CCL Industries (B) (CCL.B-T) Stock Predictions - Stockchase
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CCL Industries (B) (CCL.B-T)

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packaging/containers

CCL Industries (B)

CCL.B-T

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CCL Industries (B) (CCL.B-T) SAVE Mar, 20, 2019, 3:09 am

53.60 0.24 (0.45%)

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, ... More at Wikipedia

What the experts are saying about CCL.B-T



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Signal Opinion Expert
BUY
Likes it and has owned it for 4 years, but it has gone sidways the past 18 months. They acquired Innovia in late-2016 but had trouble digesting it. CCL was also hit by high resin prices in 2018. They seem to have overcome these issues. The stock isn't cheap but is now fairly valued. It's a good entry point now. They just increased their dividend.
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Likes it and has owned it for 4 years, but it has gone sidways the past 18 months. They acquired Innovia in late-2016 but had trouble digesting it. CCL was also hit by high resin prices in 2018. They seem to have overcome these issues. The stock isn't cheap but is now fairly valued. It's a good entry point now. They just increased their dividend.
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Don Lato

President, Padlock Investment M...

Price Price
$54.020
Owned Owned
Yes

WATCH
This name was one of the darlings. Disappointed on numbers in 2018. He is looking at it now.
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This name was one of the darlings. Disappointed on numbers in 2018. He is looking at it now.
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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$54.290
Owned Owned
No

BUY
CCL Industries (B)(CCL.B-T) 

February 27, 2019

It's a top pick tonight. He likes the packaging stocks which is getting past a rough quarter where there were recession fears and rising costs due to rising oil prices. But these stocks will leave this behind and regain strength. More details on CCL in his top picks.
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It's a top pick tonight. He likes the packaging stocks which is getting past a rough quarter where there were recession fears and rising costs due to rising oil prices. But these stocks will leave this behind and regain strength. More details on CCL in his top picks.
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James Telfser

Partner & , Aventine Management ...

Price Price
$54.850
Owned Owned
Yes

TOP PICK
CCL Industries (B)(CCL.B-T) 

February 27, 2019

An industry leader in labels. Was trading at 26x earnings last year and now around 18x. Definitely buy on dips then hold long-term. A tailwind are resin prices dropping off. They are excellent acquirers. (Analysts’ price target is $65.38)
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An industry leader in labels. Was trading at 26x earnings last year and now around 18x. Definitely buy on dips then hold long-term. A tailwind are resin prices dropping off. They are excellent acquirers. (Analysts’ price target is $65.38)
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James Telfser

Partner & , Aventine Management ...

Price Price
$54.850
Owned Owned
Yes

PAST TOP PICK
CCL Industries (B)(CCL.B-T) 

February 20, 2019

(A Top Pick Feb 28/18, Down 9%) Resin prices rose sharply, which they mostly passed on to customers. So serious margin contraction, but this has been alleviated now.
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(A Top Pick Feb 28/18, Down 9%) Resin prices rose sharply, which they mostly passed on to customers. So serious margin contraction, but this has been alleviated now.
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Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$57.380
Owned Owned
Yes

PAST TOP PICK
CCL Industries (B)(CCL.B-T) 

January 21, 2019

(A Top Pick Jan 22/18, Down 7%) Stopped out and sold. Well-run company with steady a steady packaging business. Their cash flow allows them to acquire businesses. He still keeps an eye on them. In a slowdown, they will suffer, but they have a steady history of being acquirers and can't buy during downturns.
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(A Top Pick Jan 22/18, Down 7%) Stopped out and sold. Well-run company with steady a steady packaging business. Their cash flow allows them to acquire businesses. He still keeps an eye on them. In a slowdown, they will suffer, but they have a steady history of being acquirers and can't buy during downturns.
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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$54.450
Owned Owned
No

PAST TOP PICK
CCL Industries (B)(CCL.B-T) 

December 11, 2018

(A Top Pick Jan 26/18, Down 10%) He owned it for a long time, then got stopped out. Inflation costs in resin, a big part of their label business, are a pressure. Their Innovia is $40 billon in the hole. It'll be a great entry in 6-12 months though. He still likes it.
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(A Top Pick Jan 26/18, Down 10%) He owned it for a long time, then got stopped out. Inflation costs in resin, a big part of their label business, are a pressure. Their Innovia is $40 billon in the hole. It'll be a great entry in 6-12 months though. He still likes it.
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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$53.270
Owned Owned
No

BUY
CCL Industries (B)(CCL.B-T) 

December 4, 2018

Has owned this for five years. Great growth, bigger and more diversified than ever. But the last three quarters underperformed. They bought Innovia in 2016 and have struggled to integrate it. But their major input cost is resin, so the current decline in oil prices will reduce costs and raise earnings. A lot of their products go into consumer packaged goods, which are not cyclical and won't get hit in a downturn.

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Has owned this for five years. Great growth, bigger and more diversified than ever. But the last three quarters underperformed. They bought Innovia in 2016 and have struggled to integrate it. But their major input cost is resin, so the current decline in oil prices will reduce costs and raise earnings. A lot of their products go into consumer packaged goods, which are not cyclical and won't get hit in a downturn.

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$54.180
Owned Owned
Yes

TOP PICK
CCL Industries (B)(CCL.B-T) 

November 15, 2018

They issued an earnings report and the stock got killed even though they did well for more than a decade. They did 3 tuck-in acquisitions this morning. (Analysts’ price target is $67.16)
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They issued an earnings report and the stock got killed even though they did well for more than a decade. They did 3 tuck-in acquisitions this morning. (Analysts’ price target is $67.16)
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$53.400
Owned Owned
Yes

HOLD
CCL Industries (B)(CCL.B-T) 

November 2, 2018

Worth buying for a TFSA? Yes. And he has no plans to sell it. Cyclicals will do well when the economy is doing well, but do poorly when the economy slows or the company makes a purchase and must pay for it. The latter is happening to CCL. They're growing but now as quickly as investors expect. One acquisition is holding back their bottom line. This will fall off in the next recession. Packaging success will depend on the wider economy. Their main issue is price inflation with resin prices rising, and CCL didn't pass on that increase yet.

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Worth buying for a TFSA? Yes. And he has no plans to sell it. Cyclicals will do well when the economy is doing well, but do poorly when the economy slows or the company makes a purchase and must pay for it. The latter is happening to CCL. They're growing but now as quickly as investors expect. One acquisition is holding back their bottom line. This will fall off in the next recession. Packaging success will depend on the wider economy. Their main issue is price inflation with resin prices rising, and CCL didn't pass on that increase yet.

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David Driscoll

President , Liberty Internationa...

Price Price
$56.820
Owned Owned
Yes

BUY
CCL Industries (B)(CCL.B-T) 

October 31, 2018

CCL or ITP? CCL has great management and will benefit from global growth. They do labels and packaging for the big-branded companies. They're diversified and are generating a lot of free cash flow. ITP is a turnaround story. Amazon is their biggest customer. if you believe e-commerce will continue to grow then play ITP. ITP pays a higher dividend than CCL. Worries of higher input costs and a slowing economy are overblown. Sees good long-term returns from both.

