List by Company Name |
List by Symbol |
Notes:working to build "space frames" for autos
Definition:auto parts
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-06-13 | PAST TOP PICK | Irwin Michael, B.Com, MBA |
(Top Pick Jun 22/12, Down 9.48%) Tweet finance |
Price: $10.330 Subject: VALUE Bias: SELECTIVELY OPTIMISTIC Owned: Yes |
| 2013-06-13 | HOLD | Keith Richards |
This has been a great place to be. In the last 12 months or so, this has been moving nicely. Has moved quite sharply and has done this before. Chart shows this has typically had resistance at around $10.50. If you own, consider having a tight Stop Loss on it. Tweet finance |
Price: $10.330 Subject: TECHNICAL ANALYSIS Bias: CAUTIOUS Owned: Unknown |
| 2013-06-05 | TOP PICK | Patrick Horan |
You are only paying about 9X for the stock right now. There is tremendous upside. Feels they can do $0.50 a quarter ($2 a year ). Multiplying this by 12 gives you a double from here. Tweet finance |
Price: $9.770 Subject: NORTH AMERICAN Bias: BULLISH Owned: Yes |
| 2013-06-04 | PAST TOP PICK | John Zechner |
(A Top Pick Aug 17/12. Up 26.61%.) Benefiting from expansion of new platforms on vehicles. Still trading at only about 8X earnings, so still not expensive. Tweet finance |
Price: $9.990 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |
| 2013-05-27 | TOP PICK | Bill Carrigan |
Auto-parts manufacturer. Cdn$ has been quietly being devalued versus the US$ over the past 2 years and this company is a direct beneficiary of that along with a growing economy. Yield of 1.29%. Tweet finance |
Price: $9.360 Subject: TECHNICAL ANALYSIS Bias: BULLISH Owned: No |
| 2013-04-15 | BUY | Gavin Graham |
Third-largest auto parts manufacturer. This is a play on what you think North American production is going to be. Has been expanding its production. As outsourcing by the auto companies continues, it should be okay. (See Top Picks.) Tweet finance |
Price: $8.010 Subject: GLOBAL Bias: OPTIMISTIC Owned: Unknown |
| 2013-04-04 | BUY | Peter Hodson |
Well run auto-parts company. Stock is very, very cheap. They are setting up for future growth and he thinks they are going to have a great year in 2014-2015 because it’s the model years that are starting to hit production lines. Tweet finance |
Price: $8.130 Subject: CANADIAN SMALL & MIDCAPS Bias: BULLISH Owned: No |
| 2013-03-12 | HOLD | David Burrows |
There is a lot of pent-up demand in the auto industry because of a fairly old fleet out on the road. He has focused on Magna (MG-T) and Linamar (LNR-T), both of which are performing a little bit better than this stock. This one has a good revenue growth rate but earnings have been a little spottier over the last couple of quarters. Tweet finance |
Price: $8.700 Subject: NORTH AMERICAN - LARGE Bias: BULLISH on US MARKET Owned: No |
| 2013-02-22 | TOP PICK | Jeff Young |
Very cheap at 7X earnings. Will do about 31% EPS growth this year and about 23% next year. Have had too much business come at them too quickly and this hurt margins. Have now caught up and that margin expansion should begin again. Good EPS growth. Tweet finance |
Price: $8.760 Subject: CANADIAN DIVIDEND Bias: BULLISH o n CDN DIVIDEND STOCKS Owned: Yes |
| 2013-02-20 | WATCH | Don Vialoux |
Auto stocks and auto parts stocks have a tendency to reach a very important seasonal low at the end of February. Has very strong seasonal tendencies right through until the middle of May. Watch for technical signs of the stock bottoming and look for an entry point within the next 2 or 3 weeks. Tweet finance |
Price: $8.750 Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING Bias: UNKNOWN Owned: Unknown |
| 2013-02-01 | HOLD | John Zechner |
Been lightening up on this but still has a big position. Had a great move and auto sector has done exceptionally well. Risk is in the European business. This one is positioned well. This is still historically very cheap. Tweet finance |
Price: $9.520 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |
| 2013-01-31 | WAIT | Norman Levine |
Auto production in general. Adding on plants in US. Europe is a whole different story. This one should do well. Could be profit taking in near term. Tweet finance |
Price: $9.030 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: No |
| 2013-01-28 | TOP PICK | Colin Stewart |
Tier 1 automotive parts supplier. Lagged last year and was unfairly punished because of their many start up costs going into new car models. Long-term outlook is that the revenue has gone up and once they get through the start-up phase with some of the new programs, their capacity utilization is going to go up, revenues are going to continue to climb and earnings are going to go higher. PE of 11.5%. EPS of $.78. Worth at least $12 a share. Tweet finance |
Price: $8.910 Subject: NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) Bias: OPTIMISTIC Owned: Yes |
| 2013-01-24 | BUY | Brandon Osten |
Would switch into TRW. Automotive is a good place to be right now. They supply to OEMs. Is very volatile, difficult to hedge. Under levered balance sheet. A large position for him. Tweet finance |
Price: $8.710 Subject: NORTH AMERICAN Bias: CAUTIOUS on RESOURCES Owned: Yes |
| 2013-01-23 | PAST TOP PICK | James Telfser |
(A Top Pick Dec 17/12. Up 10.84%.) Still likes. Tweet finance |
Price: $8.680 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Yes |