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: $51.0200 on 2016-05-04

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Date Signal Expert Opinion Price
2016-05-04 BUY on WEAKNESS Michael Simpson, CFA

This has 2 divisions. Auto parts where they are getting big into transmissions and engine components, and Aerial Work Platform. There is a little concern on the latter division where there has been a slow down on construction and industrial growth. Valuation is low. Reporting shortly. If there is any hiccup, he would probably be adding to his position.


Price:
$51.020
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-04-19 DON'T BUY David Burrows

The auto sector is a sector that has really had a great run, leading up to October last year, and this was one of the leading stocks. There is a view that we may have seen a peak demand, and that the units could come off in the near term. He doesn’t share that view, but technically this stock is not behaving well. Auto in general is not behaving well. He would avoid the group. (See Top Picks.)


Price:
$58.490
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2016-04-13 COMMENT Bruce Campbell (2)

This has great growth prospects ahead of it. They’ll continue to make acquisitions and roll things up, and continue to get more and more parts of a car to manufacture. One of the issues is their earnings acceleration in the last while. This sits right in the middle of the pack for parts manufacturing, which is why the market hasn’t been supportive.


Price:
$57.950
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2016-04-08 COMMENT Brendan Caldwell

Has fallen in the last week, but doesn’t know why. In the automotive parts business, an area he has been out of for a while. Although auto companies are reporting great sales, dealers aren’t necessarily able to push those cars out to the general public. That might have something to do with the fall in the stock price.


Price:
$56.530
Subject:
CANADIAN VALUE
Bias:
UNKNOWN
Owned:
No
2016-04-01 BUY Allan Meyer

Reasonable debt levels, low P/E and good cash flow. Magnificently well run. Loves this company and what they are doing.


Price:
$62.440
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-03-28 BUY Michael Sprung

He owns it personally.  They have done extremely well as has the automotive cycle.  They have been able to strategically diversify their geographic footprint.  They are into more precision parts than some of their competitors. He is not sure how many years we are likely to see such a gangbuster auto cycle.   It could go down 25% if the auto cycle finished.


Price:
$61.350
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-03-24 WATCH Bill Carrigan

A bear wants to make a new low within 26 weeks. Is it a corrective phase or is it rolling over.  See if it makes a new low.  It looks like AN-N has bottomed, but he would be careful.


Price:
$62.470
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2016-03-14 TOP PICK Teal Linde

Just reported 24% revenue growth last year, 36 percent earnings per share growth.  8.5 times this year’s earnings.  He does not believe there will be a recession in the US, which speculations caused the stock to pull back in January.  The daughter is the fresh blood over the founder, which he likes to see in management after it has started up.


Price:
$63.020
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2016-02-08 COMMENT Jerome Hass

Is it possible to Pair Trade Magna (MG-T) and Linamar (LNR-T), and how would you do it? Yes, you could absolutely do it. You have the market risk, industry specific risk and finally the company specific risk. You are certainly going to take out most of the market risk, and the industry specific risk is close enough, and then you are left with one or the other of the companies. It really comes down to understanding the difference between the company specific factors.


Price:
$51.030
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
No
2016-02-05 TOP PICK Allan Meyer

Low debt, good interest coverage and has a 7-8 times on a price to earnings basis going forward. Also, has good free cash flow which can be used to increase the dividend, buy back shares or make an acquisition. Dividend yield of 0.76%.


Price:
$52.720
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-01 PAST TOP PICK Brendan Caldwell

(Top Pick Feb 13/15, Down 29.71%) He sold out before it went down.  The auto sales are down.  He is skeptical of the growth in the auto sector.


Price:
$56.070
Subject:
CANADIAN VALUE
Bias:
SELECTIVELY OPTIMISTIC
Owned:
No
2016-01-05 BUY David Baskin

Auto parts companies traditionally sell at low multiples.  Right now we are probably moving towards the back end of the cycle in auto parts.  We are still seeing robust auto sales in the US.  He owns MG-T, but feels this one is a good choice too.


Price:
$72.550
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-12-16 BUY John Stephenson

Magna (MG-T) or Linamar (LNR-T)? Assuming the Canadian government ratifies the TPP, early indications are that it would have a slightly negatively impact on auto parts companies, primarily because it would reduce the content that has to be produced domestically. Auto parts companies are followers. They lag auto companies themselves, which have had a huge run. Getting late in the game. Prefers Magna, but this is a good company and has done very well as a stock. Also, has the forklift division that offers a little bit of diversity.


Price:
$75.980
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2015-12-11 BUY Andrew Hamlin

Linamar (LNR-T) or Magna (MG-T)? 2 high quality auto parts companies. When you think about auto parts, it is really content per vehicle, and you have to assume that that is going to increase. Both companies are doing very well and have a lot of new program wins over the next couple of years, so he thinks we are going to see good content growth going forward. Magna seems to have taken a hit here, and a big chunk of that might be because of its euro exposure, but don’t forget its balance sheet is very strong. On a relative value only, he would pick Magna, but they are both very high quality companies. You could hold both.


Price:
$72.310
Subject:
NORTH AMERICAN - INCOME
Bias:
BULLISH on REITs
Owned:
Unknown
2015-11-26 TOP PICK Michael Simpson, CFA

Transmissions and engines.  Acquired a French company recently.  Good company with good dividends and they own Skyjack.  They benefit from the lower Canadian dollar.  He likes the prospects as they gain market share.  They will continue to raise their dividend modestly.


Price:
$73.420
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
OPTIMISTIC
Owned:
Yes
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