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
HOLD
HOLD
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.

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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.

TOP PICK
TOP PICK
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)

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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)

TOP PICK
TOP PICK
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)

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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)

DON'T BUY
DON'T BUY
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.

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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.

BUY
BUY
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.

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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.

HOLD
HOLD
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.

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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.

TOP PICK
TOP PICK
August 28, 2018

Plenty of upside as we approach NAFTA talks and a resolution. Otherwise, it's cheap name. The firs stop is $65 to the upside. Any hopeful NAFTA news will lift this. (Analysts' price target: $79.06)

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Linamar Corp (LNR-T)
August 28, 2018

Plenty of upside as we approach NAFTA talks and a resolution. Otherwise, it's cheap name. The firs stop is $65 to the upside. Any hopeful NAFTA news will lift this. (Analysts' price target: $79.06)

WEAK BUY
WEAK BUY
August 1, 2018

The auto sector is dealing with the risks of tariffs. He would be surprised if tariffs actual come into being. This will never be a high P/E company, due to the low technical complexity of the business. If the market corrects, this may be a more defensive holding as it only trades near 10 times earnings already. (Analysts’ price target is $84)

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Linamar Corp (LNR-T)
August 1, 2018

The auto sector is dealing with the risks of tariffs. He would be surprised if tariffs actual come into being. This will never be a high P/E company, due to the low technical complexity of the business. If the market corrects, this may be a more defensive holding as it only trades near 10 times earnings already. (Analysts’ price target is $84)

WATCH
WATCH
July 19, 2018

He has MG-T but owned LNR-T in the past. He likes the size and penetration of MG-T in the market. LNR-T took a bit of a hit recently. It is cheap if you believe trade wars in the auto industry will not happen. It is probably one to look at.

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Linamar Corp (LNR-T)
July 19, 2018

He has MG-T but owned LNR-T in the past. He likes the size and penetration of MG-T in the market. LNR-T took a bit of a hit recently. It is cheap if you believe trade wars in the auto industry will not happen. It is probably one to look at.

COMMENT
COMMENT
June 27, 2018

Linamar versus Magna. He likes this space and owns Magna (MG-T), which looks much more attractive on safety issues and overall business plan. He would sell Linamar (LNR-T) in favour of owning Magna.

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Linamar Corp (LNR-T)
June 27, 2018

Linamar versus Magna. He likes this space and owns Magna (MG-T), which looks much more attractive on safety issues and overall business plan. He would sell Linamar (LNR-T) in favour of owning Magna.

DON'T BUY
DON'T BUY
June 20, 2018

He thinks this is a price taker, based on the car cycle. He thinks we are closer to a recession now, so would not see this as a great opportunity at the moment. He would put this as a second-tier company on his list.

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Linamar Corp (LNR-T)
June 20, 2018

He thinks this is a price taker, based on the car cycle. He thinks we are closer to a recession now, so would not see this as a great opportunity at the moment. He would put this as a second-tier company on his list.

DON'T BUY
DON'T BUY
June 15, 2018

This and MG-T are the two big ones and MG-T is holding up while LNR-T is crushed. Both are at risk under Trump. Whatever he says he is going to do he eventually gets to it. Long term there are risks because of the electrification of it.

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Linamar Corp (LNR-T)
June 15, 2018

This and MG-T are the two big ones and MG-T is holding up while LNR-T is crushed. Both are at risk under Trump. Whatever he says he is going to do he eventually gets to it. Long term there are risks because of the electrification of it.

DON'T BUY
DON'T BUY
June 14, 2018

He sold not that long ago. He is concerned about the sector. These are extremely volatile stocks. It has been punished by its own results and uncertainty due to NAFTA. These companies ride the cycle of new vehicle sales and launches. You want to buy them really cheap when nobody wants them. Stay out of the sector right now.

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Linamar Corp (LNR-T)
June 14, 2018

He sold not that long ago. He is concerned about the sector. These are extremely volatile stocks. It has been punished by its own results and uncertainty due to NAFTA. These companies ride the cycle of new vehicle sales and launches. You want to buy them really cheap when nobody wants them. Stay out of the sector right now.

DON'T BUY
DON'T BUY
June 12, 2018

He thinks this is an impressive homegrown auto parts company that has done a great job competing in the international market, but Magna has done a better job. He thinks that there is no reason to own both Linamar and Magna and he thinks Magna is the better choice.

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Linamar Corp (LNR-T)
June 12, 2018

He thinks this is an impressive homegrown auto parts company that has done a great job competing in the international market, but Magna has done a better job. He thinks that there is no reason to own both Linamar and Magna and he thinks Magna is the better choice.

DON'T BUY
DON'T BUY
June 1, 2018

The Canadian automakers have done well, but Linamar has disappointed in the last few querters. Trade talks and the late auto cycle are clouds over auto-makers. This is the wrong time to enter this industry.

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Linamar Corp (LNR-T)
June 1, 2018

The Canadian automakers have done well, but Linamar has disappointed in the last few querters. Trade talks and the late auto cycle are clouds over auto-makers. This is the wrong time to enter this industry.

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