"HD's view on CCL is simple: we think it is a higher quality company than the current price implies, with predictable, infrastructure-like qualities, a substantial moat, tailwinds from the growth of digital payments and debit cards, and (now more clearly) substantial M&A opportunities. The extensive investments CCL has made over the past few years ($100m+) have widened their competitive positioning and should lead to significant operating leverage in the years to come."
CCL Price at posting:
$2.65 Sentiment: Buy Disclosure: Held
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