Waste Connections (WCN-T) Stock Predictions - Stockchase
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Waste Connections (WCN-T)

ON STOCKCHASE SINCE Aug 2002

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

Transportation & Environmental Services

Waste Connections

WCN-T

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Waste Connections (WCN-T) SAVE Feb, 19, 2019, 4:03 pm

108.90 0.9 (0.82%)

About Waste Connections (WCN-T)

Waste Connections US Inc. is an American integrated waste services company that provides waste collection, transfer, disposal and recycling services in mostly exclusive and secondary markets. More at Wikipedia

What the experts are saying about WCN-T



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Signal Opinion Expert
BUY
Waste Connections(WCN-T) 

February 12, 2019

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.
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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.
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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$112.330
Owned Owned
No

BUY on WEAKNESS
Waste Connections(WCN-T) 

February 8, 2019

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.
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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.
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$110.840
Owned Owned
Unknown

BUY
Waste Connections(WCN-T) 

February 7, 2019

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.
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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.
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David Burrows

President , Barometer Capital Ma...

Price Price
$111.340
Owned Owned
Unknown

HOLD
Waste Connections(WCN-T) 

February 5, 2019

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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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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Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$110.910
Owned Owned
Yes

BUY on WEAKNESS
Waste Connections(WCN-T) 

January 25, 2019

He's long owned this. A commodity (garbage) business, but they know how to run a business and they also own their landfills. Generates a lot of fresh cash flow; dividend increases; and share buybacks. A U.S. company on the TSX, so you don't worry about exchange rate. A little pricey now, but buy on a pullback.
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He's long owned this. A commodity (garbage) business, but they know how to run a business and they also own their landfills. Generates a lot of fresh cash flow; dividend increases; and share buybacks. A U.S. company on the TSX, so you don't worry about exchange rate. A little pricey now, but buy on a pullback.
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$107.090
Owned Owned
Yes

BUY on WEAKNESS
Waste Connections(WCN-T) 

January 24, 2019

Is garbage or not garbage? Great stock chart. An anomaly at this moment. Looks great.
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Is garbage or not garbage? Great stock chart. An anomaly at this moment. Looks great.
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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$107.130
Owned Owned
Unknown

BUY
Waste Connections(WCN-T) 

January 17, 2019

The third largest waste company in North America. They have great franchises in the western US. They also have an oil service company. They have a good history of dividend increases.
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The third largest waste company in North America. They have great franchises in the western US. They also have an oil service company. They have a good history of dividend increases.
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$104.910
Owned Owned
Yes

PARTIAL SELL
Waste Connections(WCN-T) 

October 16, 2018

Owned it for a long time and it's done very well for him. People are still producing a lot of waste despite recycling. WCN is run well. Buy the dip. It's at 41x earnings, pricey. Hold or take some profits.

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Owned it for a long time and it's done very well for him. People are still producing a lot of waste despite recycling. WCN is run well. Buy the dip. It's at 41x earnings, pricey. Hold or take some profits.

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Michael Decter

President , Lawrence Decter Inve...

Price Price
$100.830
Owned Owned
Yes

PAST TOP PICK
Waste Connections(WCN-T) 

September 20, 2018

(A Top Pick July 18/17 - Up 26%) Garbage. As the economy improves more garbage being produce. Optically not cheap. Trading at 30 times earnings. But they continuously beat expectations. There are profit to be made here. 

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(A Top Pick July 18/17 - Up 26%) Garbage. As the economy improves more garbage being produce. Optically not cheap. Trading at 30 times earnings. But they continuously beat expectations. There are profit to be made here. 

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$103.000
Owned Owned
Yes

PAST TOP PICK
Waste Connections(WCN-T) 

July 24, 2018

(A Top Pick July 14, 2017. Up 24%). This is a garbage company. It is relatively recession-resistant. He thinks there are still good opportunities for it. He expects it to grow by acquisition. They have tons of free cash flow to support that acquisition program.

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(A Top Pick July 14, 2017. Up 24%). This is a garbage company. It is relatively recession-resistant. He thinks there are still good opportunities for it. He expects it to grow by acquisition. They have tons of free cash flow to support that acquisition program.

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$99.260
Owned Owned
Yes

BUY
Waste Connections(WCN-T) 

June 25, 2018

It has been a great stock for him.  It trades at a bit of a premium to some of the peers in the US because there aren't a lot of quality industrials in Canada.  It is quite a recession resistant business.  No need to crystallize your gains.

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It has been a great stock for him.  It trades at a bit of a premium to some of the peers in the US because there aren't a lot of quality industrials in Canada.  It is quite a recession resistant business.  No need to crystallize your gains.

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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$100.620
Owned Owned
Yes

COMMENT
Waste Connections(WCN-T) 

June 14, 2018

This has been a freight train hitting new highs.  After decades of consolidation economies of scale have been reached.  Valuation is way too rich for him.  It is a good business but you have to buy it right.

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This has been a freight train hitting new highs.  After decades of consolidation economies of scale have been reached.  Valuation is way too rich for him.  It is a good business but you have to buy it right.

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$99.900
Owned Owned
Unknown

TOP PICK

Pays a modest dividend. Free cash flow grew by 16% to $855 million. Paid down $300 million in debt in the past year. They grow by acquisitionEarnings to grow 17% this year, 14% in 2019. Multi-quarter breakout with 20% upside. (Analysts' price target $99.70)

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Pays a modest dividend. Free cash flow grew by 16% to $855 million. Paid down $300 million in debt in the past year. They grow by acquisitionEarnings to grow 17% this year, 14% in 2019. Multi-quarter breakout with 20% upside. (Analysts' price target $99.70)

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$96.460
Owned Owned
Yes

PAST TOP PICK
Waste Connections(WCN-T) 

March 21, 2018

(A Top Pick July 14/17 Up 18%). This garbage collection company been growing successfully through acquisitions.  They are benefitting from EPA regulations to collect methane at garbage dumps, collecting methane to fuel their fleet. 

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(A Top Pick July 14/17 Up 18%). This garbage collection company been growing successfully through acquisitions.  They are benefitting from EPA regulations to collect methane at garbage dumps, collecting methane to fuel their fleet. 

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$94.670
Owned Owned
Yes

COMMENT
Waste Connections(WCN-T) 

March 7, 2018

A disciplined acquirer. They've bought several companies over the years. Yield will grow over time, but their more focussed on increasing their assets.

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A disciplined acquirer. They've bought several companies over the years. Yield will grow over time, but their more focussed on increasing their assets.

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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$92.820
Owned Owned
No

DON'T BUY
Waste Connections(WCN-T) 

February 22, 2018

Sold it, but it's continued to do well and reported a strong quarter. It looks positive in the short-term, but valuations are trading around 4x book, which is out of his league.

