CCL Industries (B)

CCL.B-T

TSE:CCL.B

57.14
0.16 (0.28%)
CCL Industries Inc. is a Toronto, Ontario-based company founded in 1951. CCL Industries is a specialty packaging company that provides packaging products to the Home & Personal Care, Food & Beverage, ...
More at Wikipedia

Analysis and Opinions about CCL.B-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 14, 2019
(A Top Pick May 07/19, Up 0.1%) Fixed resin issue, and had a blowout quarter. Macro uncertainty has had an impact. Checked back organic growth based on economic environment. Would be optimistic on the name if we get a phase 1 trade deal.
(A Top Pick May 07/19, Up 0.1%) Fixed resin issue, and had a blowout quarter. Macro uncertainty has had an impact. Checked back organic growth based on economic environment. Would be optimistic on the name if we get a phase 1 trade deal.
James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$56.470
Owned
Yes
DON'T BUY
DON'T BUY
November 12, 2019
He used to own them for a long time, but later they ran into various headwinds and disappointed. They steadily grew, then volatility set in a few years ago. That volatility triggered his sell. He hasn't looked at it lately.
He used to own them for a long time, but later they ran into various headwinds and disappointed. They steadily grew, then volatility set in a few years ago. That volatility triggered his sell. He hasn't looked at it lately.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$56.290
Owned
No
TOP PICK
TOP PICK
November 8, 2019
The label manufacturer with a nice run over a multi-year period. Lately, it’s been treading low. If it goes below $55, he would sell. He expects it to go higher in the next 6 months. (Analysts’ price target is $69.75)
The label manufacturer with a nice run over a multi-year period. Lately, it’s been treading low. If it goes below $55, he would sell. He expects it to go higher in the next 6 months. (Analysts’ price target is $69.75)
Jeff Parent B. Eng. FCSI CIM
VP & Portfolio Manager, Chief Investment Officer, Castlemoore Inc.
Price
$56.850
Owned
Yes
BUY
BUY
October 15, 2019
CCL vs. Intertape Polymer $54.97 is his model price; the stock is near this price. He hasn't looked at Intertape in years; $19.17 is his model price. He likes both. Don't sell one to buy the other. Doesn't prefer either.
CCL vs. Intertape Polymer $54.97 is his model price; the stock is near this price. He hasn't looked at Intertape in years; $19.17 is his model price. He likes both. Don't sell one to buy the other. Doesn't prefer either.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$52.280
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
October 15, 2019
(A Top Pick Feb 27/19, Down 4%) Good to hold long term. It's the first time in a long time we've had wobbly earnings. The packaging space has been beaten hard, but now CCL can make some acquisitions given lower valuations. He's confident that CCL will come back.
(A Top Pick Feb 27/19, Down 4%) Good to hold long term. It's the first time in a long time we've had wobbly earnings. The packaging space has been beaten hard, but now CCL can make some acquisitions given lower valuations. He's confident that CCL will come back.
James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$52.280
Owned
Yes
COMMENT
COMMENT
October 4, 2019
CCL vs 3M MMM-N has a lot of pollution liability and is facing large lawsuits for ground water polluting. CCL.B-T is a disciplined acquirer, making labels and packaging. He thinks CCL.B-T maybe oversold and would come back. He would favour it over MMM-N.
CCL vs 3M MMM-N has a lot of pollution liability and is facing large lawsuits for ground water polluting. CCL.B-T is a disciplined acquirer, making labels and packaging. He thinks CCL.B-T maybe oversold and would come back. He would favour it over MMM-N.
David Baskin
President, Baskin Wealth Management
Price
$55.010
Owned
Unknown
BUY
BUY
September 10, 2019
He's sold and bought it back. It has gotten way ahead of itself, then pulled back a lot. There are rumours the company will be sold; the board must decide on its direction. Well-managed and a global player.
CCL Industries (B) (CCL.B-T)
September 10, 2019
He's sold and bought it back. It has gotten way ahead of itself, then pulled back a lot. There are rumours the company will be sold; the board must decide on its direction. Well-managed and a global player.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$56.530
Owned
Yes
DON'T BUY
DON'T BUY
August 12, 2019
It's performed well the past 10 years, expanding from their core packaging business, but he's concerned about them growing from acquisition. Recent quarters have disappointed and the stock was punished. The stock isn't cheap and it carries debt.
It's performed well the past 10 years, expanding from their core packaging business, but he's concerned about them growing from acquisition. Recent quarters have disappointed and the stock was punished. The stock isn't cheap and it carries debt.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$59.830
Owned
No
WAIT
WAIT
August 9, 2019
They missed earnings recently and have a high valuation, so they're getting punished. Managers are good, so maybe this is a one-time stumble. See if they can turn things around in the next quarter. It's an acquisition machine, so CCL needs to do that to bolster revenue growth.
They missed earnings recently and have a high valuation, so they're getting punished. Managers are good, so maybe this is a one-time stumble. See if they can turn things around in the next quarter. It's an acquisition machine, so CCL needs to do that to bolster revenue growth.
John Kim
Portfolio Manager, Aston Hill Financial
Price
$60.090
Owned
Yes
BUY
BUY
August 6, 2019
This is a cash flow machine. They take on debt, take on an acquisition, pay down the debt and repeat. In the short run, they are sensitive to commodity prices. If you think the global economy is okay and consumer spending is okay, then this is a great company. It is not a heavily traded stock, but he would buy it here.
This is a cash flow machine. They take on debt, take on an acquisition, pay down the debt and repeat. In the short run, they are sensitive to commodity prices. If you think the global economy is okay and consumer spending is okay, then this is a great company. It is not a heavily traded stock, but he would buy it here.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$65.000
Owned
Unknown
BUY
BUY
July 30, 2019
An aggressive buyer of companies around the world. He likes it. This had been trading sideways for a long time until the start of this year. Earnings come out this week and should be pretty good. CCL comes down to synergizing acquisitions well.
An aggressive buyer of companies around the world. He likes it. This had been trading sideways for a long time until the start of this year. Earnings come out this week and should be pretty good. CCL comes down to synergizing acquisitions well.
David Baskin
President, Baskin Wealth Management
Price
$67.590
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
June 27, 2019