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CCL or ITP? CCL has great management and will benefit from global growth. They do labels and packaging for the big-branded companies. They're diversified and are generating a lot of free cash flow. ITP is a turnaround story. Amazon is their biggest customer. if you believe e-commerce will continue to grow then play ITP. ITP pays a higher dividend than CCL. Worries of higher input costs and a slowing economy are overblown. Sees good long-term returns from both.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$55.380
Owned Owned
Yes

PAST TOP PICK
CCL Industries (B)(CCL.B-T) 

October 4, 2018

(A Top Pick Oct 12/17, Down 10%)  The management team is very good at what they do with acquisitions.  He would stick with it.  They will probably start their next leg up here.

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(A Top Pick Oct 12/17, Down 10%)  The management team is very good at what they do with acquisitions.  He would stick with it.  They will probably start their next leg up here.

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Bruce Campbell

President , Stone Castle Investm...

Price Price
$58.310
Owned Owned
Yes

COMMENT
CCL Industries (B)(CCL.B-T) 

September 26, 2018

It was on an uptrend, but is moving into consolidation. Support is in the mid-$50's and resistance at $70. Buy and sell within that range and don't get married to the stock. Be nimble.

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It was on an uptrend, but is moving into consolidation. Support is in the mid-$50's and resistance at $70. Buy and sell within that range and don't get married to the stock. Be nimble.

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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$58.890
Owned Owned
Unknown

PAST TOP PICK
CCL Industries (B)(CCL.B-T) 

September 24, 2018

(Past Top Pick, Sept. 18, 2017, Up 5%) They've gone nowhere for two years. Their valuation became rich and they made some nice acqusitions, but growth has since slowed. They're going through a pause. Management has increased shareholder value, so he likes them. Buy at high-$50's and sell at high-$60's. Buy now.

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(Past Top Pick, Sept. 18, 2017, Up 5%) They've gone nowhere for two years. Their valuation became rich and they made some nice acqusitions, but growth has since slowed. They're going through a pause. Management has increased shareholder value, so he likes them. Buy at high-$50's and sell at high-$60's. Buy now.

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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$59.070
Owned Owned
Yes

HOLD
CCL Industries (B)(CCL.B-T) 

September 20, 2018

It was a great growth stock for a long time.  The drivers have fizzled.  Overall management are excellent in terms of being able to drive value for the investors.  You should hang on to it over the long term or see his top picks today.

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It was a great growth stock for a long time.  The drivers have fizzled.  Overall management are excellent in terms of being able to drive value for the investors.  You should hang on to it over the long term or see his top picks today.

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Mohsin Bashir

VP Investm, Stone Asset Manageme...

Price Price
$59.960
Owned Owned
Unknown

BUY
CCL Industries (B)(CCL.B-T) 

September 20, 2018

It has gone sideways in the last years. Some insiders have liquidated large positions. They posted earnings on the last two quarters that are in line with expectations and the people playing the investment game want to see beating expectations. Fundamentals are incredible.  Smart management. Smart operators. They are buying hand over fist at these levels. 

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It has gone sideways in the last years. Some insiders have liquidated large positions. They posted earnings on the last two quarters that are in line with expectations and the people playing the investment game want to see beating expectations. Fundamentals are incredible.  Smart management. Smart operators. They are buying hand over fist at these levels. 

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$59.960
Owned Owned
Yes

DON'T BUY
CCL Industries (B)(CCL.B-T) 

September 19, 2018

Erratic this year, though good over the long run. It used to be illiquid to buy. It's lumped in with consumer staples, though it's really packaging. It's not performing well in this market. Look elsewhere.

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Erratic this year, though good over the long run. It used to be illiquid to buy. It's lumped in with consumer staples, though it's really packaging. It's not performing well in this market. Look elsewhere.

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David Burrows

President , Barometer Capital Ma...

Price Price
$60.590
Owned Owned
Unknown

BUY
CCL Industries (B)(CCL.B-T) 

August 29, 2018

He's bullish. Their last quarter was pretty good. All plastic companies have faced rising costs (oil). This will grow only by acquisition which they're good at doing. Likes its management and strategy.

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He's bullish. Their last quarter was pretty good. All plastic companies have faced rising costs (oil). This will grow only by acquisition which they're good at doing. Likes its management and strategy.

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David Baskin

President, Baskin Wealth Manage...

Price Price
$63.660
Owned Owned
Unknown

HOLD
CCL Industries (B)(CCL.B-T) 

August 28, 2018

The chart is stuck, just chugging along. Hold.

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The chart is stuck, just chugging along. Hold.

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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$63.030
Owned Owned
Unknown

PARTIAL BUY

Longest it’s been going sideways since 2013. Consolidating for last year. Trying to make new highs. Volume not indicating strong potential. If gets over $67, can possibly go to $75 or bit higher. Be careful if drops below $62, then exit. OK to buy a small position, but urges caution.

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Longest it’s been going sideways since 2013. Consolidating for last year. Trying to make new highs. Volume not indicating strong potential. If gets over $67, can possibly go to $75 or bit higher. Be careful if drops below $62, then exit. OK to buy a small position, but urges caution.

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Jeff Parent B.

VP & Portf, Castlemoore Inc....

Price Price
$67.000
Owned Owned
Unknown

HOLD

They are involved in pressure sensitive labels and containers.  A worldwide company that gets a premium value that is justified.  He would continue to hold as he sees more value added labels coming and has a good dividend growth.  

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They are involved in pressure sensitive labels and containers.  A worldwide company that gets a premium value that is justified.  He would continue to hold as he sees more value added labels coming and has a good dividend growth.  

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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$66.300
Owned Owned
No

BUY

He has owned this for some time.  It seems to have started trading sideways since it was added to one of the TSX indices.  It is under the radar, involved in packaging.  They also print currency.  There are several high-quality competitors in the space, but he still thinks CCL is undervalued.  They juice their growth with good acquisitions. 

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He has owned this for some time.  It seems to have started trading sideways since it was added to one of the TSX indices.  It is under the radar, involved in packaging.  They also print currency.  There are several high-quality competitors in the space, but he still thinks CCL is undervalued.  They juice their growth with good acquisitions. 

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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$65.450
Owned Owned
Yes

DON'T BUY

A very solid packaging company. Has some interesting technology aspects. Has flat lined lately. Would look elsewhere. It is taking a pause here.

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A very solid packaging company. Has some interesting technology aspects. Has flat lined lately. Would look elsewhere. It is taking a pause here.

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Alex Ruus

Portfolio , Arrow Capital Manage...

Price Price
$66.020
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick May 17, 2017. Up 8%). They buy many label companies, consolidating the label business. They are smart acquirers and have a history of improving profitability of the companies they buy. Their stock split made shares easier to buy. He is still buying it.

