Q: Could you please comment on $CCL.B and $WCN for a long term {2-3 Years} hold. Thanks Valter.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: How did Samson's Holdings Limited end up owning 95% of CCL's class A shares?
On your updated company report, you mentioned that insiders own 17% of CCL. With Samson getting rid of their 14% position, I am assuming the total shares owned by insiders is now 3%?
Is Samson's at all related to the management of CCL?
And lastly, what percentage of a portfolio would you make CCL?
Thanks.
John
On your updated company report, you mentioned that insiders own 17% of CCL. With Samson getting rid of their 14% position, I am assuming the total shares owned by insiders is now 3%?
Is Samson's at all related to the management of CCL?
And lastly, what percentage of a portfolio would you make CCL?
Thanks.
John
Q: In your June report CCL.b is only a 1.34% position in the BE portfolio. I think this is a typo after the split.
Q: Can you explain what's driving down the price of ccl this morning? Something about a bought deal. Not sure what this means. Thanks!
Q: Can you comment on the CCL price drop today, please?
Q: CCL.B is down more today then its usual trading. All I see is the completion of the secondary issue.
Do you spot anything else?
Sheldon
Do you spot anything else?
Sheldon
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Winpak Ltd. (WPK)
- Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
- K-Bro Linen Inc. (KBL)
- A&W Revenue Royalties Income Fund (AW.UN)
Q: Hi, can you rank these companies as I'd like to start a long term core position in one or two of them. Please take current valuation and market environment into consideration.
Q: Hi Peter I took a position in this stock around the split .Where do you feel there will be market support ?
Kind Regards
Stan
Kind Regards
Stan
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Dream Global Real Estate Investment Trust (DRG.UN)
- Magna International Inc. (MG)
- Alimentation Couche-Tard Inc. (ATD)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: Hi team:
I do not want to invest out side Canada more then what I already have.I would like to invest in Canadian companies that have much of their income in other countries mostly Europe and developing markets.Could you provide a longish list of possible good investments with the above in mind. It would help if the were safe and had a div. Please include ETF'S if you like.
many thanks
Yossi
I do not want to invest out side Canada more then what I already have.I would like to invest in Canadian companies that have much of their income in other countries mostly Europe and developing markets.Could you provide a longish list of possible good investments with the above in mind. It would help if the were safe and had a div. Please include ETF'S if you like.
many thanks
Yossi
- The Walt Disney Company (DIS)
- Genuine Parts Company (GPC)
- Home Depot Inc. (The) (HD)
- Gildan Activewear Inc. (GIL)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Stars Group Inc. (The) (TSGI)
- NFI Group Inc. (NFI)
- Boyd Group Income Fund (BYD.UN)
- Magna International Inc. (MG)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hi Guys,
Inside my portfolio, my consumer cyclical weighting is over 20%, please rate best to worst;
GIL, MG, BYD.UN, TOY, AYA, CCL & NFI and on the U.S.A. side we have GPC, DIS & HD.
I would like to lower the % to 15%.
thanks,
Jim
Inside my portfolio, my consumer cyclical weighting is over 20%, please rate best to worst;
GIL, MG, BYD.UN, TOY, AYA, CCL & NFI and on the U.S.A. side we have GPC, DIS & HD.
I would like to lower the % to 15%.
thanks,
Jim
Q: We would like to have more exposure to the consumer sector in our portfolio. We are considering adding one of the first three companies and/or adding more to winpak, which we currently hold. What is your opinion?
Q: Regarding today's decrease in the price of CCL.B you responded to a question "CCL has done a secondary bought deal of $333 million at a discount". I must admit that I do not understand the answer, nor do I understand why this would cause a significant drop in the price of a stock. I would greatly appreciate clarification of your answer. Thank you.
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Premium Brands Holdings Corporation (PBH)
Q: Hi Peter
What is the reason for the current slide
Stan
What is the reason for the current slide
Stan
- Johnson & Johnson (JNJ)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Open Text Corporation (OTEX)
- Richards Packaging Income Fund (RPI.UN)
- A&W Revenue Royalties Income Fund (AW.UN)
- goeasy Ltd. (GSY)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- iShares Russell 2000 Growth ETF (IWO)
- BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
- BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
- Crius Energy Trust (KWH.UN)
Q: I hold the above in a RIF and have weighted to cover the required withdrawal amount with dividends. Does this sound appropriate and if not, would appreciate your thoughts. Do you see a major loss of principal if markets continue its downward trend. Thanks for all your help.
Q: Hi Gang, took a look at my portfolio and noticed CRH, ITC and ZCL have done nothing YTD, was wondering your thoughts on replacing them with ECN and CCL.B, keep up the great work.
Thanks
Anthony
Thanks
Anthony
- Dollarama Inc. (DOL)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Boyd Group Income Fund (BYD.UN)
- Alimentation Couche-Tard Inc. (ATD)
Q: ATD.B has been flat for some time. I have a very substantial profit in this stock and it occupies 6.5% of my RRSP. I am considering a partial sell of ATD.B and a small buy of CCL.B, DOL, or BYD.UN. Is this a reasonable tactic or should I avoid chasing these 'hot" winners and be a little more patient? Joe
Q: Hi, My National Bank Direct account shows CCL shares from 50 to 200. Is this mistake. Should be 250. Thanks
Q: CCL.B Just had their split; my brokerage account shows the new share price of CCL.B, but does not show the new number of shares owned to reflect the split. Is this typical, or is there some action I need to take? Thank you.
- Sylogist Ltd. (SYZ)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Bombardier Inc. Class B Subordinate Voting Shares (BBD.B)
- Stella-Jones Inc. (SJ)
- NFI Group Inc. (NFI)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: 2 question : So bomber has bounced a bit so time for me to suck it up and sell at a 30% loss. Sell now or hold off a few more days to see if it has some legs.
Once I sell BBD.b what full position of the balanced equity portfolio would you buy right now: ccl, gud, nfi, sis, sj, syz, t or toy? Currently rebalancing my CAD equity portfolio to loosely match your portfolio and those above fill gaps in my allocation. Open to off the list suggestions but already overweigh or OK in financials, energy and tech.
Once I sell BBD.b what full position of the balanced equity portfolio would you buy right now: ccl, gud, nfi, sis, sj, syz, t or toy? Currently rebalancing my CAD equity portfolio to loosely match your portfolio and those above fill gaps in my allocation. Open to off the list suggestions but already overweigh or OK in financials, energy and tech.
Q: Hi folks,
I don't have a position in either one of these companies but I would like to. Both stocks keep going up and are expensive. Is it to late to start a position in one of these packaging companies, if so which would you prefer to pack away for the long term.
Thanks a bunch.
I don't have a position in either one of these companies but I would like to. Both stocks keep going up and are expensive. Is it to late to start a position in one of these packaging companies, if so which would you prefer to pack away for the long term.
Thanks a bunch.