CCL Industries (B) | StockChase
214
CCL Industries (B) (CCL.B-T)

Last Price Recorded: $59.4400 on 2017-11-17

ON STOCKCHASE SINCE Jul 2002

packaging/containers

CCL Industries (B)


Signal Opinion Expert

2017-11-14

COMMENT
CCL Industries (B) (CCL.B-T)

He really likes this. There are some resin issues, and margins are getting eroded a bit. They’ll be able to pass those costs on, in about 6 months. This may not do a whole lot over the next 2 quarters. Over the long-term, it has done very well for shareholders. Acquired a money printing company, so in each country, they only have one customer, the central bank. A very chunky business, and the quarter over quarter comparables are going to get a little messier than in the past. You are going to have to look at it as an ex-money printing business, as one day they may get a random order from a central bank, and it may not happen again until 2 years later.

packaging/containers
Ryan Modesto

Managing Partner, 5i Research

Price: $59.120
Owned: Unknown

2017-11-13

WAIT
CCL Industries (B) (CCL.B-T)

Focused heavily on adhesive labels for consumer products, and did very, very well. They consolidated the industry. They may have consolidated to the point where opportunities are slower and are having to look in other areas. Very expensive because of the quality of its history. Had a bad quarter, and if they are back on track, the stock will resume growth. Wait a little to make sure they are back on track. You could look at Intertape Polymer (ITP-T) or something similar.

packaging/containers
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $59.030
Owned: No

2017-11-08

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

Probably one of the very few success stories in Canada, as far as making acquisitions, having synergies from those acquisitions, and then rinse and repeat. From a long-term perspective, management has done a fantastic job, and the stock goes higher over time. In the shorter term, they’re going to be no different than any other company. They are going to sort of bump around with their quarterly earnings. In the most recent earnings, they were lower than the street had anticipated, so the stock sold off. It is probably getting into a fairly good range now. If you don't own the stock, consider buying a half position now and then watch to add the other half if it pulls back.

packaging/containers
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $58.680
Owned: Unknown

2017-11-07

COMMENT
CCL Industries (B) (CCL.B-T)

This has been such a phenomenal stock, and they’ve made really meaningful acquisitions in the last couple of years propelling their earnings much higher. She is not sure we are not getting to the point where growth might be slowing down. It is one of those sectors that is kind of out of favour. Everybody wants to be buying cyclicals. She’s a little apprehensive that if numbers are not fantastic and in line with what people are expecting, the stock may suffer.

packaging/containers
Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $60.830
Owned: Unknown

2017-10-20

SELL
CCL Industries (B) (CCL.B-T)

Specializes in labels and have been acquiring mom-and-pop operators. A very successful business model of acquisitions. Because it was getting a little pricey, he recently sold his holdings. If you own, take your profit and run.

packaging/containers
William Chin

Portfolio manager, Caldwell Investment Management

Price: $63.580
Owned: No

2017-10-12

TOP PICK
CCL Industries (B) (CCL.B-T)

They make acquisitions, pulling costs out of the business.  They keep repeating.  They have organic growth.  The stock has been consolidating recently.  Executives have a decent amount of stock.  It looks like it is about to reaccelerate.

packaging/containers
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $63.960
Owned: Yes

2017-10-11

COMMENT
CCL Industries (B) (CCL.B-T)

This grows by acquisitions as well as some organic growth. A relatively well managed company. A lot of their earnings come from outside of Canada. This is one she watches, but it always trades at a premium. Would take a closer look if there was a pullback in the stock.

packaging/containers
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $63.940
Owned: No

2017-10-04

COMMENT
CCL Industries (B) (CCL.B-T)

This has been a fantastic stock over the last 5 years. Has a $10 or $12 billion market cap, so is not a name that is within his sweet spot.

packaging/containers
Jerome Hass

Portfolio Manager, Lightwater Partners

Price: $61.830
Owned: No

2017-09-29

COMMENT
CCL Industries (B) (CCL.B-T)

Packaging and labels. This has done well over the past year. One of the issues with industrials, especially manufacturing stocks, is what stage are we at in the cycle and what price are you paying. He would treat this was a little caution until you see what happens with growth in the US and Canada over the next few months.

packaging/containers
Gavin Graham

Trustee, Pointbreak ETFs

Price: $60.380
Owned: Unknown

2017-09-27

COMMENT
CCL Industries (B) (CCL.B-T)

Sold half his position close to the top last year, and continues to buy it for new clients. In the near term, it is probably seen the best part of its run. The latest quarter was a little disappointing. Their acquisition of the UK company that prints plastic currency, exposed them to the resin price market, and there was a spike in the price which caught them by surprise and hurt them. A great company to continue to own, but doesn’t think it is going to lead the market like it has in the past.

packaging/containers
Norman Levine

Managing Director, Portfolio Management Corp

Price: $60.600
Owned: Yes

2017-09-18

TOP PICK
CCL Industries (B) (CCL.B-T)

This has a core business in packaging and labelling. They did a transformational acquisition where they bought Avery Labels, and more recently bought Innovia out of the UK, which literally prints plastic money, in Canada, Australia and the UK. It has come off recently from its highs. They’ve been increasing their earnings and dividends. A very well-run company. Dividend yield of 0.8%. (Analysts’ price target is $68.50.)

packaging/containers
Jason Del Vicario

Portfolio Manager, HollisWealth

Price: $56.980
Owned: Yes

2017-09-12

WATCH
CCL Industries (B) (CCL.B-T)

This hasn’t done well, but at the top of the chart, it was overvalued. When the Cdn$ was going down this was viewed as a proxy that would benefit from the weaker Cdn$, because a lot of their operations are outside of Canada. Now that the Cdn$ is strengthening, that is going to be a headwind. A good company and doing well in its businesses. It just has to grow a bit by acquisitions. It’s on her watch list as a possible Buy.

packaging/containers
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $57.140
Owned: No

2017-09-06

COMMENT
CCL Industries (B) (CCL.B-T)

A great company. You want to buy this when there are meaningful pullbacks and the underlying trends haven’t changed. They know what they are doing and they add a lot of value. They make smart, intelligent capital allocation decisions.

packaging/containers
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $56.930
Owned: Yes

2017-09-06

HOLD
CCL Industries (B) (CCL.B-T)

Some people might be shocked when they see a big draw down like this stock has had, but you sometimes have to step back and look at the bigger picture. In this case, this has basically come back to its trend line and has found some support. As long as that trend line maintains, it might actually be a good entry point.

packaging/containers
Keith Richards

Portfolio Manager, ValueTrend Wealth Management

Price: $56.930
Owned: Unknown

2017-08-30

BUY
CCL Industries (B) (CCL.B-T)

One of his absolute favourite Canadian companies. It is in packaging and labelling. Currently they are being hit a little bit by the Cdn$ strength. This is a low volatility, non-resource, non-energy, non-gold, non-materials name in Canada which is very rare, and this is good timing.

packaging/containers
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Management

Price: $58.500
Owned: Yes

Showing 1 to 15 of 214 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.