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Sold it, but it's continued to do well and reported a strong quarter. It looks positive in the short-term, but valuations are trading around 4x book, which is out of his league.

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$89.220
Owned Owned
No

WATCH
Waste Connections(WCN-T) 

February 22, 2018

It is in its seasonal period.  It is related to industrial activities.  Technically we have broken the uptrend.  He would take a look at the recent highs and if it broke those, he would enter the position.

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It is in its seasonal period.  It is related to industrial activities.  Technically we have broken the uptrend.  He would take a look at the recent highs and if it broke those, he would enter the position.

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Brooke Thackray

Research A, Horizons ETFs (Canad...

Price Price
$89.960
Owned Owned
Unknown

BUY on WEAKNESS
Waste Connections(WCN-T) 

February 6, 2018

Optically doesn’t look cheap. 30 times earnings. But the company is growing at 15% and that justifies the price. They are looking to consolidate the garbage industry in North America. Good business to be in.  

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Optically doesn’t look cheap. 30 times earnings. But the company is growing at 15% and that justifies the price. They are looking to consolidate the garbage industry in North America. Good business to be in.  

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$85.170
Owned Owned
Yes

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.

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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.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$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.

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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.

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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$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.

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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.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$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.

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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.

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David Burrows

President , Barometer Capital Ma...

Price Price
$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.

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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.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$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.

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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.

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Jerome Hass

Portfolio , Lightwater Partners...

Price Price
$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. 

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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. 

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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$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.)

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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.)

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$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.)

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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.)

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$81.620
Owned Owned
Yes

PAST TOP PICK
Waste Connections(WCN-T) 

August 3, 2016

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

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

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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$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.

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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.

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David Baskin

President, Baskin Wealth Manage...

Price Price
$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.

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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.

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Jim Huang

President, T.I.P. Wealth Manage...

Price Price
$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.

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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.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$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.

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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.

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David Burrows

President , Barometer Capital Ma...

Price Price
$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.

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(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.

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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$34.170
Owned Owned
No

BUY
Waste Connections(WCN-T) 

January 5, 2016

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.

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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.

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David Baskin

President, Baskin Wealth Manage...

Price Price
$34.760
Owned Owned
Unknown

PAST TOP PICK
Waste Connections(WCN-T) 

November 19, 2015

(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.

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(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.

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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$30.580
Owned Owned
Yes

WATCH
Waste Connections(WCN-T) 

November 9, 2015

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.

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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.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$31.590
Owned Owned
No

WAIT
Waste Connections(WCN-T) 

October 22, 2015

He looked at it a few times, but he worried about margin pressure.  After the drop it is certainly more appealing than it was before.  He wants to see another quarter before making a decision.  They had higher than expected operating costs last quarter and management needs to tackle this.  Long term they are a good prospect.

Transportation & Environmental Services
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He looked at it a few times, but he worried about margin pressure.  After the drop it is certainly more appealing than it was before.  He wants to see another quarter before making a decision.  They had higher than expected operating costs last quarter and management needs to tackle this.  Long term they are a good prospect.

Transportation & Environmental Services
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Michael Decter

President , Lawrence Decter Inve...

Price Price
$30.450
Owned Owned
No

COMMENT
Waste Connections(WCN-T) 

October 13, 2015

They have a lot of US business. He has it in one of his model portfolios because he likes the 60% revenue that it produces. They have also been benefiting from lower fuel prices. There is certainly lots of competition and they have to win contracts from customers and cities to collect the garbage. Their market share is big enough and they have the scale to compete. Recently raised their dividend. Business is good. A nice solid company.

Transportation & Environmental Services
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They have a lot of US business. He has it in one of his model portfolios because he likes the 60% revenue that it produces. They have also been benefiting from lower fuel prices. There is certainly lots of competition and they have to win contracts from customers and cities to collect the garbage. Their market share is big enough and they have the scale to compete. Recently raised their dividend. Business is good. A nice solid company.

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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$35.870
Owned Owned
No

BUY
Waste Connections(WCN-T) 

September 3, 2015

Continues to make acquisitions and has become the 3rd largest waste management company in North America. He believes there is still room for growth. The waste management business is very fragmented in North America. The company generates a lot of free cash flow and have done a great job of improving operations. In a defensive market, this is the type of company you want to own.

Transportation & Environmental Services
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Continues to make acquisitions and has become the 3rd largest waste management company in North America. He believes there is still room for growth. The waste management business is very fragmented in North America. The company generates a lot of free cash flow and have done a great job of improving operations. In a defensive market, this is the type of company you want to own.

Transportation & Environmental Services
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$35.790
Owned Owned
Yes

TOP PICK
Waste Connections(WCN-T) 

August 4, 2015

Picks up garbage from industries, apartments and customers all across North America. There are 2 things he likes about this. Lower fuel costs as the cost of oil goes down, and US is about 60% of their revenue. Last quarter was pretty good, but more importantly they raised their dividend 6% last week. Dividend yield of 1.91%. A nice solid company that won’t disappoint you.

Transportation & Environmental Services
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Picks up garbage from industries, apartments and customers all across North America. There are 2 things he likes about this. Lower fuel costs as the cost of oil goes down, and US is about 60% of their revenue. Last quarter was pretty good, but more importantly they raised their dividend 6% last week. Dividend yield of 1.91%. A nice solid company that won’t disappoint you.

Transportation & Environmental Services
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$35.640
Owned Owned
No

BUY

Besides death and taxes, there is sure to be garbage.  It is an economically sensitive company because more economic activity generates more garbage.  Lots of room for growth on the dividend and earnings.  This company needs a catalyst for people to pay attention.  He expects volumes and therefore earnings to go up.

Transportation & Environmental Services
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Besides death and taxes, there is sure to be garbage.  It is an economically sensitive company because more economic activity generates more garbage.  Lots of room for growth on the dividend and earnings.  This company needs a catalyst for people to pay attention.  He expects volumes and therefore earnings to go up.

Transportation & Environmental Services
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David Baskin

President, Baskin Wealth Manage...

Price Price
$33.560
Owned Owned
Yes

BUY
Waste Connections(WCN-T) 

June 15, 2015

They continue to merge and acquire new companies and make acquisitions in the US. Recently sold off an underperforming division. The focus for them is cost-cutting now. New trucks can be run by one operator and are natural gas operated and automated. As long as the US economy grows in the 2%-3% range, he thinks they will do fine.

Transportation & Environmental Services
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They continue to merge and acquire new companies and make acquisitions in the US. Recently sold off an underperforming division. The focus for them is cost-cutting now. New trucks can be run by one operator and are natural gas operated and automated. As long as the US economy grows in the 2%-3% range, he thinks they will do fine.

