Clean Harbors (CLH)

Industrial waste will be a critical part of the economy, because factories are being built and will produce hazardous materials. Also, CLH is in a position to buy smaller landfills going forward. 

Does not own shares. However, environment services business is strong. Ability to generate recurring revenues very strong. Likes waste business more, but good company in general. 

Likes the environmental space so much they launched Canada's first Global Biodiversity Fund, comprised of about 40 stocks. These stocks are focused on halting and reversing nature loss and restoring ecosystems. Companies like WSP, WM, and CLH will benefit from massive tailwinds driven by conservation targets.

It's had a good move up, so buy a tranche now, then more later five points down. A good company.

Excellent company that continues to out perform.
Strong demand for products with seasoned management team. 
Higher regulation in environmental cleanup will create more business.
Expecting revenues to grow at 2x.

A new CTO and executive chairman are coming onboard. CLH is a leading provider of environmental and industrial services to many Fortune 500 companies.

(A Top Pick Jan 2/14. Down 18.89%.) A solid company, but the valuation has been depressed because of its relationship to oil and gas. This is a services company that owns Safety-Kleen, and they take care of hazardous materials for the oil/gas industry. Feels that longer-term it has an opportunity to recover, when spending recovers in the oil patch. If he feels that it will recover in a short term he will probably stay with it, but if it is going to be mired in the whole energy issue longer term, he might move on.

They are in the environmental and hazardous waste management area. About a year ago, they acquired Safety-Kleen. Growing very quickly into their stock price. A lot of potential.