CCL Industries (B)
CCL.B-T
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About CCL Industries (B) (CCL.B-T)
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, ...
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Expert
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.
packaging/containers
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.
packaging/containers
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.
packaging/containers
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.
packaging/containers
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.
packaging/containers
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.
packaging/containers
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)
packaging/containers
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.
packaging/containers
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
$62.250
Yes
BUY
BUY
May 27, 2019
Good, strong company. Interesting way to play e-commerce. In client TFSAs. One year dividend growth is about 17%, 5 year growth is 25% per year. Investors should think about this one for a long term hold.
Good, strong company. Interesting way to play e-commerce. In client TFSAs. One year dividend growth is about 17%, 5 year growth is 25% per year. Investors should think about this one for a long term hold.
packaging/containers
Brett Girard, CPA, CA, CFA
CFO and Portfolio Manager, Liberty International Investment Management
$62.340
Yes
BUY
BUY
May 24, 2019
Has done some good work. Problems in the past getting through $60, but today it popped through. It's a bit tricky up here, but now it's a buy. (Analysts’ price target is $63.22)
Has done some good work. Problems in the past getting through $60, but today it popped through. It's a bit tricky up here, but now it's a buy. (Analysts’ price target is $63.22)
packaging/containers
Elliott Fishman
Director of U.S. and international equity trading, Trading Services Group, Scotia Wealth
$62.140
Unknown
TOP PICK
TOP PICK
May 22, 2019
A unique Canadian mulit-national producer of pressure sensitive labels -- the world's largest in the space. They have owned it for over 15 years.
A family owned company. The latest quarter was exceptional. Yield 1.2% (Analysts’ price target is $66.88)
A unique Canadian mulit-national producer of pressure sensitive labels -- the world's largest in the space. They have owned it for over 15 years.
A family owned company. The latest quarter was exceptional. Yield 1.2% (Analysts’ price target is $66.88)
packaging/containers
TOP PICK
TOP PICK
May 17, 2019
CCL did too good a job, so investors were disappointed with a troubled acquisition. CCL are great operators with global reach. They have tailwinds in emerging markets. Cheap valuation now. (Analysts’ price target is $117.86)
CCL did too good a job, so investors were disappointed with a troubled acquisition. CCL are great operators with global reach. They have tailwinds in emerging markets. Cheap valuation now. (Analysts’ price target is $117.86)
packaging/containers
DON'T BUY
DON'T BUY
May 14, 2019
They grow through acquisition. Some markets are mature now, though. Their PE has decreased, but it was too high in the past vs. its peers. They've been dealing with rising resin costs in the past years. A well-managed company, but packaging isn't a high-growth industry. Not enough here to excite her to buy.
They grow through acquisition. Some markets are mature now, though. Their PE has decreased, but it was too high in the past vs. its peers. They've been dealing with rising resin costs in the past years. A well-managed company, but packaging isn't a high-growth industry. Not enough here to excite her to buy.
packaging/containers
BUY
BUY
May 8, 2019
It's a great operator and acquirer of businesses. Caveat: Their latest purchase, of Innovia, has been pressured by soaring commodity prices ( if the resin that appears on the fancy plastic on Canadian bank notes).
It's a great operator and acquirer of businesses. Caveat: Their latest purchase, of Innovia, has been pressured by soaring commodity prices ( if the resin that appears on the fancy plastic on Canadian bank notes).
packaging/containers
TOP PICK
TOP PICK
May 7, 2019
Watch resin prices. They recently made an acquisition so resin prices are now a bigger component for them and has created more variability than he'd like. Great managers though who are passing these costs onto customers. Expect positive earnings surprises this year. Add to label companies when they falter. (Analysts’ price target is $65.43)
Watch resin prices. They recently made an acquisition so resin prices are now a bigger component for them and has created more variability than he'd like. Great managers though who are passing these costs onto customers. Expect positive earnings surprises this year. Add to label companies when they falter. (Analysts’ price target is $65.43)
packaging/containers
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