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Linamar Corp (LNR-T)

ON STOCKCHASE SINCE Oct 2000

Autotransmission & engine parts

transportation equip & components

Linamar Corp
LNR-T

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Signal	Opinion	Expert
WAIT	Linamar Corp(LNR-T) January 18, 2019 He owned this for a while, but was never a long term investor. When the Free Trade Agreement was redone he was hoping for a rebound. When the stock actually went down, he sold out. The US President was not expected to put extra tariffs on Canadian parts. The company is excellent and the long term outlook is good. He would wait for despair in the auto sector before buying. transportation equip & components 0 0 0 0 0 0 comments	He owned this for a while, but was never a long term investor. When the Free Trade Agreement was redone he was hoping for a rebound. When the stock actually went down, he sold out. The US President was not expected to put extra tariffs on Canadian parts. The company is excellent and the long term outlook is good. He would wait for despair in the auto sector before buying. transportation equip & components 0 0 0 0 0 0 comments Norman Levine Managing D, Portfolio Management... Price $48.090 Owned No

BUY	Linamar Corp(LNR-T) January 7, 2019 LNR-T vs. MG-T. MG-T is the third largest global auto parts manufacturer on the planet and so are very dependent on the growth of autos. He thinks worries about ride-share taking over and reducing auto ownership are over grown. LNR-T is concentrated within the drive-train of the vehicle. They are capturing market share globally and own the industry in North America. Electric vehicles will have no gears in them, but LNR-T will build drive trains for electric autos. They also own two other businesses: Skyjack, and a farm machinery business they acquired last year. LNR-T can grow faster when the businesses are booming, but MG-T has less debt. transportation equip & components 0 0 0 0 0 0 comments	LNR-T vs. MG-T. MG-T is the third largest global auto parts manufacturer on the planet and so are very dependent on the growth of autos. He thinks worries about ride-share taking over and reducing auto ownership are over grown. LNR-T is concentrated within the drive-train of the vehicle. They are capturing market share globally and own the industry in North America. Electric vehicles will have no gears in them, but LNR-T will build drive trains for electric autos. They also own two other businesses: Skyjack, and a farm machinery business they acquired last year. LNR-T can grow faster when the businesses are booming, but MG-T has less debt. transportation equip & components 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $45.960 Owned Unknown
COMMENT	Linamar Corp(LNR-T) December 10, 2018 It is trading about 5 times earnings. It is down because of strict testing requirements in Europe. There is a feeling that auto sales have peaked in North America. However, LNR-T's business model is to build more and more of the car. transportation equip & components 0 0 0 0 0 0 comments	It is trading about 5 times earnings. It is down because of strict testing requirements in Europe. There is a feeling that auto sales have peaked in North America. However, LNR-T's business model is to build more and more of the car. transportation equip & components 0 0 0 0 0 0 comments Teal Linde Portfolio , Linde Equity Report... Price $44.190 Owned Yes
BUY	Linamar Corp(LNR-T) December 10, 2018 Autos are under pressure now given US trade issues. The USMCA may not be good for Canadian auto companies. He has long owned and likes it a lot. They have a diversified and efficient production base. One of the best companies in the auto sector. We could be in an extended auto war between China and Europe vs. US. transportation equip & components 0 0 0 0 0 0 comments	Autos are under pressure now given US trade issues. The USMCA may not be good for Canadian auto companies. He has long owned and likes it a lot. They have a diversified and efficient production base. One of the best companies in the auto sector. We could be in an extended auto war between China and Europe vs. US. transportation equip & components 0 0 0 0 0 0 comments Michael Sprung President, Sprung Investment Ma... Price $44.190 Owned Yes
