Martinrea

MRE-T

TSE:MRE

14.61
0.14 (0.95%)
Martinrea International Inc. develops and produces metal parts, assemblies, modules, fluid-management systems and complex aluminum parts, primarily for the automotive sector.
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Analysis and Opinions about MRE-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 14, 2016

(Market Call Minute) He does not like the original products manufacturers. He prefers the secondary market.

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Martinrea (MRE-T)
July 14, 2016

(Market Call Minute) He does not like the original products manufacturers. He prefers the secondary market.

SELL
SELL
July 11, 2016

Has strong season tendencies when investors are buying cars. End of Jan until early May of each year is the best period to own. Recently it broke a support level and established a downward trend. Look for better opportunities elsewhere.

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Martinrea (MRE-T)
July 11, 2016

Has strong season tendencies when investors are buying cars. End of Jan until early May of each year is the best period to own. Recently it broke a support level and established a downward trend. Look for better opportunities elsewhere.

WEAK BUY
WEAK BUY
July 6, 2016

(Market Call Minute.) At this price, you can Buy it, but be prepared to see it move lower.

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Martinrea (MRE-T)
July 6, 2016

(Market Call Minute.) At this price, you can Buy it, but be prepared to see it move lower.

COMMENT
COMMENT
June 29, 2016

The auto parts companies have really gotten hammered lately. Thinks some investors feel it is the end of the growth cycle. This was the weaker of the 3. Had some production problems in ramping up new plants over the years, but thinks that is behind them now. Prefers Linamar (LNR-T) which is the cheapest one for the growth going forward.

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Martinrea (MRE-T)
June 29, 2016

The auto parts companies have really gotten hammered lately. Thinks some investors feel it is the end of the growth cycle. This was the weaker of the 3. Had some production problems in ramping up new plants over the years, but thinks that is behind them now. Prefers Linamar (LNR-T) which is the cheapest one for the growth going forward.

STRONG BUY
STRONG BUY
June 15, 2016

The whole group has pulled back on worries that we are peaking on the auto cycle. This is down to 6X earnings and generates really good cash flow. Has some plants in Europe.

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Martinrea (MRE-T)
June 15, 2016

The whole group has pulled back on worries that we are peaking on the auto cycle. This is down to 6X earnings and generates really good cash flow. Has some plants in Europe.

COMMENT
COMMENT
June 3, 2016

(Market Call Minute.) Has been frustrating because its valuation has been really cheap, along with Magna (MG-T) and Linamar (LNR-T). However, price momentum has been terrible. He would want to see the chart turn back up, and would prefer one of the other 2.

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Martinrea (MRE-T)
June 3, 2016

(Market Call Minute.) Has been frustrating because its valuation has been really cheap, along with Magna (MG-T) and Linamar (LNR-T). However, price momentum has been terrible. He would want to see the chart turn back up, and would prefer one of the other 2.

PAST TOP PICK
PAST TOP PICK
May 16, 2016

(Top Pick Jul 7/15, Down 34.48%) The sector is right out of favour. It was cheap and now is cheaper. It may be a value trap, but he has just added more. Good exposure in Europe.

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Martinrea (MRE-T)
May 16, 2016

(Top Pick Jul 7/15, Down 34.48%) The sector is right out of favour. It was cheap and now is cheaper. It may be a value trap, but he has just added more. Good exposure in Europe.

COMMENT
COMMENT
May 13, 2016

Owns Linamar (LNR-T) and Magna (MG-T). We are lucky in the Canadian market in that we have a good choice of great companies. This one is the smaller of the 3 big ones. It is cheap and is a turnaround, so this would be a value play. It possibly has more upside in the short term as they get their business turned around. Forward earnings is very, very cheap. A good name.

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Martinrea (MRE-T)
May 13, 2016

Owns Linamar (LNR-T) and Magna (MG-T). We are lucky in the Canadian market in that we have a good choice of great companies. This one is the smaller of the 3 big ones. It is cheap and is a turnaround, so this would be a value play. It possibly has more upside in the short term as they get their business turned around. Forward earnings is very, very cheap. A good name.

