TSE:WCN

Waste Connections (WCN.TO)

237.78
+1.82 (0.77%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
283 watching
0
Investor Insights
star iconJun 27, 2026, 12:00 am

This summary was created by AI, based on 14 opinions in the last 12 months.

Waste Connections (WCN-T) has shown a mixed performance in recent months, with analysts noting a significant downtrend from early 2025 following a previous uptrend. While the company demonstrates a stable business model with consistent cashflows and a focus on employee safety, the stock is currently facing pressure due to lower earnings growth and higher valuation concerns. Experts highlight the company's successful acquisition strategy and a strong market position, yet the 200-day moving average trend remains negative, prompting many to recommend waiting for a potential pullback before entering a position. Overall, despite challenges in the waste industry and external pressures like rising fuel costs, experts view WCN as a solid long-term investment with a defensive profile, although it might not satisfy those seeking rapid growth in the current market environment.

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Consensus
Neutral
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Valuation
Fair Value
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PAST TOP PICK
(A Top Pick Oct 24/19, Up 9%) It is a core holding for his fund. It provides defense to a portfolio. The US market is still very fragmented so they can make more acquisitions. He would be adding meaningfully on any pullback.
TOP PICK
It's enjoyed a long uptrend, then consolidated recently and is now moving up. You can buy this, then don't worry about it. It keeps on trucking. Business (trash collecting) is good. Pays a good dividend. (Analysts’ price target is $136.12)
PAST TOP PICK
(A Top Pick Oct 01/19, Down 1%) It's been sideways since June, so he's a little worried that it may break lower. If it does, he will reduce his position. It's in the penalty box, but he likes it.
TOP PICK
Three years ago, it merged with Progressive Waste Solutions to become a leader in waste collection. WCN has a strong balance sheet and low-cost disposal services. It's still a fragmented, local industry while WCN is a massive national company. (Analysts’ price target is $130.90)
PAST TOP PICK
(A Top Pick Aug 13/19, Down 1%) A core holding of his. He's sticking with it though it's been on a downtrend since July--it's in a consolidation period. Loves the chart.
TOP PICK
Fantastic chart. It recently corrected a bit, then touched support and the past week has been re-accelerating, trying to reach higher.
COMMENT
It's done pretty well but waste is economically sensitive. A lot of it is linked to building waste, etc. Never wrong to take a profit, especially if we foresee a slowdown.
PAST TOP PICK
(A Top Pick Oct 03/18, Up 30%) A defensive stock with a low beta, which is how he has been tilting his overall portfolio over the past year or so.
DON'T BUY
A very expensive stock. It's grown by acquisition with some organic growth. Too rich for him. There is some cyclicality, as during the Recession, with less garbage produced, and there's an environmental push for less garbage. Well-managed, though, and in a good business.
HOLD
The chart looks great. Needs a plan for this stock. There is support in the down side, but would watch where it holds. If it holds, it should move up more aggressively.
BUY
Garbage is a great business to be in. Great job of making acquisitions and capital allocations. Still buying it here.
TOP PICK
Awesome chart with a long-term uptrend. Look at all the money in garbage. Sleep at night owning this and collect the dividend. (Analysts’ price target is $130.19)
TOP PICK
The biggest and most investible garbage company out there. In life, death, taxes and garbage are certainties. Recent earnings weer mixed: volumes were up, margins down. It's a little cyclical because of construction garbage, but they own their own landfills and trucks. This is a great long-term investment. (Analysts’ price target is $130.06)
BUY ON WEAKNESS
The valuation is very high. His model price is just over $90 -- a bid discount on current prices. He would be a buyer at $72. People are just paying too much for future growth potential.
PARTIAL SELL
He missed buying this a few times, and now it's had a nice rebound this year. It stayed flat while all other stocks plunged in December. This is quite defensive and has had a nice run until recently. The street doesn't follow this name much. Now, it's very expensive. Take some profits and hold a core position.
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