Viewing Company CCL Industries (B) | StockChase
stockchase picture

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

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

Last Price Recorded: $58.6800 on 2017-09-22

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-09-18 TOP PICK Jason Del Vicario

This has a core business in packaging and labelling. They did a transformational acquisition where they bought Avery Labels, and more recently bought Innovia out of the UK, which literally prints plastic money, in Canada, Australia and the UK. It has come off recently from its highs. They’ve been increasing their earnings and dividends. A very well-run company. Dividend yield of 0.8%. (Analysts’ price target is $68.50.)


Price:
$56.980
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-12 WATCH Christine Poole

This hasn’t done well, but at the top of the chart, it was overvalued. When the Cdn$ was going down this was viewed as a proxy that would benefit from the weaker Cdn$, because a lot of their operations are outside of Canada. Now that the Cdn$ is strengthening, that is going to be a headwind. A good company and doing well in its businesses. It just has to grow a bit by acquisitions. It’s on her watch list as a possible Buy.


Price:
$57.140
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-09-06 COMMENT Stephen Groff

A great company. You want to buy this when there are meaningful pullbacks and the underlying trends haven’t changed. They know what they are doing and they add a lot of value. They make smart, intelligent capital allocation decisions.


Price:
$56.930
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-09-06 HOLD Keith Richards

Some people might be shocked when they see a big draw down like this stock has had, but you sometimes have to step back and look at the bigger picture. In this case, this has basically come back to its trend line and has found some support. As long as that trend line maintains, it might actually be a good entry point.


Price:
$56.930
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2017-08-30 BUY Mike S. Newton, CIM FCSI

One of his absolute favourite Canadian companies. It is in packaging and labelling. Currently they are being hit a little bit by the Cdn$ strength. This is a low volatility, non-resource, non-energy, non-gold, non-materials name in Canada which is very rare, and this is good timing.


Price:
$58.500
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2017-08-28 HOLD Bruce Campbell (1)

They are a bit of a victim of their own success.  It is priced for perfection so if it ever misses you get a pullback, which it has had.  It is a growth by acquisition and it has less impact as you get bigger.  It is a decent hold, but not exciting any more like it used to be.


Price:
$57.100
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-08-23 BUY Douglas Kee

He likes the company.  It has done very well and continues to make acquisitions, which they are good at.  The stock has come off a bit recently but longer term it is a good company and has increased the dividend, which they have a good record at doing.


Price:
$58.140
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
No
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
Showing 1 to 15 of 204 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.