HOLD
HOLD
May 12, 2016

They are all trading at very low multiples. LNR-T came out with a great quarter and is continuing to sell off. They all trade at great multiples. We are possibly in the 7th or 8th inning of the game here. He has taken down his positions, but continues to hold them here.

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Martinrea (MRE-T)
May 12, 2016

They are all trading at very low multiples. LNR-T came out with a great quarter and is continuing to sell off. They all trade at great multiples. We are possibly in the 7th or 8th inning of the game here. He has taken down his positions, but continues to hold them here.

WATCH
WATCH
May 9, 2016

It is a volatile stock. You have to be careful to not assign too much percentage to a stock this volatile.

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Martinrea (MRE-T)
May 9, 2016

It is a volatile stock. You have to be careful to not assign too much percentage to a stock this volatile.

HOLD
HOLD
April 11, 2016

There were issues going back years that are out of the way now. They are benefiting from growth in the auto business. He is not that keen on the sector right now, however.

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Martinrea (MRE-T)
April 11, 2016

There were issues going back years that are out of the way now. They are benefiting from growth in the auto business. He is not that keen on the sector right now, however.

WATCH
WATCH
April 8, 2016

The auto parts sector is vulnerable. Look for something to turn in the earnings. If you see that a company’s earnings are good and that they beat analysts’ expectations, generally speaking you are going to be able to have a completely legal information advantage over most of the market.

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Martinrea (MRE-T)
April 8, 2016

The auto parts sector is vulnerable. Look for something to turn in the earnings. If you see that a company’s earnings are good and that they beat analysts’ expectations, generally speaking you are going to be able to have a completely legal information advantage over most of the market.

COMMENT
COMMENT
April 4, 2016

Still recommends this at this price. The stock is suffering from the worries about the downtrend in autos. On the positive side, they have the best growth in the use of aluminum. Very well positioned in the European market, especially in the European luxury market. Also, have growth in the US. Trading at 6-7 times earnings, so valuation is cheap.

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Martinrea (MRE-T)
April 4, 2016

Still recommends this at this price. The stock is suffering from the worries about the downtrend in autos. On the positive side, they have the best growth in the use of aluminum. Very well positioned in the European market, especially in the European luxury market. Also, have growth in the US. Trading at 6-7 times earnings, so valuation is cheap.

DON'T BUY
DON'T BUY
February 1, 2016

He has owned this and LNR-T, but owned them early in the auto cycle. He just sold LNR-T in August. The auto cycle is long in the tooth. He prefers auto repair facilities.

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Martinrea (MRE-T)
February 1, 2016

He has owned this and LNR-T, but owned them early in the auto cycle. He just sold LNR-T in August. The auto cycle is long in the tooth. He prefers auto repair facilities.

HOLD
HOLD
January 8, 2016

This tends to benefit in the run-up to spring automobile buying season. The period of seasonal strength runs from about the middle of December all the way through to May. This certainly played out in 2015. Chart is showing what looks to be consolidation. It is holding quite closely to some of its major moving averages. The market is down significantly, but this stock is not down by much. If it can move above its 50 day moving average, we could see a substantial rise through the period of seasonal strength ahead, which has been quite consistent. If it breaks below $10, he would consider the trend to be violated.

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Martinrea (MRE-T)
January 8, 2016

This tends to benefit in the run-up to spring automobile buying season. The period of seasonal strength runs from about the middle of December all the way through to May. This certainly played out in 2015. Chart is showing what looks to be consolidation. It is holding quite closely to some of its major moving averages. The market is down significantly, but this stock is not down by much. If it can move above its 50 day moving average, we could see a substantial rise through the period of seasonal strength ahead, which has been quite consistent. If it breaks below $10, he would consider the trend to be violated.

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