(A Top Pick Feb 28/18, Up 1%) Last couple of years there was an increase in input costs, but they didn't pass it on to customers quickly enough. They're coming out the other side of that. Margins will stabilize. Management says nothing to acquire right now at the right price, and the market was disappointed.

(A Top Pick Feb 28/18, Up 1%) Last couple of years there was an increase in input costs, but they didn't pass it on to customers quickly enough. They're coming out the other side of that. Margins will stabilize. Management says nothing to acquire right now at the right price, and the market was disappointed.

Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$63.600
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
June 25, 2019
A well run company. He is interested because it is difficult to find quality at a good valuation. He would be a buyer in the low $50s.
A well run company. He is interested because it is difficult to find quality at a good valuation. He would be a buyer in the low $50s.
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$63.750
Owned
Unknown
TOP PICK
TOP PICK
June 13, 2019
They continue to be highly profitable in the packaging business. They have grown earnings ten fold over the last decade. They had been struggling with their input costs but that is behind now. Estimated P/E is 22. Buy with confidence here. (Analysts’ price target is $67.33)
They continue to be highly profitable in the packaging business. They have grown earnings ten fold over the last decade. They had been struggling with their input costs but that is behind now. Estimated P/E is 22. Buy with confidence here. (Analysts’ price target is $67.33)
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$64.060
Owned
Yes
HOLD
HOLD
June 3, 2019
He bought it back last fall. It is a way of playing consumer goods. It is a very well managed company. Hang on while it grows into its valuation.
He bought it back last fall. It is a way of playing consumer goods. It is a very well managed company. Hang on while it grows into its valuation.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$62.250
Owned
Yes
Showing 1 to 15 of 294 entries