Q: GFL or Waste Management?
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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: Considering a switch from WCN waste connections to GFL as WCN has run up significantly; comments please.
- 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?
Q: Hi team,
What are your thoughts on the long term prospects of this company?
Also, what are your thoughts on the CEO and his capital allocation ability?
Thank you,
What are your thoughts on the long term prospects of this company?
Also, what are your thoughts on the CEO and his capital allocation ability?
Thank you,
- 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.
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- TerraVest Industries Inc. (TVK)
- Chemed Corp (CHE)
- Credit Acceptance Corporation (CACC)
- Casella Waste Systems Inc. (CWST)
- GFL Environmental Inc. subordinate voting shares (GFL)
- RCI Hospitality Holdings Inc. (RICK)
Q: I've been reviewing CSU's shareholder letters and kicking myself that I didn't find such a legendary CEO 15 years ago. The letters make it very clear how much of a unicorn ceo the guy was/is. Which got me thinking, are there any early stage Mark Leonard's out there now that are the kind of ceo's you want to bet on, but younger and their companies are less developed. So my question is, if you had to bet which current CEO's of companies in North America under $10B are likely to be extremely successful based on their business acumen, and shareholder friendliness. Which CEO's would those be (the next Mark Leonard's)? Thx
- 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: Hi,
Which do you prefer for growth over the next 5 plus years or are there more / better opportunities in the field?
GM
Which do you prefer for growth over the next 5 plus years or are there more / better opportunities in the field?
GM
- 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: 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.
Pick one or suggest something similar in garbage space ?
Thank you for your service.
- Park Lawn Corporation (PLC)
- Toronto-Dominion Bank (The) (TD)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Fortis Inc. (FTS)
- Algonquin Power & Utilities Corp. (AQN)
- Descartes Systems Group Inc. (The) (DSG)
- Alimentation Couche-Tard Inc. (ATD)
- goeasy Ltd. (GSY)
- iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
- Vanguard S&P 500 Index ETF (VFV)
- Hydro One Limited (H)
- WELL Health Technologies Corp. (WELL)
- Waste Connections Inc. (WCN)
- GFL Environmental Inc. subordinate voting shares (GFL)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Definity Financial Corporation (DFY)
Q: These are my holding inside my TFSA. I am 25 years old and would like to know your opinion on this Portfolio and if you think these are good longterm holdings or if they could be replaced with a better investment (please indicate what company you would replace with). Also witch companies would you consider a Buy in 2023 from these holdings for my 6,500$ contribution room.
Thanks
Thanks
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Cargojet Inc. Common and Variable Voting Shares (CJT)
- GFL Environmental Inc. subordinate voting shares (GFL)
Q: I hold ATA and TFII and I am considering adding either GFL or CJT for industrial exposure in a TFSA account. What would be your choice if either.
Thanks
Roy
Thanks
Roy
- Finning International Inc. (FTT)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- EQB Inc. (EQB)
- GFL Environmental Inc. subordinate voting shares (GFL)
- Dye & Durham Limited (DND)
Q: Please rank these securities in terms of attractiveness at current valuations. Looking for best total return opportunity with 5 year time horizon
Q: Your assessment of this stock at this price. Buy sell or hold, I have a small amount in the $43.00 range.
- Waste Management Inc. (WM)
- Waste Connections Inc. (WCN)
- GFL Environmental Inc. subordinate voting shares (GFL)
Q: At this stage in the economic cycle, which of these 3 would you consider for a long-term hold and why? Thanks!
Q: Which one (GFL or EFN) would be better for a long term hold with capital preservation and of course some growth in a TFSA account. The funds are coming from ECN special dividend, which I still have a full position in.
Thanks
Thanks
- EQB Inc. (EQB)
- Brookfield Business Partners L.P. Limited Partnership Units (BBU)
- GFL Environmental Inc. subordinate voting shares (GFL)
Q: Hello Team,
What are your thoughts on these 3 companies? If you are positive on them what would be your opinion of a good entry price, great entry price and table pound.
Thank you!
What are your thoughts on these 3 companies? If you are positive on them what would be your opinion of a good entry price, great entry price and table pound.
Thank you!
