Viewing Company CCL Industries (B) | StockChase
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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: $63.5800 on 2017-10-20

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Date Signal Expert Opinion Price
2017-10-20 SELL William Chin

Specializes in labels and have been acquiring mom-and-pop operators. A very successful business model of acquisitions. Because it was getting a little pricey, he recently sold his holdings. If you own, take your profit and run.


Price:
$63.580
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
No
2017-10-12 TOP PICK Bruce Campbell (2)

They make acquisitions, pulling costs out of the business.  They keep repeating.  They have organic growth.  The stock has been consolidating recently.  Executives have a decent amount of stock.  It looks like it is about to reaccelerate.


Price:
$63.960
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-11 COMMENT Christine Poole

This grows by acquisitions as well as some organic growth. A relatively well managed company. A lot of their earnings come from outside of Canada. This is one she watches, but it always trades at a premium. Would take a closer look if there was a pullback in the stock.


Price:
$63.940
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2017-10-04 COMMENT Jerome Hass

This has been a fantastic stock over the last 5 years. Has a $10 or $12 billion market cap, so is not a name that is within his sweet spot.


Price:
$61.830
Subject:
CANADIAN MIDCAP
Bias:
UNKNOWN
Owned:
No
2017-09-29 COMMENT Gavin Graham

Packaging and labels. This has done well over the past year. One of the issues with industrials, especially manufacturing stocks, is what stage are we at in the cycle and what price are you paying. He would treat this was a little caution until you see what happens with growth in the US and Canada over the next few months.


Price:
$60.380
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-09-27 COMMENT Norman Levine

Sold half his position close to the top last year, and continues to buy it for new clients. In the near term, it is probably seen the best part of its run. The latest quarter was a little disappointing. Their acquisition of the UK company that prints plastic currency, exposed them to the resin price market, and there was a spike in the price which caught them by surprise and hurt them. A great company to continue to own, but doesn’t think it is going to lead the market like it has in the past.


Price:
$60.600
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
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
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