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(A Top Pick May 17, 2017. Up 8%). They buy many label companies, consolidating the label business. They are smart acquirers and have a history of improving profitability of the companies they buy. Their stock split made shares easier to buy. He is still buying it.

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David Baskin

President, Baskin Wealth Manage...

Price Price
$65.280
Owned Owned
Yes

DON'T BUY

Packing and labeling company. Had good growth through acquisitions. Very competitive space. They are having more challenges finding target companies. They have been deleveraging. The company is expensive for what you are getting.

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Packing and labeling company. Had good growth through acquisitions. Very competitive space. They are having more challenges finding target companies. They have been deleveraging. The company is expensive for what you are getting.

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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$62.240
Owned Owned
No

HOLD

He's been following this a long time. A well-run company. The stock has been range-bound the past year. You can hold only so many of these companies in a portfolio. Texas hurricanes knocked out refineries and drove up input costs. The stocks in this space corrected and he picked up CCL's competitors. 20x earnings is rich. If you own it, hold it.

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He's been following this a long time. A well-run company. The stock has been range-bound the past year. You can hold only so many of these companies in a portfolio. Texas hurricanes knocked out refineries and drove up input costs. The stocks in this space corrected and he picked up CCL's competitors. 20x earnings is rich. If you own it, hold it.

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James Telfser

Partner & , Aventine Management ...

Price Price
$62.510
Owned Owned
No

BUY

One of the best capital allocators around. Debt levels are  the same as 2008, but revenues have tripled. He expects more good things from CCL and doesn't see anything slowing it down. The stock pulled back a little, because an insider took some money off the table. A good opportunuty now. A great play on the global consumer.

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One of the best capital allocators around. Debt levels are  the same as 2008, but revenues have tripled. He expects more good things from CCL and doesn't see anything slowing it down. The stock pulled back a little, because an insider took some money off the table. A good opportunuty now. A great play on the global consumer.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$62.740
Owned Owned
Unknown

PAST TOP PICK

(A Past Top Pick on May 17, 2017, Up 8%)  Well-managed, has grown over time. Not the most liquid stock, so it may be better for smaller investors. As a packaging company, they benefit from online commerce with deliveries.

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(A Past Top Pick on May 17, 2017, Up 8%)  Well-managed, has grown over time. Not the most liquid stock, so it may be better for smaller investors. As a packaging company, they benefit from online commerce with deliveries.

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David Burrows

President , Barometer Capital Ma...

Price Price
$64.790
Owned Owned
Yes

PAST TOP PICK

(A Top Pick May 24/17 Up 4.7%). He continues to like and hold this.  It has been digesting a large acquisition and is breaking out of the funk and margins are again growing.  They just acquired a manufacturing business in Mexico.  They are great operators. 

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(A Top Pick May 24/17 Up 4.7%). He continues to like and hold this.  It has been digesting a large acquisition and is breaking out of the funk and margins are again growing.  They just acquired a manufacturing business in Mexico.  They are great operators. 

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$64.320
Owned Owned
Yes

BUY

This company pays $1.20 dividend, which has grown by 28% per year over the past three years.  It is a great company and has been successful in consumer packaging and labels.  Technically the stock looks good, making a new higher high.  He likes the rapid growth in the dividend.  Yield 0.8%. 

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This company pays $1.20 dividend, which has grown by 28% per year over the past three years.  It is a great company and has been successful in consumer packaging and labels.  Technically the stock looks good, making a new higher high.  He likes the rapid growth in the dividend.  Yield 0.8%. 

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David Burrows

President , Barometer Capital Ma...

Price Price
$65.640
Owned Owned
Unknown

PAST TOP PICK
CCL Industries (B)(CCL.B-T) 

February 28, 2018

(A Top Pick March 10/17. Up 10%) He says they recently stumbled, but have just posted good numbers.  Management continue to make some great acquisitions on their terms and have managed to expand the businesses.  It is a good one to tuck away for the next five years.  Yield 0.8%.  (Analysts’ price target is $71 ) 

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(A Top Pick March 10/17. Up 10%) He says they recently stumbled, but have just posted good numbers.  Management continue to make some great acquisitions on their terms and have managed to expand the businesses.  It is a good one to tuck away for the next five years.  Yield 0.8%.  (Analysts’ price target is $71 ) 

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Bruce Campbell

President , Stone Castle Investm...

Price Price
$63.870
Owned Owned
Unknown

TOP PICK
CCL Industries (B)(CCL.B-T) 

February 28, 2018

Long been a top pick for her. They will wait for a recession before making a big acquisition, so if there's a recession, they will enhance growth in that downturn. Still growing. (Analysts’ price target is $71.14.)

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Long been a top pick for her. They will wait for a recession before making a big acquisition, so if there's a recession, they will enhance growth in that downturn. Still growing. (Analysts’ price target is $71.14.)

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Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$63.870
Owned Owned
Yes

PAST TOP PICK
CCL Industries (B)(CCL.B-T) 

February 23, 2018

(A Top Pick April 5/17 - Up 10.5%) A good name. Owed it for the past 4 years. They are old economy type of company. They posted incredible earnings just today. Good organic growth. Trading at 19 times earnings with growth of a consistent 19% year.

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(A Top Pick April 5/17 - Up 10.5%) A good name. Owed it for the past 4 years. They are old economy type of company. They posted incredible earnings just today. Good organic growth. Trading at 19 times earnings with growth of a consistent 19% year.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$66.100
Owned Owned
Yes

TOP PICK
CCL Industries (B)(CCL.B-T) 

February 13, 2018

Grows through acquisition which it integrates well. Growth lost a bit of appeal with people thinking their balance sheet was overlevereged with interest rates rising. True, they have debt, but they are a cash-flow machine. Owns some premier names in the industry like Avery. Good growth story though unrecognized and unloved, so a good buy. (Analysts' price target is $70.75)

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Grows through acquisition which it integrates well. Growth lost a bit of appeal with people thinking their balance sheet was overlevereged with interest rates rising. True, they have debt, but they are a cash-flow machine. Owns some premier names in the industry like Avery. Good growth story though unrecognized and unloved, so a good buy. (Analysts' price target is $70.75)

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David Baskin

President, Baskin Wealth Manage...

Price Price
$55.790
Owned Owned
Yes

BUY
CCL Industries (B)(CCL.B-T) 

February 6, 2018

There was a big secondary offering as the family decided to sell a chunk of the stock and the market didn’t’ like that. Before that, everybody loved the stock. These guys are excellent acquirers of other companies and improve margins, then rinse and repeat.

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There was a big secondary offering as the family decided to sell a chunk of the stock and the market didn’t’ like that. Before that, everybody loved the stock. These guys are excellent acquirers of other companies and improve margins, then rinse and repeat.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$55.700
Owned Owned
Unknown

BUY on WEAKNESS
CCL Industries (B)(CCL.B-T) 

February 2, 2018

Always a good company. Used to earn 8% ROIC then rose to 14%, but now CCL is a little rich. Happy CCL has improved their business in recent years. Would wait for a pullback.

