TSE:WCN

Waste Connections (WCN.TO)

220.73
+1.80 (0.82%)
as of Sep 24, 2026, 8:00:00 pm Market Open.
289 watching
0
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.
PAST TOP PICK
(A Top Pick May 18/18, Up 34%) Garbage is a growing business. He owns it personally as well. Seems to be a lot of acquisitions in the space and he sees opportunity going forward.
BUY
It is not fabulous value and its fair market value is much lower, yet it has shown a technical breakout and is giving a technical buy.
DON'T BUY
A good stock with a steady rise since 2016, accelerating this year. However, this may make it a pullback candidate, though not in bearish territory.
BUY
Has long owned it. The business is becoming less cyclical and seeing more acquisitions within the sector. Not a cheap stock, but its recent quarter saw earnings rise. Well-covered dividend, so safe. This year, their ROE is 11%. They could use their extra cash for acqusitions. He likes it.
TOP PICK
15 years in a row of positive shareholder returns. They have the secret sauce to acquisitions. For instance, they bought Progressive Waste Solutions in 2016 and has doubled that division's profits. Amazing. (Analysts’ price target is $116.58)
PAST TOP PICK
(A Top Pick May 18/18, Up 17%) The industry continues to consolidate. It looks good going forward. They own dumps and needing dumps is a barrier to entry by new comers.
BUY
Well-run. Best-in-class cash flow. Waste collection is still a fragmented space which will continue to consolidate. This space correlates to gas prices, to some degree. Likes WCN.
BUY ON WEAKNESS
A little over priced. He has a target price of less than $90, so he is cautious. He would prefer a pullback to $80 to add to any holding.
BUY
This selloff in the fall was a correction and not a transition. The US economy is in good shape. This one is in a good industry. It is trading at a new relative high. If you believe we have a soft landing this year, you want to own things focused on the US domestic economy.
HOLD
One of his favourites. Not cheap. Had a great year. Defensible business model. Tremendous moat, so they can trade at a higher multiple, which they will continue to execute on. Will continue to justify the multiple. There will be new competitors, but doesn't think this will impair its margins or growth profile.
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