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Compiling comments that experts make about stocks while on public TV.

CCL Industries (B) Stock Symbol: CCL.B-T

Last Price Recorded: $58.3800 on 2017-08-18

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Date Signal Expert Opinion Price
2017-08-01 COMMENT Bruce Murray

An extremely well-managed company with a great track record, but in a very mundane industry of making labels for packaging goods. Very expensive. The type of company people want to own over the longer term. They will do well.


Price:
$59.810
Subject:
NORTH AMERICAN
Bias:
BULLISH on US MARKET
Owned:
Unknown
2017-07-26 COMMENT Bruce Campbell (2)

Continues to execute very well. Every time they made acquisitions they announce synergies, and the synergies happen faster and usually happen bigger than what they initially told the market. Recently did a fairly large secondary offering that came out of the principals of the company, where they took some money out. That was a fairly big issue that had to get digested by the market. The stock price has languished a little, strictly on money flow, not because of the business. Management feels there are tons of consolidation left globally.


Price:
$60.250
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-07-24 BUY Matt Kacur

It is a great company.  Return on capital in 2012 was 7% and is now up to 14% and they put capital to work in that time.  They pay a dividend as well.  It is not too expensive.


Price:
$60.250
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-21 COMMENT Ross Healy

A problem with buying this is that it has had an enormous run from its bottom. It was trading at a big discount to its BV, and is now trading at about 4.5X BV, an astonishing run. This is a cyclical stock, long term. It is trading at about its Fair Market Value. It isn’t cheap anymore.


Price:
$60.490
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-21 DON'T BUY Michael Sprung

He admires this since it became a label company. It has done tremendously well. Unfortunately, when a company does as well as they have, people tend to build in expectations of growth rates that he does not believe are sustainable for a long period of time. It looks expensive.


Price:
$60.490
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2017-07-18 COMMENT Barry Schwartz

A diversified business, packaging, labels, adhesives. A lot of different stuff and a lot of moving parts. Not the easiest company to figure out. You have to put faith in management, which has done a wonderful job of buying companies, integrating them and improving the margins. There is a very, very large runway of growth for them. He likes this very much and thinks it is going to go a lot higher over the long-term.


Price:
$61.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-12 COMMENT Christine Poole

A packaging company that grows through acquisition and integrates quite well. The family was selling some of their B stocks, and probably was just a function of the B shares coming to the market which suppressed the share price a little. Feels the stock is fully valued, and would want to get it in the low $60 area.


Price:
$61.700
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2017-07-12 PAST TOP PICK Brian Madden

(A Top Pick August 29/16. Up 29.36%.) He continues to like this. They make packaging, containers and labels for global manufacturers, predominantly consumer packaged goods. Increasingly they are getting into more advanced applications. Did a deal in December for a British company that makes plastic polymers that are used in banknotes. There is a long runway for growth in this, because only 3% of banknotes globally are made from this high-security polymer film.


Price:
$61.700
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-10 BUY Gerard Ferguson

Since it split they have also done an equity issue.  There was some insider selling.  The market should digest that quickly.  They have done a fantastic job for a long time.  It is an acquisition driven story. 


Price:
$61.980
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-10 BUY on WEAKNESS Jason Del Vicario

Packaging. It amazes him that there is a very strong contingent of packaging companies in Canada. This one recently bought a UK company that literally prints money. It has relatively strong organic growth, and a very, very active pipeline of acquisitions. A relatively volatile stock, but a company he really, really likes. Wait for a bit of softness before getting in.


Price:
$61.980
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
2017-06-30 PARTIAL BUY Hap (Robert) Sneddon FCSI

A fantastic trend. The chart is showing an upward channel. On a daily and weekly basis, it is sort of heading down, and there will probably be some support right around $64. If you like this name on a longer-term basis, buy a half a position now and, when it makes a new high, buy the 2nd half.


Price:
$65.610
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
BULLISH
Owned:
Unknown
2017-06-28 COMMENT Jon Vialoux

Material stocks do better between November through to April. This one has extended that all the way through to May. From October through to May, the stock tends to gain an average of about 20%. This one hasn’t seen the down drift that is more typical of some of the cyclical stocks. It has been supported by its 20-day and 50-day moving averages. It is currently testing the lower limit of the trend channel, so you would expect it to get to the upper limit which is closer to $71.


Price:
$65.440
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-06-21 PAST TOP PICK Andy Nasr

(A Top Pick March 30/16. Up 36%.) Manufactures labels, packaging for US consumer package good companies. They’ve integrated their acquisition and have got a lot of synergies out of it. A great name to own.


Price:
$66.210
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
No
2017-06-16 BUY Norman Levine

A great company. The world’s biggest pressure sensitive label company. Their customers are all the major cosmetic, drug, food type of companies that use that kind of packaging. They are also in shaped aluminum cans and cosmetic tubes. Not a bargain, but a good, long term hold.


Price:
$66.150
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-15 WATCH Christine Poole

It is on her watch list.  It has made good acquisitions and good growth, but she would not enter it right now.


Price:
$68.270
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
No
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