Investment Q&A

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: Our new BOC governor said he was expecting to buy 5 billion of bonds every week .First of all where are these bonds coming from and who is dumping them or are they being created out of thin air? I was looking at bond etf's but am a little concerned that the governments seem to be the main buyers lately.An article I read said the US govt was going to lose money on WM bonds that it purchased .Why would a recession proof business need to be supported by the US govt. shouldn't they be able to support themselves on their own cash flow?

Q: Good Morning Folks,

Do the waste management companies look good from a growth plus safety perspective at this time? How would you compare WM and WCN? Which would you prefer? Any other names that you like in this space?

Dennis

Q: What would be your favourite 5 Canadian and 5 us stocks for stagflation and best etf as well.Your favourite food commodity etf as well .thanks

Q: Hi - I like both of these companies. Which would you prefer for safety and perhaps a little long term capital appreciation. Thanks

Q: What is the difference between these two companies from an investors point of view besides the operating country’s ?
Would either be solid enough long term as a core holding?
Thank you

Q: As an alternative to an ETF, which of these companies would provide growth and a certain level of stability
Thank you, Team!

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: Hi, Could you provide your broad investment views on the waste industry and specifically your top choice for the sector. I'm considering Waste Connections, but am open to alternatives.
Thanks

Q: Which do you think would be the better investment as far as growth and stability (and yes, I know they're often mutually exclusive desires). I already hold WC in a US account and was considering buying more, but would I be better off with WM?

Q: Hi Peter,

Great website. What do you think of Wallbridge Mineral (WM).Seem to have alot of prospect in Sudbury and a holding in world class polymetallic deposit Duluth Metals...but stock is getting slaughtered recently...any opinion??