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

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