Transportation & Environmental Services
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$34.040
Owned Owned
Yes

PAST TOP PICK

(Top Pick May 21/14, Up 23.91%) Management has really cleaned up the ship.  They have a 5 year plan to improve the operations.  They are buying a bunch of trucks that are natural gas powered and use only one driver.  He has been buying for new portfolios. 

Transportation & Environmental Services
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(Top Pick May 21/14, Up 23.91%) Management has really cleaned up the ship.  They have a 5 year plan to improve the operations.  They are buying a bunch of trucks that are natural gas powered and use only one driver.  He has been buying for new portfolios. 

Transportation & Environmental Services
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$34.500
Owned Owned
Yes

BUY
Waste Connections(WCN-T) 

April 20, 2015

Just touched a multiyear high recently. Has been buying more of this today at around $34. They have added new trucks and are trying to increase the efficiency. He could see this as a Hold for many, many years.

Transportation & Environmental Services
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Just touched a multiyear high recently. Has been buying more of this today at around $34. They have added new trucks and are trying to increase the efficiency. He could see this as a Hold for many, many years.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$34.630
Owned Owned
Yes

COMMENT
Waste Connections(WCN-T) 

April 13, 2015

He likes the waste management industry. A pretty steady business that should really grow at a GDP type level. The industry is still fairly fragmented and this company has been acquisitive. Stock has performed pretty well recently and he feels the industry is strong. A bit expensive.

Transportation & Environmental Services
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He likes the waste management industry. A pretty steady business that should really grow at a GDP type level. The industry is still fairly fragmented and this company has been acquisitive. Stock has performed pretty well recently and he feels the industry is strong. A bit expensive.

Transportation & Environmental Services
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$37.750
Owned Owned
No

BUY
Waste Connections(WCN-T) 

March 23, 2015

It does quite well this time of year.  We are in a positive uptrend and they have stable earnings. 

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It does quite well this time of year.  We are in a positive uptrend and they have stable earnings. 

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Brooke Thackray

Research A, Horizons ETFs (Canad...

Price Price
$37.840
Owned Owned
Unknown

TOP PICK
Waste Connections(WCN-T) 

February 4, 2015

If it is a garbage market then buy garbage.  In a recession their business is still there.  Liked their numbers in ’08.  It is quite big and they have a good market share.  The US dollar impacts 60% of their earnings and lower oil reduces their fuel costs.

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If it is a garbage market then buy garbage.  In a recession their business is still there.  Liked their numbers in ’08.  It is quite big and they have a good market share.  The US dollar impacts 60% of their earnings and lower oil reduces their fuel costs.

Transportation & Environmental Services
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$36.370
Owned Owned
No

PAST TOP PICK
Waste Connections(WCN-T) 

February 4, 2015

(A Top Pick Jan 9/14. Up 42.75%.) In the business of trying to consolidate the solid waste management industry. It benefits from increased economic activity, particularly manufacturing because that provides more garbage. Rates and volumes have been rising. They have a lot of activity in the US which means profits are coming back to Canada and getting bumped up by the Canadian currency. He is still buying this.

Transportation & Environmental Services
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(A Top Pick Jan 9/14. Up 42.75%.) In the business of trying to consolidate the solid waste management industry. It benefits from increased economic activity, particularly manufacturing because that provides more garbage. Rates and volumes have been rising. They have a lot of activity in the US which means profits are coming back to Canada and getting bumped up by the Canadian currency. He is still buying this.

Transportation & Environmental Services
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David Baskin

President, Baskin Wealth Manage...

Price Price
$36.370
Owned Owned
Yes

PAST TOP PICK
Waste Connections(WCN-T) 

December 17, 2014

(A Top Pick Jan 9/14. Up 36.25%.) Have a lot of operations in the US. Benefited from the weak Cdn$. There is a little bit of consolidation going on in the industry. This is the kind of a company that is a huge winner when fuel prices go down. Also, as the economy expands, there is more commercial garbage to get rid of.

Transportation & Environmental Services
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(A Top Pick Jan 9/14. Up 36.25%.) Have a lot of operations in the US. Benefited from the weak Cdn$. There is a little bit of consolidation going on in the industry. This is the kind of a company that is a huge winner when fuel prices go down. Also, as the economy expands, there is more commercial garbage to get rid of.

Transportation & Environmental Services
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David Baskin

President, Baskin Wealth Manage...

Price Price
$34.890
Owned Owned
Yes

PARTIAL SELL
Waste Connections(WCN-T) 

December 5, 2014

Up nicely. Feels it is fairly fully valued, so the minimum that he would do is take some profits and continue to Hold a core position. Doesn’t have enough zip for him, so he would not enter at this point.

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Up nicely. Feels it is fairly fully valued, so the minimum that he would do is take some profits and continue to Hold a core position. Doesn’t have enough zip for him, so he would not enter at this point.

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Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$35.120
Owned Owned
No

BUY
Waste Connections(WCN-T) 

September 22, 2014

Stock has had a bit of a rocky ride. They’ve had a history of missing their earnings’ forecasts. However, the last quarter they actually hit it out of the park. The company gave a pretty bullish forecast on conditions going forward. Commercial garbage is economically sensitive and now that the US economy is recovering again, the amount of commercial garbage is going up again. They are budgeting for acquisitions and he thinks they will grow that way as well as organically.

Transportation & Environmental Services
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Stock has had a bit of a rocky ride. They’ve had a history of missing their earnings’ forecasts. However, the last quarter they actually hit it out of the park. The company gave a pretty bullish forecast on conditions going forward. Commercial garbage is economically sensitive and now that the US economy is recovering again, the amount of commercial garbage is going up again. They are budgeting for acquisitions and he thinks they will grow that way as well as organically.

Transportation & Environmental Services
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David Baskin

President, Baskin Wealth Manage...

Price Price
$28.240
Owned Owned
Yes

DON'T BUY
Waste Connections(WCN-T) 

September 12, 2014

Had a dip to about $22-$23 about 1-2 years ago, and that was a bit of a buying opportunity. He finds it fairly fully valued now. Yield is not comparable to some high yields. If you own, you could Hold, but wouldn’t buy it at this price.

Transportation & Environmental Services
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Had a dip to about $22-$23 about 1-2 years ago, and that was a bit of a buying opportunity. He finds it fairly fully valued now. Yield is not comparable to some high yields. If you own, you could Hold, but wouldn’t buy it at this price.

