Linamar Corp | StockChase
219
Linamar Corp (LNR-T)

Last Price Recorded: $72.5000 on 2017-12-15

ON STOCKCHASE SINCE Oct 2000

Autotransmission & engine parts

transportation equip & components
219
Linamar Corp (LNR-T)

Last Price Recorded: $72.5000 on 2017-12-15

ON STOCKCHASE SINCE Oct 2000

Autotransmission & engine parts

transportation equip & components

Linamar Corp


Signal Opinion Expert
BUY
Linamar Corp(LNR-T) 

December 14, 2017

They are winning a lot of business from OEMs as they outsource part of the design of engine blocks.  They have another industrial division, Skyjack.  Last year they had a contract that was cancelled. He likes them.  They are really well managed.  It might too early to call an end to car purchases.  He likes this one and thinks it is a good buy right here.

transportation equip & components

They are winning a lot of business from OEMs as they outsource part of the design of engine blocks.  They have another industrial division, Skyjack.  Last year they had a contract that was cancelled. He likes them.  They are really well managed.  It might too early to call an end to car purchases.  He likes this one and thinks it is a good buy right here.

transportation equip & components
Michael Simpson, CFA

Senior Vice-President, Sentry Investments...

PricePrice
$65.020
Owned Owned
Yes

BUY
Linamar Corp(LNR-T) 

November 13, 2017

(Market Call Minute.) Great, long term hold. Had a bit of a slip in the last quarter. He would be comfortable buying it here.

transportation equip & components

(Market Call Minute.) Great, long term hold. Had a bit of a slip in the last quarter. He would be comfortable buying it here.

transportation equip & components
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Gr...

PricePrice
$67.120
Owned Owned
Unknown

COMMENT
Linamar Corp(LNR-T) 

November 8, 2017

Missed their earnings, so the market took it down significantly. It could have been oversold on the short term. Typically, with these types of scenarios, he usually gives it 3 days, and then looks at it. If he didn't own this and wanted to add, he would probably do it in thirds. One 3rd in a couple of days, another 3rd in probably a couple of weeks, and a final 3rd in about 2 months.

transportation equip & components

Missed their earnings, so the market took it down significantly. It could have been oversold on the short term. Typically, with these types of scenarios, he usually gives it 3 days, and then looks at it. If he didn't own this and wanted to add, he would probably do it in thirds. One 3rd in a couple of days, another 3rd in probably a couple of weeks, and a final 3rd in about 2 months.

transportation equip & components
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$66.240
Owned Owned
Unknown

COMMENT
Linamar Corp(LNR-T) 

October 17, 2017

He sees a ceiling of $100. It is currently at $70.26. His model price is $132.82, a 70% potential upside, but this is a cyclical. The stock dropped so much because everyone thought we were at peak auto, but this company’s worked through that and has gone higher. He sees better potential elsewhere.

transportation equip & components

He sees a ceiling of $100. It is currently at $70.26. His model price is $132.82, a 70% potential upside, but this is a cyclical. The stock dropped so much because everyone thought we were at peak auto, but this company’s worked through that and has gone higher. He sees better potential elsewhere.

transportation equip & components
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc....

PricePrice
$78.980
Owned Owned
Unknown

COMMENT
Linamar Corp(LNR-T) 

September 29, 2017

Had recommended selling this about 18 months ago, because it looked like the auto cycle was peaking out. A wonderful company, but the major problem is that North American car sales have rolled over. You don’t want to be in this at the wrong cycle, which is where we now are.

transportation equip & components

Had recommended selling this about 18 months ago, because it looked like the auto cycle was peaking out. A wonderful company, but the major problem is that North American car sales have rolled over. You don’t want to be in this at the wrong cycle, which is where we now are.

transportation equip & components
Gavin Graham

Trustee, Pointbreak ETFs...

