Viewing Company Waste Connections | StockChase
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Waste Connections Stock Symbol: WCN-T

Notes:

Merged with Waste Collections and will be trading under the ticker WCN-N

Last Price Recorded: $80.0600 on 2017-08-18

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Date Signal Expert Opinion Price
2017-07-18 TOP PICK Barry Schwartz

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.)


Price:
$81.520
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-14 TOP PICK Robert McWhirter

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.)


Price:
$81.620
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on ENERGY
Owned:
Yes
2016-08-03 PAST TOP PICK Peter Hodson

(A Top Pick Aug 4/15. Up 31.11%.)


Price:
$95.120
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2016-03-02 COMMENT David Baskin

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.


Price:
$40.770
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-03-01 COMMENT Jim Huang

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.


Price:
$40.880
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-02-09 HOLD Christine Poole

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.


Price:
$37.780
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-01-19 HOLD David Burrows

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.


Price:
$37.380
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-01-15 PAST TOP PICK Peter Hodson

(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.


Price:
$34.170
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2016-01-05 BUY David Baskin

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.


Price:
$34.760
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-11-19 PAST TOP PICK Peter Hodson

(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.


Price:
$30.580
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Yes
2015-11-09 WATCH Colin Stewart

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.


Price:
$31.590
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
No
2015-10-22 WAIT Michael Decter

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.


Price:
$30.450
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
No
2015-10-13 COMMENT Peter Hodson

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.


Price:
$35.870
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2015-09-03 BUY Barry Schwartz

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.


Price:
$35.790
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-08-04 TOP PICK Peter Hodson

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.


Price:
$35.640
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
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