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Investor Insights

This summary was created by AI, based on 4 opinions in the last 12 months.

CCL Industries (B) has faced challenges due to the pandemic, resulting in overstocking and slower sales. However, experts are optimistic about its future prospects, noting improvements in business and the potential for growth. The company has shown resilience in the past and has a strong balance sheet, with consistent growth in revenue and dividends. Overall, CCL Industries (B) is seen as a defensive and potentially lucrative long-term investment.

Consensus
Optimistic
Valuation
Undervalued
PAST TOP PICK
(A Top Pick Oct 27/22, Down 8%)

Pandemic messed up everything. Overstocking led to fewer sales. Will be rectified going forward. A day away from going up 10-15%. Acquisitive. Stock's gone nowhere, but business has improved, and this excites him. Juicy targets. One of the cheapest stocks he owns.

packaging / containers
PARTIAL BUY

Has been a great story by acquisition. His only worry short term is that it's hugely tied to consumer demand, which will slow down, highly cyclical. You can own a partial position here, but that's it.

packaging / containers
PAST TOP PICK
(A Top Pick Jun 02/23, Up 1%)

Impressive Q1 results. Sales grew only a bit in Q2, but beat expectations and earnings. Higher rates impacted consumer spending. Really strong balance sheet. Light yield of 1.7%, but has increased dividend over 5 years by 110%. Fundamentally 9/10 for her.

packaging / containers
TOP PICK

Labels & packaging business a good defensive name for investors.
Past 10 years has seen consistent growth in revenue.
110% increase of divined the last 5 years.
Excellent company for the long term.
13 of 15 past years - shares have appreciated (consistent gains).


packaging / containers
BUY ON WEAKNESS
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

EPS of 83c matched estimates; revenue of $1.587B was 2% short of estimates. 
EBITDA of $289M was also 2% short. 
The outlook was better, though, with a 'solid order picture', the end of China lockdowns and supply chain normalization. 
The dividend was raised 10%. 
Things are looking a bit better here.  
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packaging / containers
PAST TOP PICK
(A Top Pick Apr 20/21, Down 5%) Contracts with PG, AAPL, cars, all sorts of stuff. Still a highly fragmented business. He's waiting for a larger acquisition to move the needle. Balance sheet under-levered. Likes management. Some economic slowdown risk, but it always manages well through it.
packaging / containers
TOP PICK
One that can come out of this type of economy even stronger. One of the world's largest makers of labels and stickers, beer labels. Perfect balance sheet. Defensive. Amazing acquisitions. Yield is 1.48%. (Analysts’ price target is $78.40)
packaging / containers
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Diversification supported 2021 sales. Consistent margins and improving sales. Poised well to benefit from global re-opening. Globally diversified operations.
packaging / containers
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. EPS of 85c beat estimates by 13%. Sales of $1.522B beat estimates by 3%. EBITDA of $301M beat estimates by 6%. Sales rose 13% with 10.8% organic growth. Operating income rose 2.5%. It had a solid quarter and the company is renewing its share buyback plan. Unlock Premium - Try 5i Free

packaging / containers
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They announced small acquisitions last week. There has been no negative news, but has been taken down in the general market movement. Has breached some technical levels, which could have led to more selling. A buy at these prices. Unlock Premium - Try 5i Free

packaging / containers
DON'T BUY
ROIC started to trend down, so he exited. Has created shareholder wealth over the long term. ROIC not as high or as consistent as he'd like. Better opportunities out there. Very good company, in the top 10%. But he buys those in the top 1%.
packaging / containers
TOP PICK
Reasonable yield and sales are starting to improve. They have an interesting technical formation that is forming. 1% yield with 12% payout. 4.5% free cashflow yield. Free cashflow is at $577M. Lots of cash for acquisitions. Has seen some analyst upgrades. (Analysts’ price target is $81.38)
packaging / containers
TOP PICK
Their business should pickup , after COVID in two areas, which have suffered. Their free cash flow continues to grow. (Analysts’ price target is $79.33)
packaging / containers
TOP PICK
They led the market in December 2019 and he expects them lead post-Covid. He expects solid numbers in line with GDP growth (GDP projections haven't been this high since 1984). Companies will demands more packaging. Run by a fantastic CEO who will be looking for acquisitions. CCL carries little debt. (Analysts’ price target is $77.11)
packaging / containers
BUY
Likes it. They have had a good move recently. It fits into the industrial and material bucket. There is a stealth rally going on which is forecasting an improved economy. These companies have done quite well during the pandemic. Valuation is good, return on equity is positive, and the balance sheet is good. Could still buy it here for the cyclical recovery.
packaging / containers
Showing 1 to 15 of 327 entries

CCL Industries (B)(CCL.B-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 3

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 3

Stockchase rating for CCL Industries (B) 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.

CCL Industries (B)(CCL.B-T) Frequently Asked Questions

What is CCL Industries (B) stock symbol?

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

Is CCL Industries (B) a buy or a sell?

In the last year, 3 stock analysts published opinions about CCL.B-T. 3 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for CCL Industries (B).

Is CCL Industries (B) a good investment or a top pick?

CCL Industries (B) was recommended as a Top Pick by on . Read the latest stock experts ratings for CCL Industries (B).

Why is CCL Industries (B) 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 CCL Industries (B) worth watching?

3 stock analysts on Stockchase covered CCL Industries (B) In the last year. It is a trending stock that is worth watching.

What is CCL Industries (B) stock price?

On 2024-04-15, CCL Industries (B) (CCL.B-T) stock closed at a price of $68.9.