TSE:WCN

Waste Connections (WCN.TO)

230.03
+3.00 (1.32%)
as of Sep 3, 2026, 8:00:00 pm Market Open.
288 watching
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Investor Insights
star iconSep 3, 2026, 12:00 am

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

Waste Connections (WCN) is recognized as a strong player in the waste disposal industry, with a reputation for owning a significant part of the waste disposal ecosystem. Experts highlight its profitable track record and robust balance sheet, projecting continued growth with consistent capital allocation. The company benefits from operating in smaller, less competitive markets, which provides pricing power and predictable revenue streams. Recent performance indicates solid revenue growth and margin improvement, but there are concerns about valuation and technical indicators suggesting a cautious approach for new investments. Analysts largely maintain a positive outlook, advocating for potential entry points during any market pullbacks.

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Consensus
Buy
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Valuation
Fair Value
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BUY
This stock has performed well over the past few years. Now the market is saying this is still an essential business. The challenge is not getting caught in thinking you have missed the bottom. There is nothing wrong buying in here. He is just focusing on health care and tech at the moment.
PAST TOP PICK
(A Top Pick Mar 18/19, Down 1%) It is the most profitable waste collection company in North America. He thinks it is a stable business.
TOP PICK
They have an 8% year over year increase in sales. 10% earnings growth, free cash flow up 6%. Earnings estimates have been increased by 2% in the last couple of months. (Analysts’ price target is $143.72)
PAST TOP PICK
(A Top Pick Apr 01/19, Up 19%) A commodity space but it is well managed. The management team has been there since 20 years. They have owned it since the acquisition of Progressive Waste Connections. They are great at acquisitions and they convert cashflow to free cashflows. It has had 17 years of positive shareholder returns.
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.
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