Transportation & Environmental Services
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$28.950
Owned Owned
No

HOLD
Waste Connections(WCN-T) 

August 5, 2014

Just raised the dividends. Quarterly earnings were kind of disappointing, but there are brighter days ahead. Have new 1-man trucks. Management is now focusing on trying to grow the business at a smarter approach with Enterprise Value to EBITDA. Giving it 12-18 months to turn it around. Still trades at a deep valuation, compared to the bigger waste management companies. Its Canadian business is amazing.

Transportation & Environmental Services
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Just raised the dividends. Quarterly earnings were kind of disappointing, but there are brighter days ahead. Have new 1-man trucks. Management is now focusing on trying to grow the business at a smarter approach with Enterprise Value to EBITDA. Giving it 12-18 months to turn it around. Still trades at a deep valuation, compared to the bigger waste management companies. Its Canadian business is amazing.

Transportation & Environmental Services
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$27.110
Owned Owned
Unknown

BUY
Waste Connections(WCN-T) 

June 19, 2014

Has been watching it.  Well run business with interesting catalysts:  cost cutting, and a New York contract.  He is waiting for their debt to settle down a bit.

Transportation & Environmental Services
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Has been watching it.  Well run business with interesting catalysts:  cost cutting, and a New York contract.  He is waiting for their debt to settle down a bit.

Transportation & Environmental Services
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Rob Stabile

Portfolio , LDIC Inc...

Price Price
$27.730
Owned Owned
No

TOP PICK

Third largest waste company in North America. It has the crown jewel assets of Canada. Sees this as a takeover candidate. Even if that doesn’t happen, the company is expanding. New management is trying to grow margins and focusing on return of investment capital, meaning a focus on technology and getting better trucks with natural gas to save money. Creating a lot of free cash flow. Targeting 50% growth in revenue by 2017. If a takeover happens, he feels the stock is worth North of $30 US.

Transportation & Environmental Services
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Third largest waste company in North America. It has the crown jewel assets of Canada. Sees this as a takeover candidate. Even if that doesn’t happen, the company is expanding. New management is trying to grow margins and focusing on return of investment capital, meaning a focus on technology and getting better trucks with natural gas to save money. Creating a lot of free cash flow. Targeting 50% growth in revenue by 2017. If a takeover happens, he feels the stock is worth North of $30 US.

Transportation & Environmental Services
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$28.230
Owned Owned
Yes

SELL
Waste Connections(WCN-T) 

April 22, 2014

Waste management companies can do very well in the springtime with contracts coming up for the summer. They tend to do very well from March through May. Expects this one would be no different, however the chart shows a huge double top and it doesn’t look like it is going to exceed that given the few weeks left in the seasonal period. Industrials do particularly poorly in the summertime.

Transportation & Environmental Services
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Waste management companies can do very well in the springtime with contracts coming up for the summer. They tend to do very well from March through May. Expects this one would be no different, however the chart shows a huge double top and it doesn’t look like it is going to exceed that given the few weeks left in the seasonal period. Industrials do particularly poorly in the summertime.

Transportation & Environmental Services
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Jon Vialoux

Research A, CastleMoore Inc....

Price Price
$27.190
Owned Owned
Unknown

BUY
Waste Connections(WCN-T) 

March 10, 2014

There are 3 things in life that we can count on, death, taxes and garbage. Garbage is not going to go out of fashion. During the recession there was less of it as people were manufacturing less and this company suffered a little. But now, in the last 2 years, volumes have picked back up and the stock price has picked back up. He is still buying it for clients. Thinks there is room for the company to grow, both by acquisition and by organic growth. Also feels there is room for the dividend to grow. He is buying this primarily for growth, not income.

Transportation & Environmental Services
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There are 3 things in life that we can count on, death, taxes and garbage. Garbage is not going to go out of fashion. During the recession there was less of it as people were manufacturing less and this company suffered a little. But now, in the last 2 years, volumes have picked back up and the stock price has picked back up. He is still buying it for clients. Thinks there is room for the company to grow, both by acquisition and by organic growth. Also feels there is room for the dividend to grow. He is buying this primarily for growth, not income.

Transportation & Environmental Services
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David Baskin

President, Baskin Wealth Manage...

Price Price
$28.140
Owned Owned
Yes

BUY
Waste Connections(WCN-T) 

February 20, 2014

Seasonality runs into the spring time because of building activities.  It runs from now until the April timeframe.  You don’t typically hold it from June to August.  It is currently at the resistance level.

Transportation & Environmental Services
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Seasonality runs into the spring time because of building activities.  It runs from now until the April timeframe.  You don’t typically hold it from June to August.  It is currently at the resistance level.

Transportation & Environmental Services
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Brooke Thackray

Research A, Horizons ETFs (Canad...

Price Price
$27.570
Owned Owned
Unknown

TOP PICK
Waste Connections(WCN-T) 

January 9, 2014

3 things in life are sure, death, taxes and garbage. If the economy in the US picks up, there is going to be more solid waste produced. This company is bidding on a big contract in New York City. It is consolidating by buying smaller waste management companies. Missed on a couple of quarters making the stock a little bit expensive but there is big leverage on operations. As the volume picks up, margins pick up.

Transportation & Environmental Services
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3 things in life are sure, death, taxes and garbage. If the economy in the US picks up, there is going to be more solid waste produced. This company is bidding on a big contract in New York City. It is consolidating by buying smaller waste management companies. Missed on a couple of quarters making the stock a little bit expensive but there is big leverage on operations. As the volume picks up, margins pick up.

Transportation & Environmental Services
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David Baskin

President, Baskin Wealth Manage...

Price Price
$26.020
Owned Owned
Yes

BUY
Waste Connections(WCN-T) 

October 29, 2013

Have a lot of people worried during 2011-2012, but it has finally broken out. Chart shows a bear phase of 3 legs down, which is now concluded and the advance can go for a considerable time. Feels this would be a safe place to be.

Transportation & Environmental Services
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Have a lot of people worried during 2011-2012, but it has finally broken out. Chart shows a bear phase of 3 legs down, which is now concluded and the advance can go for a considerable time. Feels this would be a safe place to be.

Transportation & Environmental Services
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Bill Carrigan

Technical , Getting Technical In...

Price Price
$27.590
Owned Owned
Unknown

HOLD
Waste Connections(WCN-T) 

October 23, 2013

Has done very well recently and he would not be jumping in at these levels. They have merged the North American operations, which is good. In the past, the stock price was held back because things were stalled out in Northeast US and they were making some strategic acquisitions in that area. With a couple of more dollars increase, he would be looking at taking some profits.

Transportation & Environmental Services
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Has done very well recently and he would not be jumping in at these levels. They have merged the North American operations, which is good. In the past, the stock price was held back because things were stalled out in Northeast US and they were making some strategic acquisitions in that area. With a couple of more dollars increase, he would be looking at taking some profits.

