During the month of March, the publicly-traded solid waste companies participated in a number of investor conferences, and all emphasized the positive fundamentals underpinning the industry. In this month’s edition of the Business Report, we present highlights from their updates, as well as color on GFL Environmental’s most recent, large acquisition. Solid Waste as a Reopening Play and the Strong Housing Market Should Provide Further Impetus Although all of the solid waste companies’ commercial volumes and businesses have rebounded off the lows recorded in the second quarter, large swathes of the business are still shut or restricted, particularly in the entertainment, hospitality, leisure, restaurant and education sectors.