Waste Connections | StockChase
216
Waste Connections (WCN-T)

Last Price Recorded: $88.7000 on 2018-01-18

ON STOCKCHASE SINCE Aug 2002

Merged with Waste Collections and will be trading under the ticker WCN-N

Transportation & Environmental Services
216
Waste Connections (WCN-T)

Last Price Recorded: $88.7000 on 2018-01-18

ON STOCKCHASE SINCE Aug 2002

Merged with Waste Collections and will be trading under the ticker WCN-N

Transportation & Environmental Services

Waste Connections


Signal Opinion Expert
BUY
Waste Connections(WCN-T) 

January 9, 2018

This has been an all-star performer. It had a terrific 2017. It is run by very smart group of allocators and there is more room to go. Waste collection is still a very fragmented business in North America. A very attractive business.

Transportation & Environmental Services

This has been an all-star performer. It had a terrific 2017. It is run by very smart group of allocators and there is more room to go. Waste collection is still a very fragmented business in North America. A very attractive business.

Transportation & Environmental Services
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$87.530
Owned Owned
Yes

PARTIAL SELL
Waste Connections(WCN-T) 

January 2, 2018

If you own this, he would start to play with the house money, maybe give half of it back. At this stage, it is really anybody's guess as to what it is going to do. He likes the volume and the run it’s had, but where does it stop. You should reward yourself and take a little bit off the table.

Transportation & Environmental Services

If you own this, he would start to play with the house money, maybe give half of it back. At this stage, it is really anybody's guess as to what it is going to do. He likes the volume and the run it’s had, but where does it stop. You should reward yourself and take a little bit off the table.

Transportation & Environmental Services
Elliot Fishman

Director, US & International E...

PricePrice
$87.580
Owned Owned
Unknown

BUY
Waste Connections(WCN-T) 

November 27, 2017

Wait for a pullback or buy today? Doesn’t expect less garbage in the future, but will be producing more. This company has pretty good pricing power and the waste services industry is still extremely fragmented in the US. A good opportunity here.

Transportation & Environmental Services

Wait for a pullback or buy today? Doesn’t expect less garbage in the future, but will be producing more. This company has pretty good pricing power and the waste services industry is still extremely fragmented in the US. A good opportunity here.

Transportation & Environmental Services
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$87.770
Owned Owned
Yes

BUY
Waste Connections(WCN-T) 

November 21, 2017

The waste business is economically sensitive. A lot of customers are commercial. As the economy strengthens, you produce more waste. This is a play on a strengthening economy, which is one of the reasons you would want to own this. It has a very interesting geographic footprint in parts of the US that are growing. Technically it is sound.

Transportation & Environmental Services

The waste business is economically sensitive. A lot of customers are commercial. As the economy strengthens, you produce more waste. This is a play on a strengthening economy, which is one of the reasons you would want to own this. It has a very interesting geographic footprint in parts of the US that are growing. Technically it is sound.

Transportation & Environmental Services
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$88.090
Owned Owned
Yes

BUY on WEAKNESS
Waste Connections(WCN-T) 

October 20, 2017

Has been a pretty hot stock lately. Expensively priced. Growth by acquisition, and a yield, but not a really high one. You take that combination, but unless you can really buy it well, or you already hold it, he would look for a cheaper entry point. He would look in the low $80s before he would be an interested buyer.

Transportation & Environmental Services

Has been a pretty hot stock lately. Expensively priced. Growth by acquisition, and a yield, but not a really high one. You take that combination, but unless you can really buy it well, or you already hold it, he would look for a cheaper entry point. He would look in the low $80s before he would be an interested buyer.

Transportation & Environmental Services
Bruce Campbell (1)

President, Campbell and Lee Inv...

PricePrice
$89.110
Owned Owned
No

COMMENT
Waste Connections(WCN-T) 

October 4, 2017

Last time he looked, this was pretty expensively priced. Has met with management, and it is pretty impressive. The kind of a name he wished he had bought.

Transportation & Environmental Services

Last time he looked, this was pretty expensively priced. Has met with management, and it is pretty impressive. The kind of a name he wished he had bought.

Transportation & Environmental Services
Jerome Hass

Portfolio Manager, Lightwater Partners...

PricePrice
$87.060
Owned Owned
No

WEAK BUY
Waste Connections(WCN-T) 

August 23, 2017

It has corrected. It is still expensive. He likes one in the US (Republic Services).  The multiple is too high for him to buy it.  They are doing the right things and are acquiring the right companies and turning them around quickly. 

Transportation & Environmental Services

It has corrected. It is still expensive. He likes one in the US (Republic Services).  The multiple is too high for him to buy it.  They are doing the right things and are acquiring the right companies and turning them around quickly. 

Transportation & Environmental Services
Douglas Kee

Chief Investment Officer, Leon Frazer & Associ...

PricePrice
$81.080
Owned Owned
Unknown

TOP PICK
Waste Connections(WCN-T) 

July 18, 2017

An idea based upon a pickup on global growth, and that the US is going to continue showing improvement. They acquired a Canadian company, Progressive Waste Solutions, and are much bigger. They are not done yet. They want to continue to consolidate the industry, which is still extremely fragmented. Not a cheap stock, but has pulled off a little bit here. Dividend yield of 0.8%. (Analysts’ price target is $96.)

