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

Historically this company had been missing their quarters, but now are growing by acquisition. Concentrating on labels that are high quality ones where there’s not too much competition. This would be into wines, pharmaceuticals and much higher design and colours, etc. yield of 1.04%.

(A Top Pick February 3/14. Up 30.48%.) Has trimmed a little bit, but still likes. Currently is in a bit of consolidation level.

Only two firms follow it. A lot of people don’t like $100 stocks. World’s largest labels manufacturer. Bought Avery label business and it was hugely accretive. Lots of upside for CCL.B-T. The ‘B’ shares are out there, but the voting ones are primarily held by the family.

Was one of his picks in the past. Reported earnings yesterday far above expectation in sales and earnings. They came out of their core business rather than just their acquired business. A Canadian, multinational packaging company. A fabulous company.

(A Top Pick Feb 3/14. Up 24.29%.) He has taken some profits, but it is still a good holding. Has potential to grow, but $90 is where he would raise some yellow flags.

Great company, but not liquid enough for him if he had to Sell. As a private investor, this is one that you could benefit from.

Packaging. World’s largest converter of pressure sensitive labels. Clients are the major consumer goods companies of the world. Got bigger last year when they acquired Avery pressure sensitive business. Earnings this year and next are exploding because of that. Also, in aluminum aerosol cans as well as the plastic laminate tubes that cosmetics come in. Yield of 1.07%.

Acquired 2 Avery Dennison (AVY-N) businesses which was a transformational deal for them. This was very accretive and got them into a whole bunch of new businesses. Last quarter was reported as a combined company and they exceeded expectations considerably. Considers this as an anchor stock in his portfolio. They do labels for a lot of consumer products, stuff that is very sleepy. Slow growing business, but growing by acquisition in a highly fragmented industry can create a lot of value.

They are a market leader as well as a consolidator in the market. The technicals line up very good with the fundamental side. Use $73 as your Stop point. Yield of 1.08%.

Makes labels on a global basis. Highly fragmented industry and can grow by buying plants. Recently made a big acquisition out of the US. Great stock to have in your portfolio. Volatility should be low. 5%-6% organic growth and you get upside if they make acquisitions.

This is an unusual company because it is a Canadian multinational consumer products company. A world leader in its business. Manufactures pressure sensitive labels. Also, makes plastic tubes and aluminum containers. Still thinks there is lots of upside. 1.2% dividend yield.

Well managed company in a business that is somewhat cyclical. They seem to do very well at what they do. Reasonable dividend payer and expects they will increase their dividend over time.

Thinks it is fully valued. A market leader. A great company but he would be taking profits up here.

Great company. A rarity in that it is a Canadian multi-national consumer’s product company. Biggest player in pressure sensitive labels. Acquired Avery labels which was a huge win for them. Thinks there is more money to be made.

Should this be held for the long-term in the hopes that their skimpy dividend will be raised a bit or should he take his profits and move on? Really well managed company. If you own, a little trim job would not be a bad idea but he wouldn’t sell it all.