Investment Q&A

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Linamar Corporation (LNR $90.66)
- $90.66 P/E (TTM): 9.22X Cap: $5.38B
- View LNR Profile
- View Questions on LNR
NFI Group Inc. (NFI $21.19)
- $21.19 Cap: $2.52B
- View NFI Profile
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- View Reports on NFI
BRP Inc. Subordinate Voting Shares (DOO $76.51)
- $76.51 Cap: $5.59B
- View DOO Profile
- View Questions on DOO
- View Reports on DOO

Q: Hi Guys

Boy DOO and LNR took a big haircut today. Do you think this is justified on the new tariff schedule, or a bit overdone? Aren't Linamar parts covered by CUSMA? Given they make the majority of transmissions for some US auto makers does this make sense?

Any other CDN manufacturers you can think of that are vulnerable too? eg NFi

Would you be a buyer here for either one of these companies?

Much thanks

Asked by Stuart on April 16, 2026

5i Research Answer:

We posted some comments on DOO and LNR on Wednesday. MRE, MG, TVK, HPS.A, NFI might also see...

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