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| TOP PICK | 30.100 | Michael Simpson, CFA | 2nd largest waste management. Highest EBITDA in the company's history at 31%. Paying down debt. Expects a share buyback or dividend increase later this year. | 2010-05-13 | |
| PAST TOP PICK | 27.660 | Michael Simpson, CFA | (Top Pick Jan 16/09, Up 8%) Still likes it. Paying down debt. Can either buy back shares at end of year or increase dividend. | 2010-02-23 | |
| TOP PICK | 25.540 | Michael Simpson, CFA | Garbage. Recently merged with Allied Waste to become the 2nd largest player in the US. Own 25% of the landfill. Debt to EBITDA will be about 2.9 times. Have a plan to pay down the debt, not buy back shares and will get about $70 million in synergies on their merger. Cheap at 6X cash flow. | 2009-01-16 |