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: $63.9400 on 2017-05-19

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-04-27 COMMENT Mike S. Newton, CIM FCSI

Linamar (LNR-T) or Magna (MG-T)? Both are great names. The Magna name is more of a pure play in what he is trying to look for in the auto parts area.


Price:
$57.810
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-04-05 COMMENT Brian Madden

One of the 3 or 4 biggest auto parts companies in Canada. They’ve done a good job. Have benefited from the auto cycle over the last couple of years. The gains have sort of tempered a little. He prefers Magna (MG-T), given its larger breadth and scale.


Price:
$56.580
Subject:
CANADIAN & FIXED INCOME
Bias:
BULLISH
Owned:
No
2017-03-13 PAST TOP PICK Matt Kacur

(A Top Pick Jan 6/17. Up 2%.) There was speculation about “peak auto” not that long ago and a lot of these companies took a hit. Doesn’t think this is anywhere near being fully valued, and feels it has good upside potential.


Price:
$61.580
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-03-09 PAST TOP PICK Teal Linde

(A Top Pick March 14/16. Down 4.39%.) They just announced results yesterday, and had the 22nd consecutive quarter of double digit operating earnings growth. A fabulously run company. The stock has been languishing, probably more on sentiment, on a concern that the auto cycle is peaking, interest rates are going to go up, a lot of leased vehicles coming off lease, etc. This is still a Hold.


Price:
$59.740
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2017-03-02 TOP PICK Jon Vialoux

Auto stocks in general, between about March all the way through to mid April, is really the peak period of seasonal strength for some of these auto stocks. Whether it is consumers buying cars or consumers fixing cars, this is the time. Between mid-March and early June, the stock gains an average of 30.93%, and has been positive in 80% of the past 20 years. It is breaking a trend of lower highs and lower lows and starting to form a head and shoulders bottom. Dividend yield of 0.66%. (Analysts’ price target is $66.)


Price:
$60.800
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2017-02-15 COMMENT Brian Madden

A leading auto parts producer. The auto parts cycle has sort of hit a plateau in North America, production running around 18 million units. Maybe growing a little better in Europe. China and Asia has been the big growth story for a lot of the auto parts companies, but may be cooling off. (See Top Picks.)


Price:
$61.340
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-01-06 TOP PICK Matt Kacur

This is considered as a medium risk company. An auto parts company, and has gotten beaten up just from peak auto speculation. Undervalued and a great opportunity. Dividend yield of 0.66%. (Analysts’ price target is $62.94.)


Price:
$60.500
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2016-12-12 BUY Stephen Takacsy, B. Eng, MBA

LNR-T vs. MG-T.  He owns this because he found it cheap vs. the organic growth it was showing.  It got cheap and attracted value investors.  It has been executing well and done well with organic growth.


Price:
$59.960
Subject:
CANADIAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
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
Showing 1 to 15 of 200 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.