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: $54.3600 on 2016-07-22

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Date Signal Expert Opinion Price
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
2016-06-14 COMMENT Christine Poole

Magna (MG-T) or Linamar (LNR-T)? Doesn’t own either, but if she had to choose, she would lean towards Magna.


Price:
$49.970
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-09 HOLD Michael Smedley

(Market Call Minute) His favourite of the motor parts companies.


Price:
$51.980
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-08 COMMENT Colin Stewart

Magna (MG-T) or Linamar (LNR-T)? There have been very strong auto sales in North America for the last several years, which has led to strong results for companies like these. There is a concern that there is some potential pressure on the overall auto cycle. This is one of the reasons these companies have been weaker. Between the 2, he would think Magna is the purer play, because this one has the Sky Jack business.


Price:
$52.930
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2016-06-03 COMMENT Jon Vialoux

Auto stocks tend to do well in the spring, basically March to May. This hit a low in February along with the broader market, and ran strongly up into March and then kind of faded. Technically the chart shows a bit of a head and shoulders pattern, and then it came back down to support at $50. There is trend line resistance hovering around $55. It is a descending triangle, a bearish set up. It would imply that the next move is lower. Clearly the trend is negative.


Price:
$53.760
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2016-05-17 HOLD Bruce Campbell (2)

He operates such that if anything goes against the company by 20%, he tries to Sell unless there is a real big catalyst. Everyone was quite excited about the buildup of the auto sector. Now there is a lot of talk about “peak auto”, and this company has been caught by that. Long-term this is a great company and will continue to make great acquisitions and grow. If holding for 3-5 years, he doesn’t see any problem. You can probably accumulate more on weakness. On a shorter term time frame, you might want to wait until there is a ramp up in the technicals before going back in.


Price:
$50.890
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2016-05-16 WEAK BUY John Zechner

You are fighting the trend a little bit.  It is the premium valuation in the group.  People are worried that the auto cycle is burning out.  China is slowing down.  He finds the valuation attractive.  He owns others.  He thinks it is a good buy here.


Price:
$49.880
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
No
Showing 1 to 15 of 173 entries
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