CCL Industries (B) | StockChase
234
CCL Industries (B) (CCL.B-T)

Last Price Recorded: $58.0000 on 2018-02-22

ON STOCKCHASE SINCE Jul 2002

packaging/containers
234
CCL Industries (B) (CCL.B-T)

Last Price Recorded: $58.0000 on 2018-02-22

ON STOCKCHASE SINCE Jul 2002

packaging/containers

CCL Industries (B)


Signal Opinion Expert
TOP PICK
CCL Industries (B)(CCL.B-T) 

February 13, 2018

Grows through acquisition which it integrates well. Growth lost a bit of appeal with people thinking their balance sheet was overlevereged with interest rates rising. True, they have debt, but they are a cash-flow machine. Owns some premier names in the industry like Avery. Good growth story though unrecognized and unloved, so a good buy. (Analysts' price target is $70.75)

packaging/containers

Grows through acquisition which it integrates well. Growth lost a bit of appeal with people thinking their balance sheet was overlevereged with interest rates rising. True, they have debt, but they are a cash-flow machine. Owns some premier names in the industry like Avery. Good growth story though unrecognized and unloved, so a good buy. (Analysts' price target is $70.75)

packaging/containers
David Baskin

President, Baskin Wealth Manage...

PricePrice
$55.790
Owned Owned
Yes

BUY
CCL Industries (B)(CCL.B-T) 

February 6, 2018

There was a big secondary offering as the family decided to sell a chunk of the stock and the market didn’t’ like that. Before that, everybody loved the stock. These guys are excellent acquirers of other companies and improve margins, then rinse and repeat.

packaging/containers

There was a big secondary offering as the family decided to sell a chunk of the stock and the market didn’t’ like that. Before that, everybody loved the stock. These guys are excellent acquirers of other companies and improve margins, then rinse and repeat.

packaging/containers
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$55.700
Owned Owned
Unknown

BUY on WEAKNESS
CCL Industries (B)(CCL.B-T) 

February 2, 2018

Always a good company. Used to earn 8% ROIC then rose to 14%, but now CCL is a little rich. Happy CCL has improved their business in recent years. Would wait for a pullback.

packaging/containers

Always a good company. Used to earn 8% ROIC then rose to 14%, but now CCL is a little rich. Happy CCL has improved their business in recent years. Would wait for a pullback.

packaging/containers
Matt Kacur

President, FSA Financial Scienc...

PricePrice
$56.270
Owned Owned
Unknown

COMMENT
CCL Industries (B)(CCL.B-T) 

January 24, 2018

CCL Industries or Intertape? She bought this at the start of 2013, and it has had a phenomenal run, but exited a couple of quarters ago. It seemed that a lot was being priced into this stock. She has another company she likes in packaging, where expectations are a lot more reasonable. (See Top Picks)

packaging/containers

CCL Industries or Intertape? She bought this at the start of 2013, and it has had a phenomenal run, but exited a couple of quarters ago. It seemed that a lot was being priced into this stock. She has another company she likes in packaging, where expectations are a lot more reasonable. (See Top Picks)

packaging/containers
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment ...

PricePrice
$59.130
Owned Owned
Yes

TOP PICK
CCL Industries (B)(CCL.B-T) 

January 22, 2018

The largest label company in the world. Their margins are great. They've done a great job of increasing shareholder value. They are sort of founder run and owned, which is great. Have been serial acquirers with their biggest acquisition being Avery Labels. The stock price is off a bit. It popped in the summer on news that they were going to be included in the S&P 60, and have been trading sideways to down since then. Dividend yield of 0.8%. (Analysts' price target is $67.)

packaging/containers

The largest label company in the world. Their margins are great. They've done a great job of increasing shareholder value. They are sort of founder run and owned, which is great. Have been serial acquirers with their biggest acquisition being Avery Labels. The stock price is off a bit. It popped in the summer on news that they were going to be included in the S&P 60, and have been trading sideways to down since then. Dividend yield of 0.8%. (Analysts' price target is $67.)

packaging/containers
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$59.330
Owned Owned
Yes

TOP PICK
CCL Industries (B)(CCL.B-T) 

January 17, 2018

This is off 20% from its high. They are in packaging and Avery. Has a massive client base. It’s down because 1) they had a bit of a hit when some of their property prices (?) spiked because of hurricanes in the US. 2.) Cdn$ strength is not great for them. 3.) The Potash/Agrium merger might have created a lot of movement in materials, and there might be a lot of selling out of CCL. It's missed 2 quarters in a row.  Dividend yield of 0.8%. (Analysts' price target is $67.)

packaging/containers

This is off 20% from its high. They are in packaging and Avery. Has a massive client base. It’s down because 1) they had a bit of a hit when some of their property prices (?) spiked because of hurricanes in the US. 2.) Cdn$ strength is not great for them. 3.) The Potash/Agrium merger might have created a lot of movement in materials, and there might be a lot of selling out of CCL. It's missed 2 quarters in a row.  Dividend yield of 0.8%. (Analysts' price target is $67.)

packaging/containers
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$57.410
Owned Owned
Yes

HOLD
CCL Industries (B)(CCL.B-T) 

January 16, 2018

Primarily a packaging company and has been a good, long term growth story. It’s had a good run over the last year, but has now come back a bit. He would like to see it come back a little more. It’s a Hold, potentially coming into a Buy area. Dividend yield of 0.8%.

packaging/containers

Primarily a packaging company and has been a good, long term growth story. It’s had a good run over the last year, but has now come back a bit. He would like to see it come back a little more. It’s a Hold, potentially coming into a Buy area. Dividend yield of 0.8%.

packaging/containers
Alex Ruus

Portfolio Manager, Arrow Capital Manage...

