stockchase picture

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

Company Index

List by Company Name

List by Symbol

Linamar Corp Stock Symbol: LNR-T

Notes:Autotransmission & engine parts

Last Price Recorded: $77.7500 on 2015-03-28

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
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
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
Showing 1 to 15 of 120 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.