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.

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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.

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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.

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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. 

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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.

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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.

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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.

Transportation & Environmental Services
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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
0 0 0 0 0
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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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0 comments
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
0 0 0 0 0
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Bill Carrigan

Technical , Getting Technical In...

Price Price
$27.590
Owned Owned
Unknown

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