Tim ReganGFL Environmental GFLPAST TOP PICKJul 29, 2026
(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.
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.
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?
(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.