In early August, I expressed my view that it wasn't too late to buy Waste Management, Inc. ( WM ) stock. It is clear from the below chart that my optimistic perspective hasn't played outI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I always, to th ...

Core Insights - The North American waste and recycling industry generates approximately $75 billion annually, with Waste Management capturing the largest market share [1] - Waste Management, established in 1968, is the largest environmental services firm in the US, with a market cap of $87.5 billion and a diverse range of services [2] - Environmental Services stocks have transitioned from low-growth to high-quality compounders, with a 13% EPS CAGR over the last decade [4] Waste Management Company Overview - Waste Management derives about 80% of its business from private industry contracts and 20% from the public sector [1] - Collection services account for 55% of Waste Management's revenue, with transfer services at 21%, landfill at 10%, and recycling at 5% [6] - The company reported Q3 2025 revenue of $6.44 billion, a 14% year-over-year increase, but missed forecasts by $60 million [7] Financial Performance - Waste Management's non-GAAP EPS for Q3 2025 was $1.98, up 2 cents year-over-year but also below expectations by 3 cents [7] - The company generated a free cash flow of $2.11 billion for the first nine months of 2025, reflecting a 13.5% increase [7] - Following the earnings miss, Waste Management's stock fell nearly 8% but has since recovered [8] Analyst Insights - Goldman Sachs analyst Adam Bubes forecasts a 7.7% EBITDA CAGR for Waste Management from 2025 to 2027, driven by strong price/cost spreads and investments in recycling and landfill gas [9] - Bubes maintains a Buy rating with a price target of $256, indicating an 18% upside potential [9] - The consensus rating for Waste Management is Moderate Buy, with 15 Buys and 7 Holds, and an average target price of $246.70, suggesting a 13.5% upside [10] Republic Services Overview - Republic Services is the second-largest waste management company in the US, valued at $67 billion, with a top-line revenue of $16.5 billion for the four quarters ending Q3 2025 [10][11] - The company offers a full range of environmental solutions and maintains a network of over 1,000 locations and a fleet of 17,000 vehicles [12][11] Financial Performance of Republic Services - Republic Services reported Q3 2025 revenue of $4.2 billion, a 3.4% year-over-year increase, but missed forecasts by $38.5 million [13] - The non-GAAP EPS was $1.90, up 9 cents year-over-year and exceeding expectations by 12 cents [13] - The company generated a cash flow from operations of $3.32 billion year-to-date, with adjusted free cash flow of $2.19 billion [13] Analyst Insights on Republic Services - Analyst Bubes highlights Republic's strong portfolio quality and operational execution, forecasting a 5.5% EBITDA CAGR from 2025 to 2027 [14] - Bubes assigns a Buy rating with a price target of $255, implying a 17% upside potential [14] - The consensus rating for Republic Services is Moderate Buy, with 11 Buys and 8 Holds, and an average target price of $245.76, suggesting a 13% gain [15]

Core Insights - Waste Management, Inc. (WM) is valued at a market cap of $87.6 billion and provides waste collection, recycling, and environmental services across various customer segments [1] - WM is classified as a large-cap stock, reflecting its significant size and influence in the waste management industry, and it is enhancing its competitive position through investments in automation and sustainability [2] Financial Performance - WM's shares have decreased by 10.4% from its 52-week high of $242.58, reached on June 8, and have declined 3.5% over the past three months, slightly underperforming the VanEck Environmental Services ETF (EVX) which dropped 3.3% [3] - Year-to-date, WM shares are up 7.7%, while EVX has returned 12.4%, and over the past 52 weeks, WM has fallen 4.4%, underperforming EVX which has seen a slight increase [4] - On October 27, WM reported Q3 earnings that were weaker than expected, with revenue increasing 14.9% year-over-year to $6.4 billion, but missing analyst expectations [5] - The adjusted EPS for WM was $1.98, a 1% increase from the previous year, but fell short of consensus estimates by 1.5% [5] - WM has lowered its fiscal 2025 revenue outlook to approximately $25.3 billion, attributed to ongoing weakness in recycled commodity pricing and lower revenue expectations from WM Healthcare Solutions [5]

Core Insights - The article emphasizes the opportunity to join a community focused on achieving high dividend yields and total returns while maintaining a conservative risk profile [1]. Group 1: Investment Strategy - The community aims for a Model Portfolio targeting yields of 6-7% [1]. - The lead analyst, Scott Kaufman, has over a decade of experience in the financial sector and provides insights into high-quality dividend growth and undervalued opportunities [1]. Group 2: Analyst Background - Scott Kaufman, known as Treading Softly, focuses on generating cash dividends and strong capital gains to ensure robust total returns [1].

