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Martinrea Stock Symbol: MRE-T

Notes:working to build "space frames" for autos

Definition:auto parts

Last Price Recorded: $8.9600 on 2016-05-20

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Date Signal Expert Opinion Price
2016-05-16 PAST TOP PICK John Zechner

(Top Pick Jul 7/15, Down 34.48%) The sector is right out of favour.  It was cheap and now is cheaper.  It may be a value trap, but he has just added more.  Good exposure in Europe. 


Price:
$8.930
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
Yes
2016-05-13 COMMENT Bruce Murray

Owns Linamar (LNR-T) and Magna (MG-T). We are lucky in the Canadian market in that we have a good choice of great companies. This one is the smaller of the 3 big ones. It is cheap and is a turnaround, so this would be a value play. It possibly has more upside in the short term as they get their business turned around. Forward earnings is very, very cheap. A good name.


Price:
$8.820
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2016-05-12 HOLD Peter Imhof

They are all trading at very low multiples.  LNR-T came out with a great quarter and is continuing to sell off.  They all trade at great multiples.  We are possibly in the 7th or 8th inning of the game here.  He has taken down his positions, but continues to hold them here.


Price:
$8.940
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-05-09 WATCH William Chin

It is a volatile stock.  You have to be careful to not assign too much percentage to a stock this volatile. 


Price:
$8.810
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2016-04-11 HOLD Colin Stewart

There were issues going back years that are out of the way now.  They are benefiting from growth in the auto business.  He is not that keen on the sector right now, however. 


Price:
$9.390
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
Unknown
2016-04-08 WATCH Brendan Caldwell

The auto parts sector is vulnerable. Look for something to turn in the earnings. If you see that a company’s earnings are good and that they beat analysts’ expectations, generally speaking you are going to be able to have a completely legal information advantage over most of the market.


Price:
$9.380
Subject:
CANADIAN VALUE
Bias:
UNKNOWN
Owned:
No
2016-04-04 COMMENT John Zechner

Still recommends this at this price. The stock is suffering from the worries about the downtrend in autos. On the positive side, they have the best growth in the use of aluminum. Very well positioned in the European market, especially in the European luxury market. Also, have growth in the US. Trading at 6-7 times earnings, so valuation is cheap.


Price:
$10.010
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on OIL
Owned:
Unknown
2016-02-01 DON'T BUY Brendan Caldwell

He has owned this and LNR-T, but owned them early in the auto cycle.  He just sold LNR-T in August.  The auto cycle is long in the tooth.  He prefers auto repair facilities.


Price:
$9.360
Subject:
CANADIAN VALUE
Bias:
SELECTIVELY OPTIMISTIC
Owned:
No
2016-01-08 HOLD Jon Vialoux

This tends to benefit in the run-up to spring automobile buying season. The period of seasonal strength runs from about the middle of December all the way through to May. This certainly played out in 2015. Chart is showing what looks to be consolidation. It is holding quite closely to some of its major moving averages. The market is down significantly, but this stock is not down by much. If it can move above its 50 day moving average, we could see a substantial rise through the period of seasonal strength ahead, which has been quite consistent. If it breaks below $10, he would consider the trend to be violated.


Price:
$10.320
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BEARISH
Owned:
Unknown
2016-01-04 PAST TOP PICK John Zechner

(Top Pick Dec 19/14, Up 8.58%) He still owns it and still likes it.  It pulled up in the last few months because of the cyclicality of the sector.  He refresh cycle in autos got so long that he thinks there is perhaps still more room in the sector for growth.


Price:
$10.470
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2015-12-07 PAST TOP PICK John Zechner

(Top Pick Dec 19/14, Up 13%) They have some of the best exposure to the increased use of aluminum in the auto industry.


Price:
$10.590
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-12-04 TOP PICK Fabrice Taylor

Read a very good research report from a very good analyst. It made a compelling argument on margin expansion. In this kind of a market, at 9-10 times earnings it is going to turn heads. Cheap. Dividend yield of 1.12%.


Price:
$10.940
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2015-11-30 DON'T BUY John O'Connell, CFA

There have been a lot of sales cars for a couple of years now. Thinks excess inventory has now been burned off. This is very capital intensive, and you don’t need to be involved in the car business right now. A very cyclical business.


Price:
$10.250
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-11-02 DON'T BUY David Burrows

Has been an underperformer in the auto group.  The sector is interesting to him.  Unit sales are very strong in the US. The suppliers into the auto industry have had more success to do with improving the drive train.  He prefers MG-T.  MRE-T has good growth in earnings, but it is very specifically focused on the metal components.  He prefers MT-T.


Price:
$11.370
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
No
2015-10-28 WAIT Brooke Thackray

Auto sales in the US have been on a really solid trend. The auto sector has a really distinct period, from February into April. He would let this settle down a little because of the definite seasonal trend this goes through. If it drops down to $10 that would probably be a good time to pick it up.


Price:
$11.250
Subject:
SEASONAL & TECHNICAL
Bias:
OPTIMISTIC
Owned:
Unknown
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