CCL Industries (B) (CCL.B.TO)

(Market Call Minute.) Loves the company and made a lot of money on it. Sold his holdings recently. Current price is not bad for company that is well-managed.

(Market Call Minute.) Has had a great run, but it is an overcrowded trade and very expensive.

(Market Call Minute) Will continue to be attractive. They have been great at executing.

Has executed very well in the past with their acquisition strategy. However, it is quite expensive. It is classified as a material stock on the TSX, and many investors who don’t like mining but need to be invested in all sectors, have picked this one, which has driven up the valuation to a very high level. 1% dividend yield.

(Market Call Minute.) A good quality packaging company and has done really well, but she would wait for a pullback.

(Top Pick Apr 17/15, Up 56.35%) He still likes the stock. It is in a low volatility sector. It reports in Cad$ and 95% of its sales are outside Canada, so there is some currency risk.

A little pricey. Part of the strength in earnings and appreciation of the stock over the last year has come from the falling Cdn$. A Canadian company, but operations are global, and a lot of their revenues come in on US$. Trading at about 20X next year’s earnings. He has trimmed a little, but it is still a core holding. Look for a little better entry point.

(Market Call Minute.) They just continue to make acquisitions, and every time they do they find a ton of synergies and take the business higher.

This is considered to be an industrial stock. Industrial stocks have a period of seasonal strength from late October right through until May of each year. The long-term chart shows an upward trend and that it has just broken through to new all time highs.

A packaging company. They have been quite acquisitive, but they proved they are strong acquirers. It’s not a cheap stock, so he does not own it.

Manufactures labels. He has had some very good success in companies that you don’t think about very much, but which you tend to use every day. Most of their business comes from the US or from Europe. Have consistently been able to grow their earnings, which makes more sense of the stock price.

Does labels, packaging and containers on behalf of a lot of North American companies. Just announced a large acquisition, and if it closes it will be very accretive to earnings, to the tune of 10%-15%, even if they have to pay a little bit more for it. Dividend yield of 0.82%.

He favours materials. We have a spike here with a volume increase. There is fear that the run has finished. Someone is selling. The best thing is to watch the 200 day. You don’t want the stock trading under it. Then watch the 10 week low price channel on a weekly chart and don’t let that get violated. It could be a hard stop loss, but he does not put hard system stops in. You won’t be there when it breaks the stop, but you will see it on the weekend. If it does not go above the stop in the next week then sell it.

(Top Pick Mar 20/15, Up 69.18%) He has owned it a long time. He decided it was too big a position in January so sold half the position. He still likes the outlook. It is a multinational consumer products company whose earnings and dividends continue to grow. Their biggest division is pressure sensitive labels on consumer products. They are not economically sensitive.

Has been a very, very consistent performer. It always turns up on those lists of “the best 15 dividend growers” etc. Fairly expensive. If you see a 5%-10% pullback, that is probably going to be as cheap as it gets. Dividend yield of .9%, but over the last 5 years have grown their dividend by 20%.