Linamar Corp

LNR-T

TSE:LNR

47.40
0.29 (0.62%)
Based in Guelph, Ontario, Linamar Corporation is Canada's second largest automobile parts manufacturer.
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Analysis and Opinions about LNR-T

Signal
Opinion
Expert
WAIT
WAIT
March 7, 2019
Wait till they report on Monday, especially given that GM exited Oshawa. The auto sector still doesn't know what's going to happen to the new NAFTA until iron and aluminum tariffs come off. It could take a month or two, but wait.
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Linamar Corp (LNR-T)
March 7, 2019
Wait till they report on Monday, especially given that GM exited Oshawa. The auto sector still doesn't know what's going to happen to the new NAFTA until iron and aluminum tariffs come off. It could take a month or two, but wait.
BUY
BUY
February 27, 2019
You need to own Magna or Linamar, cheap names. Yes, they're cyclical and there's talk of auto sales rolling over and e-cars, but he doesn't believe those fears. These companies continue to put up impressive numbers and are still growing 5% on the topline. They're well-run and diversified. He's not worried about this sector. Insiders are buying their own stocks. Linamar has a great CEO.
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Linamar Corp (LNR-T)
February 27, 2019
You need to own Magna or Linamar, cheap names. Yes, they're cyclical and there's talk of auto sales rolling over and e-cars, but he doesn't believe those fears. These companies continue to put up impressive numbers and are still growing 5% on the topline. They're well-run and diversified. He's not worried about this sector. Insiders are buying their own stocks. Linamar has a great CEO.
DON'T BUY
DON'T BUY
February 13, 2019
She thinks the auto sector in the US has peaked. The space is trading at low multiples, but this is normal based on the cyclical nature of the sector.
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Linamar Corp (LNR-T)
February 13, 2019
She thinks the auto sector in the US has peaked. The space is trading at low multiples, but this is normal based on the cyclical nature of the sector.
PAST TOP PICK
PAST TOP PICK
February 11, 2019
(A Top Pick Mar 20/18, Down 33%) He has owned it since it went public. It has had a lot of ups and downs but is an incredibly well managed company. They have lift access as well as farm machinery businesses in addition to auto parts. He would not hesitate to buy it.
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Linamar Corp (LNR-T)
February 11, 2019
(A Top Pick Mar 20/18, Down 33%) He has owned it since it went public. It has had a lot of ups and downs but is an incredibly well managed company. They have lift access as well as farm machinery businesses in addition to auto parts. He would not hesitate to buy it.
DON'T BUY
DON'T BUY
February 8, 2019
He thinks the market is telling you the car market cycle is coming to an end. The move to electric vehicles and car production not likely ever making new highs worries him. It has about 100% upside in value, but he cautious of the cycle nature. He would be careful.
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Linamar Corp (LNR-T)
February 8, 2019
He thinks the market is telling you the car market cycle is coming to an end. The move to electric vehicles and car production not likely ever making new highs worries him. It has about 100% upside in value, but he cautious of the cycle nature. He would be careful.
BUY
BUY
February 1, 2019
NAFTA 2.0 will benefit Linamar. Its industrial side is doing well. Extremely cheap, and is going to earn some crazy earnings like $8 EPS.
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Linamar Corp (LNR-T)
February 1, 2019
NAFTA 2.0 will benefit Linamar. Its industrial side is doing well. Extremely cheap, and is going to earn some crazy earnings like $8 EPS.
WAIT
WAIT
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.
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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.
BUY
BUY
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.
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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.
COMMENT
COMMENT
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.
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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.
BUY
BUY
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.
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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.
COMMENT
COMMENT
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.
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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.
PAST TOP PICK
PAST TOP PICK
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.
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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.
TOP PICK
TOP PICK
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)
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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)
BUY WEAKNESS
BUY WEAKNESS
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.
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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.
WATCH
WATCH
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.
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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.
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