Martinrea

MRE-T

TSE:MRE

12.68
0.24 (1.86%)
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
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.

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.

John Zechner
Chairman, J. Zechner & Assoc
Price
$8.930
Owned
Yes
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.

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.

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$8.820
Owned
No
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.

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.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$8.940
Owned
Yes
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.

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.

William Chin
Portfolio manager, Caldwell Investment Management
Price
$8.810
Owned
Unknown
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.

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.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$9.390
Owned
Unknown
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.

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.

Brendan Caldwell
President, Caldwell Securities
Price
$9.380
Owned
No
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.

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.

John Zechner
Chairman, J. Zechner & Assoc
Price
$10.010
Owned
Unknown
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.

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.

Brendan Caldwell
President, Caldwell Securities
Price
$9.360
Owned
No
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.

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.

Jon Vialoux
Research Analyst, CastleMoore Inc.
Price
$10.320
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
January 4, 2016

(Top Pick Dec 19/14, Up 8.58%) He still owns it and still likes it. It pulled up in the last few months because of the cyclicality of the sector. He refresh cycle in autos got so long that he thinks there is perhaps still more room in the sector for growth.

Martinrea (MRE-T)
January 4, 2016

(Top Pick Dec 19/14, Up 8.58%) He still owns it and still likes it. It pulled up in the last few months because of the cyclicality of the sector. He refresh cycle in autos got so long that he thinks there is perhaps still more room in the sector for growth.

John Zechner
Chairman, J. Zechner & Assoc
Price
$10.470
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 7, 2015

(Top Pick Dec 19/14, Up 13%) They have some of the best exposure to the increased use of aluminum in the auto industry.

Martinrea (MRE-T)
December 7, 2015

(Top Pick Dec 19/14, Up 13%) They have some of the best exposure to the increased use of aluminum in the auto industry.

John Zechner
Chairman, J. Zechner & Assoc
Price
$10.590
Owned
Yes
TOP PICK
TOP PICK
December 4, 2015

Read a very good research report from a very good analyst. It made a compelling argument on margin expansion. In this kind of a market, at 9-10 times earnings it is going to turn heads. Cheap. Dividend yield of 1.12%.

Martinrea (MRE-T)
December 4, 2015

Read a very good research report from a very good analyst. It made a compelling argument on margin expansion. In this kind of a market, at 9-10 times earnings it is going to turn heads. Cheap. Dividend yield of 1.12%.

Fabrice Taylor
Publisher, The President's Club Newsletter
Price
$10.940
Owned
Yes
DON'T BUY
DON'T BUY
November 30, 2015

There have been a lot of sales cars for a couple of years now. Thinks excess inventory has now been burned off. This is very capital intensive, and you don’t need to be involved in the car business right now. A very cyclical business.

Martinrea (MRE-T)
November 30, 2015

There have been a lot of sales cars for a couple of years now. Thinks excess inventory has now been burned off. This is very capital intensive, and you don’t need to be involved in the car business right now. A very cyclical business.

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$10.250
Owned
Unknown
DON'T BUY
DON'T BUY
November 2, 2015

Has been an underperformer in the auto group. The sector is interesting to him. Unit sales are very strong in the US. The suppliers into the auto industry have had more success to do with improving the drive train. He prefers MG-T. MRE-T has good growth in earnings, but it is very specifically focused on the metal components. He prefers MT-T.

Martinrea (MRE-T)
November 2, 2015

Has been an underperformer in the auto group. The sector is interesting to him. Unit sales are very strong in the US. The suppliers into the auto industry have had more success to do with improving the drive train. He prefers MG-T. MRE-T has good growth in earnings, but it is very specifically focused on the metal components. He prefers MT-T.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$11.370
Owned
No
WAIT
WAIT
October 28, 2015

Auto sales in the US have been on a really solid trend. The auto sector has a really distinct period, from February into April. He would let this settle down a little because of the definite seasonal trend this goes through. If it drops down to $10 that would probably be a good time to pick it up.

Martinrea (MRE-T)
October 28, 2015

Auto sales in the US have been on a really solid trend. The auto sector has a really distinct period, from February into April. He would let this settle down a little because of the definite seasonal trend this goes through. If it drops down to $10 that would probably be a good time to pick it up.

Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$11.250
Owned
Unknown
Showing 61 to 75 of 259 entries