CCL Industries (B) | StockChase
221
CCL Industries (B) (CCL.B-T)

Last Price Recorded: $59.5700 on 2017-12-15

ON STOCKCHASE SINCE Jul 2002

packaging/containers
221
CCL Industries (B) (CCL.B-T)

Last Price Recorded: $59.5700 on 2017-12-15

ON STOCKCHASE SINCE Jul 2002

packaging/containers

CCL Industries (B)


Signal Opinion Expert
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

HOLD
CCL Industries (B)(CCL.B-T) 

December 11, 2017

A great company.  He sold it last year because it was getting a little expensive.  There is reasonable organic growth but it is mostly acquisition growth.  There are more acquisitions to be done in that space yet.

packaging/containers

A great company.  He sold it last year because it was getting a little expensive.  There is reasonable organic growth but it is mostly acquisition growth.  There are more acquisitions to be done in that space yet.

packaging/containers
Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Managem...

PricePrice
$59.050
Owned Owned
No

BUY
CCL Industries (B)(CCL.B-T) 

December 5, 2017

Currently it’s range bound and consolidating. In the summer and fall months, there were issues with costs of materials due to hurricanes. They are dependent on some chemical plants and resins in the Midwest US. In addition, they do like a weaker Cdn$ versus a stronger one. He is continuing to buy this and is very comfortable with it.

packaging/containers

Currently it’s range bound and consolidating. In the summer and fall months, there were issues with costs of materials due to hurricanes. They are dependent on some chemical plants and resins in the Midwest US. In addition, they do like a weaker Cdn$ versus a stronger one. He is continuing to buy this and is very comfortable with it.

packaging/containers
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$58.130
Owned Owned
Yes

BUY
CCL Industries (B)(CCL.B-T) 

December 4, 2017

This is a core holding of his.  Fundamentally they are doing very well.  They have reasonable organic growth combined with strategic acquisitions.  Don’t worry too much about the price movement here.  He actually added the last time the stock tanked. 

packaging/containers

This is a core holding of his.  Fundamentally they are doing very well.  They have reasonable organic growth combined with strategic acquisitions.  Don’t worry too much about the price movement here.  He actually added the last time the stock tanked. 

packaging/containers
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$58.820
Owned Owned
Yes

COMMENT
CCL Industries (B)(CCL.B-T) 

December 4, 2017

This peaked back in June, and hasn’t regained. It’s been pretty choppy. However, chart shows a nice upward trend. If it broke below that on a longer-term basis, at around $53.50, he would say there is something else there. Indicators are a little weak. The general overall trend is nice and up.

packaging/containers

This peaked back in June, and hasn’t regained. It’s been pretty choppy. However, chart shows a nice upward trend. If it broke below that on a longer-term basis, at around $53.50, he would say there is something else there. Indicators are a little weak. The general overall trend is nice and up.

packaging/containers
Hap (Robert) Sneddon FCSI

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

PricePrice
$58.820
Owned Owned
Unknown

HOLD
CCL Industries (B)(CCL.B-T) 

November 30, 2017

It stumbled a bit in the last 6 months since their last acquisition.  They have a tremendous track record with acquisitions and adding to cash flow.  He does not see much multiple expansion in their future.

packaging/containers

It stumbled a bit in the last 6 months since their last acquisition.  They have a tremendous track record with acquisitions and adding to cash flow.  He does not see much multiple expansion in their future.

packaging/containers
Don Lato

President, Padlock Investment M...

PricePrice
$59.790
Owned Owned
Yes

COMMENT
CCL Industries (B)(CCL.B-T) 

November 14, 2017

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

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...

PricePrice
$59.120
Owned Owned
Unknown

WAIT
CCL Industries (B)(CCL.B-T) 

November 13, 2017

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

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 Gr...

PricePrice
$59.030
Owned Owned
No

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

November 8, 2017

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

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 Investm...

PricePrice
$58.680
Owned Owned
Unknown

COMMENT
CCL Industries (B)(CCL.B-T) 

November 7, 2017

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

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...

PricePrice
$60.830
Owned Owned
Unknown

SELL
CCL Industries (B)(CCL.B-T) 

October 20, 2017

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

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 ...

PricePrice
$63.580
Owned Owned
No

TOP PICK
CCL Industries (B)(CCL.B-T) 

October 12, 2017

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

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 Investm...

PricePrice
$63.960
Owned Owned
Yes

COMMENT
CCL Industries (B)(CCL.B-T) 

October 11, 2017

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

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 ...

PricePrice
$63.940
Owned Owned
No

COMMENT
CCL Industries (B)(CCL.B-T) 

October 4, 2017

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

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...

PricePrice
$61.830
Owned Owned
No

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