Linamar Corp (LNR.TO)

Owns shares in the company.
Very strong business.
Automotive supply demand rising. 
Electric vehicle transition very good for business.
Expecting share price to rise to $100 in the next 18-24 months.
Good for long term investors. 

Current share price presenting a good selling opportunity.
Soft landing expectations not feasible. 
Expecting pain in the markets with rising interest rates and sticky inflation.
Cyclical business that moves with economy. 

Would prefer Magna International.
Slowing consumer spending will impact business.
Cyclical business model.
Hard to predict future of business.
Not investing in the company at this time. 

Stock looks great, and wanting to take out the highs of 2021. Bottomed before the market did last October, which is really positive. Higher highs, higher lows. Let the stock run. If it can take out $80, the next level is $100. Hold, even though the toughest thing to do is nothing.

Took profits last November. Likes their resilience and supply constraints after the Russian invasion. The company remains sound.

LNR has a good balance sheet, but it does have about $500M net debt, which is about 1X cash flow. We like the company and the low valuation of 7X earnings, and like management. 2023 growth is expected to be above 30%, and 2024 in the 15% range, based on current estimates. We think there is upside here over five years, but in a cyclical industry a double may be pushing expectations a bit. 
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No debt. Massive growth potential. Double-digit revenue and earnings growth. Growing 15-20% over the next few years. Lots of orders for electric and hybrid vehicles. Dirt cheap. Auto parts are early-cycle winners. So once a recession is "declared", look for these stocks to take off. Yield is 1.38%.

It has had 28% revenue growth and more than 80% earnings per share growth. It raised guidance with the industrial component. The auto parts side is forecasting below average margins so there is an opportunity if it can improve these margins.

Better to be in auto suppliers than auto makers themselves. Auto makers are split between combustion and EV. In good shape, great Canadian business. CEO has done a great job. Good growth coming, especially on EV side.

Coming out of a period of bottlenecks. Really good exposure to high-margin products. Car market is still pretty strong. Growing backlog of new EV wins. Very cheap at 8 PE, which doesn't reflect upcoming growth. Big capex spend, but this provides years of tailwinds.