Disruptive Investor
Long/short equity, deep value, event-driven, macro

Clean Harbors Looks Good For Some Clean Profits

In this investment thesis, I will discusses Clean Harbors (NYSE:CLH) from a business sustainability, business growth and valuation perspective to conclude that the stock is a potential catalyst for the portfolio and has a meaningful upside in the medium to long-term.

Company Overview

Clean Harbors is a provider of environmental, energy and industrial services throughout North America. The company has waste disposal facilities and service locations throughout the United States and Canada, as well as Mexico and Puerto Rico. Through its Safety-Kleen subsidiary (acquired in 2012), Clean Harbors also provides used oil recycling and re-refining, parts washers, and environmental services for the small quantity generator market.

Business Segment Overview

Following the acquisition of Safety-Kleen in December 2012, Clean...

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