are high. The PE on this is dirt low right now. Over the long-term you are going to be fine, but in the short run this is still dead money.


Price:
$43.880
Subject:
NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2016-06-17 COMMENT Norman Levine

His view on this is tempered by the environment they live and work in, which is all the company can do. The company is a really well run auto parts company. The problem is, auto production seems to have peaked and is starting to head down. They have probably seen the best in the business for now. For 12-18 months, it is probably not going to be a place to be, but towards the end of that and into the next auto cycle, it will be well positioned to Buy.


Price:
$51.460
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-06-14 DON'T BUY David Burrows

(Market Call Minute.) It just struck him today how poorly the auto parts and auto stocks are behaving.


Price:
$49.970
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 179 entries
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