Opinions Tim Regan
GFL Environmental GFLTOP PICKFeb 03, 2026
Tim ReganOwned
$42.56
Stock price when the opinion was issued
$41.06
As of Jul 29, 2026. Market Open.
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PAST TOP PICK
(A Top Pick Feb 03/26, Down 8%)
(Note the short timeframe.) In the process of buying SES, while at the same time tendering to be taken over. They actually have a lot of tenders. One Bay Street analyst states that tendering shouldn't be under $90 CAD (~$60 USD). Worth quite a bit more than where it's trading.
Expect more news releases about buyer interest for a takeout. Absolutely a long-term hold.
Tim ReganOwned
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COMMENT
When the economy booms, there's more garbage, especially on the industrial side. GFL is the 4th-biggest waste management company in North America and the fastest-growing one. Since 2007, GFL has bought several companies that's now projected to make $4 billion in revenues this year. It's a Canadian company that hit Wall Street right before Covid in March 2020. It plunged from $19 to $12 lows, but then surged to $32 today. Can it run further as the U.S. and Canada (slightly lagging) reopen?
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They do a lot of tuck-in buys in this sector, highly accretive. They keep expanding. They just moved to Miami to attract more shareholders. Is a little cheaper than its peers, but has a longer growth runway.
(Analysts’ price target is $55.98)