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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.

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!
Read Answer Asked by Matt on June 29, 2016
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.

Read Answer Asked by David on October 15, 2015
Q: Peter I just took (Aug 21 ) some substantial profits on Byd.un / Linamar ($70,000). Now I have capitol gains to pay. Any strategy you can suggest to lessen the impact. I would like to buy both of them back at some point is there any quick calculator that figures this out at what point it makes sense to reinvest? - I am concerned about eating up profits and paying tax ..Thanks for your advise it is much appreciated
Read Answer Asked by Terence on August 25, 2015
Q: Just wanted to follow up on Linamar given the continued sell off. Its now trading around $66 and seems like a good entry point to pick up a half position with another half below $60 if the sell off continues. I realize its a cyclical industry, but it had sold off much more than Magna. Do you prefer one over the other or both good and depends on valuation?

Thanks,
Jason
Read Answer Asked by Jason on August 12, 2015
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