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Always a good company. Used to earn 8% ROIC then rose to 14%, but now CCL is a little rich. Happy CCL has improved their business in recent years. Would wait for a pullback.

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Matt Kacur

President, FSA Financial Scienc...

Price Price
$56.270
Owned Owned
Unknown

COMMENT
CCL Industries (B)(CCL.B-T) 

January 24, 2018

CCL Industries or Intertape? She bought this at the start of 2013, and it has had a phenomenal run, but exited a couple of quarters ago. It seemed that a lot was being priced into this stock. She has another company she likes in packaging, where expectations are a lot more reasonable. (See Top Picks)

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CCL Industries or Intertape? She bought this at the start of 2013, and it has had a phenomenal run, but exited a couple of quarters ago. It seemed that a lot was being priced into this stock. She has another company she likes in packaging, where expectations are a lot more reasonable. (See Top Picks)

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Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$59.130
Owned Owned
Yes

TOP PICK
CCL Industries (B)(CCL.B-T) 

January 22, 2018

The largest label company in the world. Their margins are great. They've done a great job of increasing shareholder value. They are sort of founder run and owned, which is great. Have been serial acquirers with their biggest acquisition being Avery Labels. The stock price is off a bit. It popped in the summer on news that they were going to be included in the S&P 60, and have been trading sideways to down since then. Dividend yield of 0.8%. (Analysts' price target is $67.)

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The largest label company in the world. Their margins are great. They've done a great job of increasing shareholder value. They are sort of founder run and owned, which is great. Have been serial acquirers with their biggest acquisition being Avery Labels. The stock price is off a bit. It popped in the summer on news that they were going to be included in the S&P 60, and have been trading sideways to down since then. Dividend yield of 0.8%. (Analysts' price target is $67.)

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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$59.330
Owned Owned
Yes

TOP PICK
CCL Industries (B)(CCL.B-T) 

January 17, 2018

This is off 20% from its high. They are in packaging and Avery. Has a massive client base. It’s down because 1) they had a bit of a hit when some of their property prices (?) spiked because of hurricanes in the US. 2.) Cdn$ strength is not great for them. 3.) The Potash/Agrium merger might have created a lot of movement in materials, and there might be a lot of selling out of CCL. It's missed 2 quarters in a row.  Dividend yield of 0.8%. (Analysts' price target is $67.)

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This is off 20% from its high. They are in packaging and Avery. Has a massive client base. It’s down because 1) they had a bit of a hit when some of their property prices (?) spiked because of hurricanes in the US. 2.) Cdn$ strength is not great for them. 3.) The Potash/Agrium merger might have created a lot of movement in materials, and there might be a lot of selling out of CCL. It's missed 2 quarters in a row.  Dividend yield of 0.8%. (Analysts' price target is $67.)

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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$57.410
Owned Owned
Yes

HOLD
CCL Industries (B)(CCL.B-T) 

January 16, 2018

Primarily a packaging company and has been a good, long term growth story. It’s had a good run over the last year, but has now come back a bit. He would like to see it come back a little more. It’s a Hold, potentially coming into a Buy area. Dividend yield of 0.8%.

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Primarily a packaging company and has been a good, long term growth story. It’s had a good run over the last year, but has now come back a bit. He would like to see it come back a little more. It’s a Hold, potentially coming into a Buy area. Dividend yield of 0.8%.

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Alex Ruus

Portfolio , Arrow Capital Manage...

Price Price
$57.250
Owned Owned
Unknown

HOLD
CCL Industries (B)(CCL.B-T) 

January 9, 2018

A consumer packaging company, which also prints money. If you own, continue to hold. A relatively well-run company. Very geographically diversified with a lot of operations outside of Canada.

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A consumer packaging company, which also prints money. If you own, continue to hold. A relatively well-run company. Very geographically diversified with a lot of operations outside of Canada.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$57.000
Owned Owned
No

BUY
CCL Industries (B)(CCL.B-T) 

January 9, 2018

Recently bought this. It is adhesives, labels and printing money. A brilliant management team. They make acquisitions, not when they have to, but when they want to. They can strike any time they want because they make so much free cash flow. It's a business you could hold in your portfolio for a very long time.

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Recently bought this. It is adhesives, labels and printing money. A brilliant management team. They make acquisitions, not when they have to, but when they want to. They can strike any time they want because they make so much free cash flow. It's a business you could hold in your portfolio for a very long time.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$57.000
Owned Owned
Yes

HOLD
CCL Industries (B)(CCL.B-T) 

January 8, 2018

A great label maker.  A fantastic story over the years.  He would never recommend selling it.  You also have IPT-T and have been selling weak with all the hurricanes in the last weeks.  They create a lot of value but there is better value with IPT-T.  He holds this over CCL.B-T because IPT-T are earlier in their life cycle of acquisitions.

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A great label maker.  A fantastic story over the years.  He would never recommend selling it.  You also have IPT-T and have been selling weak with all the hurricanes in the last weeks.  They create a lot of value but there is better value with IPT-T.  He holds this over CCL.B-T because IPT-T are earlier in their life cycle of acquisitions.

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James Telfser

Partner & , Aventine Management ...

Price Price
$56.320
Owned Owned
No

BUY
CCL Industries (B)(CCL.B-T) 

January 4, 2018

It has grown quickly by acquisitions all over the world and may have gotten ahead of itself on price.  It has come down a bit.  The value here is very strong.  Management is very strong.  It is a good entry level at this price.

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It has grown quickly by acquisitions all over the world and may have gotten ahead of itself on price.  It has come down a bit.  The value here is very strong.  Management is very strong.  It is a good entry level at this price.

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David Baskin

President, Baskin Wealth Manage...

Price Price
$56.190
Owned Owned
Yes

COMMENT
CCL Industries (B)(CCL.B-T) 

January 3, 2018

Chart shows it broke out at $55 last February and then touched down on that same amount in September and November. It’s now heading down again, perhaps to that same figure, $55-$57 as the base. At $55, you are certainly going to have some buyers come in. You could take a position at around $55-$56.

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Chart shows it broke out at $55 last February and then touched down on that same amount in September and November. It’s now heading down again, perhaps to that same figure, $55-$57 as the base. At $55, you are certainly going to have some buyers come in. You could take a position at around $55-$56.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$56.910
Owned Owned
Unknown

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

December 27, 2017

This is a company they liked for a long time and they continue to like it. Had their executives in their offices 2 weeks ago to give an update. They are continuing to execute, has been a great compounder for shareholders over the long term. 2017 hasn’t been their best year in their history, but it’s positioned well for 2018. Certainly not a cheap stock, valuation reflects the solid fundamentals ahead, and he thinks it’s a good one to stick with in the long term. Feels comfortable buying at $58, maybe don’t initiate a full position, give yourself room to add more if we do get a broader market sell-off or something specific to CCL Industries.

