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: $45.8800 on 2016-06-29

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Date Signal Expert Opinion Price
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
2016-05-05 HOLD Paul Harris, CFA

This is a great well-run company. It had a difficult time, but that goes back to the issue of the big run up in the auto industry. There is a feeling that the auto manufacturing is not going to be able to duplicate what it did last year. This is not global, but is taking time to move into different parts of the world which will help them. Not expensive.


Price:
$53.690
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
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
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