Core Viewpoint - Global Energy Metals Corporation is advancing its Millennium Copper Cobalt Gold Graphite Project through a diamond drilling program funded by the Queensland Government, which aims to enhance the project's mineral resource estimates and economic viability [1][4][10]. Project Development - Metal Bank Ltd. has commenced diamond drilling at the Millennium Project as part of a AUD $250k Collaborative Exploration Initiative (CEI) program [1][4]. - The drilling targets high-grade near-surface extensions of previously announced graphite results and bulk metallurgical samples within the JORC2012 Mineral Resource Estimate of 8.4 million tonnes at 0.09% cobalt, 0.29% copper, and 0.12g/t gold [3][4]. - An application for an additional mining lease covering 159 hectares has been submitted to facilitate further exploration and operations for cobalt, copper, gold, and graphite resources [3][4]. Economic Impact - The granting of the new mining lease, which includes the Gap Zone, could positively impact the project's economics and the potential for moving towards production [4][10]. - Previous drilling results from the Gap Zone indicated strong mineralization continuity, with notable downhole results such as 23m at 0.48% copper, 0.16% cobalt, and 0.16g/t gold [6][10]. Strategic Positioning - Millennium is strategically located near other significant mining projects in Queensland, enhancing its potential for resource development [10][11]. - The project is positioned to benefit from the growing demand for graphite, particularly in the electric vehicle lithium-ion battery sector, where graphite is a key raw material [16][17]. Future Plans - The company plans to assess the graphite potential further through additional surface mapping, sampling, and metallurgical testing [17]. - Results from the current drilling program are expected in late January, and the company will keep stakeholders informed about the mining lease application progress [10].

Core Insights - Waste Management, Inc. (WM) is perceived as a defensive and stable investment option, which can still hold value in a growth-oriented portfolio [1] Group 1: Company Overview - WM is characterized as a defensive stock, often considered boring and slow-moving, yet it possesses merits that can appeal to growth investors [1] Group 2: Analyst Background - The analysis is conducted by a seasoned stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management, focusing on equity valuation and market trends [1]

Although Waste Management, Inc. ( WM ) looks like a defensive, boring, and slow-moving stock to be invested in when growth markets are going strong, it has its merits even in a growth portfolio. The defensive credentials are trueI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays ...

如果说网络攻击里有一种最难防、最令人头疼的威胁，那大概率不是勒索病毒、APT 组织，也不是零 日漏洞，而是 —— 你的前同事。 2021 年 5 月发生在美国休斯敦的一起内部员工攻击事件，直到最近才随着法院审理推进而完全曝光： 一家业务覆盖美国全国的大型企业，在短短几分钟内被打回"未激活状态"，造成 86.2 万美元（约人民 币 613 万元）直接损失，并触发业务连续性危机。 而这件事的肇事者，只是一名被开除的 IT 外包人员。 （来源：算法爱好者） 转自：CSDN（ID：CSDNnews） 外包被解雇后，又轻松回到内网 根据美国司法部（DOJ）文件，这名 IT 外包名为 Maxwell Schultz，现年 35 岁，来自美国俄亥俄州，曾 作为一名合约工，为一家大型企业的IT 部门提供技术支持工作。虽然 DOJ 并未直接点名，但多家地方 媒体推测，这家公司正是美国废物管理公司 Waste Management（简称 WM）。 2021 年 5 月 14 日，时年 31 岁的 Maxwell Schultz 被原公司解除合约，账号权限也按流程立即被撤销。 按理说，故事到这里就应该结束：毕竟一般而言，公司在解雇 ...

Core Insights - Waste Management (WM) reported disappointing Q3 2025 results, with earnings and revenues missing consensus estimates [2] - The stock has seen a 5.9% increase since the last earnings report, outperforming the S&P 500 [1] Financial Performance - Adjusted earnings were $1.98 per share, missing estimates by 1.5% but up 1% year-over-year [2] - Total revenues reached $6.4 billion, slightly missing estimates but growing 14.9% from the previous year [2] - Collection segment revenues were $3.9 billion, a 3.5% increase year-over-year, but below the estimated $4.1 billion [3] - Landfill segment revenues increased 7.8% to $995 million, surpassing the estimate of $986.5 million [3] - Transfer segment revenues rose 8.5% to $396 million, beating the estimate of $391.5 million [3] - Recycling Processing and Sales segment revenues declined 13.9% to $372 million, missing the estimate of $432.3 million [3] - Renewable Energy revenues were $115 million, up 32.2% year-over-year, exceeding the estimate of $103 million [4] - Adjusted operating EBITDA was $2 billion, missing the estimate of $1.9 billion but up 15.1% year-over-year [5] - Cash generated from operating activities was $1.6 billion, with capital expenditures of $635 million and free cash flow of $821 million [6] Future Outlook - WM expects revenues of $25.275 billion for 2025 and adjusted operating EBITDA between $7.475 billion and $7.625 billion [7] - Recent estimates have shown a downward trend, indicating a potential shift in investor sentiment [8][11] Industry Context - WM is part of the Zacks Waste Removal Services industry, where Waste Connections (WCN) reported revenues of $2.46 billion, a year-over-year increase of 5.1% [12] - WCN's expected earnings for the current quarter are $1.30 per share, reflecting a year-over-year change of 12.1% [13]

Core Insights - Waste Management Inc (NYSE:WM) is identified as a top non-AI stock being purchased by Reddit investors ahead of a potential market bubble burst [1] - Analysts from Baird have upgraded Waste Management's stock rating to Outperform from Neutral, highlighting its strong fundamentals and an 8% increase in share price over the past year [2] Company Performance - Waste Management holds approximately 18% of the total addressable market and owns about 10% of landfills in the US [3] - The company has diversified its operations into recycling, healthcare waste, and renewable energy, with recycling contributing around 7% to its total revenue last year [3] - Waste Management has experienced a compound annual growth rate (CAGR) of 8.5% in revenue since 2020, surpassing the sector median growth rate of 4% [3] Market Position - The stock is perceived as defensive due to its core business being relatively insulated from economic slowdowns and tariffs, attracting investors seeking stability amid market uncertainty [4] - While Waste Management is recognized as a solid investment, some analysts believe that certain AI stocks may offer higher potential returns with limited downside risk [4]