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This is a company they liked for a long time and they continue to like it. Had their executives in their offices 2 weeks ago to give an update. They are continuing to execute, has been a great compounder for shareholders over the long term. 2017 hasn’t been their best year in their history, but it’s positioned well for 2018. Certainly not a cheap stock, valuation reflects the solid fundamentals ahead, and he thinks it’s a good one to stick with in the long term. Feels comfortable buying at $58, maybe don’t initiate a full position, give yourself room to add more if we do get a broader market sell-off or something specific to CCL Industries.

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Geoff Scott

Institutio, Cambridge Global Ass...

Price Price
$58.820
Owned Owned
Unknown

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.

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(Market Call Minute.) She would continue holding. It’s a bit expensive, so she wouldn't buy it.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$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. 

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(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. 

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Michael Smedley

Exec VP & , Morgan Meighan & Ass...

Price Price
$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.

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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.

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$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.

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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.

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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$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. 

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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. 

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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$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.

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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.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$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.

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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.

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Don Lato

President, Padlock Investment M...

Price Price
$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.

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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.

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Ryan Modesto

Managing P, 5i Research...

Price Price
$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.

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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.

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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$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.

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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.

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Bruce Campbell

President , Stone Castle Investm...

Price Price
$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.

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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.

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Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$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.

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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.

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William Chin

Portfolio , Caldwell Investment ...

Price Price
$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.

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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
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$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
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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.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$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.

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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.

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Jerome Hass

Portfolio , Lightwater Partners...

Price Price
$61.830
Owned Owned
No

COMMENT
CCL Industries (B)(CCL.B-T) 

September 29, 2017

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
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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
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0 comments
Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$60.380
Owned Owned
Unknown

COMMENT
CCL Industries (B)(CCL.B-T) 

September 27, 2017

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
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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
0 0 0 0 0
0 comments
Norman Levine

Managing D, Portfolio Management...

Price Price
$60.600
Owned Owned
Yes

TOP PICK
CCL Industries (B)(CCL.B-T) 

September 18, 2017

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
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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
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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$56.980
Owned Owned
Yes

WATCH
CCL Industries (B)(CCL.B-T) 

September 12, 2017

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
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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
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$57.140
Owned Owned
No

COMMENT
CCL Industries (B)(CCL.B-T) 

September 6, 2017

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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
Stephen Groff

Principal , Cambridge Global Ass...

Price Price
$56.930
Owned Owned
Yes

HOLD
CCL Industries (B)(CCL.B-T) 

September 6, 2017

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
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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
0 0 0 0 0
0 comments
Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$56.930
Owned Owned
Unknown

BUY
CCL Industries (B)(CCL.B-T) 

August 30, 2017

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
0 0 0 0 0
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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
0 0 0 0 0
0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$58.500
Owned Owned
Yes

HOLD
CCL Industries (B)(CCL.B-T) 

August 28, 2017

They are a bit of a victim of their own success.  It is priced for perfection so if it ever misses you get a pullback, which it has had.  It is a growth by acquisition and it has less impact as you get bigger.  It is a decent hold, but not exciting any more like it used to be.

packaging/containers
0 0 0 0 0
0 comments

They are a bit of a victim of their own success.  It is priced for perfection so if it ever misses you get a pullback, which it has had.  It is a growth by acquisition and it has less impact as you get bigger.  It is a decent hold, but not exciting any more like it used to be.

packaging/containers
0 0 0 0 0
0 comments
Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$57.100
Owned Owned
Unknown

BUY
CCL Industries (B)(CCL.B-T) 

August 23, 2017

He likes the company.  It has done very well and continues to make acquisitions, which they are good at.  The stock has come off a bit recently but longer term it is a good company and has increased the dividend, which they have a good record at doing.

packaging/containers
0 0 0 0 0
0 comments

He likes the company.  It has done very well and continues to make acquisitions, which they are good at.  The stock has come off a bit recently but longer term it is a good company and has increased the dividend, which they have a good record at doing.

packaging/containers
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$58.140
Owned Owned
No

COMMENT

An extremely well-managed company with a great track record, but in a very mundane industry of making labels for packaging goods. Very expensive. The type of company people want to own over the longer term. They will do well.

packaging/containers
0 0 0 0 0
0 comments

An extremely well-managed company with a great track record, but in a very mundane industry of making labels for packaging goods. Very expensive. The type of company people want to own over the longer term. They will do well.

packaging/containers
0 0 0 0 0
0 comments
Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$59.810
Owned Owned
Unknown

COMMENT

Continues to execute very well. Every time they made acquisitions they announce synergies, and the synergies happen faster and usually happen bigger than what they initially told the market. Recently did a fairly large secondary offering that came out of the principals of the company, where they took some money out. That was a fairly big issue that had to get digested by the market. The stock price has languished a little, strictly on money flow, not because of the business. Management feels there are tons of consolidation left globally.

packaging/containers
1 0 0 0 0
0 comments

Continues to execute very well. Every time they made acquisitions they announce synergies, and the synergies happen faster and usually happen bigger than what they initially told the market. Recently did a fairly large secondary offering that came out of the principals of the company, where they took some money out. That was a fairly big issue that had to get digested by the market. The stock price has languished a little, strictly on money flow, not because of the business. Management feels there are tons of consolidation left globally.

packaging/containers
1 0 0 0 0
0 comments
Bruce Campbell

President , Stone Castle Investm...

Price Price
$60.250
Owned Owned
Unknown

BUY

It is a great company.  Return on capital in 2012 was 7% and is now up to 14% and they put capital to work in that time.  They pay a dividend as well.  It is not too expensive.

packaging/containers
0 0 0 0 0
0 comments

It is a great company.  Return on capital in 2012 was 7% and is now up to 14% and they put capital to work in that time.  They pay a dividend as well.  It is not too expensive.

packaging/containers
0 0 0 0 0
0 comments
Matt Kacur

President, FSA Financial Scienc...

Price Price
$60.250
Owned Owned
Unknown

COMMENT

A problem with buying this is that it has had an enormous run from its bottom. It was trading at a big discount to its BV, and is now trading at about 4.5X BV, an astonishing run. This is a cyclical stock, long term. It is trading at about its Fair Market Value. It isn’t cheap anymore.

packaging/containers
0 0 0 0 0
0 comments

A problem with buying this is that it has had an enormous run from its bottom. It was trading at a big discount to its BV, and is now trading at about 4.5X BV, an astonishing run. This is a cyclical stock, long term. It is trading at about its Fair Market Value. It isn’t cheap anymore.

packaging/containers
0 0 0 0 0
0 comments
Ross Healy

Chairman, Strategic Analysis C...

