RE:First or second inningsNelson,
Linamar is quite a big position in my portfolio. I am sure if the market stays as is or goes up Linamar will respond positively. Again, if trump tweets something about Nafta then we can go down 10-20% again which would give us an oppurtunity to add more. On a side note I added a position in fiat Chrysler. It is trading at less than 3 times Earnings before tax and has 17 billion in cash on balance sheet. I truly believe there is room to grow at a market cap of 10 billion. Let me know what you think.
value investor.