COMMENT	Linamar Corp(LNR-T) November 29, 2018 Anything in the auto space has taken it on the chin recently. Prefers Magna (MG-T) primarily because of where Magna has made their investments, in electrification, driver autonomy and safety. Owns Magna. Feels the valuations are cheap but its going to be a challenging ride. transportation equip & components 0 0 0 0 0 0 comments	Anything in the auto space has taken it on the chin recently. Prefers Magna (MG-T) primarily because of where Magna has made their investments, in electrification, driver autonomy and safety. Owns Magna. Feels the valuations are cheap but its going to be a challenging ride. transportation equip & components 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $48.000 Owned No
PAST TOP PICK	Linamar Corp(LNR-T) November 16, 2018 (A Top Pick Aug 28/18, Down 26%) Disappointing. Looks interesting if you didn’t own it, but he’d take a hit and move elsewhere. transportation equip & components 0 0 0 0 0 0 comments	(A Top Pick Aug 28/18, Down 26%) Disappointing. Looks interesting if you didn’t own it, but he’d take a hit and move elsewhere. transportation equip & components 0 0 0 0 0 0 comments Elliott Fishman Director o, Trading Services Gro... Price $48.630 Owned No
TOP PICK	Linamar Corp(LNR-T) November 14, 2018 Nominated CEO of the year. He's long followed this. $7 billion in annual revenue and will hit $10 billion by 2022. They have technology for e-cars. Cheap at 5x earnings when it should be at least 12x. (Analysts’ price target is $75.29) transportation equip & components 0 0 0 0 0 0 comments	Nominated CEO of the year. He's long followed this. $7 billion in annual revenue and will hit $10 billion by 2022. They have technology for e-cars. Cheap at 5x earnings when it should be at least 12x. (Analysts’ price target is $75.29) transportation equip & components 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $48.250 Owned Yes
BUY on WEAKNESS	Linamar Corp(LNR-T) November 8, 2018 He is a long term investor. He bought LNR-T hoping it would be a beneficiary of the NAFTA negotiations. It worked for a day or two and then came down. The negotiations still have to be ratified. Use this as an opportunity to buy this great company at a low price. transportation equip & components 0 0 0 0 0 0 comments	He is a long term investor. He bought LNR-T hoping it would be a beneficiary of the NAFTA negotiations. It worked for a day or two and then came down. The negotiations still have to be ratified. Use this as an opportunity to buy this great company at a low price. transportation equip & components 0 0 0 0 0 0 comments Norman Levine Managing D, Portfolio Management... Price $49.790 Owned Yes
WATCH	Linamar Corp(LNR-T) November 1, 2018 He likes this name. It scores really high in terms of value right now. He recently added it to one of his thematic lists. It's trying to bottom. There will be further choppiness ahead. He likes the basing pattern that is forming. transportation equip & components 0 0 0 0 0 0 comments	He likes this name. It scores really high in terms of value right now. He recently added it to one of his thematic lists. It's trying to bottom. There will be further choppiness ahead. He likes the basing pattern that is forming. transportation equip & components 0 0 0 0 0 0 comments Javed Mirza Technical , Canaccord Genuity ... Price $54.530 Owned Yes
HOLD	Linamar Corp(LNR-T) October 16, 2018 It has come off a lot. He had bought it expecting a good bounce, but it didn't happen. Despite NAFTA worries before, there are concerns about Peak Auto approaching. He's holding for now. They're the most undervalued auto parts stock. transportation equip & components 0 0 0 0 0 0 comments	It has come off a lot. He had bought it expecting a good bounce, but it didn't happen. Despite NAFTA worries before, there are concerns about Peak Auto approaching. He's holding for now. They're the most undervalued auto parts stock. transportation equip & components 0 0 0 0 0 0 comments Michael Decter President , Lawrence Decter Inve... Price $56.170 Owned Yes
TOP PICK	Linamar Corp(LNR-T) September 25, 2018 This is his first foray into auto parts in a long time. It is NAFTA-driven. All the auto parts companies are hurting from the NAFTA rhetoric. He feels that the prices have been knocked down too far, creating a good opportunity. He feels this way about the entire category and is recommending Linamar because it was hurt more than the others in its space. Linamar is well-run and profitable. He expects that there will be a NAFTA agreement and the stock price will rise well. Yield 0.8%. (Analysts’ price target is $80.56) transportation equip & components 0 0 0 0 0 0 comments	This is his first foray into auto parts in a long time. It is NAFTA-driven. All the auto parts companies are hurting from the NAFTA rhetoric. He feels that the prices have been knocked down too far, creating a good opportunity. He feels this way about the entire category and is recommending Linamar because it was hurt more than the others in its space. Linamar is well-run and profitable. He expects that there will be a NAFTA agreement and the stock price will rise well. Yield 0.8%. (Analysts’ price target is $80.56) transportation equip & components 0 0 0 0 0 0 comments Norman Levine Managing D, Portfolio Management... Price $59.160 Owned Yes
