
TSE:LNR
This summary was created by AI, based on 7 opinions in the last 12 months.
Linamar Corp (LNR-T) has received a range of expert opinions with a balanced sentiment overall. Several analysts commend the company's solid operational management and its ability to potentially withstand tariff impacts stemming from geopolitical tensions, particularly regarding CUSMA. They highlight Linamar's effective production efficiencies and strong technology offerings, especially in automotive parts, as key strengths. However, concerns have arisen about the valuation, with some experts noting that it was phenomenally cheap at about 3x EV/EBITDA at one point, while others believe the current price levels are not inexpensive. A recurring theme is the uncertainty surrounding future trade agreements and their potential impact on the stock's performance, with some experts advocating for a wait-and-see approach regarding buying opportunities.
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.
(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.