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
BUY
BUY
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.

PARTIAL SELL
PARTIAL SELL
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.

BUY
BUY
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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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.

BUY
BUY
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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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.

BUY WEAKNESS
BUY WEAKNESS
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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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.

COMMENT
COMMENT
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.

WEAK BUY
WEAK BUY
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.

TOP PICK
TOP PICK
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.)

TOP PICK
TOP PICK
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.)

PAST TOP PICK
PAST TOP PICK
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%.)

COMMENT
COMMENT
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.

COMMENT
COMMENT
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.

HOLD
HOLD
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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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.

HOLD
HOLD
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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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.

PAST TOP PICK
PAST TOP PICK
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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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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