Linamar Corp T.LNR

Inventory of Autos in USA - statistics

[cleareye]

The statistics of Inventory and Inventory / sales in the US auto sector lead me to believe that the auto-parts sector will have some very good business in the coming year(s).

That's why I'm here:

Data tells the story:

Inventory of Autos in USA.
(December each year)
2014        1,218,000
2015        1,156,000
2016        1,156,800
2017           873,700
2018           718,800
2019           497,400
2020           444,400
2021             52,200
Reference: Domestic Auto Inventories (AUINSA) | FRED | St. Louis Fed (stlouisfed.org)
 
Inventory to Sales Ratio in USA.
(December each year)
2014     2.52
2015     2.6
2016    2.7
2017    2.44
2018    2.17
2019    1.74
2020    1.96
2021    0.31
 
Reference: • U.S. automotive inventory to sales ratio | Statista
 

cleareye.

[1condor]

cleareye...you are probably correct...but more downside in the near term.

[cleareye]

Hi 1condor, I assume that you may be looking at the market in general. It seems that there is a movement of capital out of the market and that any price advances evaporate - as has happened today so far with LNR. Of many companies in which I invest I like LNR because of the auto inventory issue and their other sectors. The farm sector will continue to boom - with inflation, with population

[1condor]

cleareye..I like this company...especially the shareprice after such a pullback. Unfortunately it is also getting caught up in the general market sell off that has been occurring with many stocks lately. Wish I knew when the market downtrend will end but like anything else that would be just a guess. My plan with LNR will be to gradually wade in over the near term.