The company's consistent but low ROCE and the increase in capital employed suggest that the business isn't deploying funds into high return investments. If these trends continue, the likelihood of Waste Connections being a multi-bagger from here isn't high.
Recent insider selling at Waste Connections suggests shares may not be undervalued. Lack of insider buying over the past year raises doubts about the company's prospects.
The company's President and CEO, Ronald J. Mittelstaedt, expressed positive sentiments about the appointment, stating that Carl's experience and expertise in technology, mergers and acquisitions, marketing, and public finance will make him an outstanding addition to the Board.
The stability in Waste Connections' ROCE despite increased capital expenditure is a concern. If these trends don't improve, optimism for high returns from the stock could diminish.
CEO predicts unforeseen expenses might dent next quarter's financials by around $20m. Analyst Walter Spracklin from RBC suggests these costs might push company's yearly results below guidance.
Waste Connections' slow and steady long-term growth is appreciated by the market, given its consistent earnings over time. The significant TSR over past five years indicates positive performance for shareholders, largely due to dividends.
SpyderCall :
this stock is one of the best for long term investing. it only goes up in the long term. Right now it is on a good dip. If you can average down in these moments you will maximize gains. the question is how low will it go?
Waste Connections股票讨论区
专栏盘点一下美股中的废物管理板块
美股日日研31: 盘点一下废物管理板块
【分析结果在篇尾 👇 】
今天是2022年4月24日,周日,我们来盘点一下废物管理板块。一共19支股票,市值从693万到654亿,其中3亿以上的有12只,我们就来研究这12只股票。
从市盈率角度看,小于0的亏损股有5只,8.5到25的1只,25以上的6只,整个板块盈利能力偏弱,估值偏高。
先看市盈率大于8.5的7只股票。
$Heritage-Crystal Clean(HCCI.US)$营收增长3年后,2020年下降了8.7%,2021年恢复增长27%,5年平均增长率为8.2%。营业利润和净利润在2021年突然有了爆发,分别增长3.6倍和4.1倍。利润表显示主要是由于主营业务成本占比大幅下降引起的,这一点在2021年毛利率从20.8%提升至31.5%也可以看出。
通常主营业务成本受原材料、工艺影响非常大,如果是原材料引起的就是周期性的,如果是工艺引起的,会是长期的。目前只有一份财报无法判断,可以等10天后季报发布再判断。
$Clean Harbors(CLH.US)$营收除2020年下降7.9...
Good for long term?
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