Investment Q&A

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!

Q: Hi,

I wanted to add CCL.B to my portfolio when you added it to yours but didn't have the funds available then. Now I have funds available, but it has gone up so much. Do you still recommend buying it at this price?

Thanks,
Carla

Q: Hi Peter, have excess cash in RSP account and wondering about WIN/CCL.B/MDA/DHX. Do you have a preference from these? I have a 10 year time frame and own most of the more growth oriented stocks in the model portfolio. Thanks for Amaya and all the wonderful advice. Bill Y.

Q: Greetings Peter and Team,

Looks like CCL.B is off a bit these last couple of trading sessions. i only have a half weighting in my portfolio so was planning on topping ti up. Is there any news or other 'issues' that you see requires waiting?

Thanks again for all the great advice.

Q: Hello Peter & Co,
I'm thinking of buying a position in CCL.B; being a log term investor, I "should" not worry too much if I buy at current levels or at a bid I put in for 102.50 (half way between current value and the 50 day moving average)
Am I being "too cute"?
Tony

Q: I am wondering which sector CCL.B belongs in. I would like to add it to the Consumer Discretionary portion of my portfolio. Is this classification appropriate, or is it really more of an industrial?

Q: Hi Peter & Co
I planning to add either WPK or CCL to my holdings in the Industrial segment; WPK currently has a lower RSI than CCL, but is that a good-enough reason to select it?
Tony

Q: Hello Team,

I am surprised there were no questions about CCL Industries (CCL.B) today. Wow, what a great day (up over 8% after reporting record numbers!). So glad you pointed out that company to me. Any additional insights?

Cheers. Michael

Q: I have some cash I am thinking of deploying either in atd.b or hlf. which would you choose...or would you suggest something from the model portfolio instead. Thank you.

Q: Hello Peter and Co.
In the industrial/Transport sector of my RRIF portfolio, I only hold CNR and Chemtrade Logistics; I'm thinking of adding either CCL.B or WPK and CAE. Could I please have your preference priority.
Thanks
Tony