CCL Industries (B) | StockChase
243
CCL Industries (B) (CCL.B-T)

Last Price Recorded: $64.8300 on 2018-05-26

ON STOCKCHASE SINCE Jul 2002

packaging/containers
243
CCL Industries (B) (CCL.B-T)

Last Price Recorded: $64.8300 on 2018-05-26

ON STOCKCHASE SINCE Jul 2002

packaging/containers

CCL Industries (B)


Signal Opinion Expert
DON'T BUY

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.

packaging/containers

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.

packaging/containers
Jamie Murray

Head of research, Murray Wealth Group...

PricePrice
$62.240
Owned Owned
No

HOLD

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.

packaging/containers

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.

packaging/containers
James Telfser

Partner & Portfolio Manager, Aventine Management ...

PricePrice
$62.510
Owned Owned
No

BUY

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.

packaging/containers

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.

packaging/containers
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$62.740
Owned Owned
Unknown

PAST TOP PICK

(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.

packaging/containers

(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.

packaging/containers
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$64.790
Owned Owned
Yes

PAST TOP PICK

(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. 

packaging/containers

(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. 

packaging/containers
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment ...

PricePrice
$64.320
Owned Owned
Yes

BUY

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%. 

packaging/containers

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%. 

packaging/containers
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$65.640
Owned Owned
Unknown

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

February 28, 2018

(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 ) 

packaging/containers

(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 ) 

packaging/containers
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$63.870
Owned Owned
Unknown

TOP PICK
CCL Industries (B)(CCL.B-T) 

February 28, 2018

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.)

packaging/containers

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.)

packaging/containers
Veronika Hirsch

Chief Investment Officer, Arrow Capital...

PricePrice
$63.870
Owned Owned
Yes

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

February 23, 2018

(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.

packaging/containers

(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.

packaging/containers
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$66.100
Owned Owned
Yes

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

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