Viewing Company Linamar Corp | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Linamar Corp Stock Symbol: LNR-T

Notes:Autotransmission & engine parts

Last Price Recorded: $61.1600 on 2016-12-07

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2016-12-06 COMMENT Brian Acker, CA

Magna (MG-T) or Linamar (LNR-T)? On this, he has an 86% upside for his model price. He doesn’t really like this space. We have sold a lot of cars in the past. However, if we get growth again, that would be one argument for them. He would choose Magna over this.


Price:
$58.790
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Unknown
2016-12-05 COMMENT Stephen Groff

The auto parts space is pretty depressed.  A lot of people are concerned about where we are.  The auto industry is cyclical.  MG-T gives you better diversification.  A lot of these stocks are cheap, but be cautious. 


Price:
$56.250
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
No
2016-12-01 COMMENT Ross Healy

Magna (MG-T), Linamar (LNR-T) or Martinrea (MRE-T)? His preference has always been for Magna or Linamar, and as of late it has been for Linamar. Martinrea is certainly cheap here, but their plant is older and doesn’t quite have the oomph behind it that the other 2 do.


Price:
$54.550
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-11-22 HOLD Matt Kacur

The results have been pretty good. Feels the main reason for the pullback was more of a macro sentiment kind of thing, where a lot of people were talking about peak auto and was at a time to sell anything that was dealing with autos. The results at this company are still really good.


Price:
$51.260
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2016-11-15 HOLD Christine Poole

Market Call Minute. A cheap stock, but the overhang is that auto production has peaked.


Price:
$48.790
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-11-07 SELL Brian Acker, CA

Get out.  If you know anything about the car market, we took so much of the future of car buying and put it into the last three years.  These are cyclical.  You had to buy it at a single digit price.  Just because there is a double digit upside to model price, that doesn’t mean you should buy it.  It had a negative transit to EBV -1.


Price:
$50.270
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Unknown
2016-10-20 COMMENT Jason Del Vicario

This has a consistent ROE generation, and are fairly attractively valued with a P/E ratio of around 7 or 8. This would be a good position for you.


Price:
$54.580
Subject:
NORTH AMERICAN (GROWTH)
Bias:
UNKNOWN
Owned:
No
2016-10-13 COMMENT David Baskin

Linamar (LNR-T) or Magna (MG-T)? Both are great companies. This one is a tremendous success in his view, but Magna is his pick, simply because of its global reach. Its larger size serves a higher number of platforms and has a greater number of products.


Price:
$55.690
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-10-04 PAST TOP PICK Bruce Murray

(A Top Pick July 13/16. Up 9.39%.) This is suffering because everyone is talking about electric cars. It is going to be quite a while before we get there. This is the world’s largest manufacturer of gears. As the automakers use existing technology to improve gas mileage and moving from the old 3 speed transmissions to 5-6 and going into 9-10, this company’s content of about $15 on a 3 speed, moves up to $40-$50 on a 5 speed, and $150+ on the 9 and 10. Also, likes their Sky Jack business as the US housing picks up.


Price:
$55.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-09-22 BUY Stephen Takacsy, B. Eng, MBA

He follows the industry and owns LNR-T because it is better managed and initiates new programs for the auto industry.  It has higher earnings growth.  He prefers LNR-T.


Price:
$54.190
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-09-12 COMMENT Mike S. Newton, CIM FCSI

Magna (MG-T) or Linamar (LNR-T)? He likes the auto parts space. Just bought Magna for the very first time about 6 months ago, and then doubled his position on June 28. It is his favourite name, but this one makes a fantastic runner-up. This also has the Sky Jack business, which sort of confuses the analysts.


Price:
$53.980
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
No
2016-09-06 HOLD Alex Ruus

A solid Canadian company. He would categorize Canada’s auto parts companies as good Buys here. They are very cheap. He does not believe there is an auto recession coming.


Price:
$54.320
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-09-02 TOP PICK Jason Mann

This seems to be perpetually cheap. They had a good beat in the last quarter. It scores right at the top of the list for him. ROE is consistently at around 20%. Trading at 5X EBITDA with a PE of 7. A great balance sheet which gives them options. Good free cash flow yield. Dividend yield of 5.92%.


Price:
$53.400
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
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
Showing 1 to 15 of 192 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.