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Linamar Corporation (LNR $68.18)
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Martinrea International Inc. (MRE $8.33)
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Magna International Inc. (MG $58.48)
Q: What is your current view of the big three Canadian auto parts manufacturers. Are they buyable? Are you discounting tariff concerns yet? Which would be your pick?
thanks, Hugh
thanks, Hugh
5i Research Answer:
Valuations we think have adjusted enough that the bottom may be close. Tariffs remain a question...