Cott Corp

BCB-T

TSE:BCB

19.52
0.49 (2.57%)
The Cott Corporation is a supplier of private label carbonated soft drinks distributing to the United States, Canada, Mexico, the United Kingdom, and Europe.
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Analysis and Opinions about BCB-T

Signal
Opinion
Expert
HOLD
HOLD
January 8, 2018

It is miss-understood. They are working on selling the soda business for a water and coffee focus. A lot of this is baked in at current prices unless they announce a large acquisition. He has not seen the upside here. He finds better opportunities elsewhere.

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Cott Corp (BCB-T)
January 8, 2018

It is miss-understood. They are working on selling the soda business for a water and coffee focus. A lot of this is baked in at current prices unless they announce a large acquisition. He has not seen the upside here. He finds better opportunities elsewhere.

COMMENT
COMMENT
January 3, 2018

This is going to be part of consumers staples, and as a general rule is not a place you want to be. Chart shows a little peak in early December, but the stock is really sideways. If it is going to become a Buy or find its legs, it could go down to $16 and still be quite positive. There would probably be some buyers coming in at around $18. You would be a bit concerned at around $20.61 and the next one would be at around $20.12. This would tell you that you are going to have a visit down to $18, and then possibly the $16 level. Not a fantastic place to be, but you could have outliers that make it a good Buy at any price.

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Cott Corp (BCB-T)
January 3, 2018

This is going to be part of consumers staples, and as a general rule is not a place you want to be. Chart shows a little peak in early December, but the stock is really sideways. If it is going to become a Buy or find its legs, it could go down to $16 and still be quite positive. There would probably be some buyers coming in at around $18. You would be a bit concerned at around $20.61 and the next one would be at around $20.12. This would tell you that you are going to have a visit down to $18, and then possibly the $16 level. Not a fantastic place to be, but you could have outliers that make it a good Buy at any price.

COMMENT
COMMENT
November 17, 2017

Has been out of this for a long time. It moved into a new era of water, and probably tea and coffee as well. It’s worth looking at again.

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Cott Corp (BCB-T)
November 17, 2017

Has been out of this for a long time. It moved into a new era of water, and probably tea and coffee as well. It’s worth looking at again.

BUY
BUY
August 22, 2017

It is going through a dynamic process. They sold the bottling division and are focusing on coffee, water and tea. There has been a lot of consolidation in those businesses. Their debt is going down. The strategy shift is exactly what they needed to do. Don’t rush, but as the balance sheet improves they will do better.

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Cott Corp (BCB-T)
August 22, 2017

It is going through a dynamic process. They sold the bottling division and are focusing on coffee, water and tea. There has been a lot of consolidation in those businesses. Their debt is going down. The strategy shift is exactly what they needed to do. Don’t rush, but as the balance sheet improves they will do better.

PARTIAL SELL
PARTIAL SELL
July 20, 2017

Beginning in May, he started getting rid of a lot of his defensive positions. The chart shows a little weakness in June. He would be selective in this space. If you own it, you’ve had a nice little gain and maybe you should take a little bit off the table. He doesn’t expect a full selloff. This has excellent support at around $16.50.

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Cott Corp (BCB-T)
July 20, 2017

Beginning in May, he started getting rid of a lot of his defensive positions. The chart shows a little weakness in June. He would be selective in this space. If you own it, you’ve had a nice little gain and maybe you should take a little bit off the table. He doesn’t expect a full selloff. This has excellent support at around $16.50.

HOLD
HOLD
January 25, 2017

Has owned this in the past. He likes the turnaround that management has made. They were in contract manufacturing of a private label pop business and discovered it was not the best business for them, so started to transition away. Now into home delivery water and office delivery water and coffee. Not the highest margin business, but if they continue to make acquisitions, it will continue to grow. He is surprised the stock sold off as much is it has, and is in the process of looking at this.

