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: $79.7100 on 2017-10-18

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Date Signal Expert Opinion Price
2017-10-17 COMMENT Brian Acker, CA

He sees a ceiling of $100. It is currently at $70.26. His model price is $132.82, a 70% potential upside, but this is a cyclical. The stock dropped so much because everyone thought we were at peak auto, but this company’s worked through that and has gone higher. He sees better potential elsewhere.


Price:
$78.980
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-09-29 COMMENT Gavin Graham

Had recommended selling this about 18 months ago, because it looked like the auto cycle was peaking out. A wonderful company, but the major problem is that North American car sales have rolled over. You don’t want to be in this at the wrong cycle, which is where we now are.


Price:
$76.140
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-09-26 COMMENT Lyle Stein

Auto parts have climbed a wall of worry. Everybody was waiting for the auto cycle to end, to roll over from 17.5 million and go down to 16 million, which it appears to be doing. However, these stocks haven’t done anything, they just continue to make money. Generates lots and lots of cash. The multiple has gone from a very low level to a still cheap basis, because of fears. You want to buy a stock when everybody is afraid. As long as they keep spinning cash, it’s a wonderful business to own. He wouldn’t be adding to new clients accounts today.


Price:
$74.350
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-09-22 HOLD Don Vialoux

Historically this has done very well in the springtime from February to May of each year, but recently, the stock has done better than that. All auto stocks have been moving very, very strongly higher during the last few weeks, but is not related to seasonality. Technically, this is currently in an upward trend and just broke to new highs. Short-term momentum indicators are doing well also. Stick with it for now.


Price:
$74.940
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
Unknown
2017-09-21 HOLD David Burrows

Ten year investment?  This is tough.  They are great at execution and built a great business.  He likes the auto group but there is improvement happening in various parts of the world.  If he had a choice, he would buy MG-T (which he owns) over LNR-T, which is a hold.  There are no transmissions in an electric vehicle.


Price:
$73.850
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2017-09-14 COMMENT Bruce Campbell (2)

He owns this, but is watching it very carefully to make sure the fundamentals and technicals continue to be strong. With the US 17 million annualized seasonally adjusted sales in autos, he thinks we could be getting close to a peak. The company has been very good at growing its business in good times and bad. This is one you want to watch closely.


Price:
$71.850
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-01 COMMENT Ross Healy

What is not to like about this? It has a low P/E ratio. It has huge upside potential based on its current earnings forecasts, and trades only at about 1.5X BV. Why is it trading down here with all that value? It has huge FMV if you look at the current earnings. However, investors remember what happened in 2008-2009, when the auto industry crashed, and went down big time. Statistics on automobile lending are frightening. If interest rates ever start to go up, it is really going to put a spanner into the works for autos. His guess is that we are at the peak. When it gets there, we typically get a cyclical correction.


Price:
$70.370
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-25 BUY Robert McWhirter

There is a move toward more aluminum in cars and multiple gear transmissions.  It runs the engine in the sweet spot and gives you better fuel economy.  Earnings estimates have been increased a little bit.  They are expected to grow modestly next year.  Free cash flow is 11.5%, which is significant.


Price:
$68.590
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2017-08-23 PAST TOP PICK Jason Mann

(Top Pick Sep 2/16, Up 29.62%)  He still likes it.  He likes all the auto parts.  It has strong price momentum and great valuation.  21% return on equity.  8 times PE.  No net debt.  Prices are discounting NAFTA news.


Price:
$68.500
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-07-18 COMMENT Barry Schwartz

He doesn’t know how to assess how the NAFTA negotiations will affect this company. These companies are making lots of money and are benefiting from global demand for cars. It is clear that US demand has peaked as General Motors and Ford are shutting down plants. Prefers Magna (MG-T) and would buy more on a pullback.


Price:
$68.490
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-07-12 COMMENT Christine Poole

Auto parts. She doesn’t own anything in this space. They’ve done a good job of growing the last 20-25 years. Depending on how NAFTA or free trade works out, it could impact their business, and that has kind of served as an overhang on the stock. If she were going to play the space, she would prefer Magna (MG-T), which is more global. They are doing a lot of investing in driverless cars, and have more leverage in Europe and Asia.


Price:
$66.650
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2017-06-28 PAST TOP PICK Jon Vialoux

(A Top Pick March 2/17. Up 4.43%.) The period of seasonal strength for automobile parts is from mid-March to early June with an average gain of about 30.9% over the past 20 years. It has been positive 80% of the time. This is still a great story.


Price:
$63.250
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2017-06-20 PAST TOP PICK Bruce Murray

(A Top Pick July 13/16. Up 24%.) Last summer, the whole auto industry was hit hard when Morgan Stanley said we were going to stop driving gasoline driven cars. This is one of the best managed companies in Canada and has a huge backlog of business. They also own Sky Jack which is pushing into the global business of equipment for construction sites. Still relatively cheap with lots of upside left. Trades at less than 8X earnings.


Price:
$61.770
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-05-30 COMMENT Mike S. Newton, CIM FCSI

A little bit of a less focused business than Magna (MG-T) in auto parts, but still a great name.


Price:
$62.040
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-05-29 PAST TOP PICK Teal Linde

(Top Pick Aug 15/16, Up 11%) The strategy is that they are taking advantage of growing outsourcing.  They are building more and more content each year.


Price:
$61.940
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 15 of 216 entries
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