| TOP PICK | 30.840 | Norman Levine | Canadian-based, multinational consumer products packaging. They are the #1 in the pressure sensitive label business globally. In North America they make aluminium aerosol cans and plastic squeeze tubes for cosmetics. Profits and dividends are growing every year. Selling at about 10X next year's earnings. | 2008-09-24 | |
| BUY | 27.270 | Norman Levine | (Market Call Minute.) A Canadian worldwide multi national consumer products company. Would take advantage of its weakness. | 2008-07-21 | |
| TOP PICK | 30.550 | Norman Levine | Canadian based, multinational packaging company. Biggest player in pressure sensitive labels. They produce Aluminum aerosol containers and plastic bottles. A very profitable company. Recent results have been poor because of currency, as a result the market overreacted. | 2008-03-27 | |
| PAST TOP PICK | 34.810 | Norman Levine | (A Top Pick Feb 27/07. Down 2.5 %.) Largest sensitive pressure label manufacturer globally. Also have other divisions, aluminum aerosol cans and plastic tubes. 85% to 90% of sales/earnings are outside of Canada. Some economic sensitivity, but not a lot. Still a Buy. | 2008-02-11 | |
| WAIT | 38.410 | Kenneth P. Norquay, CMT | Had a nice uptrend while the market was pulling up. Pulled back a bit and is dipping below the August low. Not a good short-term sign. You want to buy things like this near its support. | 2007-11-09 | |
| TOP PICK | 44.190 | Ian Nakamoto | Manufacturer of containers for cosmetics, consumers product line. Also makes labels that is the strongest part of their business. 46 manufacturing operations globally. | 2007-05-14 | |
| PAST TOP PICK | 39.000 | Norman Levine | (A Top Pick May 9/06. Up 20.7%.) A multinational consumer-products company. Still a Buy. | 2007-05-01 | |
| TOP PICK | 35.800 | Norman Levine | A Canadian based multinational consumer products company. World's largest producer of pressure sensitive product labels. Big producer of aluminum aerosol cans. Earnings have been better than expected. Raised their dividend. Beneficiary of a weaker Cnd$. | 2007-02-27 | |
| BUY | 27.250 | Norman Levine | Canadian based world class, world wide packaging company specializing in pressure sensitive labels and aluminum aerosol cans. Has gone sideways in the last few months because of higher aluminum prices and larger companies have cut back on their label inventories. These are both temporary. | 2006-12-20 | |
| PAST TOP PICK | 28.870 | Norman Levine | (A Top Pick Nov 1/05. Down 2.5%.) Had a nice run and then came back. Produce pressure sensitive labels and aluminum aerosol cans. Aluminum prices came up a lot, so customers switched back to steel. Still likes. | 2006-11-14 | |
| HOLD | 28.270 | Ian Nakamoto | Recently reported and the results were a little bit shy of expectations. The high price of aluminum has squeezed their margins. Thinks it will pause for a while until aluminum prices stabilize. | 2006-11-07 | |
| DON'T BUY | 28.200 | David Driscoll | Has been going sideways because of the general malaise of the packaging industry. Doesn’t like the voting/non-voting share structure. Free cash flow generation is not enough to cover the capital expenditures. | 2006-10-20 | |
| WEAK BUY | 28.260 | David Baskin | Packaging for condiments, etc. A very stable company. Pretty hard to get excited about the stock. Clearly not a growth story. Will grow 3 to 5% a year. Recession resistant. | 2006-08-24 | |
| TOP PICK | 32.300 | Norman Levine | A packaging company. Most of their operations are outside of Canada. 1) biggest pressure sensitive label business in the world, 2) plastic tubing and 3) aluminum aerosol cans. Just reported much better than expected profits. Have raised their dividend. | 2006-05-09 | |
| BUY | 29.640 | Norman Levine | Packaging business. One of his favourite industrial stocks in Canada. Products are in all strong growth markets. Lots of upside potential. | 2006-01-25 | |
| PAST TOP PICK | 27.000 | Norman Levine | (A Top Pick Sept 20/05. Down 7.5%.) A good Canadian growth story. Undervalued compared to almost any other packaging company in North America. Would still be a buyer here. | 2005-12-05 | |
| TOP PICK | 29.700 | Norman Levine | A packaging company. Have sensitive labeling and are consolidating it globally. Also make aluminum aerosol containers which is a huge grwoth business with higher margins than plain aerosol. Also make plastic tubes which hasn't done well, but is being turned around. | 2005-11-01 | |
| TOP PICK | 29.210 | Norman Levine | There's more upside in the stock. Was in the custom filling industry and is now a pure packaging company. The biggest aluminum aerosol producer which is a fast growing market. The biggest pressure sensitive label company in the world. The plastic tube business has turned around and is starting to make money and they will be a consolidator there. | 2005-09-20 | |
| BUY | 27.500 | Pierre Bernard | A great company If you are a trader, sell it, but if you are a long term investor, keep it and you will not be disappointed. Good yield. | 2005-07-14 | |
| PAST TOP PICK | 27.650 | Norman Levine | (A Top Pick May 17/05. Up 11.5%.) Pleased that it's up, but not sure why. Sold one of its major divisions, took in a lot of cash and haven't announced how they are going to redeploy that. | 2005-07-12 | |
| HOLD | 26.300 | Ron Meisels | Made a huge base between 2002 and 2005 between $17 and $20, had a huge breakout and ran to $27ish, pulled back in April/May and it looks like it's starting another leg. | 2005-06-14 | |
| TOP PICK | 25.530 | Norman Levine | (A Top Pick Feb 23/05. Up 13%.) Stock sold off after they announced the sale of their custom filling division. It gives them a lot of cash without anything to re-invest it in. Expects over the next few months they will start re-deploying the cash into labels and containers which are profitable. | 2005-05-17 | |
| HOLD | 23.900 | Bill Carrigan | Has quite a base on it. When a stock breaks out of a long base, usually the trend is higher. Because of his concern on crude prices and interest rates, he would use a stop. | 2005-03-15 | |
| DON'T BUY | 23.530 | David Baskin | Would be good income trust because business is stable, very low growth throws off cash regurarily. Does not think it's going to happen. Stock has not rewarded anyone over past few years. | 2005-02-28 | |
| TOP PICK | 22.500 | Norman Levine | Has customers like Unilever, Proctor & Gamble. They take the formula and create and package for them. E.g.'s are toothpaste, shampoo, detergent, etc. 2nd business is labels on bottles/cans. 3rd business is the actual package, such as a plastic container aerosol can, etc. Chart shows it going sideways for the last 10 years and just broke to the upside on reporting of very good earnings. | 2005-02-23 | |
| TOP PICK | 18.830 | Norman Levine | In 3 major business 1) contract manufacturing for P&G, Lever Bros. etc, 2) pressure sensitive labels and 3) aluminum and plastic containers. Had some problems in the labels which has been turned around and is expanding internationally. Bottling has been a problem, but are starting to work on it. Trades at less than 10 X earnings. | 2004-12-22 | |
| PAST TOP PICK | 19.400 | Norman Levine | (Past top pick May 14/04. Up 9%) nothing has really changed. A good long-term stock. | 2004-06-18 | |
| TOP PICK | 18.190 | Norman Levine | Likes it because it is that consumer driven product business. Money is starting to flow into this area. Increasing market share. 2 1/2% yield. | 2004-05-17 | |
| BUY | 19.850 | Peter Hodson | Well run company. Solid company with a solid cash flow. | 2003-05-06 | |
| HOLD | 19.680 | Gavin Graham | Good business. | 2002-07-11 | |
Experts that have talked about CCL Industries (B)
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