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Strategies & Market Trends : Value Investing
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To: gcrispin who wrote (49612)9/29/2012 6:30:14 PM
From: Spekulatius  Read Replies (1) of 78748
 
Re CWST -
>>My suspicions are that the 20 million in cost cutting will not all fall to the bottom line<<

Yes, that is a big risk, especially considering CWST track record. I do think that at least the near term part of ~20M$ in improvement appears highly plausible. The improvement further out (~5M$) have much less certainty but are not necessary either to make the investment work. I also think that they continue to see a small backwind from rate increases and the better economy (last year the EBITDA increased by ~2M$). With a leveraged play like CWST, everything helps.
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