PricePrice
$76.140
Owned Owned
Unknown

COMMENT
Linamar Corp(LNR-T) 

September 26, 2017

Auto parts have climbed a wall of worry. Everybody was waiting for the auto cycle to end, to roll over from 17.5 million and go down to 16 million, which it appears to be doing. However, these stocks haven’t done anything, they just continue to make money. Generates lots and lots of cash. The multiple has gone from a very low level to a still cheap basis, because of fears. You want to buy a stock when everybody is afraid. As long as they keep spinning cash, it’s a wonderful business to own. He wouldn’t be adding to new clients accounts today.

transportation equip & components

Auto parts have climbed a wall of worry. Everybody was waiting for the auto cycle to end, to roll over from 17.5 million and go down to 16 million, which it appears to be doing. However, these stocks haven’t done anything, they just continue to make money. Generates lots and lots of cash. The multiple has gone from a very low level to a still cheap basis, because of fears. You want to buy a stock when everybody is afraid. As long as they keep spinning cash, it’s a wonderful business to own. He wouldn’t be adding to new clients accounts today.

transportation equip & components
Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment M...

PricePrice
$74.350
Owned Owned
No

HOLD
Linamar Corp(LNR-T) 

September 22, 2017

Historically this has done very well in the springtime from February to May of each year, but recently, the stock has done better than that. All auto stocks have been moving very, very strongly higher during the last few weeks, but is not related to seasonality. Technically, this is currently in an upward trend and just broke to new highs. Short-term momentum indicators are doing well also. Stick with it for now.

transportation equip & components

Historically this has done very well in the springtime from February to May of each year, but recently, the stock has done better than that. All auto stocks have been moving very, very strongly higher during the last few weeks, but is not related to seasonality. Technically, this is currently in an upward trend and just broke to new highs. Short-term momentum indicators are doing well also. Stick with it for now.

transportation equip & components
Don Vialoux

Research Analyst, TimingTheMarket.CA &...

PricePrice
$74.940
Owned Owned
Unknown

HOLD
Linamar Corp(LNR-T) 

September 21, 2017

Ten year investment?  This is tough.  They are great at execution and built a great business.  He likes the auto group but there is improvement happening in various parts of the world.  If he had a choice, he would buy MG-T (which he owns) over LNR-T, which is a hold.  There are no transmissions in an electric vehicle.

transportation equip & components

Ten year investment?  This is tough.  They are great at execution and built a great business.  He likes the auto group but there is improvement happening in various parts of the world.  If he had a choice, he would buy MG-T (which he owns) over LNR-T, which is a hold.  There are no transmissions in an electric vehicle.

transportation equip & components
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$73.850
Owned Owned
No

COMMENT
Linamar Corp(LNR-T) 

September 14, 2017

He owns this, but is watching it very carefully to make sure the fundamentals and technicals continue to be strong. With the US 17 million annualized seasonally adjusted sales in autos, he thinks we could be getting close to a peak. The company has been very good at growing its business in good times and bad. This is one you want to watch closely.

transportation equip & components

He owns this, but is watching it very carefully to make sure the fundamentals and technicals continue to be strong. With the US 17 million annualized seasonally adjusted sales in autos, he thinks we could be getting close to a peak. The company has been very good at growing its business in good times and bad. This is one you want to watch closely.

transportation equip & components
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$71.850
Owned Owned
Yes

COMMENT
Linamar Corp(LNR-T) 

September 1, 2017

What is not to like about this? It has a low P/E ratio. It has huge upside potential based on its current earnings forecasts, and trades only at about 1.5X BV. Why is it trading down here with all that value? It has huge FMV if you look at the current earnings. However, investors remember what happened in 2008-2009, when the auto industry crashed, and went down big time. Statistics on automobile lending are frightening. If interest rates ever start to go up, it is really going to put a spanner into the works for autos. His guess is that we are at the peak. When it gets there, we typically get a cyclical correction.

transportation equip & components

What is not to like about this? It has a low P/E ratio. It has huge upside potential based on its current earnings forecasts, and trades only at about 1.5X BV. Why is it trading down here with all that value? It has huge FMV if you look at the current earnings. However, investors remember what happened in 2008-2009, when the auto industry crashed, and went down big time. Statistics on automobile lending are frightening. If interest rates ever start to go up, it is really going to put a spanner into the works for autos. His guess is that we are at the peak. When it gets there, we typically get a cyclical correction.

transportation equip & components
Ross Healy

Chairman, Strategic Analysis C...

