Waste Connections: The backbone of an infrastructure economy

Waste Connections: The backbone of an infrastructure economy

Founded in 1997, Waste Connections (WCN) is the 3rd largest solid waste service company in North America. It provides waste collection, transfer, recycling, and disposal services. Additionally, WCN provides oilfield waste treatment (recovery and disposal services) as well as intermodal services for the rail haul movement of cargo and solid waste containers. The firm currently [...]

Latecycle Portfolio: November 2019 Purchases

Latecycle Portfolio: November 2019 Purchases

I added five stocks to my portfolio the past month: Canwel Building Materials, Pembina Pipeline, Emera, Fortis, and Brookfield Property Partners. Spotlight:Canwel Building Materials (CWX) CanWel is a national distributor of construction materials, building products and a supplier of pressure-treating lumber in Canada.It serves an intermediary role in the construction materials supply chain. It made [...]