Q: GFL today announced that certain of its shareholders (the "Selling Shareholders") intend to offer for sale 12,658,228 subordinate voting shares (the "Shares"). GFL will not receive any proceeds from the sale of the Shares (the "Offering"). J.P. Morgan will act as underwriter for the Offering.
GFL did a similar offering on April 23, 2021 for 17,500,00. Should this be a concern, or is this normal for relatively new and growing company?
Thanks
Roy
GFL did a similar offering on April 23, 2021 for 17,500,00. Should this be a concern, or is this normal for relatively new and growing company?
Thanks
Roy
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Docebo Inc. (DCBO)
- GFL Environmental Inc. subordinate voting shares (GFL)
- Dye & Durham Limited (DND)
Q: NO PROFIT... NO PROBLEM...
This is a story in the Globe and Mail dated Sept 25th 2021. The article made all lot of sense and there seems to be a disconnect with growth at all cost with no profit. Maybe this is how things are done just look at how our government is run.
I don't have a specific question to any of the companies mentioned above but with LSPD in the news lately maybe it will apply. I know there has been a short report put out on LSPD and from some of the comments that I am reading from 5i that they are false.
My question is how do you know?
We don't know the real workings of a company and what we get from them is what they want us to hear. Take for example XBC, that wiped out all of value from investors because we didn't get the correct information from Management. It's what they wanted us to hear and we believed them.
I think there should be some healthy skepticism with regards to what Management says and does and investors should take away that capital preservation is paramount.
If LSPD or any company that gets shorted and can't explain the reasons for the discrepancy in a respectfully dialogue then maybe there is some truth to it but like I said we don't really know.
Who is right? The short trader or the Stock promotor?
Until we get all the information it will always be Buyer Beware and don't fall in love with any stock.
Sincerely.
This is a story in the Globe and Mail dated Sept 25th 2021. The article made all lot of sense and there seems to be a disconnect with growth at all cost with no profit. Maybe this is how things are done just look at how our government is run.
I don't have a specific question to any of the companies mentioned above but with LSPD in the news lately maybe it will apply. I know there has been a short report put out on LSPD and from some of the comments that I am reading from 5i that they are false.
My question is how do you know?
We don't know the real workings of a company and what we get from them is what they want us to hear. Take for example XBC, that wiped out all of value from investors because we didn't get the correct information from Management. It's what they wanted us to hear and we believed them.
I think there should be some healthy skepticism with regards to what Management says and does and investors should take away that capital preservation is paramount.
If LSPD or any company that gets shorted and can't explain the reasons for the discrepancy in a respectfully dialogue then maybe there is some truth to it but like I said we don't really know.
Who is right? The short trader or the Stock promotor?
Until we get all the information it will always be Buyer Beware and don't fall in love with any stock.
Sincerely.
Q: Looking to invest in GFL,what are your thoughts on this CO for a 5 yr timeframe investment.Many thxs Joseph.
Q: With this news - GFL Environmental Inc. has launched a bid to exert more influence over Ontario’s planned privatized blue-box regime - is the time right for me to take an opening position in GFL?.......Keen to get your take......Tom
- Waste Management Inc. (WM)
- Loblaw Companies Limited (L)
- Metro Inc. (MRU)
- Descartes Systems Group Inc. (The) (DSG)
- Hydro One Limited (H)
- GFL Environmental Inc. subordinate voting shares (GFL)
Q: Hi,
I'm seeing more and more evidence for inflation being a real thing that is not yet formally accepted by US or CDN governments. Evidence is obvious increases in the price of some common items (food, lumber, metals, housing) and also an uptick in commentary on the subject by some trusted SA authors.
Can you provide some sectors that typically benefit from increases in inflation (Gold, Finance, etc) as well as some specific company plays that would benefit from increases (Can or US).
Thx,
Cam
I'm seeing more and more evidence for inflation being a real thing that is not yet formally accepted by US or CDN governments. Evidence is obvious increases in the price of some common items (food, lumber, metals, housing) and also an uptick in commentary on the subject by some trusted SA authors.
Can you provide some sectors that typically benefit from increases in inflation (Gold, Finance, etc) as well as some specific company plays that would benefit from increases (Can or US).
Thx,
Cam