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Cott Corp (BCB-T)
January 25, 2017

Has owned this in the past. He likes the turnaround that management has made. They were in contract manufacturing of a private label pop business and discovered it was not the best business for them, so started to transition away. Now into home delivery water and office delivery water and coffee. Not the highest margin business, but if they continue to make acquisitions, it will continue to grow. He is surprised the stock sold off as much is it has, and is in the process of looking at this.

HOLD
HOLD
January 12, 2017

No longer just a soda manufacturer. They’ve gotten heavy into the coffee and water delivery business around offices, homes and shops. A high free cash flow business, and they’ve been able to roll up that sector, both in Canada and Europe, on very, very cheap multiples. They’ve put a lot of debt on the balance sheet. While they are generating a lot of free cash flow, it seems the narrative has changed over the last few months. Part of it has to do with the British pound decline. There is a question as to how long they are going to be able to service their debt properly and how long will it take. Sold his holdings, but may look to enter again once they de-lever the business a little.

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Cott Corp (BCB-T)
January 12, 2017

No longer just a soda manufacturer. They’ve gotten heavy into the coffee and water delivery business around offices, homes and shops. A high free cash flow business, and they’ve been able to roll up that sector, both in Canada and Europe, on very, very cheap multiples. They’ve put a lot of debt on the balance sheet. While they are generating a lot of free cash flow, it seems the narrative has changed over the last few months. Part of it has to do with the British pound decline. There is a question as to how long they are going to be able to service their debt properly and how long will it take. Sold his holdings, but may look to enter again once they de-lever the business a little.

PAST TOP PICK
PAST TOP PICK
January 9, 2017

(Top Pick Nov 9/16, Down 18.86%) Has been under pressure by quant funds. He still owns it. He is going to continue to own it.

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Cott Corp (BCB-T)
January 9, 2017

(Top Pick Nov 9/16, Down 18.86%) Has been under pressure by quant funds. He still owns it. He is going to continue to own it.

PAST TOP PICK
PAST TOP PICK
December 29, 2016

(Top Pick Sep 8/16, Down 23.43%) Operationally nothing has gone wrong and they keep executing. There has been general pressure on consumer staples stocks. This is a company with high debt. He thought they would pay down debt over time. They are not financially distressed and nothing has changed operationally.

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Cott Corp (BCB-T)
December 29, 2016

(Top Pick Sep 8/16, Down 23.43%) Operationally nothing has gone wrong and they keep executing. There has been general pressure on consumer staples stocks. This is a company with high debt. He thought they would pay down debt over time. They are not financially distressed and nothing has changed operationally.

WATCH
WATCH
December 20, 2016

Now they moved into more water and they still have juices. He thinks they will try to exit that part of the business. It ran up to close to $22 and now it seems to go down every single day. He thinks there is a seller out there. They made acquisitions with debt. It is not at a high multiple so he might take a look at it. It looks interesting at these prices.

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Cott Corp (BCB-T)
December 20, 2016

Now they moved into more water and they still have juices. He thinks they will try to exit that part of the business. It ran up to close to $22 and now it seems to go down every single day. He thinks there is a seller out there. They made acquisitions with debt. It is not at a high multiple so he might take a look at it. It looks interesting at these prices.

DON'T BUY
DON'T BUY
December 12, 2016

They have had quite the history, changing strategy. They are now making a huge push into office bottled water. They have low growth and paying quite a large multiple for their requisitions and racking up a lot of debt. It is not a name he would invest in.

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Cott Corp (BCB-T)
December 12, 2016

They have had quite the history, changing strategy. They are now making a huge push into office bottled water. They have low growth and paying quite a large multiple for their requisitions and racking up a lot of debt. It is not a name he would invest in.

TOP PICK
TOP PICK
November 9, 2016

He had sold around Brexit and just added it back. A solid free cash flow story. Once it crossed 10% free cash flow he was interested. They can harvest the cash flow to pay down debt and then you have more value accruing for the shareholders and away from lenders. 1.75% dividend.

