TSE:WCN

Waste Connections (WCN.TO)

227.86
-2.17 (0.94%)
as of Sep 4, 2026, 4:38:46 pm Market Open.
288 watching
0
Investor Insights
star iconSep 4, 2026, 12:00 am

This summary was created by AI, based on 15 opinions in the last 12 months.

Waste Connections (WCN) is viewed as a solid investment within the waste disposal sector, praised for its dependable cash flow, strong balance sheet, and historical profitability. Analysts emphasize the company's unique position of owning a vertically integrated waste disposal ecosystem, providing it with pricing power in exclusive markets. Despite facing challenges such as escalating costs and some operational issues, the company has demonstrated resilience with positive revenue growth and promising earnings projections. Many experts cite its defensive nature against economic fluctuations, making it a reliable choice for long-term portfolios, alongside some potential for future acquisition growth in a largely oligopolistic industry. However, some caution against entering too aggressively at current price levels, suggesting that a price pullback could present a more attractive entry point.

consensus icon
Consensus
Buy
valuation icon
Valuation
Fair Value
review icon
Similar
WM
BUY

Thinks there is real value here. Turned out to be a bit more of a cyclical of an industry than people had thought. When manufacturing went down, commercial waste went down which had an impact on this company. Right now conditions are good. Still an industry that is in need of some consolidation. Wouldn’t be surprised to see a dividend increase in 2014. Yield of 2.36%.

BUY

Thinks this will benefit from the uptick in housing and commercial development in the US as they now have a fair amount of exposure to industrial waste. Still trades at a deep discount to its competitors. Generates a lot of free cash flow. Could be a takeover candidate down the road.

PAST TOP PICK

(A Top Pick June 10/12. Up 24.18%.) Seemed to have gotten their troubles in the Northeast US under control. Recent earnings have been on a more positive trend. Very well managed. Still has some upside from here, but possibly not a great deal.

BUY

Three things for sure in life: death, taxes and garbage. As the economy grows there is more garbage. More industrial and residental waste. Has been pretty quiet, then last quarter started showing signs of life. Bin still sees a lot of opportunity for consolidation, so dividends aren't necessarily in the future.

BUY

Has been out of favour. Chart shows it had a falling wedge, which is very bullish. Thinks this is just the early part of an advance.

PAST TOP PICK

(Top Pick Oct 07/11, Down 13.26%) Pretty recession proof business but operations are where this company got challenged here. 3% yield is safe and should have supported the stock better.

TOP PICK

Pays a bit of a dividend and fundamentals are positive although not fully developed. If it holds here it is a support level. He put a tight stop on it. It has come off to near this support level.

PAST TOP PICK

(Top Pick Oct 31/11, Down 2.51%)

BUY

Involved in consolidation in the solid waste management. Did a huge US acquisition so has more volume in the US than it has in Canada. Stock hasn’t done much. He views the opportunity here as building a large-scale company in a very fragmented industry, in both Canada and US, growing revenue and earnings over time. 2.8% dividend.

PAST TOP PICK

(A Top Pick Aug 23/11. Down 4.78%.) Well managed company. Unlike some of their larger competitors, they are still able to acquire similar companies without running into antitrust etc. Could see it around $25 in 12 months.

PAST TOP PICK

(A Top Pick Aug 9/11. Up 4.71%.) Likes the attributes of this business. Big free cash flow generator.

PAST TOP PICK
(A Top Pick July 22/11. Down 9.18%.)
TOP PICK
Stock is undervalued. Thinks lately the stock has been overwhelmed by some of the problems they have had in the north east US. Investors have not been looking at their more steady Canadian operations. Also, materials that they resell have had lower prices. Have always been very smart on their acquisitions and strategic on getting acquisitions close to their existing operations. Expecting the ROE to increase over the next few years. $26 is very doable.
DON'T BUY
Fundamentally it does not look good. There was some fairly good support at $19. Beginning of June it dropped below $18 but is now back up to about the $19 level but it is not strong. Low volume.
COMMENT
A great business. He had recommended a Sell recently because, even though garbage is one of the more recession resistant businesses, they have been having problems in the Northeast, where some of the municipalities are strapped for cash and are not able to give any increases in fees. Also, builders waste has been a big part of their operation and housing has not been great.
Showing 136 to 150 of 304 entries