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Breaking Down Price and Volume Trends in the Solid Waste Sector

February 8, 2018

Via: Waste360

We stepped away from our “Own a Garbage Stock” thesis briefly in 4Q17 to let the market absorb the impact of plummeting commodity prices. However, it should come as no surprise to anyone who follows our research that we would revisit the group if underlying macro fundamentals of positive and improving GDP and CPI, coupled with rising housing starts (Figure 7), which drives new business formation, were all supported by healthy consumer engagement.

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