Investment Q&A

Q: I have ccl.b and am up significantly, despite the decline in the past while. My question is would selling it make sense and purchasing Richards Pkg instead. It is in my rrsp, so no tax implication. Your thoughts please. Thanks so much.

Q: Hi Peter and Team!!!! I have made a good profit with CCL so far. Do you anticipate the stock doing even better in 2016? It represents about 8.9% of my holdings and I was wondering if I should take a profit. I do not need the money at this time. I am sitting on the fence and getting splinters. Your opinion would be greatly appreciated. Cheers, Tamara

Q: I was thinking of buying this stock but did not do so because of the insider selling of the stock. Is this a legitimate reason for not doing so? Thanks again. Bill

Q: CCL.B has a good run since Carla's question on August 23rd. Would you still consider it a buy? Thanks, Bill

Q: Hello,

Is CCL.B still a buy at its current price?

Thanks,

Carla

Q: Dear Gentlemen,
''CCL.B - Materials officially but we would consider it staples''
As per TMX, CCL is in Consumer Cyclical sector
Thanks for your guidance.
Best Regards

Q: Dear Gentlemen,
In your response to Mr Les, about CCL in Mat'l sector.
CCL is classified in Consumer Cyclical by TMX.
Best Regards

Q: I consider this stock as a consumer good and only have it as 1% holding. Should I increase my holding? Also are there other names in this group that you would recommend?

Thanks
Dolores

Q: Hello Peter and Team
On a number of occasions you have recommended CCL. I have noted that the amount sold by insiders for this company during the last year exceeded $70,000,000. The amount attributed to the CEO alone was over $22,000,000. Is this something that should be of concern for someone who is contemplating in buying the shares of this Company?
I thank you again for your guidance.

Q: Hi,
What do you think about CCL Industries? Would you buy it at this price?
Thanks!

Q: Hi Peter and Team,

I'm curently looking for 1-2 more names to add to my TFSA. I currently hold RRX, BBI, CKE, CXI, AVO, GUD, XTC, SUM, ACB, DHX, and XOP, with RRX and CXI being my largest holdings. I was thinking of adding CCL.B as a diversification into something more consumer based, or KLS. Is that something you would recommend? Or are there any other names? I'm 25 years old and am looking for somewhat aggressive growth.

Thanks

Jordan

Q: Looks very good to me, surprised the market is not reacting
Fourth-Quarter Highlights
•Adjusted basic earnings per share(3) of $1.51, up 26.9%,
basic earnings per share of $1.33, up 129.3%
•13.4% operating income margin(1), up 0.5% year-over-year
•CCL Label organic sales growth of 5.9%
•Board approves 25% increase to first quarter 2015 dividend. Annual dividend is $1.50 per class B share for 2015 compared to $1.00 at March 2014


Adjusted basic earnings per share(3) of $6.53, up 47.4%,
basic earnings per share of $6.31, up 107.6%
•Avery delivers $109 million operating income(1)
•CCL Label delivers 6.5% organic sales growth and 21.0% EBITDA margin(2)
•Free cash flow(5) $264 million, 122% earnings conversion
•20% return on equity(6) hurdle reached for the first time

Q: Your outlook on CCL ?

Q: After the dismal outlook from ITP, are CCL and Winpack in the same predicament? Are all three made equal, how do the three compare in terms of product mix?

Q: I wish to invest in Canadian non durable consumer goods as I think Consumer money saved from lower gas prices will go there.
Which one is better CCL, WPK, RPI.UN or GIL, sh I follow your rating?

Art

Q: CCL Industries has been quite volatile, lately, unlike for its business characteristics (packaging).It did n't participate in Friday's bounce after previous sell off. INK has reported that insider selling has accelerated in this company. My average purchase price is just where it's currently trading. Should I hold on or move to names like Inter tape Polymers for higher dividend and growth? Thanks

Q: Hi 5i Team,
I have been following CCL.B for a few months with the thought of purchasing a small position. Research shows it to be a good company but it has had a recent sell-off. Could you please give some insight regarding the recent sell-off and whether you think this is a good time to purchase for a 2 to 3 year hold.
Thanks.

Q: Hello, Telus,Enghouse and Stantec are the laggards for me so far this year. I realize they are all great companies.Do you see any catalysts that might jump start their returns. I'm considering dropping one to buy CCL. Thank you for you valued advice!! Dave

Q: Hi,

Now that CCL.B is at 26 times earnings are you still recommending it as a buy for 1-2 year time frame?

Thanks

Q: Hi Peter, could you please comment on the earnings report of CCL.B.

Thanks!