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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (45614)	11/21/2011 3:43:04 PM
From: geoffrey Wren	1 Recommendation Respond to of 78530

Is the Mafia all out of WM? I remember looking into WM some time ago (>10 years), and there were so many stories about their being taken advantage of by inside and outside crooks, and I noticed that many of that sort of story continued after that, to include WM having some accounting revisions. I believe old Tony Soprano was involved in waste management. It does seem that the mob has been ejected from the casinos, but it may have been easier to get the mob out of the casinos. How confident can the current investor be that the mob really has been sidelined in the waste management business? My other hesitation with WM or any trash company is their getting hit with groundwater suits or other sorts of toxic byproduct cases. Other than that, yet WM does seem like a worthwhile company. Decent dividend, the work cannot be outsourced, there is a semi-moat on their business (at least at the multiple local levels they operate), and the underlying business will always be there and be growing. GTW

To: E_K_S who wrote (45614)	11/26/2011 6:26:12 PM
From: Sergio H	Read Replies (1) \| Respond to of 78530

Hi EKS. I've been looking at ECOL, with a div. now at over 4%. It's different that WM in that it does project work rather than contract work.The stock price has been in the same trading range for the last two years.They completed an acquisition earlier this year that expanded the co. into Canada. They have exposure to oil and gas refineries with their trains. And maybe they would be a beneficiary of increased business from waste water treatment if fracking picks up. Another angle that could pan out for them is increased inspection and safety standards for the nuclear industry since the Japan earthquake.But, regardless of the angles, it looks good at this price. Last q they reported a slowdown in govt. work, but still managed to beat estimates.