PricePrice
$57.250
Owned Owned
Unknown

HOLD
CCL Industries (B)(CCL.B-T) 

January 9, 2018

A consumer packaging company, which also prints money. If you own, continue to hold. A relatively well-run company. Very geographically diversified with a lot of operations outside of Canada.

packaging/containers

A consumer packaging company, which also prints money. If you own, continue to hold. A relatively well-run company. Very geographically diversified with a lot of operations outside of Canada.

packaging/containers
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$57.000
Owned Owned
No

BUY
CCL Industries (B)(CCL.B-T) 

January 9, 2018

Recently bought this. It is adhesives, labels and printing money. A brilliant management team. They make acquisitions, not when they have to, but when they want to. They can strike any time they want because they make so much free cash flow. It's a business you could hold in your portfolio for a very long time.

packaging/containers

Recently bought this. It is adhesives, labels and printing money. A brilliant management team. They make acquisitions, not when they have to, but when they want to. They can strike any time they want because they make so much free cash flow. It's a business you could hold in your portfolio for a very long time.

packaging/containers
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$57.000
Owned Owned
Yes

HOLD
CCL Industries (B)(CCL.B-T) 

January 8, 2018

A great label maker.  A fantastic story over the years.  He would never recommend selling it.  You also have IPT-T and have been selling weak with all the hurricanes in the last weeks.  They create a lot of value but there is better value with IPT-T.  He holds this over CCL.B-T because IPT-T are earlier in their life cycle of acquisitions.

packaging/containers

A great label maker.  A fantastic story over the years.  He would never recommend selling it.  You also have IPT-T and have been selling weak with all the hurricanes in the last weeks.  They create a lot of value but there is better value with IPT-T.  He holds this over CCL.B-T because IPT-T are earlier in their life cycle of acquisitions.

packaging/containers
James Telfser

Partner & Portfolio Manager, Aventine Management ...

PricePrice
$56.320
Owned Owned
No

BUY
CCL Industries (B)(CCL.B-T) 

January 4, 2018

It has grown quickly by acquisitions all over the world and may have gotten ahead of itself on price.  It has come down a bit.  The value here is very strong.  Management is very strong.  It is a good entry level at this price.

packaging/containers

It has grown quickly by acquisitions all over the world and may have gotten ahead of itself on price.  It has come down a bit.  The value here is very strong.  Management is very strong.  It is a good entry level at this price.

packaging/containers
David Baskin

President, Baskin Wealth Manage...

PricePrice
$56.190
Owned Owned
Yes

COMMENT
CCL Industries (B)(CCL.B-T) 

January 3, 2018

Chart shows it broke out at $55 last February and then touched down on that same amount in September and November. It’s now heading down again, perhaps to that same figure, $55-$57 as the base. At $55, you are certainly going to have some buyers come in. You could take a position at around $55-$56.

packaging/containers

Chart shows it broke out at $55 last February and then touched down on that same amount in September and November. It’s now heading down again, perhaps to that same figure, $55-$57 as the base. At $55, you are certainly going to have some buyers come in. You could take a position at around $55-$56.

packaging/containers
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc....

PricePrice
$56.910
Owned Owned
Unknown

PARTIAL BUY
CCL Industries (B)(CCL.B-T) 

December 27, 2017

This is a company they liked for a long time and they continue to like it. Had their executives in their offices 2 weeks ago to give an update. They are continuing to execute, has been a great compounder for shareholders over the long term. 2017 hasn’t been their best year in their history, but it’s positioned well for 2018. Certainly not a cheap stock, valuation reflects the solid fundamentals ahead, and he thinks it’s a good one to stick with in the long term. Feels comfortable buying at $58, maybe don’t initiate a full position, give yourself room to add more if we do get a broader market sell-off or something specific to CCL Industries.

packaging/containers

This is a company they liked for a long time and they continue to like it. Had their executives in their offices 2 weeks ago to give an update. They are continuing to execute, has been a great compounder for shareholders over the long term. 2017 hasn’t been their best year in their history, but it’s positioned well for 2018. Certainly not a cheap stock, valuation reflects the solid fundamentals ahead, and he thinks it’s a good one to stick with in the long term. Feels comfortable buying at $58, maybe don’t initiate a full position, give yourself room to add more if we do get a broader market sell-off or something specific to CCL Industries.

packaging/containers
Geoff Scott

Institutional Portfolio Manager, Cambridge Global Ass...

PricePrice
$58.820
Owned Owned
Unknown

HOLD
CCL Industries (B)(CCL.B-T) 

December 12, 2017

(Market Call Minute.) She would continue holding. It’s a bit expensive, so she wouldn't buy it.

packaging/containers

(Market Call Minute.) She would continue holding. It’s a bit expensive, so she wouldn't buy it.

packaging/containers
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$59.400
Owned Owned
No

PAST TOP PICK
CCL Industries (B)(CCL.B-T) 

December 12, 2017

(A Top Pick May 26/17, Down 4%)  It is in a stage of pause.  It is a brilliant company.  It has an exciting and nasty polymer bank note business. 

packaging/containers

(A Top Pick May 26/17, Down 4%)  It is in a stage of pause.  It is a brilliant company.  It has an exciting and nasty polymer bank note business. 

packaging/containers
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$59.400
Owned Owned
Yes

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