Waste Connections

WCN-T

TSE:WCN

137.53
1.13 (0.83%)
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

Analysis and Opinions about WCN-T

Signal
Opinion
Expert
PARTIAL SELL
PARTIAL SELL
July 12, 2019
He missed buying this a few times, and now it's had a nice rebound this year. It stayed flat while all other stocks plunged in December. This is quite defensive and has had a nice run until recently. The street doesn't follow this name much. Now, it's very expensive. Take some profits and hold a core position.
Show full opinionHide full opinion
He missed buying this a few times, and now it's had a nice rebound this year. It stayed flat while all other stocks plunged in December. This is quite defensive and has had a nice run until recently. The street doesn't follow this name much. Now, it's very expensive. Take some profits and hold a core position.
PAST TOP PICK
PAST TOP PICK
May 17, 2019
(A Top Pick May 18/18, Up 34%) Garbage is a growing business. He owns it personally as well. Seems to be a lot of acquisitions in the space and he sees opportunity going forward.
Show full opinionHide full opinion
(A Top Pick May 18/18, Up 34%) Garbage is a growing business. He owns it personally as well. Seems to be a lot of acquisitions in the space and he sees opportunity going forward.
BUY
BUY
May 3, 2019
It is not fabulous value and its fair market value is much lower, yet it has shown a technical breakout and is giving a technical buy.
Show full opinionHide full opinion
It is not fabulous value and its fair market value is much lower, yet it has shown a technical breakout and is giving a technical buy.
Ross Healy

Unlock Ratings

Price
$124.490
Owned
Unknown
DON'T BUY
DON'T BUY
April 30, 2019
A good stock with a steady rise since 2016, accelerating this year. However, this may make it a pullback candidate, though not in bearish territory.
Show full opinionHide full opinion
A good stock with a steady rise since 2016, accelerating this year. However, this may make it a pullback candidate, though not in bearish territory.
BUY
BUY
April 29, 2019
Has long owned it. The business is becoming less cyclical and seeing more acquisitions within the sector. Not a cheap stock, but its recent quarter saw earnings rise. Well-covered dividend, so safe. This year, their ROE is 11%. They could use their extra cash for acqusitions. He likes it.
Show full opinionHide full opinion
Has long owned it. The business is becoming less cyclical and seeing more acquisitions within the sector. Not a cheap stock, but its recent quarter saw earnings rise. Well-covered dividend, so safe. This year, their ROE is 11%. They could use their extra cash for acqusitions. He likes it.
TOP PICK
TOP PICK
April 1, 2019
15 years in a row of positive shareholder returns. They have the secret sauce to acquisitions. For instance, they bought Progressive Waste Solutions in 2016 and has doubled that division's profits. Amazing. (Analysts’ price target is $116.58)
Show full opinionHide full opinion
15 years in a row of positive shareholder returns. They have the secret sauce to acquisitions. For instance, they bought Progressive Waste Solutions in 2016 and has doubled that division's profits. Amazing. (Analysts’ price target is $116.58)
PAST TOP PICK
PAST TOP PICK
March 18, 2019
(A Top Pick May 18/18, Up 17%) The industry continues to consolidate. It looks good going forward. They own dumps and needing dumps is a barrier to entry by new comers.
Show full opinionHide full opinion
(A Top Pick May 18/18, Up 17%) The industry continues to consolidate. It looks good going forward. They own dumps and needing dumps is a barrier to entry by new comers.
BUY
BUY
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.
Show full opinionHide full opinion
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.
BUY WEAKNESS
BUY WEAKNESS
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.
Show full opinionHide full opinion
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.
BUY
BUY
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.
Show full opinionHide full opinion
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.
HOLD
HOLD
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.
Show full opinionHide full opinion
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.
BUY WEAKNESS
BUY WEAKNESS
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.
Show full opinionHide full opinion
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.
BUY WEAKNESS
BUY WEAKNESS
January 24, 2019
Is garbage or not garbage? Great stock chart. An anomaly at this moment. Looks great.
Show full opinionHide full opinion
Waste Connections (WCN-T)
January 24, 2019
Is garbage or not garbage? Great stock chart. An anomaly at this moment. Looks great.
BUY
BUY
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.
Show full opinionHide full opinion
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.
PARTIAL SELL
PARTIAL SELL
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.

Show full opinionHide full opinion
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.

Showing 16 to 30 of 256 entries