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

The chart is stuck, just chugging along. Hold.

Longest it’s been going sideways since 2013. Consolidating for last year. Trying to make new highs. Volume not indicating strong potential. If gets over $67, can possibly go to $75 or bit higher. Be careful if drops below $62, then exit. OK to buy a small position, but urges caution.

They are involved in pressure sensitive labels and containers. A worldwide company that gets a premium value that is justified. He would continue to hold as he sees more value added labels coming and has a good dividend growth.

He has owned this for some time. It seems to have started trading sideways since it was added to one of the TSX indices. It is under the radar, involved in packaging. They also print currency. There are several high-quality competitors in the space, but he still thinks CCL is undervalued. They juice their growth with good acquisitions.

A very solid packaging company. Has some interesting technology aspects. Has flat lined lately. Would look elsewhere. It is taking a pause here.

(A Top Pick May 17, 2017. Up 8%). They buy many label companies, consolidating the label business. They are smart acquirers and have a history of improving profitability of the companies they buy. Their stock split made shares easier to buy. He is still buying it.

Packing and labeling company. Had good growth through acquisitions. Very competitive space. They are having more challenges finding target companies. They have been deleveraging. The company is expensive for what you are getting.

He's been following this a long time. A well-run company. The stock has been range-bound the past year. You can hold only so many of these companies in a portfolio. Texas hurricanes knocked out refineries and drove up input costs. The stocks in this space corrected and he picked up CCL's competitors. 20x earnings is rich. If you own it, hold it.

One of the best capital allocators around. Debt levels are the same as 2008, but revenues have tripled. He expects more good things from CCL and doesn't see anything slowing it down. The stock pulled back a little, because an insider took some money off the table. A good opportunuty now. A great play on the global consumer.

(A Past Top Pick on May 17, 2017, Up 8%) Well-managed, has grown over time. Not the most liquid stock, so it may be better for smaller investors. As a packaging company, they benefit from online commerce with deliveries.

(A Top Pick May 24/17 Up 4.7%). He continues to like and hold this. It has been digesting a large acquisition and is breaking out of the funk and margins are again growing. They just acquired a manufacturing business in Mexico. They are great operators.

This company pays $1.20 dividend, which has grown by 28% per year over the past three years. It is a great company and has been successful in consumer packaging and labels. Technically the stock looks good, making a new higher high. He likes the rapid growth in the dividend. Yield 0.8%.

(A Top Pick March 10/17. Up 10%) He says they recently stumbled, but have just posted good numbers. Management continue to make some great acquisitions on their terms and have managed to expand the businesses. It is a good one to tuck away for the next five years. Yield 0.8%. (Analysts’ price target is $71 )

Long been a top pick for her. They will wait for a recession before making a big acquisition, so if there's a recession, they will enhance growth in that downturn. Still growing. (Analysts’ price target is $71.14.)

(A Top Pick April 5/17 - Up 10.5%) A good name. Owed it for the past 4 years. They are old economy type of company. They posted incredible earnings just today. Good organic growth. Trading at 19 times earnings with growth of a consistent 19% year.