Transportation & Environmental Services
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$27.350
Owned Owned
Yes

HOLD
Waste Connections(WCN-T) 

September 4, 2013

Has seen some progress in this company over the last year. Very well run company in terms of costs discipline. Also, acquisition strategy has always been very good. Had been hurt by a soft environment in the Northeast US, which seems to be less of a problem today. Expects there won’t be a whole lot of capital appreciation from here. Yield of about 2.4%.

Transportation & Environmental Services
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Has seen some progress in this company over the last year. Very well run company in terms of costs discipline. Also, acquisition strategy has always been very good. Had been hurt by a soft environment in the Northeast US, which seems to be less of a problem today. Expects there won’t be a whole lot of capital appreciation from here. Yield of about 2.4%.

Transportation & Environmental Services
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$25.650
Owned Owned
Yes

BUY
Waste Connections(WCN-T) 

August 8, 2013

Good strong management team did a good job of growing the business.  Benefits from a steadily improving economy.  2.3% dividend that will grow.

Transportation & Environmental Services
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Good strong management team did a good job of growing the business.  Benefits from a steadily improving economy.  2.3% dividend that will grow.

Transportation & Environmental Services
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David Burrows

President , Barometer Capital Ma...

Price Price
$25.360
Owned Owned
Unknown

BUY
Waste Connections(WCN-T) 

August 6, 2013

Pretty good earnings but there is no question they have been helped by the improving US economy. Industrial waste is what has been really improving their margins. Big cash flow generator. Likes the dividend and that they buy back stock.

Transportation & Environmental Services
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Pretty good earnings but there is no question they have been helped by the improving US economy. Industrial waste is what has been really improving their margins. Big cash flow generator. Likes the dividend and that they buy back stock.

Transportation & Environmental Services
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$25.050
Owned Owned
Yes

PAST TOP PICK
Waste Connections(WCN-T) 

July 22, 2013

(Top Pick Jul 10/13, Up 23.93%)  Acquisitions have been doing very well.  There is still a little bit of upside.

Transportation & Environmental Services
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(Top Pick Jul 10/13, Up 23.93%)  Acquisitions have been doing very well.  There is still a little bit of upside.

Transportation & Environmental Services
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$23.550
Owned Owned
Yes

BUY
Waste Connections(WCN-T) 

July 15, 2013

Thinks there is real value here. Turned out to be a bit more of a cyclical of an industry than people had thought. When manufacturing went down, commercial waste went down which had an impact on this company. Right now conditions are good. Still an industry that is in need of some consolidation. Wouldn’t be surprised to see a dividend increase in 2014. Yield of 2.36%.

Transportation & Environmental Services
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Thinks there is real value here. Turned out to be a bit more of a cyclical of an industry than people had thought. When manufacturing went down, commercial waste went down which had an impact on this company. Right now conditions are good. Still an industry that is in need of some consolidation. Wouldn’t be surprised to see a dividend increase in 2014. Yield of 2.36%.

Transportation & Environmental Services
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David Baskin

President, Baskin Wealth Manage...

Price Price
$23.740
Owned Owned
Yes

BUY

Thinks this will benefit from the uptick in housing and commercial development in the US as they now have a fair amount of exposure to industrial waste. Still trades at a deep discount to its competitors. Generates a lot of free cash flow. Could be a takeover candidate down the road.

Transportation & Environmental Services
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Thinks this will benefit from the uptick in housing and commercial development in the US as they now have a fair amount of exposure to industrial waste. Still trades at a deep discount to its competitors. Generates a lot of free cash flow. Could be a takeover candidate down the road.

Transportation & Environmental Services
0 0 0 0 0
0 comments
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$22.720
Owned Owned
Yes

PAST TOP PICK
Waste Connections(WCN-T) 

June 12, 2013

(A Top Pick June 10/12. Up 24.18%.) Seemed to have gotten their troubles in the Northeast US under control. Recent earnings have been on a more positive trend. Very well managed. Still has some upside from here, but possibly not a great deal.

Transportation & Environmental Services
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(A Top Pick June 10/12. Up 24.18%.) Seemed to have gotten their troubles in the Northeast US under control. Recent earnings have been on a more positive trend. Very well managed. Still has some upside from here, but possibly not a great deal.

Transportation & Environmental Services
0 0 0 0 0
0 comments
Michael Sprung

President, Sprung Investment Ma...

Price Price
$22.470
Owned Owned
Yes

BUY

Three things for sure in life: death, taxes and garbage. As the economy grows there is more garbage. More industrial and residental waste. Has been pretty quiet, then last quarter started showing signs of life. Bin still sees a lot of opportunity for consolidation, so dividends aren't necessarily in the future.

Transportation & Environmental Services
0 0 0 0 0
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Three things for sure in life: death, taxes and garbage. As the economy grows there is more garbage. More industrial and residental waste. Has been pretty quiet, then last quarter started showing signs of life. Bin still sees a lot of opportunity for consolidation, so dividends aren't necessarily in the future.

Transportation & Environmental Services
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$23.920
Owned Owned
Unknown

BUY
Waste Connections(WCN-T) 

February 13, 2013

Has been out of favour. Chart shows it had a falling wedge, which is very bullish. Thinks this is just the early part of an advance.

Transportation & Environmental Services
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Has been out of favour. Chart shows it had a falling wedge, which is very bullish. Thinks this is just the early part of an advance.

Transportation & Environmental Services
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Bill Carrigan

Technical , Getting Technical In...

Price Price
$22.410
Owned Owned
Unknown

PAST TOP PICK
Waste Connections(WCN-T) 

November 22, 2012

(Top Pick Oct 07/11, Down 13.26%) Pretty recession proof business but operations are where this company got challenged here.  3% yield is safe and should have supported the stock better.

Transportation & Environmental Services
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(Top Pick Oct 07/11, Down 13.26%) Pretty recession proof business but operations are where this company got challenged here.  3% yield is safe and should have supported the stock better.

Transportation & Environmental Services
0 0 0 0 0
0 comments
Andrew Hamlin

VP & Portf, Aston Hill Financial...

Price Price
$18.850
Owned Owned
No

TOP PICK
Waste Connections(WCN-T) 

November 19, 2012

Pays a bit of a dividend and fundamentals are positive although not fully developed.  If it holds here it is a support level.  He put a tight stop on it.  It has come off to near this support level.

Transportation & Environmental Services
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Pays a bit of a dividend and fundamentals are positive although not fully developed.  If it holds here it is a support level.  He put a tight stop on it.  It has come off to near this support level.