Price Price
$60.490
Owned Owned
Unknown

DON'T BUY

He admires this since it became a label company. It has done tremendously well. Unfortunately, when a company does as well as they have, people tend to build in expectations of growth rates that he does not believe are sustainable for a long period of time. It looks expensive.

packaging/containers
0 0 0 0 0
0 comments

He admires this since it became a label company. It has done tremendously well. Unfortunately, when a company does as well as they have, people tend to build in expectations of growth rates that he does not believe are sustainable for a long period of time. It looks expensive.

packaging/containers
0 0 0 0 0
0 comments
Michael Sprung

President, Sprung Investment Ma...

Price Price
$60.490
Owned Owned
No

COMMENT

A diversified business, packaging, labels, adhesives. A lot of different stuff and a lot of moving parts. Not the easiest company to figure out. You have to put faith in management, which has done a wonderful job of buying companies, integrating them and improving the margins. There is a very, very large runway of growth for them. He likes this very much and thinks it is going to go a lot higher over the long-term.

packaging/containers
0 0 0 0 0
0 comments

A diversified business, packaging, labels, adhesives. A lot of different stuff and a lot of moving parts. Not the easiest company to figure out. You have to put faith in management, which has done a wonderful job of buying companies, integrating them and improving the margins. There is a very, very large runway of growth for them. He likes this very much and thinks it is going to go a lot higher over the long-term.

packaging/containers
0 0 0 0 0
0 comments
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$61.000
Owned Owned
Yes

COMMENT

A packaging company that grows through acquisition and integrates quite well. The family was selling some of their B stocks, and probably was just a function of the B shares coming to the market which suppressed the share price a little. Feels the stock is fully valued, and would want to get it in the low $60 area.

packaging/containers
0 0 0 0 0
0 comments

A packaging company that grows through acquisition and integrates quite well. The family was selling some of their B stocks, and probably was just a function of the B shares coming to the market which suppressed the share price a little. Feels the stock is fully valued, and would want to get it in the low $60 area.

packaging/containers
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$61.700
Owned Owned
No

PAST TOP PICK

(A Top Pick August 29/16. Up 29.36%.) He continues to like this. They make packaging, containers and labels for global manufacturers, predominantly consumer packaged goods. Increasingly they are getting into more advanced applications. Did a deal in December for a British company that makes plastic polymers that are used in banknotes. There is a long runway for growth in this, because only 3% of banknotes globally are made from this high-security polymer film.

packaging/containers
0 0 0 0 0
0 comments

(A Top Pick August 29/16. Up 29.36%.) He continues to like this. They make packaging, containers and labels for global manufacturers, predominantly consumer packaged goods. Increasingly they are getting into more advanced applications. Did a deal in December for a British company that makes plastic polymers that are used in banknotes. There is a long runway for growth in this, because only 3% of banknotes globally are made from this high-security polymer film.

packaging/containers
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$61.700
Owned Owned
Yes

BUY

Since it split they have also done an equity issue.  There was some insider selling.  The market should digest that quickly.  They have done a fantastic job for a long time.  It is an acquisition driven story. 

packaging/containers
0 0 0 0 0
0 comments

Since it split they have also done an equity issue.  There was some insider selling.  The market should digest that quickly.  They have done a fantastic job for a long time.  It is an acquisition driven story. 

packaging/containers
0 0 0 0 0
0 comments
Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$61.980
Owned Owned
Unknown

BUY on WEAKNESS

Packaging. It amazes him that there is a very strong contingent of packaging companies in Canada. This one recently bought a UK company that literally prints money. It has relatively strong organic growth, and a very, very active pipeline of acquisitions. A relatively volatile stock, but a company he really, really likes. Wait for a bit of softness before getting in.

packaging/containers
0 0 0 0 0
0 comments

Packaging. It amazes him that there is a very strong contingent of packaging companies in Canada. This one recently bought a UK company that literally prints money. It has relatively strong organic growth, and a very, very active pipeline of acquisitions. A relatively volatile stock, but a company he really, really likes. Wait for a bit of softness before getting in.

packaging/containers
0 0 0 0 0
0 comments
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$61.980
Owned Owned
Yes

PARTIAL BUY

A fantastic trend. The chart is showing an upward channel. On a daily and weekly basis, it is sort of heading down, and there will probably be some support right around $64. If you like this name on a longer-term basis, buy a half a position now and, when it makes a new high, buy the 2nd half.

packaging/containers
0 0 0 0 0
0 comments

A fantastic trend. The chart is showing an upward channel. On a daily and weekly basis, it is sort of heading down, and there will probably be some support right around $64. If you like this name on a longer-term basis, buy a half a position now and, when it makes a new high, buy the 2nd half.

packaging/containers
0 0 0 0 0
0 comments
Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$65.610
Owned Owned
Unknown

COMMENT

Material stocks do better between November through to April. This one has extended that all the way through to May. From October through to May, the stock tends to gain an average of about 20%. This one hasn’t seen the down drift that is more typical of some of the cyclical stocks. It has been supported by its 20-day and 50-day moving averages. It is currently testing the lower limit of the trend channel, so you would expect it to get to the upper limit which is closer to $71.

packaging/containers
0 0 0 0 0
0 comments

Material stocks do better between November through to April. This one has extended that all the way through to May. From October through to May, the stock tends to gain an average of about 20%. This one hasn’t seen the down drift that is more typical of some of the cyclical stocks. It has been supported by its 20-day and 50-day moving averages. It is currently testing the lower limit of the trend channel, so you would expect it to get to the upper limit which is closer to $71.

packaging/containers
0 0 0 0 0
0 comments
Jon Vialoux

Research A, CastleMoore Inc....

Price Price
$65.440
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick March 30/16. Up 36%.) Manufactures labels, packaging for US consumer package good companies. They’ve integrated their acquisition and have got a lot of synergies out of it. A great name to own.

packaging/containers
0 0 0 0 0
0 comments

(A Top Pick March 30/16. Up 36%.) Manufactures labels, packaging for US consumer package good companies. They’ve integrated their acquisition and have got a lot of synergies out of it. A great name to own.

packaging/containers
0 0 0 0 0
0 comments
Andy Nasr

VP & Inves, Sentry Investments...

Price Price
$66.210
Owned Owned
No

BUY

A great company. The world’s biggest pressure sensitive label company. Their customers are all the major cosmetic, drug, food type of companies that use that kind of packaging. They are also in shaped aluminum cans and cosmetic tubes. Not a bargain, but a good, long term hold.

packaging/containers
0 0 0 0 0
0 comments

A great company. The world’s biggest pressure sensitive label company. Their customers are all the major cosmetic, drug, food type of companies that use that kind of packaging. They are also in shaped aluminum cans and cosmetic tubes. Not a bargain, but a good, long term hold.

packaging/containers
0 0 0 0 0
0 comments
Norman Levine

Managing D, Portfolio Management...

