IIC's Winners Watchlists

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  • IIC
    Senior Member
    • Nov 2003
    • 14938

    FWIW...No comment either way...But I got this via email last Friday:

    Garbage to Gains
    "Every year, US consumers generate 240 million tons of non-hazardous waste products, and some 70% is destined for disposal in the nation’s landfills," notes
    Elliott Gue
    in Personal Finance. Here, he looks at five favorites that turn "garbage" into "gains."

    "Americans are generating more trash than ever. That steadily growing pile of waste may be a headache for towns and cities, but it’s music to the ears of a handful of companies that handle waste processing, transportation, and storage. The waste management industry generates steady fees for hauling trash from individual homes and municipal dumpsters to landfill sites for long-term disposal. Better still, even when the economy slows, consumers continue to produce trash; cash flows for the industry tend to be reliable and recession-resistant.

    "The key to profitability in the industry is landfill capacity. Federal, state, and local governments tightly regulate landfill disposal permitting—it’s a time-consuming and expensive process that routinely encounters opposition from local residents. That severely limits growth in available landfill capacity. Landfill owners typically charge a tipping fee for depositing waste on their sites and an additional fee for processing.
    "With landfill capacity in short supply, tipping fees have been on the rise and haulers with insufficient capacity have seen profit margins squeezed. Conversely, companies with plenty of excess capacity have enjoyed rising fees for handling third-party disposal. The nation’s largest trash hauler, Waste Management (
    WMI NYSE), owns nearly 40% of total US landfill capacity—283 sites located all across the country.

    "Those landfills on average have 26 years of capacity remaining. And better still, the company is in the process of expanding 65 of its existing landfills, a move that will push up average capacity to 35 years. As a result, WMI is able to dispose of roughly two-thirds of the trash it collects internally, among the highest ratios in the industry. It also wins points for increasing prices and holding down costs.

    "To offset rising diesel fuel costs for running trash trucks, Waste Management imposed hefty fuel surcharges on customers. The result: profit margins have been rising steadily over the past few quarters and currently stand at a healthy 14%. Generating nearly $2.5 billion in free cash flow annually, the company has plenty of financial flexibility to offer a 2.5% dividend yield and an aggressive share repurchase program. Buy under 40.
    "Like Waste Management, Waste Connections (
    WCN NYSE) benefits from a solid network of landfills nationwide—68% of its throughput is stored in company-owned landfills. Even better, Waste Connections has been highly acquisitive in recent years, buying up smaller collection firms operating in small towns and rural markets. Larger firms typically ignore these smaller markets, giving Waste Connections a near-monopoly position in many cases.

    "In recent years, the waste management industry has become increasingly concentrated in the hands of a few key national players. Smaller private firms just can’t put together the networks of landfill and trucking capacity to remain profitable. This fits in well with Waste Connections’ acquisition strategy—it’s been able to profitably grow its business by acquiring small, inefficient firms and integrating them into its existing nationwide infrastructure. WCN is a buy under 45.
    "Republic Services (
    RSG NYSE) has traditionally lagged our other two picks in landfill capacity. But in recent years, it’s steadily increased capacity by siting new landfills and winning permits to expand existing sites. As a result, more than 56% of collected waste is handled internally and margins have been steadily improving. And the company has been enjoying a strong pricing market, due in large part to its strong exposure to fast-growing states such as Florida and Nevada. RSG rates a buy under 47.50.
    "Every year the US generates some 30 million tons of hazardous waste that requires special treatment. Examples of hazardous waste include low-level radioactive materials from nuclear power plants and petroleum wastes generated at oil refiners and chemical plants. American Ecology Corp. (
    ECOL NASDAQ) specializes in the treatment and disposal of such hazardous wastes. The company owns a total of four operating hazardous disposal sites around the US.

    "Roughly half of revenues come from one-off clean-up projects such as a project to clean up hazardous chemicals from the bottom of the Hudson River. Yet Ecology’s management has also been working to boost revenues from recurring projects—mainly long-term contracts with refiners and steelmakers to haul hazardous wastes. While profit margins may not be as high on such ongoing contracts, they offer steady, solid revenues. Buy American Ecology under 29.
    "Another major player in the hazardous waste market is Clean Harbors (
    CLHB NASDAQ). It has a particular specialty in cleaning up oil and chemical spills; with US oil refiners and chemical plants operating at near full capacity, spills are more common. In addition, Clean Harbors is a major contractor for hurricane-related clean-up work along the Gulf Coast. Buy Clean Harbors under 30."