Transportation & Environmental Services
0 0 0 0 0
0 comments
Jeff Parent B.

VP & Portf, Castlemoore Inc....

Price Price
$18.560
Owned Owned
No

PAST TOP PICK
Waste Connections(WCN-T) 

October 22, 2012

(Top Pick Oct 31/11, Down 2.51%)

Transportation & Environmental Services
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(Top Pick Oct 31/11, Down 2.51%)

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$20.180
Owned Owned
Yes

BUY
Waste Connections(WCN-T) 

October 10, 2012

Involved in consolidation in the solid waste management. Did a huge US acquisition so has more volume in the US than it has in Canada. Stock hasn’t done much. He views the opportunity here as building a large-scale company in a very fragmented industry, in both Canada and US, growing revenue and earnings over time. 2.8% dividend.

Transportation & Environmental Services
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Involved in consolidation in the solid waste management. Did a huge US acquisition so has more volume in the US than it has in Canada. Stock hasn’t done much. He views the opportunity here as building a large-scale company in a very fragmented industry, in both Canada and US, growing revenue and earnings over time. 2.8% dividend.

Transportation & Environmental Services
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David Baskin

President, Baskin Wealth Manage...

Price Price
$20.000
Owned Owned
Yes

PAST TOP PICK
Waste Connections(WCN-T) 

August 27, 2012

(A Top Pick Aug 23/11. Down 4.78%.) Well managed company. Unlike some of their larger competitors, they are still able to acquire similar companies without running into antitrust etc. Could see it around $25 in 12 months.

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(A Top Pick Aug 23/11. Down 4.78%.) Well managed company. Unlike some of their larger competitors, they are still able to acquire similar companies without running into antitrust etc. Could see it around $25 in 12 months.

Transportation & Environmental Services
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$19.500
Owned Owned
Yes

PAST TOP PICK
Waste Connections(WCN-T) 

August 10, 2012

(A Top Pick Aug 9/11. Up 4.71%.) Likes the attributes of this business. Big free cash flow generator.

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(A Top Pick Aug 9/11. Up 4.71%.) Likes the attributes of this business. Big free cash flow generator.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$20.010
Owned Owned
No

PAST TOP PICK
Waste Connections(WCN-T) 

July 12, 2012

(A Top Pick July 22/11. Down 9.18%.)
Transportation & Environmental Services
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(A Top Pick July 22/11. Down 9.18%.)
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David Baskin

President, Baskin Wealth Manage...

Price Price
$19.710
Owned Owned
Yes

TOP PICK
Waste Connections(WCN-T) 

July 10, 2012

Stock is undervalued. Thinks lately the stock has been overwhelmed by some of the problems they have had in the north east US. Investors have not been looking at their more steady Canadian operations. Also, materials that they resell have had lower prices. Have always been very smart on their acquisitions and strategic on getting acquisitions close to their existing operations. Expecting the ROE to increase over the next few years. $26 is very doable.
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Stock is undervalued. Thinks lately the stock has been overwhelmed by some of the problems they have had in the north east US. Investors have not been looking at their more steady Canadian operations. Also, materials that they resell have had lower prices. Have always been very smart on their acquisitions and strategic on getting acquisitions close to their existing operations. Expecting the ROE to increase over the next few years. $26 is very doable.
Transportation & Environmental Services
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$19.630
Owned Owned
Yes

DON'T BUY
Fundamentally it does not look good. There was some fairly good support at $19. Beginning of June it dropped below $18 but is now back up to about the $19 level but it is not strong. Low volume.
Transportation & Environmental Services
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Fundamentally it does not look good. There was some fairly good support at $19. Beginning of June it dropped below $18 but is now back up to about the $19 level but it is not strong. Low volume.
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Jeff Parent B.

VP & Portf, Castlemoore Inc....

Price Price
$19.550
Owned Owned
Unknown

COMMENT
Waste Connections(WCN-T) 

June 11, 2012

A great business. He had recommended a Sell recently because, even though garbage is one of the more recession resistant businesses, they have been having problems in the Northeast, where some of the municipalities are strapped for cash and are not able to give any increases in fees. Also, builders waste has been a big part of their operation and housing has not been great.
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A great business. He had recommended a Sell recently because, even though garbage is one of the more recession resistant businesses, they have been having problems in the Northeast, where some of the municipalities are strapped for cash and are not able to give any increases in fees. Also, builders waste has been a big part of their operation and housing has not been great.
Transportation & Environmental Services
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$18.530
Owned Owned
No

PAST TOP PICK
(Top Pick Jul 22/11, Down 13.77%) View was that there was going to be consolidation. Instead margin shave come under pressure. Due to slow recovery in US there has not been growth in US.
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(Top Pick Jul 22/11, Down 13.77%) View was that there was going to be consolidation. Instead margin shave come under pressure. Due to slow recovery in US there has not been growth in US.
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David Baskin

President, Baskin Wealth Manage...

Price Price
$18.850
Owned Owned
Yes

BUY
Has made a lot of acquisitions, but tended to be strategic. In the not too distant past he had it as a Top Pick. It has been an extremely well managed company. They have had a lot of competition in the North East US. Over the next year or two we should see their earnings back up. It is at a reasonable multiple. Thinks it has real underlying value. In the last quarter they were hit by higher fuel prices and lower prices for recycling products.
Transportation & Environmental Services
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Has made a lot of acquisitions, but tended to be strategic. In the not too distant past he had it as a Top Pick. It has been an extremely well managed company. They have had a lot of competition in the North East US. Over the next year or two we should see their earnings back up. It is at a reasonable multiple. Thinks it has real underlying value. In the last quarter they were hit by higher fuel prices and lower prices for recycling products.
Transportation & Environmental Services
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$20.150
Owned Owned
Unknown

HOLD
Waste Connections(WCN-T) 

April 27, 2012

Very well-managed company. Just missed on their earnings today but that was on weakness in the northeast sector of their markets. Have been making very good strategic acquisitions. Expecting an improvement in their profitability over the next few years.
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Very well-managed company. Just missed on their earnings today but that was on weakness in the northeast sector of their markets. Have been making very good strategic acquisitions. Expecting an improvement in their profitability over the next few years.
Transportation & Environmental Services
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$21.440
Owned Owned
Yes

PAST TOP PICK
Waste Connections(WCN-T) 

April 4, 2012

(A Top Pick Apr 8/11. Down 11.12%.) Had an unexpected change in their CEO. As the market gets to know him, they will like him which will be positive.
Transportation & Environmental Services
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(A Top Pick Apr 8/11. Down 11.12%.) Had an unexpected change in their CEO. As the market gets to know him, they will like him which will be positive.
Transportation & Environmental Services
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Michele Robitai

Portfolio , Guardian Capital...

