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Martinrea Stock Symbol: MRE-T

Notes:working to build "space frames" for autos

Definition:auto parts

Last Price Recorded: $9.4300 on 2015-01-31

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Date Signal Expert Opinion Price
2015-01-26 TOP PICK Patrick Horan

7 times earnings.  It will grow 15-20% a year over the next 3 years.  They have a new CEO and a board that is a little smarter than the last one.  It is possible this company could get sold.


Price:
$9.540
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-01-21 PAST TOP PICK Bruce Campbell (1)

(A Top Pick Jan 7/14. Up 16.04%.) Stock had gotten hit for non-fundamental reasons, so he bought this at around $8. Has pulled back recently with Magna (MG-T), but also had a miss on one of the quarters. They now have a new, impressive CEO, and thinks there is a good chance of it going back to $13-$14 again.


Price:
$9.320
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-06 DON'T BUY Bill Carrigan

Not a fan of the sector. He thinks the auto sector has peaked and the cycle is clearly over. This one is driven by news. He wouldn’t own it.


Price:
$9.720
Subject:
TECHNICAL ANALYSIS
Bias:
BEAR on ENERGY
Owned:
Unknown
2014-12-22 WAIT Don Vialoux

The auto sector has a very strong seasonality with 2 periods of seasonal strength. One is actually coming up pretty soon, from around the end of January, right through until the end of April of each year. Technicals on this stock do not look that good right now. It is currently in a downward trend, so you may want to wait until the period of seasonal strength does arrive. Also, the company has had a controversial time with turmoil on the Board of Directors and a dispute with a former chairman as well.


Price:
$9.840
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-12-19 TOP PICK John Zechner

He is looking for things that are more deep value oriented. This has some growth over the next couple of years, and is trading at a fairly discounted multiple. There has been some disappointment over the management shuffle and infightings over the past years, but in terms of the programs they have put in place and the spending, he can see an earnings growth over the next couple of years of 35%-40%. Also, they have great exposure to aluminum, and using this in cars is a trend going forward. Yield of 1.21%. Can see it 40%-50%-60% higher in a couple of years.


Price:
$9.770
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-12-05 DON'T BUY David Cockfield

Has had quite a checkered career lately. There has been internal fighting, looks like it is settled and then becomes unsettled again. It has been a bit of a confusing situation. The uncertainties relating to it are probably enough to keep him from adding to his holdings.


Price:
$10.160
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-11-21 TOP PICK John Zechner

Some downside protection and earnings growth is at a very low valuation. Stock was off recently in the last quarter, when they met the earnings, but projections going forward were probably below what the street wanted. Spending a lot of money on programs going forward. As these programs come in, it is going to generate new earnings growth for the next couple of years. Sees them generating better than 10% earnings growth going forward for the next 3 years. Trading at under a 10X forward multiple. Also, they have a great positioning in aluminum parts. Yield of 1.18%.


Price:
$10.380
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-31 COMMENT Hap (Robert) Sneddon FCSI

This auto parts manufacturer had a lawsuit hanging over it and the stock really fell, and then recovered and pretty well doubled. Chart shows it has a nice trend line and is a little bit below it. Stochastics indicator is at the high end of its range, so it might be exhausted right now on a short-term basis. He would be careful of the $10.66 level and make sure it holds. A little bit undervalued and a little bit over bought.


Price:
$11.950
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2014-10-22 COMMENT Bruce Campbell (2)

He is not in the auto sector at this time. However, this one screens very well and he has been watching it.


Price:
$11.720
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2014-10-21 PAST TOP PICK John Zechner

(A Top Pick Nov 29/13. Up 34.41%.) Getting a new CEO who is clearly an industry guy. During the fight among the board, this created an opportunity. The stock became pummelled unnecessarily and it became a great Buy. Thinks he is getting closer to exiting the stock rather than buying at this time.


Price:
$11.800
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-03 BUY Bruce Campbell (1)

Likes it.  They will earn a dollar this year, but then accelerate because they are taking in their German subsidiary.  Then there will be some dilution in shares.


Price:
$13.120
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-30 WAIT Keith Richards

It was quite a ride over 2014.  After a ride like that it is due for a healthy correction.  You do want to see it find support at some level.  Wait and see if it finds that around $12.


Price:
$13.030
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Unknown
2014-09-23 COMMENT Ross Healy

At present, in price to book terms, it is more expensive than Magna (MG-T) and Linamar (LNR-T). However, it has terrific upside potential. Lots of upside potential. He doesn’t think it matters a good deal which of the 3 you select.


Price:
$13.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-15 PAST TOP PICK John Zechner

(Top Pick Nov 28/13, Up 61.28%) There was a lot of controversy around it and that was the time to buy it.  It was still growing and generating positive cash flow.  It is getting closer to an exit at this point.  He likes looking at stocks that get beaten up.


Price:
$14.220
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-08-26 COMMENT Michael Sprung

When looking at the production mixes over the last several quarters, he has been more in favour of Magna (MG-T) and Linamar (LNR-T) as opposed to this company’s exposure. He would rather be in one of those instead.


Price:
$14.540
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
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