Waste Connections

WCN-T

TSE:WCN

132.23
0.27 (0.20%)
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.
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Analysis and Opinions about WCN-T

Signal
Opinion
Expert
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.
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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.
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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.
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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.
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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.

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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.

PAST TOP PICK
PAST TOP PICK
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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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.

PAST TOP PICK
PAST TOP PICK
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.

BUY
BUY
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.

COMMENT
COMMENT
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.

TOP PICK
TOP PICK
May 18, 2018

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)

PAST TOP PICK
PAST TOP PICK
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.

COMMENT
COMMENT
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.

DON'T BUY
DON'T BUY
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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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.

WATCH
WATCH
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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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.

BUY WEAKNESS
BUY WEAKNESS
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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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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