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: Hello, what is your opinion of these cos? Are they a BUY at this time? Which one do you prefer and why? Thanks

Q: Hello 5i
It's my understanding that GFL (industrial sector) was added to the BE portfolio in May 2025. Were there a total of two purchases totalling a 2.5% new position weight for that equity?
GFL's CEO is Patrick Dovigi and 5i considers it a big plus that Dovigi is also the founder of GFL.
1) can you please compare his pay package to those of the CEOs at WM, WCN and RSG?
2) in light of 2 above, can you shed any light about the governance of GFL and profitability of that company when C-suite compensation is factored into your thinking?
3)Dovigi's 2024 compensation seems out-sized by many factors. Was there a specific reason for that in 2024 or does relative overcompensation persist over multiple years at GFL?
Thanks in advance,