Progressive Waste Solutions Ltd.
BIN
pitch
long
Matt Brownschidle, Winston Hu, Steve Lin, Jay Ju
Thesis
Buy Progressive Waste Solutions equity with a three-year base case share price of $46, representing ~55% upside from the current share price. The investment thesis is supported by a new management team focused on enhancing ROIC, favorable industry dynamics, and improvements in free cash flow generation that enable attractive capital allocation options.
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