Summer Sale
50% off Premium Yearly
Opinions Bruce Tatters
CCL Industries (B)CCL.B.TOHOLDJan 10, 2017
Bruce TattersStock price when the opinion was issued
As of Jun 19, 2026. Market Open.
You might be interested:
Pandemic messed up everything. Overstocking led to fewer sales. Will be rectified going forward. A day away from going up 10-15%. Acquisitive. Stock's gone nowhere, but business has improved, and this excites him. Juicy targets. One of the cheapest stocks he owns.
Barry Schwartz
Impressive Q1 results. Sales grew only a bit in Q2, but beat expectations and earnings. Higher rates impacted consumer spending. Really strong balance sheet. Light yield of 1.7%, but has increased dividend over 5 years by 110%. Fundamentally 9/10 for her.
Brianne GardnerLabels & packaging business a good defensive name for investors.
Past 10 years has seen consistent growth in revenue.
110% increase of divined the last 5 years.
Excellent company for the long term.
13 of 15 past years - shares have appreciated (consistent gains).
Brianne GardnerEPS of 83c matched estimates; revenue of $1.587B was 2% short of estimates.
EBITDA of $289M was also 2% short.
The outlook was better, though, with a 'solid order picture', the end of China lockdowns and supply chain normalization.
The dividend was raised 10%.
Things are looking a bit better here.
Unlock Premium - Try 5i Free
Barry SchwartzBilly Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. EPS of 85c beat estimates by 13%. Sales of $1.522B beat estimates by 3%. EBITDA of $301M beat estimates by 6%. Sales rose 13% with 10.8% organic growth. Operating income rose 2.5%. It had a solid quarter and the company is renewing its share buyback plan. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They announced small acquisitions last week. There has been no negative news, but has been taken down in the general market movement. Has breached some technical levels, which could have led to more selling. A buy at these prices. Unlock Premium - Try 5i Free
Stockchase Insights
Robert McWhirter
David Driscoll
James Telfser
Jason Mann
A packaging company for a lot of consumer products. Has done extremely well over the last couple of years. As long as the Cdn$ stays weak, it is a nice tailwind for them. There are some US competitors, so there may be some US legislation coming down which may drop the US tax rates from 30% to 15%, which would make the US competition a lot more competitive.