PricePrice
$70.370
Owned Owned
Unknown

BUY
Linamar Corp(LNR-T) 

August 25, 2017

There is a move toward more aluminum in cars and multiple gear transmissions.  It runs the engine in the sweet spot and gives you better fuel economy.  Earnings estimates have been increased a little bit.  They are expected to grow modestly next year.  Free cash flow is 11.5%, which is significant.

transportation equip & components

There is a move toward more aluminum in cars and multiple gear transmissions.  It runs the engine in the sweet spot and gives you better fuel economy.  Earnings estimates have been increased a little bit.  They are expected to grow modestly next year.  Free cash flow is 11.5%, which is significant.

transportation equip & components
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$68.590
Owned Owned
Yes

PAST TOP PICK
Linamar Corp(LNR-T) 

August 23, 2017

(Top Pick Sep 2/16, Up 29.62%)  He still likes it.  He likes all the auto parts.  It has strong price momentum and great valuation.  21% return on equity.  8 times PE.  No net debt.  Prices are discounting NAFTA news.

transportation equip & components

(Top Pick Sep 2/16, Up 29.62%)  He still likes it.  He likes all the auto parts.  It has strong price momentum and great valuation.  21% return on equity.  8 times PE.  No net debt.  Prices are discounting NAFTA news.

transportation equip & components
Jason Mann

CIO & Co-Founder, Edgehill Patners...

PricePrice
$68.500
Owned Owned
Yes

COMMENT
Linamar Corp(LNR-T) 

July 18, 2017

He doesn’t know how to assess how the NAFTA negotiations will affect this company. These companies are making lots of money and are benefiting from global demand for cars. It is clear that US demand has peaked as General Motors and Ford are shutting down plants. Prefers Magna (MG-T) and would buy more on a pullback.

transportation equip & components

He doesn’t know how to assess how the NAFTA negotiations will affect this company. These companies are making lots of money and are benefiting from global demand for cars. It is clear that US demand has peaked as General Motors and Ford are shutting down plants. Prefers Magna (MG-T) and would buy more on a pullback.

transportation equip & components
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$68.490
Owned Owned
No

COMMENT
Linamar Corp(LNR-T) 

July 12, 2017

Auto parts. She doesn’t own anything in this space. They’ve done a good job of growing the last 20-25 years. Depending on how NAFTA or free trade works out, it could impact their business, and that has kind of served as an overhang on the stock. If she were going to play the space, she would prefer Magna (MG-T), which is more global. They are doing a lot of investing in driverless cars, and have more leverage in Europe and Asia.

transportation equip & components

Auto parts. She doesn’t own anything in this space. They’ve done a good job of growing the last 20-25 years. Depending on how NAFTA or free trade works out, it could impact their business, and that has kind of served as an overhang on the stock. If she were going to play the space, she would prefer Magna (MG-T), which is more global. They are doing a lot of investing in driverless cars, and have more leverage in Europe and Asia.

transportation equip & components
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$66.650
Owned Owned
No

PAST TOP PICK
Linamar Corp(LNR-T) 

June 28, 2017

(A Top Pick March 2/17. Up 4.43%.) The period of seasonal strength for automobile parts is from mid-March to early June with an average gain of about 30.9% over the past 20 years. It has been positive 80% of the time. This is still a great story.

transportation equip & components

(A Top Pick March 2/17. Up 4.43%.) The period of seasonal strength for automobile parts is from mid-March to early June with an average gain of about 30.9% over the past 20 years. It has been positive 80% of the time. This is still a great story.

transportation equip & components
Jon Vialoux

Research Analyst, Timingthemarket.ca &...

PricePrice
$63.250
Owned Owned
No

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