Q: Hi, a guest on BNN blamed CCL Industries stock decline today on its being in material sector and market selling this stock to raise cash, in order to buy high beta names in the same sector. Does it make sense ? Thanks
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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: Technology is really taking a hit at the moment which is focused I believe on Trumps attitude towards goods being produced out of country.
This may or may not provide a buying opportunity, and could you please shed some light on my thinking. Does CCl.B produce goods abroad.
Thanks for your info
This may or may not provide a buying opportunity, and could you please shed some light on my thinking. Does CCl.B produce goods abroad.
Thanks for your info
Q: Hi, I noticed both stocks dropped a lot today. I was wondering why. Time to add more? Thanks for your comment. T
Q: Hi, Could you lease comment on CCL Industries earnings please. Thnaks
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Boyd Group Income Fund (BYD.UN)
- Clearwater Seafoods Incorporated (CLR)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Out of the above list, which ones would you buy today regardless of portfolio weightings.
- Constellation Software Inc. (CSU)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Stella-Jones Inc. (SJ)
- Parkland Corporation (PKI)
- Kinaxis Inc. (KXS)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Currency Exchange International Corp. (CXI)
Q: As a newer subscriber to 5i, i am interested in purchasing your BE portfolio. The above names have had huge run ups and I don't know how to approach them. Which ones are buyable at these levels?
Of the ones you deem buyable, can you comment, for each, as to whether a half position or full position should be taken.
And can you rank these in terms in terms of your preferences at current levels?
Thank you for your excellent service, as always.
KR
Of the ones you deem buyable, can you comment, for each, as to whether a half position or full position should be taken.
And can you rank these in terms in terms of your preferences at current levels?
Thank you for your excellent service, as always.
KR
- Constellation Software Inc. (CSU)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Maxar Technologies Inc. (MAXR)
- Enghouse Systems Limited (ENGH)
- Knight Therapeutics Inc. (GUD)
- K-Bro Linen Inc. (KBL)
Q: These stocks are all down 2 to 7 percent in the last month. Given the experience of DH should I be concerned with any of these and sell?
Q: Hi 5i, can you tell me why CCL.B is showing a negative forward PE ratio? I was looking at starting a position but am wondering if this should be a concern.
Thx much.
Thx much.
- Dollarama Inc. (DOL)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Alimentation Couche-Tard Inc. (ATD)
- MTY Food Group Inc. (MTY)
- Clearwater Seafoods Incorporated (CLR)
Q: I am wondering which two from the list above I should add. I am a long term investor who typically buys and holds for 5-10 years or longer (basically until the fundamentals change). I am 40 years old with a 70/30 stocks/bonds split and I hold emerging markets etc. in the recommended amounts. I am just looking to add two high quality names for the long term here to add to my existing equity portion. Thanks.
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Cineplex Inc. (CGX)
- Premium Brands Holdings Corporation (PBH)
- A&W Revenue Royalties Income Fund (AW.UN)
Q: In a recent member's question regarding a conservative portfolio construction you said that there are good consumer discretionary companies that are growing income and dividends. Which ones in Canada and the US would you recommend other than the auto related ones? Many thanks for the great service.
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Methanex Corporation (MX)
- Stella-Jones Inc. (SJ)
Q: Hello Peter & Team, in my portfolio I have positions in all sectors of the economy except for materials. Other than gold stocks, could you suggest 2 or 3 names, in the materials sector, that have decent dividend and growth potential ? Thank you, Gervais
Q: CCl.b versus ITP. Which would you prefer. Thanks
Q: Hi, Could you please comment on CCL earnings. Thanks
Q: Hi, CCL Industries stock price has stalled lately after touching a high of $249, few months ago. Recent acquisitions, including Checkpoint systems should be positive to its business and profitability should only go up. Even when markets are hitting new highs every day, stock price seems unable to move out of its narrow range although most analysts have price targets between $275-$285. CCL.b is almost 8.5% of portfolio and I am considering scaling it down. What is holding its price performance, in your view? Based on the recent Winpak results and other information/indicators, is it prudent to wait until quarterly results are released or act now to avoid risk of a surprise on the downside? Thanks
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Winpak Ltd. (WPK)
- Richards Packaging Income Fund (RPI.UN)
Q: Hi guys
I should have added one of these about 2 years ago but unfortunately did not. Looking at their trading price today, and as a long term hold for at least 5 years which stock would you buy today. Looking at about a 4% weight in a diversified portfolio.
I should have added one of these about 2 years ago but unfortunately did not. Looking at their trading price today, and as a long term hold for at least 5 years which stock would you buy today. Looking at about a 4% weight in a diversified portfolio.
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- FirstService Corporation (FSV)
- Uni-Select Inc. (UNS)
- Primo Water Corporation (PRMW)
- Premium Brands Holdings Corporation (PBH)
- Pacific Insight Electronics Corp. (PIH)
- Richmont Mines Inc. (RIC)
Q: I am resubmitting this question as apparently the symbols did not show up with my first question. Can you please comment on these stocks as to suitability for a GROWTH portfolio and if you have any concerns over any of these. Are there any substitutions you would make to this list? Thank you.
Q: Which do you like better for the long term: Dollarama or CCL Industries?
- Dollarama Inc. (DOL)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Stars Group Inc. (The) (TSGI)
- DHX Media Ltd. Common and Variable Voting Shares (DHX)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
Q: Hi
If you could only buy five out of the six above listed stocks at today's prices (for the long term), which stock would you NOT purchase?
If you could only buy five out of the six above listed stocks at today's prices (for the long term), which stock would you NOT purchase?
Q: After buying CCL.B at $98 less than two years ago, I've just sold off my small position, figuring -- based on my very amateurish technical analysis skills -- that it's in a range of between $180 and $235. I'd like to buy it back again later in the summer. Would you agree or disagree with my thesis, and if you agree, at what price would you put in a standing order? Also, my concern about CCL.B at $235 was the 25 PE multiple my Investorline account shows. I know you like to say "pay up for good companies," but a 25 PE for a label maker?
- Loblaw Companies Limited (L)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
Q: I'm looking for Canadian consumer stocks. Any suggestions?