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Here's a sector that should be recession proof

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gfp927z   Sunday, 02/09/20 11:40:07 AM
Re: None
Post # of 172 
Here's a sector that should be recession proof - Environmental Services, which includes waste disposal, water and waste water related areas, janitorial and maintenance services, recycling, waste to energy facilities, etc.

These are areas that would fit Peter Lynch's stock selection criteria. In his book 'One Up on Wall Street', Lynch said the duller the company's business the better, and if you can find 'dull and disgusting', that's even better. He was a fan of the waste disposal sector, and this sector should be fairly impervious to recessions, so a good companion ETF to the Utilities and Water related ETFs like XLU, VPU, PHO, etc -

VanEck Vectors Environmental Svcs ETF (EVX)

(Exp - 0.55%, Assets - 37 mil, Yld - 0.44%)

Waste Management -- WM -- 10.84%
Waste Connections - WCN.TO - 10.73%
Republic Services -- RSG -- 10.69%
Steris PLC -- STE -- 10.0%
Casella Waste Systems - CWST - 3.57%
Evoqua Water Technol - AQUA - 3.19%
ABM Industries -- ABM -- 3.17%
Advanced Disposal Svs - ADSW - 3.14%
Covanta Holding Corp -- CVA -- 3.12%
Tetra Tech -- TTEK -- 3.12%


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