Clean Harbors: Continued Reinvestment Runway To Redeploy Freely Available Cash
CLHClean Harbors(CLH) Seeking Alpha·2024-09-10 18:25
Matteo Colombo Investment update Following my last publication on Clean Harbors, Inc. (NYSE:CLH) the stock is +36% to the upside and there's been several notable developments to the investment debate. Winding back to the original thesis, I was attracted to CLH for several reasons, namely:  Top-down strategic allocation indicative of allocation to industrials given the attractive risk/reward fundamentals of the sector (it was poised to deliver ~16% of the coming 12 months' S&P 500 earnings growth, but he ...