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: $68.3500 on 2017-08-22

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Date Signal Expert Opinion Price
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
2017-05-24 DON'T BUY Zachary Curry

Linamar (LNR-T), Magna (MG-T) or Martinrea (MRE-T)? He doesn’t find the overall environment for auto parts manufacturers very constructive. US auto sales are at their highest levels, running north of 17 million units. This is the 2nd or 3rd year that has been going on. There is the NAFTA free trade agreement in question. Also, auto loans are coming into real focus, which in his view, are not very positive. There is some debate as to how these companies can move from an internal combustion engine to an electric car. This is too dangerous a time to be going in right now.


Price:
$62.700
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
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
Showing 1 to 15 of 207 entries
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