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Posted by
Two Blokes Jul 8 -
Filed in
Stock
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5 views
I rate Linamar as a Buy, after analyzing its cash management plans and the trade war effects. Linamar's strong balance sheet and consistent free cash flow support shareholder-friendly actions like buybacks and opportunistic M&As. Almost all of its products are USMCA-compliant, which implies that tariff-related headwinds should be limited.