Q: Thoughts on WCN for a new investment and/or continuing to hold ? Been drifting lower. How was their last earnings report in guidance ? Thank you.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Your comments please on recent earnings of these two companies. Thanks.
- United Rentals Inc. (URI)
- Toromont Industries Ltd. (TIH)
- Badger Infrastructure Solutions Ltd. (BDGI)
- Rollins Inc. (ROL)
- Clean Harbors Inc. (CLH)
- Waste Connections Inc. (WCN)
- GFL Environmental Inc. subordinate voting shares (GFL)
Q: I would appreciate your comments on above US equities. Which one is your favorite?
Are there any Canadian equivalents?
Thank you!
Are there any Canadian equivalents?
Thank you!
Q: Hi can i get your opinion on Waste Connections(WCN.TO)? Also is the company to expensive to initial a position?? should i wait for a pullback?
Q: Your comments please on earnings of FSV and WCN.
Thanks
Thanks
- Loblaw Companies Limited (L)
- Dollarama Inc. (DOL)
- Intact Financial Corporation (IFC)
- Stantec Inc. (STN)
- Descartes Systems Group Inc. (The) (DSG)
- RB Global Inc. (RBA)
- EQB Inc. (EQB)
- Waste Connections Inc. (WCN)
Q: I hold the listed stocks that are at or very close to their 52wk highs. As a momentum play, would you please rank the order in which you would add to the positions. Thank you
Q: GFL or Waste Management?
Q: Considering a switch from WCN waste connections to GFL as WCN has run up significantly; comments please.
Q: Can you provide commentary on the earnings for WCN released earlier in the week. The market response has been positive and the shares are at all time highs. If owned, would you recommend a hold.
Thanks!
Thanks!
- Republic Services Inc. (RSG)
- Waste Management Inc. (WM)
- Casella Waste Systems Inc. (CWST)
- Waste Connections Inc. (WCN)
- GFL Environmental Inc. subordinate voting shares (GFL)
Q: What do you think of the waste companies in Canada or US as industrial candidates?
- WSP Global Inc. (WSP)
- Toromont Industries Ltd. (TIH)
- ATS Corporation (ATS)
- Thomson Reuters Corporation (TRI)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Waste Connections Inc. (WCN)
Q: Hello,
My holding of Waste Connections has increased substantially in value. The stock price is slipping and there seem to be a number of concerns with debt and return on capital. Your detailed comments would be appreciated.
Are there some industrials with better future prospects? What industrials could WCN be replaced with and why would they be any better?
Thank you,
V
My holding of Waste Connections has increased substantially in value. The stock price is slipping and there seem to be a number of concerns with debt and return on capital. Your detailed comments would be appreciated.
Are there some industrials with better future prospects? What industrials could WCN be replaced with and why would they be any better?
Thank you,
V
- Republic Services Inc. (RSG)
- Waste Management Inc. (WM)
- Casella Waste Systems Inc. (CWST)
- Waste Connections Inc. (WCN)
- GFL Environmental Inc. Subordinate no par value (GFL)
Q: Peter; Any guessestimate as to the value of the company compared to its peers ? Thanks.
Rod
Rod
Q: Please provide your analysis of the earnings of these two companies.
Thanks
Thanks
- Casella Waste Systems Inc. (CWST)
- Waste Connections Inc. (WCN)
- GFL Environmental Inc. subordinate voting shares (GFL)
Q: Would appreciate your comments on the 3rd quarter 2023 financial results for WCN, Waste Connection Inc. The drop in the stock value would seem to indicate
that the market was disappointed. Is it still worth holding or has the outlook changed?
Thank you for your information.
that the market was disappointed. Is it still worth holding or has the outlook changed?
Thank you for your information.
- Roper Technologies Inc. (ROP)
- Constellation Software Inc. (CSU)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- TerraVest Industries Inc. (TVK)
- Waste Connections Inc. (WCN)
- Heico Corporation (HEI)
Q: Apar from CSU and related companies, are there other vertical software comp[anies in large addressable markets in sectors such as healthcare, media and industrials that you find arttractive? At what prices would you recommend initiating a position and why do you find them attractive.
Thank you
Sam
Thank you
Sam
- AMETEK Inc. (AME)
- Constellation Software Inc. (CSU)
- TerraVest Industries Inc. (TVK)
- Transdigm Group Incorporated (TDG)
- Waste Connections Inc. (WCN)
- Heico Corporation (HEI)
Q: Looking for stocks based on the same business model as CSU AME and TDG - collection of entrepreneurial businesses in same sector growing organically and by acquisition, leaving managers and ulture intact [provide corporate support] with siognificant market share and pricing power. I think that describes these 3 companies. Please identify others and rank all with initial buy prices.
- Moody's Corporation (MCO)
- Roper Technologies Inc. (ROP)
- TFI International Inc. (TFII)
- Thomson Reuters Corporation (TRI)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- S&P Global Inc. (SPGI)
- MSCI Inc. (MSCI)
- Old Dominion Freight Line Inc. (ODFL)
- Waste Connections Inc. (WCN)
- Jacobs Solutions Inc. (J)
- Boyd Group Services Inc. (BYD)
Q: I would like to build a position in the industrial services sub-sector. Could you identify your favs [CAD/US] for 3-5 year hold [I have named a few, but look to you for those in which you have the most conviction] and rank according to (a) safety in a recession and (b) compounders for long-term growth. What makes them stand out?
Thank you..
Thank you..
Q: WCN halted share buybacks, matched estimates on the quarter, 0.7% dividend and looking pricey at 33x. I've held it a long time and up nicely 60% in registered account . Would it be prudent to swap it out for GDI for better growth?
Thanks
Steve
Thanks
Steve
Q: Good afternoon,
Could you please pass on your opinion on WCN after their latest earnings-do you deem a long term hold, despite it's choppy trading?
Thank you
Could you please pass on your opinion on WCN after their latest earnings-do you deem a long term hold, despite it's choppy trading?
Thank you
- Dollar Tree Inc. (DLTR)
- Dollar General Corporation (DG)
- Waste Management Inc. (WM)
- Waste Connections Inc. (WCN)
Q: I have some US cash I'm looking to invest in a company that I feel would fair ok in a recession. What are your thoughts on Waste Management and Dollar General? Are there competitor's in their respective sector's you would prefer?