Waste Connections | StockChase
213
Waste Connections (WCN-T)

Last Price Recorded: $86.6800 on 2017-11-23

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

2017-11-21

BUY
Waste Connections (WCN-T)

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 Management

Price: $88.090
Owned: Yes

2017-10-20

BUY on WEAKNESS
Waste Connections (WCN-T)

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 InvMngmnt

Price: $89.110
Owned: No

2017-10-04

COMMENT
Waste Connections (WCN-T)

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

Price: $87.060
Owned: No

2017-08-23

WEAK BUY
Waste Connections (WCN-T)

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 & Associates

Price: $81.080
Owned: Unknown

2017-07-18

TOP PICK
Waste Connections (WCN-T)

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 Management

Price: $81.520
Owned: Yes

2017-07-14

TOP PICK
Waste Connections (WCN-T)

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 Management

Price: $81.620
Owned: Yes

2016-08-03

PAST TOP PICK
Waste Connections (WCN-T)

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

Transportation & Environmental Services
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $95.120
Owned: No

2016-03-02

COMMENT
Waste Connections (WCN-T)

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 Management

Price: $40.770
Owned: Yes

2016-03-01

COMMENT
Waste Connections (WCN-T)

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 Management

Price: $40.880
Owned: Unknown

2016-02-09

HOLD
Waste Connections (WCN-T)

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 Management

Price: $37.780
Owned: No

2016-01-19

HOLD
Waste Connections (WCN-T)

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 Management

Price: $37.380
Owned: Unknown

2016-01-15

PAST TOP PICK
Waste Connections (WCN-T)

(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.

Price: $34.170
Owned: No

2016-01-05

BUY
Waste Connections (WCN-T)

Announced they hired investment bankers with the view of selling themselves.  It is cheaper than its US peers.  They are not trading at the multiple of the US companies.  It is up 7-8% despite the market being down.  It is hard to say what will happen.  He feels the value is 15% higher than it is trading at right now.  He likes the company even if it does not get taken over.

Transportation & Environmental Services
David Baskin

President, Baskin Wealth Management

Price: $34.760
Owned: Unknown

2015-11-19

PAST TOP PICK
Waste Connections (WCN-T)

(A Top Pick Feb 4/15. Down 14.44%.) Thought this was going to do very well because of lower fuel costs. Also, picking up garbage is a recession proof industry. They had some flooding in one of their regions, so missed one of their quarters. The stock is slowly working its way back. Still thinks it is a pretty good company. 2.2% dividend yield.

Transportation & Environmental Services
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $30.580
Owned: Yes

2015-11-09

WATCH
Waste Connections (WCN-T)

It is on his radar screen.  They reported weaker than expected numbers.  He likes the industry long term.  There are high barriers to entry.  Multiples in the industry have gone up over the last few years.  The recent pullback put it back on his watch list.  It generates a reasonable amount of free cash flow.

Transportation & Environmental Services
Colin Stewart

CEO & Portfolio manager, JC Clark Investments Ltd.

Price: $31.590
Owned: No

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