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    • IIC
      Senior Member
      • Nov 2003
      • 14938

      I was thinking to myself..."Maybe the more formal education you have...The less you know"???




      These jokers are worse than the LAPD as far as organizational skills...Maybe by the time the LAPD meets the Consent Decree we will have some people on the FED that know what the heck is going on all around them???????
      "Trade What Is Happening...Not What You Think Is Gonna Happen"

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      • billyjoe
        Senior Member
        • Nov 2003
        • 9014

        Doug,
        Have I got a trivia question for you. You've got 24 hours to figure it out. Probably will take you a couple minutes.
        We all know Mr. Market as being huge with a 87.37% success rate of gains in 83 of 95 picks , however there may be someone even huger. This individual has called it quits after a success rate of 94.38% (84 of 89). His career has a connection to your early life. Another eerie coincidence is a clue in the first paragraph of your "Garbage to Gains" story. It takes a lot of time to go through all these posts with a fine toothed comb. Should you come up with the answer your reward is my undying admiration.

        billyjoe

        Comment


        • Originally posted by IIC
          I remember when the State of California made the "Official State Language" English...Geez...That sure did a lot of good...What's the penalty for violating that Law?...Oh...I just remembered...There is no penalty...Now...The US Gov't wants to make English the "Official" US language...Hmm...What will be the penalty for breaking that law???...Probably...You break it... You win the Lotto...As far as I'm concerned the "Official Language of the USA" should be Mandarin...I have busted my but for 3 years to try and learn it...If I can do it then there should be some kind of prize...It is REALLY hard!!!
          I used to know someone that lived in China for a few years teaching and what not.
          He was fairly fluent in Mandarin, I think, but mentioned that he was a always on guard about a slight variation in the pronunciation of “little girl” and “prostitute,” or something similar.

          I think LYO might be an interesting pick, from a different topic.

          Comment

          • IIC
            Senior Member
            • Nov 2003
            • 14938

            Today's MoMo: AZK, CVM, PEIX, MGPI, GROW, OTD, NGA, EZM, CHMP, TIE, BUCY, ANDE, GVP, ININ, BAMM, UDW, RMBS, MDG, DXPE, JLL, AP, RICK, ATI, GLG, JOYG, TS, BKD, PGS, DRQ, TVIA, ARCAF, BTU, SA, IPII, DSGX, JSDA, LDSH, NTG, PAY, CASS, GLBL, INT, SKX, APAGF, RTI, RACK, MED, AFAM, CVO, NUE Little Charts: http://trimurl.com/5AX http://trimurl.com/5AY http://trimurl.com/5B0 AZK CVM PEIX MGPI GROW OTD NGA EZM CHMP TIE BUCY ANDE GVP ININ BAMM UDW RMBS MDG DXPE JLL AP RICK ATI GLG JOYG TS BKD PGS DRQ TVIA ARCAF BTU SA IPII DSGX JSDA LDSH NTG PAY CASS GLBL INT SKX APAGF RTI RACK MED AFAM CVO NUE
            "Trade What Is Happening...Not What You Think Is Gonna Happen"

            Find Tomorrow's Winners At SharpTraders.com

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            • IIC
              Senior Member
              • Nov 2003
              • 14938

              I don't know what the problem is...But the MoMo post won't come out right????
              "Trade What Is Happening...Not What You Think Is Gonna Happen"

              Find Tomorrow's Winners At SharpTraders.com

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              • IIC
                Senior Member
                • Nov 2003
                • 14938

                Originally posted by billyjoe
                Doug,
                Have I got a trivia question for you. You've got 24 hours to figure it out. Probably will take you a couple minutes.
                We all know Mr. Market as being huge with a 87.37% success rate of gains in 83 of 95 picks , however there may be someone even huger. This individual has called it quits after a success rate of 94.38% (84 of 89). His career has a connection to your early life. Another eerie coincidence is a clue in the first paragraph of your "Garbage to Gains" story. It takes a lot of time to go through all these posts with a fine toothed comb. Should you come up with the answer your reward is my undying admiration.

                billyjoe
                You stumped me
                "Trade What Is Happening...Not What You Think Is Gonna Happen"

                Find Tomorrow's Winners At SharpTraders.com

                Follow Me On Twitter

                Comment

                • billyjoe
                  Senior Member
                  • Nov 2003
                  • 9014

