Linamar Corp LIMAF

Buzz on the Bullboards: TSX stocks making headlines this week

[longrun86]

Agree on the construction vertical! Aviation probably too much of a stretch.

[Jonathon Brown]

The TSX experienced a dynamic week. It opened flat Monday, but saw a significant jump Tuesday driven by an increase in commodity prices. read article.

[ValueBets]

Thanks for sharing Manitowoc, interesting business.. I also hope they could grow the construction business with a complementary acquisition.   With Ag business integrating 2 recent

[longrun86]

It will be interesting to see what the other vertical opportunities look like. Medical devices seems a bit far afield. Aerospace and Maritime could be too volatile. I would like them to look a

[ValueBets]

I agree to differents very nice scenario, depending on opportunities management will see. They for sure have a lot of free cash flow expected, if they don't go for buybacks, I hope they will

[Jonathan9]

As much as I would like to see buybacks, I have a feeling this is not what they will do. They have always prioritized growth.  At $10 Billion in sales, double digit growth means adding $1 billion

[AVALONSHARK]

Maybe they want to monitor market conditions for a couple of quarters before committing to a large buyback. The market has been discounting this given the future outlook.

[ValueBets]

It is a not sense if they don't! No urgency for debt reduction at this level. Unless a transformational acquisition is on the table (in a new vertical), or a complementary acquisition for the ag

[longrun86]

They should be buying back a lot of shares at this price! Need the Board to step up and allocate more capital to this and take the free float down.

[Possibleidiot01]

WEAK BUY Linamar Corp(LNR-T) 29/08/2024   Starting to look attractive at these beaten-up prices. Not just EVs. Broad-based repertoire of products

[ValueBets]

Its so good to see someone on BNN. LNR is the cheapest growth stock, low risk, with decent ROE (and possible upside on ROE during the next decade).  Its not a ultra high growth, its not a ultra

[Possibleidiot01]

Linamar Corp. (LNR TSX) Another deeply discounted industrial company selling at six times this year’s EPS estimate of $10.25. EPS is forecast to rise to $10.80 in 2025 and $12.48 in 2026. An

[ValueBets]

In other words, I also think we are getting a great and profitable mobility business for free.

[ValueBets]

Again I agree 100%. I'm thinking, Industrial is easily worth 4G$ (and 5G in a not so depressed AG market). So this leaves Mobility to be worth enough to pay down the long term debt (think about

[Jonathan9]

Industrial is Ag + Skyjack. My estimate is more than the market cap of the entire company currently. I think if the value isn't realized you set your self up for an activist to push for a

[AVALONSHARK]

I'm new in this stock - How much do you guys feel the industrial business is worth?