Waste Management

WM-N

NYSE:WM

121.81
0.76 (0.62%)
Waste Management, Inc. is an American waste management, comprehensive waste, and environmental services company in North America. Founded in 1971, the company is headquartered in the First City Tower in Houston, Texas.
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Analysis and Opinions about WM-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
November 12, 2019
A solid waste management company in a defensive sector that is fragmented; this allows WM to buy smaller companies. WM has done well, but it's now too expensive to enter. There's also some cyclicality here, so in a slowdown there may be less garbage from the industrial space.
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Waste Management (WM-N)
November 12, 2019
A solid waste management company in a defensive sector that is fragmented; this allows WM to buy smaller companies. WM has done well, but it's now too expensive to enter. There's also some cyclicality here, so in a slowdown there may be less garbage from the industrial space.
HOLD
HOLD
November 7, 2019
If your time horizon is 5 years, you can hold this name. Valuations tend to be higher, and dividends lower. Industry is ripe for consolidation. Once the services are in place, you just need a little price increase here and there and you get organic growth. Stable.
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Waste Management (WM-N)
November 7, 2019
If your time horizon is 5 years, you can hold this name. Valuations tend to be higher, and dividends lower. Industry is ripe for consolidation. Once the services are in place, you just need a little price increase here and there and you get organic growth. Stable.
PAST TOP PICK
PAST TOP PICK
October 17, 2019
(A Top Pick Oct 03/18, Up 32%) Stock's gone up 32%, but fundamentals haven't improved by the same amount. Defensive hold. Somewhat recession-proof. Likes management. Struggling with recycling. China is no longer a big recipient of recycling, but WM is building recycling capacity.
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Waste Management (WM-N)
October 17, 2019
(A Top Pick Oct 03/18, Up 32%) Stock's gone up 32%, but fundamentals haven't improved by the same amount. Defensive hold. Somewhat recession-proof. Likes management. Struggling with recycling. China is no longer a big recipient of recycling, but WM is building recycling capacity.
BUY
BUY
September 11, 2019
Recession resilient. Trash is good business, especially when times are tough. We're in late cycle, with a slowdown down the road. Great chart. Higher highs and lows. 25x earnings, low beta, 9% growth. Largest out there right now, and continue to grow by acquisition. (Analysts’ price target is $123.00)
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Waste Management (WM-N)
September 11, 2019
Recession resilient. Trash is good business, especially when times are tough. We're in late cycle, with a slowdown down the road. Great chart. Higher highs and lows. 25x earnings, low beta, 9% growth. Largest out there right now, and continue to grow by acquisition. (Analysts’ price target is $123.00)
BUY
BUY
September 5, 2019
Garbage is a great business to be in. He owns Waste Connections instead. But you can't go too far wrong with WM.
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Waste Management (WM-N)
September 5, 2019
Garbage is a great business to be in. He owns Waste Connections instead. But you can't go too far wrong with WM.
TOP PICK
TOP PICK
July 4, 2019
Diversified customers in US and Canada. Shareholder friendly. Raised dividend for 16th consecutive year, steady earnings, defensive, low beta. Expensive, but EPS and dividend expected to grow. If we get a slowdown, likes this name. Yield is 1.75% (Analysts’ price target is $115.08)
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Diversified customers in US and Canada. Shareholder friendly. Raised dividend for 16th consecutive year, steady earnings, defensive, low beta. Expensive, but EPS and dividend expected to grow. If we get a slowdown, likes this name. Yield is 1.75% (Analysts’ price target is $115.08)
WAIT
WAIT
May 29, 2019
Well positioned in the industry. Good company, and has done well. Doesn't offer value today. Pullback is a precursor to further drop of 5-10%. A significant pullback would be a good opportunity for longer term. (Analysts’ price target is $111.58)
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Well positioned in the industry. Good company, and has done well. Doesn't offer value today. Pullback is a precursor to further drop of 5-10%. A significant pullback would be a good opportunity for longer term. (Analysts’ price target is $111.58)
BUY
BUY
April 4, 2019
Would you choose Waste Connections (WCN-T) over it? He owns Waste Management in the US. He likes both names. Valuations are similar. The US company is bigger and he is looking for defensible earnings now.
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Would you choose Waste Connections (WCN-T) over it? He owns Waste Management in the US. He likes both names. Valuations are similar. The US company is bigger and he is looking for defensible earnings now.
TOP PICK
TOP PICK
January 23, 2019
The largest garbage collector in the U.S. 20-million Last month announced share buybacks. Have icnrased dividend 16 years in a row. Defensive and growth. Good cash flow. Recently bought it. Good management. (Analysts’ price target is $98.55)
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Waste Management (WM-N)
January 23, 2019
The largest garbage collector in the U.S. 20-million Last month announced share buybacks. Have icnrased dividend 16 years in a row. Defensive and growth. Good cash flow. Recently bought it. Good management. (Analysts’ price target is $98.55)
BUY
BUY
November 16, 2018
This is the perfect looking chart, a staircase. He likes nice moves on good volume, but he doesn’t know the volume here. Stock is just chugging along, absolutely no reason to sell.
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Waste Management (WM-N)
November 16, 2018
This is the perfect looking chart, a staircase. He likes nice moves on good volume, but he doesn’t know the volume here. Stock is just chugging along, absolutely no reason to sell.
TOP PICK
TOP PICK
October 3, 2018

Low beta stock. Defensive name. We are long in the bull market and want to minimize company specific risks. Dividend of 2.1%. (Analysts’ price target is $95.10)

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Waste Management (WM-N)
October 3, 2018

Low beta stock. Defensive name. We are long in the bull market and want to minimize company specific risks. Dividend of 2.1%. (Analysts’ price target is $95.10)

WAIT
WAIT
August 31, 2018

Best time to buy/sell is between March 4 and May 30. A way to maintain industrial exposure and take down risk. Back to all-time highs. Struggling to reach new highs. Momentum is fading. Vulnerable.

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Waste Management (WM-N)
August 31, 2018

Best time to buy/sell is between March 4 and May 30. A way to maintain industrial exposure and take down risk. Back to all-time highs. Struggling to reach new highs. Momentum is fading. Vulnerable.

BUY
BUY
August 27, 2018

This is a great company and a good industry. Once you sign up you will continue with them. This is a good business model. If your time horizon is long enough you could buy it now.

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Waste Management (WM-N)
August 27, 2018

This is a great company and a good industry. Once you sign up you will continue with them. This is a good business model. If your time horizon is long enough you could buy it now.

WEAK BUY
WEAK BUY
February 8, 2018

It has had a great run. The valuation is not rally that stretched. He would like to see more growth. It is a consistent story with good cash flow. It is not a bad place to be but he is not involved. You need to see what happens in the next 2-6 weeks. Be cautious with new positions.

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Waste Management (WM-N)
February 8, 2018

It has had a great run. The valuation is not rally that stretched. He would like to see more growth. It is a consistent story with good cash flow. It is not a bad place to be but he is not involved. You need to see what happens in the next 2-6 weeks. Be cautious with new positions.

BUY
BUY
April 17, 2017

There are no bargains in this business. They have pretty good growth and can make many good acquisitions going forward. Valuations are high. He likes the business, however.

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Waste Management (WM-N)
April 17, 2017

There are no bargains in this business. They have pretty good growth and can make many good acquisitions going forward. Valuations are high. He likes the business, however.

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