Linamar Corp | StockChase
218
Linamar Corp (LNR-T)

Last Price Recorded: $66.7800 on 2017-11-16

ON STOCKCHASE SINCE Oct 2000

Autotransmission & engine parts

transportation equip & components

Linamar Corp


Signal Opinion Expert

2017-11-13

BUY
Linamar Corp (LNR-T)

(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 Group

Price: $67.120
Owned: Unknown

2017-11-08

COMMENT
Linamar Corp (LNR-T)

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 Investment Management Inc.

Price: $66.240
Owned: Unknown

2017-10-17

COMMENT
Linamar Corp (LNR-T)

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.

Price: $78.980
Owned: Unknown

2017-09-29

COMMENT
Linamar Corp (LNR-T)

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

Price: $76.140
Owned: Unknown

2017-09-26

COMMENT
Linamar Corp (LNR-T)

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 Management

Price: $74.350
Owned: No

2017-09-22

HOLD
Linamar Corp (LNR-T)

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 & EquityClock.COM

Price: $74.940
Owned: Unknown

2017-09-21

HOLD
Linamar Corp (LNR-T)

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 Management

Price: $73.850
Owned: No

2017-09-14

COMMENT
Linamar Corp (LNR-T)

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 Investment Management Inc.

Price: $71.850
Owned: Yes

2017-09-01

COMMENT
Linamar Corp (LNR-T)

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 Corp

Price: $70.370
Owned: Unknown

2017-08-25

BUY
Linamar Corp (LNR-T)

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 Management

Price: $68.590
Owned: Yes

2017-08-23

PAST TOP PICK
Linamar Corp (LNR-T)

(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

Price: $68.500
Owned: Yes

2017-07-18

COMMENT
Linamar Corp (LNR-T)

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 Management

Price: $68.490
Owned: No

2017-07-12

COMMENT
Linamar Corp (LNR-T)

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 Management

Price: $66.650
Owned: No

2017-06-28

PAST TOP PICK
Linamar Corp (LNR-T)

(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 & Equityclock.com

Price: $63.250
Owned: No

2017-06-20

PAST TOP PICK
Linamar Corp (LNR-T)

(A Top Pick July 13/16. Up 24%.) Last summer, the whole auto industry was hit hard when Morgan Stanley said we were going to stop driving gasoline driven cars. This is one of the best managed companies in Canada and has a huge backlog of business. They also own Sky Jack which is pushing into the global business of equipment for construction sites. Still relatively cheap with lots of upside left. Trades at less than 8X earnings.

transportation equip & components
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $61.770
Owned: Yes

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