Q: Could you please comment on the Winpak results and what you feel the future is for this company over the next year or so. How would you rate it vs. CCL and would you recommend holding both ? Thank you, as always.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Your comments on their earnings please
Sheldon
Sheldon
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Winpak Ltd. (WPK)
Q: Which packaging manufacturer has the best ability to transition away from plastics into recycled and/or paper based packaging? As TCL reinvents itself as a flexible packaging producer (Coveris acquisition) do you see this, or have you heard this discussed by management?
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Intertape Polymer Group Inc. (ITP)
- Winpak Ltd. (WPK)
Q: What is your opinion of ITP as a long term hold? Do you prefer other companies in the same sector like CCL?
Q: Hi Team, We are wondering if you would still recommend WPK (we already have CCL at a max. percentage of our portfolio) or would you have other companies in consumer cyclical that you would prefer?
- Sylogist Ltd. (SYZ)
- Photon Control Inc. (PHO)
- Kinaxis Inc. (KXS)
- Winpak Ltd. (WPK)
- Evertz Technologies Limited (ET)
Q: Could you recommend 5 growth and/or income companies that are debt free? I currently hold CGY which, I believe is debt free. Thank you.
Philip
Philip
Q: Please comment on results today announced @ 3.25pm et.Is it not unconventional to not advise of actual date of report & the report at a time just prior to close.Txs for your usual great services & views
- AltaGas Ltd. (ALA)
- Emera Incorporated (EMA)
- Keyera Corp. (KEY)
- Enbridge Income Fund Holdings Inc. (ENF)
- Winpak Ltd. (WPK)
- Blue Ribbon Income Fund (RBN.UN)
- Nutrien Ltd. (NTR)
Q: all of these holdings are between 1-3%...financials i hold 13% with energy next largest at 6%...yet all of these are hitting 52 week lows...which would you consider dumping if any...yours truly dazed and confused...
Q: Report date plus eps & revenue estimates plus your view.Txs for u usual great view & service,A good weekend
Q: Can you compare the two - similarities and differences? Is it a good time to buy WPK?
Q: wpk is making a 52 week low today. is there a problem. is it a hold , sell or buy ?
Thank you.
Thank you.
Q: Wpk in the Summary port.If I rememder correctly,it wae removed from one of the 3 portfolios;if so,why?Recently You preferred CCL.B over WPK.Is this still the case?.Is this a good entry point for WPK after a decent decline?Thanks for u normal great services & views.
- International Paper Company (IP)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Winpak Ltd. (WPK)
Q: If we expect a trend towards more internet/online shopping (eg. Amazon), is there an investing opportunity in companies that provide packaging for this type of service? Personally, as I've used more online shopping, I've used Canada Post/UPS/FedEx significantly more, and I've been recycling a lot of cardboard boxes. Would CCL.B or WPK have any positive exposure to this type of trend? Any other companies that would?
- Sylogist Ltd. (SYZ)
- Park Lawn Corporation (PLC)
- Boyd Group Income Fund (BYD.UN)
- Kinaxis Inc. (KXS)
- Winpak Ltd. (WPK)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Richelieu Hardware Ltd. (RCH)
Q: Listed above are the stocks i currently have in my TFSA Would you suggest selling any of those listed and what would you suggest adding for 2018? All are approximately equal weight in my portfolio?
Thks for all that you do
Marcel
Thks for all that you do
Marcel
Q: Have done some tax loss selling and could do some more. Have losses in both CRH and WPK. Don't need the $ however could deploy elsewhere if freed up, and use loss to offset some 2017 gains. Any indicators to say which one may stage a decent recovery sooner than the other?
Q: Hi team,
Could you please provide a valuation comparison on these two companies, insider ownership, ROE and your general preference?
Many thanks
Could you please provide a valuation comparison on these two companies, insider ownership, ROE and your general preference?
Many thanks
Q: Hi Peter
Can you give me the outlook for this company . Is it a buy sell or hold and Why .
Can you give me the outlook for this company . Is it a buy sell or hold and Why .
- Winpak Ltd. (WPK)
- Gluskin Sheff + Associates Inc. (GS)
- Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A)
Q: Reviewing my portfolio at this time of year,i have decided to take a more defensive approach for 2018.I have recently purchased a couple of gold stocks(aem & lk).I am unsure if gold still has the downside protection for a portfolio that it used to.
Also with the expected interest rate increases will dividend paying large caps have the desired benefit of portfolio protection?
Do you have any suggestions on some debt free dividend paying companies that will do well in a flat or slightly down market.I don't care if they are small,medium or large cap companies!
Also with the expected interest rate increases will dividend paying large caps have the desired benefit of portfolio protection?
Do you have any suggestions on some debt free dividend paying companies that will do well in a flat or slightly down market.I don't care if they are small,medium or large cap companies!
Q: Hi, I own both these companies, am now flat or slightly negative. Would you suggest
more patience, or time to move on to better opportunities? Any suggestions for replacements, they are both part of a full portfolio with the goal of dividend as well as capital appreciation. Thanks, Lavern
more patience, or time to move on to better opportunities? Any suggestions for replacements, they are both part of a full portfolio with the goal of dividend as well as capital appreciation. Thanks, Lavern
- Franco-Nevada Corporation (FNV)
- Paramount Resources Ltd. Class A Common Shares (POU)
- Winpak Ltd. (WPK)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Transat A.T. Inc. Voting and Variable Voting Shares (TRZ)
- Africa Oil Corp. (AOI)
Q: Peter and Team,
Many thanks for your great service. Despite a full position in GUD I have an order in for more at $8 if it gets back there and bounces. To each his own but I like the idea of a cash-like holding that has a healthy upside potential with a big cash footing; especially one that isn't wasteful and one you support. Do any other companies have similar situations ? Paul
Paul
Many thanks for your great service. Despite a full position in GUD I have an order in for more at $8 if it gets back there and bounces. To each his own but I like the idea of a cash-like holding that has a healthy upside potential with a big cash footing; especially one that isn't wasteful and one you support. Do any other companies have similar situations ? Paul
Paul