Price Price
$66.150
Owned Owned
Yes

WATCH

It is on her watch list.  It has made good acquisitions and good growth, but she would not enter it right now.

packaging/containers
0 0 0 0 0
0 comments

It is on her watch list.  It has made good acquisitions and good growth, but she would not enter it right now.

packaging/containers
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$68.270
Owned Owned
No

BUY

This has had a parabolic move over the past few years. The CEO is an intelligent allocator of capital and has done a wonderful job. An $11 billion market cap, and can see it being a $50 billion market cap company in 10 years.

packaging/containers
0 0 0 0 0
0 comments

This has had a parabolic move over the past few years. The CEO is an intelligent allocator of capital and has done a wonderful job. An $11 billion market cap, and can see it being a $50 billion market cap company in 10 years.

packaging/containers
0 0 0 0 0
0 comments
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$67.880
Owned Owned
Yes

COMMENT

This has been a tremendous story ever since they bought Avery Labels years ago. It has become a real growth story, and would be quite vulnerable to any earnings disappointment. Extremely well-managed. There will be a 5 for 1 stock split coming.

packaging/containers
0 0 0 0 0
0 comments

This has been a tremendous story ever since they bought Avery Labels years ago. It has become a real growth story, and would be quite vulnerable to any earnings disappointment. Extremely well-managed. There will be a 5 for 1 stock split coming.

packaging/containers
0 0 0 0 0
0 comments
Michael Sprung

President, Sprung Investment Ma...

Price Price
$65.170
Owned Owned
No

WATCH

On a seasonal basis, chemical stocks have a period of seasonal strength from around the 2nd week of October right through until the end of April. After that, they have a tendency to be flat or move lower. This has now reached the end of its seasonal strength, so now you have to decide when to take your money off the table. Hang on until you see technical signs of it rolling over.

packaging/containers
0 0 0 0 0
0 comments

On a seasonal basis, chemical stocks have a period of seasonal strength from around the 2nd week of October right through until the end of April. After that, they have a tendency to be flat or move lower. This has now reached the end of its seasonal strength, so now you have to decide when to take your money off the table. Hang on until you see technical signs of it rolling over.

packaging/containers
0 0 0 0 0
0 comments
Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$321.820
Owned Owned
Unknown

TOP PICK

A packaging giant, as well as a player in the new polymer banknote material, which they acquired from a partnering type of company. There is going to be a 5 for 1 stock split in a couple of days. Dividend yield of 0.7%. (Analysts’ price target is $337.50.)

packaging/containers
0 0 0 0 0
0 comments

A packaging giant, as well as a player in the new polymer banknote material, which they acquired from a partnering type of company. There is going to be a 5 for 1 stock split in a couple of days. Dividend yield of 0.7%. (Analysts’ price target is $337.50.)

packaging/containers
0 0 0 0 0
0 comments
Michael Smedley

Exec VP & , Morgan Meighan & Ass...

Price Price
$310.970
Owned Owned
Yes

COMMENT

A dividend grower, but it doesn’t grow very quickly because the family that owns the A shares doesn’t really need the income. The stock has done very well.

packaging/containers
0 0 0 0 0
0 comments

A dividend grower, but it doesn’t grow very quickly because the family that owns the A shares doesn’t really need the income. The stock has done very well.

packaging/containers
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$309.450
Owned Owned
No

PAST TOP PICK

(A Top Pick Aug 29/16. Up 27%.) This closed on a meaningful acquisition of Innovia in December, a manufacturer of polymer banknotes. Very profitable company and a long-term growth story.

packaging/containers
0 0 0 0 0
0 comments

(A Top Pick Aug 29/16. Up 27%.) This closed on a meaningful acquisition of Innovia in December, a manufacturer of polymer banknotes. Very profitable company and a long-term growth story.

packaging/containers
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$303.110
Owned Owned
Yes

TOP PICK

A great growth story. Have grown earnings at a 40% pace compounded over the last 5 years. They are in specialty plastics, in packaging, and in labelling. One of the premier Canadian growth stocks. Just closed on a large deal which should be about 12%-13% accretive to earnings. It gets them into these sexy polymer banknotes, which is under penetrated globally but is growing quickly. Dividend yield of 0.8%. (Analysts’ price target is $337.50.)

packaging/containers
0 0 0 0 0
0 comments

A great growth story. Have grown earnings at a 40% pace compounded over the last 5 years. They are in specialty plastics, in packaging, and in labelling. One of the premier Canadian growth stocks. Just closed on a large deal which should be about 12%-13% accretive to earnings. It gets them into these sexy polymer banknotes, which is under penetrated globally but is growing quickly. Dividend yield of 0.8%. (Analysts’ price target is $337.50.)

packaging/containers
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$303.110
Owned Owned
Yes

BUY

A wonderful company and really well run, but has been a very hard company for somebody like him to own as it is not terribly liquid. If they do the 5 for 1 stock split this Friday, it is going to become a lot more liquid and will be more interesting for institutional investors. They’ve made great acquisitions over time and have done a good job of integrating them.

packaging/containers
0 0 0 0 0
0 comments

A wonderful company and really well run, but has been a very hard company for somebody like him to own as it is not terribly liquid. If they do the 5 for 1 stock split this Friday, it is going to become a lot more liquid and will be more interesting for institutional investors. They’ve made great acquisitions over time and have done a good job of integrating them.

packaging/containers
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$307.500
Owned Owned
Unknown

TOP PICK

A tremendous allocator of capital. They’ve made some great acquisitions. This is the world’s largest maker of specialty labels. They make banknotes, a very specialized product. Have grown both organically and through acquisitions. Dividend yield of 0.8%. (Analysts’ price target is $337.50.)

packaging/containers
0 0 0 0 0
0 comments

A tremendous allocator of capital. They’ve made some great acquisitions. This is the world’s largest maker of specialty labels. They make banknotes, a very specialized product. Have grown both organically and through acquisitions. Dividend yield of 0.8%. (Analysts’ price target is $337.50.)

packaging/containers
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$303.170
Owned Owned
Yes

HOLD

A company she would like to own. The stock has done very well. They’ve made some very successful acquisitions, and she is waiting for a pullback.

packaging/containers
0 0 0 0 0
0 comments

A company she would like to own. The stock has done very well. They’ve made some very successful acquisitions, and she is waiting for a pullback.

packaging/containers
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$308.030
Owned Owned
No

COMMENT

A well-run Canadian company. Involved in packaging, and recently developed some innovative technology aspects in packaging. He likes the company, but at these prices this would definitely be at least a Hold if not a Sell. It is really rich compared to historic trading valuations.

packaging/containers
0 0 0 0 0
0 comments

A well-run Canadian company. Involved in packaging, and recently developed some innovative technology aspects in packaging. He likes the company, but at these prices this would definitely be at least a Hold if not a Sell. It is really rich compared to historic trading valuations.

packaging/containers
0 0 0 0 0
0 comments
Alex Ruus

Portfolio , Arrow Capital Manage...

