
TSE:LNR
This summary was created by AI, based on 6 opinions in the last 12 months.
Experts are generally optimistic about Linamar Corp (LNR-T), highlighting its solid operational capabilities and the potential for resilience against tariffs, particularly if CUSMA remains unchanged. Notably, some analysts mention that the company's valuation, while improved, remains phenomenally cheap at around 3x EV/EBITDA. There is a consensus that, despite concerns regarding the Canadian manufacturing sector amidst geopolitical changes, Linamar showcases strong fundamentals, including robust earnings and innovative technology in auto parts and mobility. While some experts express caution due to the stock’s rising price and valuation metrics, they acknowledge its status as a core holding for investors looking for growth amidst market uncertainties. Overall, the sentiment reflects a mixture of confidence in the company’s business model and a watchful stance regarding valuation corrections.
(A Top Pick Dec 01/20, Up 2%) He would buy it again. He thinks it is worth $100 or more. It may be caught up in the global semiconductor shortage. They have had significant wind in electric and hybrids. The skyjack division is a big company and one of their biggest customers is United Rentals and it has been flying. The LNR-T stock is cheap on a statistical basis.
2019 was affected by a GM strike. In 2021 it is shaping up to be a full recovery as each of their three businesses are coming back. Insider buying activity further reinforces his positive view. (Analysts’ price target is $100.40)
The car parts suppliers trade at low PEs, but are vulnerable to the auto cycle. Good news is that car demand has picked up faster than expected. She owns none of these stocks, but Magna is best in this class, given its global platform and recent performance.
His favourite manufacturing stock. LNR makes transmissions for Ford and GE pick-up trucks, so they're at the forefront for the car industry. They also have products for e-cars, like an electric axle. Their SkyJack division is rebounding with the construction business, and their fire machinery business is positioned well in the coming recovery.