                  Doug,
                  I am soooo disappointed. Maybe you thought it had something to do with stock picking , but it didn't. All you had to do was keep up with your reading of the Morocco Times to know that Hicham El Guerrouj, world record holder in the 1500 , mile , and 2000m had retired with 84 victories in 89 races. Also was a double gold medalist in the olympics. You remember the anorexic looking dude that could run forever ? The eerie clue was the name of the gentleman in "Garbage to Gains" , Elliot Gue , coincidence ? Maybe not. You still have my undying admiration.

                  billyjoe

                  Comment

                  • IIC
                    Senior Member
                    • Nov 2003
                    • 14938

                    Originally posted by billyjoe
                    Doug,
                    I am soooo disappointed. Maybe you thought it had something to do with stock picking , but it didn't. All you had to do was keep up with your reading of the Morocco Times to know that Hicham El Guerrouj, world record holder in the 1500 , mile , and 2000m had retired with 84 victories in 89 races. Also was a double gold medalist in the olympics. You remember the anorexic looking dude that could run forever ? The eerie clue was the name of the gentleman in "Garbage to Gains" , Elliot Gue , coincidence ? Maybe not. You still have my undying admiration.

                    billyjoe
                    That was a trick question
                    "Trade What Is Happening...Not What You Think Is Gonna Happen"

                    Find Tomorrow's Winners At SharpTraders.com

                    Follow Me On Twitter

                    Comment

                    • IIC
                      Senior Member
                      • Nov 2003
                      • 14938

                      No trades today...Called DAKT at the Chats at 43.04 early...But I never got it...IICToday's MoMo:DAKT,UDW,NVAX,APAC,STRL,SPSX,CHMP,CBIZ,MICC,PAY,VP RT,NUELittle Charts:http://trimurl.com/5B9
                      "Trade What Is Happening...Not What You Think Is Gonna Happen"

                      Find Tomorrow's Winners At SharpTraders.com

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                      • IIC
                        Senior Member
                        • Nov 2003
                        • 14938

                        Originally posted by IIC
                        No trades today...Called DAKT at the Chats at 43.04 early...But I never got it...IICToday's MoMo:DAKT,UDW,NVAX,APAC,STRL,SPSX,CHMP,CBIZ,MICC,PAY,VP RT,NUELittle Charts:http://trimurl.com/5B9
                        Karel or somebody?????...Can you explain what happened here at the Forum yesterday?...I cannot even post my stuff...Something changed...It appears to be HTML Related???
                        "Trade What Is Happening...Not What You Think Is Gonna Happen"

                        Find Tomorrow's Winners At SharpTraders.com

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                        • IIC
                          Senior Member
                          • Nov 2003
                          • 14938

                          Worden thinks the bounce has begun...But how much???...IIC
                          "Trade What Is Happening...Not What You Think Is Gonna Happen"

                          Find Tomorrow's Winners At SharpTraders.com

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                          • IIC
                            Senior Member
                            • Nov 2003
                            • 14938

                            BOT JOBS for a dt...then I'm taking the rest of the day off
                            "Trade What Is Happening...Not What You Think Is Gonna Happen"

                            Find Tomorrow's Winners At SharpTraders.com

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                            • IIC
                              Senior Member
                              • Nov 2003
                              • 14938

                              Originally posted by IIC
                              BOT JOBS for a dt...then I'm taking the rest of the day off
                              Lost .11...then bot it back and made +.34...Nothing special...Of course the market does well on a day that I'm busy...IIC
                              "Trade What Is Happening...Not What You Think Is Gonna Happen"

                              Find Tomorrow's Winners At SharpTraders.com

                              Follow Me On Twitter

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                              • IIC
                                Senior Member
                                • Nov 2003
                                • 14938

                                Today's MoMo:

                                ARTG, RNAI, ZUMZ, MOCC, AKAM, UDW, BTU, GVP, ADEP, PRFT, OS, CAU, HANS, ITG, IFO, STLD, STRL, OII, GETI, ATI, INT, CVO, ICON, DSGX, BUF, GAIA, SMDI, FAL

                                Little Charts:




                                ARTG
                                RNAI
                                ZUMZ
                                MOCC
                                AKAM
                                UDW
                                BTU
                                GVP
                                ADEP
                                PRFT
                                OS
                                CAU
                                HANS
                                ITG
                                IFO
                                STLD
                                STRL
                                OII
                                GETI
                                ATI
                                INT
                                CVO
                                ICON
                                DSGX
                                BUF
                                GAIA
                                SMDI
                                FAL
                                "Trade What Is Happening...Not What You Think Is Gonna Happen"

                                Find Tomorrow's Winners At SharpTraders.com

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