Price Price
$305.880
Owned Owned
Unknown

BUY on WEAKNESS

This definitely is in an uptrend and has a great looking chart. A little jump at the end of the chart indicates a possible or probable overbought situation. If you own the stock, continue to hold it. There will probably be a pullback where you could jump in.

packaging/containers
0 0 0 0 0
0 comments

This definitely is in an uptrend and has a great looking chart. A little jump at the end of the chart indicates a possible or probable overbought situation. If you own the stock, continue to hold it. There will probably be a pullback where you could jump in.

packaging/containers
0 0 0 0 0
0 comments
Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$312.770
Owned Owned
Unknown

COMMENT

He does not know the details of how they are going to split it.  There is research that shows there is a perception that you can buy more shares after a split.  This is a human condition.  There is nothing beneficial in fundamentals.  Trade it if you want but because you like the company and then own it post-split, but don’t buy it just because it is going to split.

packaging/containers
0 0 0 0 0
0 comments

He does not know the details of how they are going to split it.  There is research that shows there is a perception that you can buy more shares after a split.  This is a human condition.  There is nothing beneficial in fundamentals.  Trade it if you want but because you like the company and then own it post-split, but don’t buy it just because it is going to split.

packaging/containers
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$300.000
Owned Owned
Unknown

BUY

It is never too late to get back into a good name.  It is unbelievable how things have gone for them.  They made brilliant acquisitions.  It is not cheap but they have proven themselves.  He would prefer a similar company that is in his Top Picks today.

packaging/containers
0 0 0 0 0
0 comments

It is never too late to get back into a good name.  It is unbelievable how things have gone for them.  They made brilliant acquisitions.  It is not cheap but they have proven themselves.  He would prefer a similar company that is in his Top Picks today.

packaging/containers
0 0 0 0 0
0 comments
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$297.200
Owned Owned
Unknown

BUY

One of his favourite names. A consumer staples name where they are doing containers, packaging for consumer discretionary products. Made some interesting acquisitions. Good capital allocator. Expensive, but it is always going to be expensive. This is worth owning.

packaging/containers
0 0 0 0 0
0 comments

One of his favourite names. A consumer staples name where they are doing containers, packaging for consumer discretionary products. Made some interesting acquisitions. Good capital allocator. Expensive, but it is always going to be expensive. This is worth owning.

packaging/containers
0 0 0 0 0
0 comments
Ryan Modesto

Managing P, 5i Research...

Price Price
$293.530
Owned Owned
No

PARTIAL SELL

It just announced a stock split.  It is a reflection of how well they have done.  You could regard this as a niche product with high barriers to entry.  It is probably ahead of itself at present.  You might want to take profits.

packaging/containers
0 0 0 0 0
0 comments

It just announced a stock split.  It is a reflection of how well they have done.  You could regard this as a niche product with high barriers to entry.  It is probably ahead of itself at present.  You might want to take profits.

packaging/containers
0 0 0 0 0
0 comments
Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$289.490
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick Aug 29/16. Up 20%.) Involved in containers, plastics and packaging. It has decent mid-single digit organic growth, but has been a tremendous “growth by acquisition” story. They acquired Innovia last year, which should be about 12%-13% accretive to their earnings.

packaging/containers
0 0 0 0 0
0 comments

(A Top Pick Aug 29/16. Up 20%.) Involved in containers, plastics and packaging. It has decent mid-single digit organic growth, but has been a tremendous “growth by acquisition” story. They acquired Innovia last year, which should be about 12%-13% accretive to their earnings.

packaging/containers
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$286.700
Owned Owned
Yes

TOP PICK

In containers, plastics and packaging. Very profitable. It has grown earnings at a torrid pace, 40%+ compound growth rate over the last 5 years. Trading at about 20X earnings. They just closed on the acquisition of Innovia, which is quite profitable and has some very attractive segments such as polymer banknotes, which are very under penetrated globally at about only 3%. Dividend yield of 0.8%. (Analysts’ price target is $325.)

packaging/containers
0 0 0 0 0
0 comments

In containers, plastics and packaging. Very profitable. It has grown earnings at a torrid pace, 40%+ compound growth rate over the last 5 years. Trading at about 20X earnings. They just closed on the acquisition of Innovia, which is quite profitable and has some very attractive segments such as polymer banknotes, which are very under penetrated globally at about only 3%. Dividend yield of 0.8%. (Analysts’ price target is $325.)

packaging/containers
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$286.700
Owned Owned
Yes

HOLD

This is having a 5 for 1 split in May. In terms of valuation, it is quite reasonable. A very acquisitive driven story. Feels this will continue to deliver, both on the organic side, but much more so on the M&A side.

packaging/containers
0 0 0 0 0
0 comments

This is having a 5 for 1 split in May. In terms of valuation, it is quite reasonable. A very acquisitive driven story. Feels this will continue to deliver, both on the organic side, but much more so on the M&A side.

packaging/containers
0 0 0 0 0
0 comments
Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$288.120
Owned Owned
Unknown

PAST TOP PICK

(Top Pick Mar 30/16, Up 20%) They had just announced te checkpoint acquisition.  RFID tags would now be put in products by CCL.B-T.  They integrated the acquisition and got synergies.  It is a relatively defensive name that is relatively stable. 

packaging/containers
0 0 0 0 0
0 comments

(Top Pick Mar 30/16, Up 20%) They had just announced te checkpoint acquisition.  RFID tags would now be put in products by CCL.B-T.  They integrated the acquisition and got synergies.  It is a relatively defensive name that is relatively stable. 

packaging/containers
0 0 0 0 0
0 comments
Andy Nasr

VP & Inves, Sentry Investments...

Price Price
$290.140
Owned Owned
Yes

BUY

You make money buying it before the split.

packaging/containers
0 0 0 0 0
0 comments

You make money buying it before the split.

packaging/containers
0 0 0 0 0
0 comments
Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$289.010
Owned Owned
Unknown

BUY

It does nothing fancy.  It is the world’s largest manufacturer of pressure sensitive labels as well as aerosol cans.  They are good at what they do.  They did some very strategic and opportunistic acquisitions over the years.  They raise their dividend over the years and he continues to buy it for clients.

packaging/containers
0 0 0 0 0
0 comments

It does nothing fancy.  It is the world’s largest manufacturer of pressure sensitive labels as well as aerosol cans.  They are good at what they do.  They did some very strategic and opportunistic acquisitions over the years.  They raise their dividend over the years and he continues to buy it for clients.

packaging/containers
0 0 0 0 0
0 comments
Norman Levine

Managing D, Portfolio Management...

Price Price
$289.990
Owned Owned
Yes

COMMENT

Had owned this from $36 to over $200, but sold it recently and bought Winpak (WPK-T) which he likes better. It has more organic growth and trades at a lower multiple. CCL has done a great job integrating acquisitions. A very well-managed company, but finds it very expensive right now.

packaging/containers
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Had owned this from $36 to over $200, but sold it recently and bought Winpak (WPK-T) which he likes better. It has more organic growth and trades at a lower multiple. CCL has done a great job integrating acquisitions. A very well-managed company, but finds it very expensive right now.

packaging/containers