CCL Industries

How to Finance Your Slurpees

April 10, 2018

Good Afternoon All!

Today I write to you regarding one of Canada’s market darlings.

There are few Canadian companies who have grown their earnings ten-fold (26% CAGR) over the last ten years. Here’s an exhaustive list of the companies we know that have managed to do that:

Buying Opportunity: CCL Industries

August 9, 2017

Hey Everyone,

Quick note on one of our favourite companies, CCL Industries (CCL.B). They’ve been on a steady decline for a couple months now, and granted they are quite a popular holding in many portfolios, so perhaps they were a bit richly valued. That being said, yesterday I read their earnings report and it was one of the most impressive I’ve read yet. So why are their shares dropping?

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