Price Price
$21.960
Owned Owned
Yes

PAST TOP PICK
Waste Connections(WCN-T) 

March 29, 2012

(Top Pick Mar 22/11, Down 4.02%) Not concerned about the decline and is keen on it still. Industry was consolidating.
Transportation & Environmental Services
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(Top Pick Mar 22/11, Down 4.02%) Not concerned about the decline and is keen on it still. Industry was consolidating.
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David Baskin

President, Baskin Wealth Manage...

Price Price
$21.570
Owned Owned
Yes

PAST TOP PICK
Waste Connections(WCN-T) 

March 27, 2012

(Top Pick Mar 24/11, Down 6.31%) Likes the fundamentals and thought it was fairly non-cyclical. But they have experienced a fair amount of price competition in their US northeast division. He made some profit.
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(Top Pick Mar 24/11, Down 6.31%) Likes the fundamentals and thought it was fairly non-cyclical. But they have experienced a fair amount of price competition in their US northeast division. He made some profit.
Transportation & Environmental Services
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$22.120
Owned Owned
No

DON'T BUY
Waste Connections(WCN-T) 

March 5, 2012

Very complex accounting and unless you have a strong accounting background and are in the kind of accounting you need for an environmental site, he would stay away.
Transportation & Environmental Services
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Very complex accounting and unless you have a strong accounting background and are in the kind of accounting you need for an environmental site, he would stay away.
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Jason Donville

President , Donville Kent Asset ...

Price Price
$20.700
Owned Owned
No

PAST TOP PICK
Waste Connections(WCN-T) 

January 25, 2012

(A Top Pick April 8/11. Down 10.14%.)
Transportation & Environmental Services
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(A Top Pick April 8/11. Down 10.14%.)
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Michele Robitai

Portfolio , Guardian Capital...

Price Price
$22.310
Owned Owned
Unknown

PAST TOP PICK
Waste Connections(WCN-T) 

January 25, 2012

(A Top Pick April 8/11. Down 10.14%.)
Transportation & Environmental Services
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(A Top Pick April 8/11. Down 10.14%.)
Transportation & Environmental Services
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Michele Robitai

Portfolio , Guardian Capital...

Price Price
$22.310
Owned Owned
Unknown

DON'T BUY
Waste Connections(WCN-T) 

January 19, 2012

Charts aren’t telling us much. It had a little bit of a bottom last August and another test in December and is now into a bit of an upward trend. It's close to meeting its upward resistance. There are probably better opportunities elsewhere.
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Charts aren’t telling us much. It had a little bit of a bottom last August and another test in December and is now into a bit of an upward trend. It's close to meeting its upward resistance. There are probably better opportunities elsewhere.
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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$21.060
Owned Owned
Unknown

BUY
Waste Connections(WCN-T) 

December 19, 2011

There is a great deal of consolidation in waste management. What they have done, which is very, very smart, is expanding in areas contiguous with the areas where they already have operational efficiencies. Good entry point, but you will have to be patient with this stock.
Transportation & Environmental Services
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There is a great deal of consolidation in waste management. What they have done, which is very, very smart, is expanding in areas contiguous with the areas where they already have operational efficiencies. Good entry point, but you will have to be patient with this stock.
Transportation & Environmental Services
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$19.200
Owned Owned
Yes

TOP PICK
Waste Connections(WCN-T) 

December 12, 2011

Focused on garbage and waste hauling in North America. Last quarter disappointed in terms of the US division, but he thinks that was a combination of one-time items. Valuation is very attractive. Management says they are going to focus more on shareholders. Expect a dividend increase as well as share buyback.
Transportation & Environmental Services
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Focused on garbage and waste hauling in North America. Last quarter disappointed in terms of the US division, but he thinks that was a combination of one-time items. Valuation is very attractive. Management says they are going to focus more on shareholders. Expect a dividend increase as well as share buyback.
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$19.870
Owned Owned
Yes

SELL
Waste Connections(WCN-T) 

December 12, 2011

(Market Call Minute) Too hard to analyze. Financials are too complex.
Transportation & Environmental Services
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(Market Call Minute) Too hard to analyze. Financials are too complex.
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Jason Donville

President , Donville Kent Asset ...

Price Price
$19.870
Owned Owned
Unknown

TOP PICK
Waste Connections(WCN-T) 

October 31, 2011

Well positioned in a recessionary environment. Extremely well-managed in strategic tuck in acquisitions for synergies. 3rd quarter was a disappointment because of their Northeast US operations. Results in Canada and southern US were in-line. Good price.
Transportation & Environmental Services
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Well positioned in a recessionary environment. Extremely well-managed in strategic tuck in acquisitions for synergies. 3rd quarter was a disappointment because of their Northeast US operations. Results in Canada and southern US were in-line. Good price.
Transportation & Environmental Services
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$21.000
Owned Owned
Yes

DON'T BUY
Waste Connections(WCN-T) 

October 28, 2011

A defensive, overvalued name. Have not demonstrated they are recession-proof. Disappointed with exposure to broad economic conditions.
Transportation & Environmental Services
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A defensive, overvalued name. Have not demonstrated they are recession-proof. Disappointed with exposure to broad economic conditions.
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Prakash Harihar

Portfolio , Analytixinsight Inc....

Price Price
$21.570
Owned Owned
Unknown

TOP PICK
Waste Connections(WCN-T) 

October 7, 2011

Very stable business. Waste collections and transfer agents for industrial and commercial customers across North America. Good, strong cash flow generator. Looking for 4%-5% growth.
Transportation & Environmental Services
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Very stable business. Waste collections and transfer agents for industrial and commercial customers across North America. Good, strong cash flow generator. Looking for 4%-5% growth.
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Andrew Hamlin

VP & Portf, Aston Hill Financial...

Price Price
$22.050
Owned Owned
Yes

PAST TOP PICK
Waste Connections(WCN-T) 

October 6, 2011

In a recession resistant industry. Had a change in CEO, incoming has been with company for a long time.
Transportation & Environmental Services
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In a recession resistant industry. Had a change in CEO, incoming has been with company for a long time.
Transportation & Environmental Services
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Michele Robitai

Portfolio , Guardian Capital...