Transportation & Environmental Services

An idea based upon a pickup on global growth, and that the US is going to continue showing improvement. They acquired a Canadian company, Progressive Waste Solutions, and are much bigger. They are not done yet. They want to continue to consolidate the industry, which is still extremely fragmented. Not a cheap stock, but has pulled off a little bit here. Dividend yield of 0.8%. (Analysts’ price target is $96.)

Transportation & Environmental Services
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$81.520
Owned Owned
Yes

TOP PICK
Waste Connections(WCN-T) 

July 14, 2017

Garbage is relatively recession proof. Earnings were up 79%. Year-over-year sales are pretty good. Free cash flow is up 77%. Free cash flow yield at 3.5% is an improvement from 2.5% of last year. ROE is 9%. Dividend yield of 0.8%. (Analysts’ price target is $72.)

Transportation & Environmental Services

Garbage is relatively recession proof. Earnings were up 79%. Year-over-year sales are pretty good. Free cash flow is up 77%. Free cash flow yield at 3.5% is an improvement from 2.5% of last year. ROE is 9%. Dividend yield of 0.8%. (Analysts’ price target is $72.)

Transportation & Environmental Services
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$81.620
Owned Owned
Yes

PAST TOP PICK
Waste Connections(WCN-T) 

August 3, 2016

(A Top Pick Aug 4/15. Up 31.11%.)

Transportation & Environmental Services

(A Top Pick Aug 4/15. Up 31.11%.)

Transportation & Environmental Services
Peter Hodson

CEO & Head of Research, 5i Research Inc....

PricePrice
$95.120
Owned Owned
No

COMMENT
Waste Connections(WCN-T) 

March 2, 2016

Being taken over by a US company. The 2 of them are a pretty good match, and there will be some cost savings in the merger. It will make them a very important player in solid waste management all over North America. Trading close to a 52 week high as a result, but he thinks there is more upside potential post merger.

Transportation & Environmental Services

Being taken over by a US company. The 2 of them are a pretty good match, and there will be some cost savings in the merger. It will make them a very important player in solid waste management all over North America. Trading close to a 52 week high as a result, but he thinks there is more upside potential post merger.

Transportation & Environmental Services
David Baskin

President, Baskin Wealth Manage...

PricePrice
$40.770
Owned Owned
Yes

COMMENT
Waste Connections(WCN-T) 

March 1, 2016

In the process of merging with Waste Connections (WCN-N). This has been a growth by acquisition story. Had some issues getting costs down and getting margins to the industry’s best levels. Stock price has been reasonably depressed, but with this merger they will have a much better track record. There is a lot of hope and there is probably good upside from here.

Transportation & Environmental Services

In the process of merging with Waste Connections (WCN-N). This has been a growth by acquisition story. Had some issues getting costs down and getting margins to the industry’s best levels. Stock price has been reasonably depressed, but with this merger they will have a much better track record. There is a lot of hope and there is probably good upside from here.

Transportation & Environmental Services
Jim Huang

President, T.I.P. Wealth Manage...

PricePrice
$40.880
Owned Owned
Unknown

HOLD
Waste Connections(WCN-T) 

February 9, 2016

Being acquired. Waste collection is a mature industry, so M&A is always a theme in that sector. If you are a shareholder, you might as well Hold because you are probably going to get some operating levers in terms of cutting costs, giving you a lift over that.

Transportation & Environmental Services

Being acquired. Waste collection is a mature industry, so M&A is always a theme in that sector. If you are a shareholder, you might as well Hold because you are probably going to get some operating levers in terms of cutting costs, giving you a lift over that.

Transportation & Environmental Services
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$37.780
Owned Owned
No

HOLD
Waste Connections(WCN-T) 

January 19, 2016

If you look at some of the peers within waste management, such as Republic Services (RSG-N) or Waste Management (WM-N), these are stocks that are behaving quite well, and behaving much better than the market. Generally, when you have a merger like this, there are opportunities for cost savings and synergies. This is a sector that he would consider and take a look at. If you own the stock, he would probably let this play out a little.

Transportation & Environmental Services

If you look at some of the peers within waste management, such as Republic Services (RSG-N) or Waste Management (WM-N), these are stocks that are behaving quite well, and behaving much better than the market. Generally, when you have a merger like this, there are opportunities for cost savings and synergies. This is a sector that he would consider and take a look at. If you own the stock, he would probably let this play out a little.

Transportation & Environmental Services
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$37.380
Owned Owned
Unknown

PAST TOP PICK
Waste Connections(WCN-T) 

January 15, 2016

(A Top Pick Feb 4/15. Down 4.18%.) Recently put themselves up for sale. Sometimes when that happens, it is because they have heard that someone is interested in buying them, so put themselves up for auction to get a better price. Thinks it is probably worth $6-$7 more in a take out. They generate cash flow across North America in US$, and with lower fuel costs helping their margins it wouldn’t be a bad trade for a big conglomerate to scoop it in and get a cash flow.

Transportation & Environmental Services

(A Top Pick Feb 4/15. Down 4.18%.) Recently put themselves up for sale. Sometimes when that happens, it is because they have heard that someone is interested in buying them, so put themselves up for auction to get a better price. Thinks it is probably worth $6-$7 more in a take out. They generate cash flow across North America in US$, and with lower fuel costs helping their margins it wouldn’t be a bad trade for a big conglomerate to scoop it in and get a cash flow.

Transportation & Environmental Services
Peter Hodson

CEO & Head of Research, 5i Research Inc....

PricePrice
$34.170
Owned Owned
No

Showing 1 to 15 of 216 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.

Successfully Saved Company