Investment Q&A

Q: I'm looking to reduce the beta in my portfolio and considering one of the 3 companies. Which one looks the most attractive today as a long term hold and why?

Q: Which industrials in Canada and US are worth buying at the moment?

Q: Hello folks:
How would you rate RSG as an investment. These waste management systems appear pretty recession proof; are there better examples?
Thanks again for your great service
brian

Q: Hi Team,

Can you please compare the valuation to it's peers and comment on its long term outlook?

Thank you

Q: Which of these would you suggest for a long term hold and why?

Q: What is your opinion of Clean Harbors after the recent earnings report? Would you think it a worthwhile addition to WCN in the waste management space or better to go with a different company? Thanks.

Q: With the aftermath of the California disaster, which companies could be involved in all levels of rebuilding those areas ( Engineering, construction, cleanup, etc.).
Thank you.

Q: Hello,
Thank you for all your great information.
I am heavily weighted, between LIRA, CASH, TFSA in some of the magnificent 7.
NVDA - 10.6%, MSFT 8.73%, APPL 7.59%, GOOG 7.44, AMZN 4.15%
ETF's - VFV 4.97%, XLK 4.94, ZQQ 3.84
the remaining of my portfolio is split between banks, Brookfield co's and smaller growth stock.
My horizon is decent - and, as you can see, I consider myself an aggressive investor.
My question - I wonder if I should sell and move and if yes, where to move to? Some thoughts.
Thank you for your assistance. I appreciate it.

Q: What do you think of the waste companies in Canada or US as industrial candidates?

Q: Peter; Any guessestimate as to the value of the company compared to its peers ? Thanks.
Rod

Q: Hi,

Which do you prefer for growth over the next 5 plus years or are there more / better opportunities in the field?

GM

Q: Based on my 2 cents I feel like WCN is expensive between the 2. Can you provide your thoughts on valuation, debt and cash flow or any other more relevant metrics to compare these 2 ?
Pick one or suggest something similar in garbage space ?
Thank you for your service.

Q: Dear 5i,

Do you like RSG or WM as a 2% position long term hold in a TFSA.
If so, which one would you pick between the two and why?
Are the balance sheets solid for either one?

thanks

Q: Hello 5i Team
Comparing the top four companies in the the waste disposal business.
Ranking in terms of market capitalization (US$) is WM ($45.0B) , RSG ($27.1B), WCN ($26.9B) and GFL ($6.2B).
Ranking in terms of dividend yield is WM (2.04%) , RSG (1.90%), WCN (0.72 %) and GFL (0.20 %). All companies declare their dividends in US$ and WCN / GFL are eligible Canadian dividends.
The after tax yield on the US domiciled companies (WM and RSG) is higher than the Canadian domiciled companies (GFL and WCN).
1 - Overall, regardless of country domicile, please rank the companies in order of preference and why?
2 - Which is the better Canadian company WCN or GFL from a growth perspective as the yield is minimal?
3 - Any other companies that I should review?
Thank you

Q: these 4 holdings are held in equal weight in a RRSP account and have some US cash and wonder what you think the best ETF would be to complement what is currently owned?
Thanks

Q: Time for some trash talk. The options I’ve seen are WCN-T, WM-N, and RSG-N. could you ranks these on growth and balance sheets (debt), and is there anything else you would suggest. Thanks.

Q: Would you continue to RSG if already owned? What other Canadian stocks would you prefer in this sector over RSG?

Q: When BIN got taken over I used the money to buy RSG over WCN. I have no complaints with either performance or dividend, but wonder which of the two you would prefer going forward and why.
Thanks you