
TSE:LNR
This summary was created by AI, based on 7 opinions in the last 12 months.
Linamar Corp (LNR-T) has garnered positive sentiment from various experts despite recent price increases. They highlight the company's solid revenue growth, with a 14% increase this year, and commend its operational efficiencies, especially in managing regulatory challenges like CUSMA. While some analysts express concerns about the overall valuation and potential geopolitical risks, many still view it as a core holding due to its strong technology and position in the automotive supply chain. The consensus is that while the stock has rallied recently, it may still offer an opportunity for investors if there’s a price pullback. Overall, the company's strategic partnerships and production efficiencies provide a strong foundation for future growth.
(A Top Pick May 21/19, Down 25%) Last year, trade tensions between US and China hurt their business, because 10% of their business is agricultural equipment and that trade war hurt agriculture. The GM strike also hurt. There was insider buying over the winter, which is a plus. The virus has made this a buying opportunity now. A solid hold for him. Peak auto has hit the world, yes, but those declines in sales have been gradual.
Magna He owns Linamar instead. Both are suffering from perception with EPS plunging--car sales have peaked and there are fears that ride sharing will dominate more. Will people keep buying new cars? If so, these companies will do well. But both are great companies that should grow market share by acquisition and diversifying their businesses.