Waste Connections (WCN.TO) Buy, Sell or Hold

Waste Connections (WCN.TO)

220.73

+1.80 (0.82%)

as of Sep 24, 2026, 8:00:00 pm Market Open.

289 watching

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.

PAST TOP PICK

(Top Pick Jul 22/11, Down 13.77%) View was that there was going to be consolidation. Instead margin shave come under pressure. Due to slow recovery in US there has not been growth in US.

BUY

Has made a lot of acquisitions, but tended to be strategic. In the not too distant past he had it as a Top Pick. It has been an extremely well managed company. They have had a lot of competition in the North East US. Over the next year or two we should see their earnings back up. It is at a reasonable multiple. Thinks it has real underlying value. In the last quarter they were hit by higher fuel prices and lower prices for recycling products.

HOLD

Very well-managed company. Just missed on their earnings today but that was on weakness in the northeast sector of their markets. Have been making very good strategic acquisitions. Expecting an improvement in their profitability over the next few years.

PAST TOP PICK

(A Top Pick Apr 8/11. Down 11.12%.) Had an unexpected change in their CEO. As the market gets to know him, they will like him which will be positive.

PAST TOP PICK

(Top Pick Mar 22/11, Down 4.02%) Not concerned about the decline and is keen on it still. Industry was consolidating.

PAST TOP PICK

(Top Pick Mar 24/11, Down 6.31%) Likes the fundamentals and thought it was fairly non-cyclical. But they have experienced a fair amount of price competition in their US northeast division. He made some profit.

DON'T BUY

Very complex accounting and unless you have a strong accounting background and are in the kind of accounting you need for an environmental site, he would stay away.

PAST TOP PICK

(A Top Pick April 8/11. Down 10.14%.)

PAST TOP PICK

(A Top Pick April 8/11. Down 10.14%.)

DON'T BUY

Charts aren’t telling us much. It had a little bit of a bottom last August and another test in December and is now into a bit of an upward trend. It's close to meeting its upward resistance. There are probably better opportunities elsewhere.

BUY

There is a great deal of consolidation in waste management. What they have done, which is very, very smart, is expanding in areas contiguous with the areas where they already have operational efficiencies. Good entry point, but you will have to be patient with this stock.

TOP PICK

Focused on garbage and waste hauling in North America. Last quarter disappointed in terms of the US division, but he thinks that was a combination of one-time items. Valuation is very attractive. Management says they are going to focus more on shareholders. Expect a dividend increase as well as share buyback.

SELL

(Market Call Minute) Too hard to analyze. Financials are too complex.

TOP PICK

Well positioned in a recessionary environment. Extremely well-managed in strategic tuck in acquisitions for synergies. 3rd quarter was a disappointment because of their Northeast US operations. Results in Canada and southern US were in-line. Good price.

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Waste Connections (WCN.TO)