TOP PICK	Linamar Corp(LNR-T) September 18, 2018 It is extremely well managed. The stock is really cheap. The forecast is up to $11 per share of earnings and the stock sells for only $60. There is substantial free cash flow. There is a significant order backlog for the next couple of years. He expects it to grow further. The fears holding the price back are Free Trade and also the auto cycle might not last. Linamar took on some debt when they bought a privately owned farm machinery company and when they bought Skyjack, a hydraulic jack lift company that has hundreds of millions in sales and will do very well in the US. They have expanded that business beyond lifts. The company is very advanced. They offer several electric drive products and have won contracts with manufacturers for electric vehicle parts. He thinks investors could double their money in 1 or 2 years without much risk. Yield 0.8%. (Analysts’ price target is $80.56) transportation equip & components 0 0 0 0 0 0 comments	It is extremely well managed. The stock is really cheap. The forecast is up to $11 per share of earnings and the stock sells for only $60. There is substantial free cash flow. There is a significant order backlog for the next couple of years. He expects it to grow further. The fears holding the price back are Free Trade and also the auto cycle might not last. Linamar took on some debt when they bought a privately owned farm machinery company and when they bought Skyjack, a hydraulic jack lift company that has hundreds of millions in sales and will do very well in the US. They have expanded that business beyond lifts. The company is very advanced. They offer several electric drive products and have won contracts with manufacturers for electric vehicle parts. He thinks investors could double their money in 1 or 2 years without much risk. Yield 0.8%. (Analysts’ price target is $80.56) transportation equip & components 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $60.290 Owned Yes
DON'T BUY	Linamar Corp(LNR-T) September 13, 2018 All auto parts stocks have been beat up because of NAFTA treaty delays and Trump's tariffs. Auto parts involve steel and aluminum which also face tariffs. Also, the auto cycle has likely peaked in North America and maybe the world. We could see an extended slide in auto sales. transportation equip & components 0 0 0 0 0 0 comments	All auto parts stocks have been beat up because of NAFTA treaty delays and Trump's tariffs. Auto parts involve steel and aluminum which also face tariffs. Also, the auto cycle has likely peaked in North America and maybe the world. We could see an extended slide in auto sales. transportation equip & components 0 0 0 0 0 0 comments Brian Madden Senior VP , Goodreid Investment ... Price $61.060 Owned No
BUY	Linamar Corp(LNR-T) September 10, 2018 LNR-T vs. MG-T. LRN-T has been overly beat up. MG-T is less exposed to the trade wars. He thinks LNR-T is a better buy. transportation equip & components 0 0 0 0 0 0 comments	LNR-T vs. MG-T. LRN-T has been overly beat up. MG-T is less exposed to the trade wars. He thinks LNR-T is a better buy. transportation equip & components 0 0 0 0 0 0 comments Colin Stewart CEO & Port, JC Clark Investments... Price $55.210 Owned Unknown
HOLD	Linamar Corp(LNR-T) August 30, 2018 He would hold it. It is a great divergence between what the market is doing and what the fundamentals are saying. Everyone is predicting doom and gloom in the auto sector. They are right in the heart of Canadian auto parts. His model price is 102% from where it is. Once we get clarity on NAFTA and where we are in the auto sector, he would look at it. transportation equip & components 0 0 0 0 0 0 comments	He would hold it. It is a great divergence between what the market is doing and what the fundamentals are saying. Everyone is predicting doom and gloom in the auto sector. They are right in the heart of Canadian auto parts. His model price is 102% from where it is. Once we get clarity on NAFTA and where we are in the auto sector, he would look at it. transportation equip & components 0 0 0 0 0 0 comments Brian Acker, CA Chief Exec, Acker Finley Inc.... Price $58.840 Owned Unknown

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