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Cott Corp (BCB-T)
November 9, 2016

He had sold around Brexit and just added it back. A solid free cash flow story. Once it crossed 10% free cash flow he was interested. They can harvest the cash flow to pay down debt and then you have more value accruing for the shareholders and away from lenders. 1.75% dividend.

TOP PICK
TOP PICK
September 8, 2016

A value play. Not expensive, trading at 8X EBITDA. The company is in a transition, which could be risky in execution, but so far it is very good. It used to be a soft drink company, but they will try to sell the soft drink business, which would be a great catalyst for the stock to move up. They are diversifying into other businesses such as water. Just made an acquisition into coffee. Dividend yield of 1.55%.

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Cott Corp (BCB-T)
September 8, 2016

A value play. Not expensive, trading at 8X EBITDA. The company is in a transition, which could be risky in execution, but so far it is very good. It used to be a soft drink company, but they will try to sell the soft drink business, which would be a great catalyst for the stock to move up. They are diversifying into other businesses such as water. Just made an acquisition into coffee. Dividend yield of 1.55%.

COMMENT
COMMENT
August 29, 2016

This had been fading into oblivion for a very long time. Consumption of carbonated soft drinks is really on the decline. Very much a commodity driven business and vulnerable to the swings in price in plastics, aluminum, sugar, etc. They’ve made several transformational acquisitions into better businesses such as an office and home coffee and water delivery. Recently made 2 more acquisitions, one in the US and one in Europe. EPS is stuck in a range of about $.20 compared to $.40 in 2014. He prefers being invested in businesses that are proving and executing and achieving the financial metrics he is looking for. This doesn’t meet that test.

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Cott Corp (BCB-T)
August 29, 2016

This had been fading into oblivion for a very long time. Consumption of carbonated soft drinks is really on the decline. Very much a commodity driven business and vulnerable to the swings in price in plastics, aluminum, sugar, etc. They’ve made several transformational acquisitions into better businesses such as an office and home coffee and water delivery. Recently made 2 more acquisitions, one in the US and one in Europe. EPS is stuck in a range of about $.20 compared to $.40 in 2014. He prefers being invested in businesses that are proving and executing and achieving the financial metrics he is looking for. This doesn’t meet that test.

DON'T BUY
DON'T BUY
August 11, 2016

The stock is expensive. It has had a huge run. It is at 2.5 times its book value and that is about has high as it has got in a long time. The earnings have not kept pace with its stock price. It has momentum behind it but he can’t recommend it. It would concern him if things turned bearish.

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Cott Corp (BCB-T)
August 11, 2016

The stock is expensive. It has had a huge run. It is at 2.5 times its book value and that is about has high as it has got in a long time. The earnings have not kept pace with its stock price. It has momentum behind it but he can’t recommend it. It would concern him if things turned bearish.

Showing 1 to 15 of 124 entries

Cott Corp(BCB-T) Rating

Ranking : 1 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 0

Stockchase rating for Cott Corp is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Cott Corp(BCB-T) Frequently Asked Questions

What is Cott Corp stock symbol?

Cott Corp is a Canadian stock, trading under the symbol BCB-T on the Toronto Stock Exchange (BCB-CT). It is usually referred to as TSX:BCB or BCB-T

Is Cott Corp a buy or a sell?

In the last year, there was no coverage of Cott Corp published on Stockchase.

Is Cott Corp a good investment or a top pick?

Cott Corp was recommended as a Top Pick by James Telfser on 2018-01-08. Read the latest stock experts ratings for Cott Corp.

Why is Cott Corp stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Cott Corp worth watching?

In the last year, there was no coverage of Cott Corp published on Stockchase.

What is Cott Corp stock price?

On 2020-03-02, Cott Corp (BCB-T) stock closed at a price of $19.52.