Q: Linamar and Magna are both up about 3% today.Is there an explanation for this? I hold both and am not complaining. Joe
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Linamar Corporation (LNR)
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WSP Global Inc. (WSP)
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Stantec Inc. (STN)
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NFI Group Inc. (NFI)
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Superior Plus Corp. (SPB)
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Evertz Technologies Limited (ET)
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ZCL Composites Inc. (ZCL)
Q: Do all above companies fall under Industrial? My total weight is 13% Is this too high? I feel that I have too many companies in this sector and may be better to have only 4-5? STN and WSP are similar so would it be better to sell one of these and add to the names that are listed. I am also thinking of selling ET and taking the proceeds to add to the other names now leaving me with 5. Is this a good approach?
Thanks
Dolores
Thanks
Dolores
Q: Do the financials, notions of economies of scale and competition, street talk, etc lead you folks to believe that Magna may have any appetite to takeover/merge with Linamar?
Q: Hi, I am a value investor and note that Auto parts makers are trading at historically low multiples even though earnings growth appears intact. Can I have your favorite of MG, LNR and MRE with respect to the best 18 month to 3 year return.
Q: ave 5% in each corp and have losses of 25% and 35% respectively. I have been patient but wonder if I should sell one half of each and buy more ZZZ and KXS, in their place.
Thanks for your assistance..
Alex
Thanks for your assistance..
Alex
Q: Another brutal day for Linamar on the markets. On 6/28 you advised it was looking "interesting". Does it look even more interesting today? I have a minor position taken about 90 days ago and I hate to catch a falling knife but my hands are already bloody...think its wise to expose even more skin?
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Linamar Corporation (LNR)
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Magna International Inc. (MG)
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AirBoss of America Corp. (BOS)
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Exco Technologies Limited (XTC)
Q: How would you rank these stocks based on expected total return on a 1-2 yr time horizon and why? Thanks.
Q: My question is about "peak auto". I have not yet read any reliable source that shows auto sales heading for a slump. In your experience, have you seen "cheap" large caps like Magna fall 40% based on a "guess" that was repeated enough times in the media to convince everyone, a guess that ended up being wrong? It's hard to believe all this selling is based only on a guess about a "top". I am not seeing XTC or LNR executives buy their stock. At 6.5 times earnings, you'd think they would buy if they their EPS was projected to be maintained over the next 3 quarters!
Q: Just wonder if there are any news that trigger LNR to fall another 4% today while the general market is rebounding, including other auto part companies. Were there any broker downgrades?
Q: You've mentioned MG as a good buying opportunity, do you feel similar about LNR? Does it also have Europe exposure?
thanks,
Paul
thanks,
Paul
Q: Magna and Linamar are down $25,and $33 in one year. Are things that bad? Are they cheap now? Would you think it is time to start buying a 1 percent position in each since they are good companies anti have no idea where the bottom price is or do these prices look close to a bottom?
Q: Hi, why are the auto parts companies trading at what seem to be very cheap valuation? and which one would you prefer?
Thanks.
Thanks.
Q: Given the pull back on these two do you consider this a decent entry point/ Which would be your preference? Would selling puts on either be a good strategy?
Q: Morning,
Auto parts companies in a bit of a tailspin. Any reason to close a long term position in Linamar? What do you expect from this stock over the next quarter, year?
Thanks!
Auto parts companies in a bit of a tailspin. Any reason to close a long term position in Linamar? What do you expect from this stock over the next quarter, year?
Thanks!
Q: Hi,team thanks for all your great insight. I would like your views on Linamar and would you expect this company to benefit more than Magna from the low dollar.
Q: Hello 5i team,
There is a lot of talk about deep discounts inflating auto sales in North America, thus suggesting a peak in activity.
What is your take on this ? I hold a little LNR and a little MG (3% of portfolio) and was thinking of adding a little XTC (another 1%)
Thanks,
Antoine
There is a lot of talk about deep discounts inflating auto sales in North America, thus suggesting a peak in activity.
What is your take on this ? I hold a little LNR and a little MG (3% of portfolio) and was thinking of adding a little XTC (another 1%)
Thanks,
Antoine
Q: Brendan Caldwell manages a Value-Momentum Fund. He says
that cars are not moving off the lots as before, and is
negative towards MG and LNR.
Have you seen stats to prove this?
I bought LNR recently and it has dropped sharply.
that cars are not moving off the lots as before, and is
negative towards MG and LNR.
Have you seen stats to prove this?
I bought LNR recently and it has dropped sharply.
Q: What is happening to LNR? Dropping like a knife today, even though they just reported an excellent quarter. Thank you!
Q: Hi Peter,
Can I get your opinion on the $1.16-billion offer to acquire French aluminum components maker Montupet SA in a deal that expands Linamar’s global reach and customer base. The market doesn't seem to like it because the stock is down today.
Correct me if I'm wrong but LNR earnings are growing +30% yoy yet the valuation is only 10x 2015 estimates. I know the market is full of fear but this stock screams bargain to a GARP investor like Peter Lynch.
Can I get your opinion on the $1.16-billion offer to acquire French aluminum components maker Montupet SA in a deal that expands Linamar’s global reach and customer base. The market doesn't seem to like it because the stock is down today.
Correct me if I'm wrong but LNR earnings are growing +30% yoy yet the valuation is only 10x 2015 estimates. I know the market is full of fear but this stock screams bargain to a GARP investor like Peter Lynch.
Q: Hi guys,
I'd like to get your take on the effect of the TPP agreement on Linamar's future. I'm still a bit under water with it and wonder if I should get out now, before it starts to slide in response to the ratification? Thanks for all you do!
I'd like to get your take on the effect of the TPP agreement on Linamar's future. I'm still a bit under water with it and wonder if I should get out now, before it starts to slide in response to the ratification? Thanks for all you do!