The solid waste management services company reported on April 25 first-quarter earnings of $36.5 million, or 32 cents a share, up from year-earlier earnings of $31.3 million, or 27 cents."We reiterate our Buy rating and $40 price target on the shares of Waste Connections (WCN)," Wunderlich Securities analysts wrote in an April 26 report. "In addition to solid 1Q12 results that exceeded guidance and expectations, management reaffirmed its commitment to disciplined capital deployment in what is shaping up to be the busiest deal year in number of deals in decades. WCN has a proven ability to create significant value via disciplined acquisitions and is well positioned with $1.5B in buying power to move quickly in what is estimated to be a $3B or bigger deal market in FY12. WCN's larger near-term acquisition opportunity combined with positive pricing and stable-to-improving volumes makes WCN an attractive investment at current valuations." Forward Annual Dividend Yield: 1.1%
Sunoco Logistics Partners The oil transportation and storage company reported on Wednesday first-quarter earnings of $95 million, or 77 cents a share, up from year-earlier earnings of $48 million, or 36 cents. "Overall, we see the pending ETP/SUN merger as adding uncertainty to SXL's longer-term growth outlook, which is not incorporated in SXL's current premium valuation to peers, in our view," Bank of America Merrill Lynch analysts wrote in a report Wednesday. "We also see SXL's valuation as overestimating the sustainability of SXL's currently robust crude oil margins, which we expect to normalize over time with the addition of Midcontinent crude oil pipeline capacity." Forward Annual Dividend Yield: 4.1%
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