Price Price
$22.340
Owned Owned
Unknown

BUY
Waste Connections(WCN-T) 

September 29, 2011

Budget cuts in the US operations? Pretty safe as you keep on getting 2%-3% increases in the fees for collecting trash. Some economic sensitivity, especially in the US. If construction and housing are down a lot, as they had been, their volumes are down. Acquired a big operation in St. Louis this year.
Transportation & Environmental Services
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Budget cuts in the US operations? Pretty safe as you keep on getting 2%-3% increases in the fees for collecting trash. Some economic sensitivity, especially in the US. If construction and housing are down a lot, as they had been, their volumes are down. Acquired a big operation in St. Louis this year.
Transportation & Environmental Services
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$21.990
Owned Owned
Yes

TOP PICK
Waste Connections(WCN-T) 

August 23, 2011

Likes the story. A well managed company. 40% Canada and 60% US. Strategic acquisition leads to growth. Throws off great cash flow. The market has ignored this company for so long. Will not be constrained in acquisitions like the rest of the market.
Transportation & Environmental Services
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Likes the story. A well managed company. 40% Canada and 60% US. Strategic acquisition leads to growth. Throws off great cash flow. The market has ignored this company for so long. Will not be constrained in acquisitions like the rest of the market.
Transportation & Environmental Services
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$21.240
Owned Owned
Yes

BUY
Waste Connections(WCN-T) 

August 16, 2011

Garbage landfill sites and transfer sites. Likes this space and thinks there are good opportunities. Solid management. Had a Q2 miss on their earnings and a change in CEOs creating a sell off in the stock. Great opportunity for very sustainable yields.
Transportation & Environmental Services
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Garbage landfill sites and transfer sites. Likes this space and thinks there are good opportunities. Solid management. Had a Q2 miss on their earnings and a change in CEOs creating a sell off in the stock. Great opportunity for very sustainable yields.
Transportation & Environmental Services
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Andrew Hamlin

VP & Portf, Aston Hill Financial...

Price Price
$19.770
Owned Owned
Unknown

TOP PICK
Waste Connections(WCN-T) 

August 9, 2011

Waste management. Good stable business. Whatever happens in Europe or in equity markets, people still produce garbage. Waste per capita goes up every year. Generates a significant amount of free cash flow and pays 2.5% dividend.
Transportation & Environmental Services
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Waste management. Good stable business. Whatever happens in Europe or in equity markets, people still produce garbage. Waste per capita goes up every year. Generates a significant amount of free cash flow and pays 2.5% dividend.
Transportation & Environmental Services
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$19.570
Owned Owned
Yes

HOLD
Waste Connections(WCN-T) 

August 3, 2011

52 week low. There’s your bear market. Changed name, thank goodness. Good senior waste management company in North America. It’s over sold. Hang in there.
Transportation & Environmental Services
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52 week low. There’s your bear market. Changed name, thank goodness. Good senior waste management company in North America. It’s over sold. Hang in there.
Transportation & Environmental Services
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Michael Smedley

Exec VP & , Morgan Meighan & Ass...

Price Price
$20.470
Owned Owned
Yes

TOP PICK
Waste Connections(WCN-T) 

July 26, 2011

Grown aggressively by acquisition. Looks like fairly solid earnings. Some organic growth and some from acquisitions. Well run company that is going to do well.
Transportation & Environmental Services
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Grown aggressively by acquisition. Looks like fairly solid earnings. Some organic growth and some from acquisitions. Well run company that is going to do well.
Transportation & Environmental Services
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$21.700
Owned Owned
Yes

TOP PICK
Waste Connections(WCN-T) 

July 22, 2011

Solid waste management, both pick up and disposal. Industry is very fragmented with lots of room for consolidation. Profits are growing and dividends are increasing. Good business model and solid management.
Transportation & Environmental Services
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Solid waste management, both pick up and disposal. Industry is very fragmented with lots of room for consolidation. Profits are growing and dividends are increasing. Good business model and solid management.
Transportation & Environmental Services
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David Baskin

President, Baskin Wealth Manage...

Price Price
$22.470
Owned Owned
Yes

TOP PICK
Waste Connections(WCN-T) 

April 8, 2011

Waste management. Very defensive. Recession resistant. Very strong track record of growth, both organically and by acquisition.
Transportation & Environmental Services
0 0 0 0 0
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Waste management. Very defensive. Recession resistant. Very strong track record of growth, both organically and by acquisition.
Transportation & Environmental Services
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0 comments
Michele Robitai

Portfolio , Guardian Capital...

Price Price
$25.020
Owned Owned
Yes

BUY
Waste Connections(WCN-T) 

March 25, 2011

A bit of a wedge that it is about to break out of. Bouncing along the 125 day moving average. Each low is less low, so the rounding top doesn’t mean much. Volume is good.
Transportation & Environmental Services
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A bit of a wedge that it is about to break out of. Bouncing along the 125 day moving average. Each low is less low, so the rounding top doesn’t mean much. Volume is good.
Transportation & Environmental Services
0 0 0 0 0
0 comments
Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$23.980
Owned Owned
Unknown

TOP PICK
Waste Connections(WCN-T) 

March 24, 2011

One of the largest waste management companies in North America. The waste per capita goes up every year. Lot of good industry fundamentals. 2% Dividend. Have trucks and landfills, do commercial and residential. Did a secondary offering last evening to liquidate an acquired company’s stock. This had been an overhang.
Transportation & Environmental Services
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One of the largest waste management companies in North America. The waste per capita goes up every year. Lot of good industry fundamentals. 2% Dividend. Have trucks and landfills, do commercial and residential. Did a secondary offering last evening to liquidate an acquired company’s stock. This had been an overhang.
Transportation & Environmental Services
0 0 0 0 0
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$24.010
Owned Owned
Yes

TOP PICK
Waste Connections(WCN-T) 

March 22, 2011

Owned it for years. Has a terrible name. Growing rapidly through acquisitions – 15 in 2010. You buy it for the growth in their business and a growing dividend over time.
Transportation & Environmental Services
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Owned it for years. Has a terrible name. Growing rapidly through acquisitions – 15 in 2010. You buy it for the growth in their business and a growing dividend over time.
Transportation & Environmental Services
0 0 0 0 0
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David Baskin

President, Baskin Wealth Manage...

Price Price
$23.150
Owned Owned
Yes

TOP PICK
Waste Connections(WCN-T) 

October 18, 2010

Growth company, third largest solid waste company in North America. Keeps making acquisitions. It’s a fragmented industry where there are always companies you can buy. Well run and you will see dividend growth.
Transportation & Environmental Services
0 0 0 0 0
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Growth company, third largest solid waste company in North America. Keeps making acquisitions. It’s a fragmented industry where there are always companies you can buy. Well run and you will see dividend growth.
Transportation & Environmental Services
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$23.680
Owned Owned
Unknown

PAST TOP PICK
Waste Connections(WCN-T) 

July 27, 2010

(A Top Pick Aug 20/09. Up 69.80%.)
Transportation & Environmental Services
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(A Top Pick Aug 20/09. U