Q: Can you please explain "Margin loan secured by pledge matures March". There are 300 millions of these shares out of a total of 326 million outstanding shares to 4 different companies. What happens after March?
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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: Given OTPP large position in GFL, could you provide you current view on the company?
I am looking for growth.
I am looking for growth.
Q: Hello 5i,
What is your view regarding the opinion expressed by Spruce Point Capital Management that GFL's shares are "worthless" ?
What is your view regarding the opinion expressed by Spruce Point Capital Management that GFL's shares are "worthless" ?
Q: Short attack launched on GFL
Thought members may like to know
https://www.sprucepointcap.com/gfl-environmental-inc/
Thought members may like to know
https://www.sprucepointcap.com/gfl-environmental-inc/
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Republic Services Inc. (RSG $210.50)
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Waste Management Inc. (WM $197.53)
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Waste Connections Inc. (WCN $234.73)
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GFL Environmental Inc. subordinate voting shares (GFL $61.21)
Q: Hello 5i Team
Comparing the top four companies in the the waste disposal business.
Ranking in terms of market capitalization (US$) 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
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: What is your opinion of the latest results and their future prospects? Thanks!
Q: Now that it's public, selling for below the offering price, does it look OK for a longer term investment?
John
John
Q: What do you think of GFL management, debt levels, profitability and growth profile?
Thanks for your help.
John
Thanks for your help.
John