Shares of WM, formerly known as Waste Management, Inc. (NYSE: WM ), have been a solid performer over the past year, adding 14%. The business’s strong cash flow and lower economic cyclicality have made it attractiveOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analyst’s Disclosure:I/ ...

Group 1 - Cincinnati Financial (NASDAQ: CINF) has shown strong performance over the past year, with a 17% increase in share value [1] - The company is actively expanding its personal lines business, with positive progress noted in Q2 results [1] - The analyst has over fifteen years of experience in making contrarian investment bets based on macro views and stock-specific turnaround stories [1]

Core Insights - First Financial's shares have increased approximately 19% over the past year, reaching a new 52-week high due to significant improvements in operating returns [1] Group 1 - The company has demonstrated solid performance in the stock market, attributed to its effective operational strategies [1] - The positive trend in operating returns has been consistently highlighted, indicating a favorable outlook for the company's financial health [1]

Group 1 - Capital One Financial's shares have increased by 43% over the past year, attributed to the successful acquisition of Discover and strong consumer credit results [1] - The company has demonstrated resilience in consumer credit performance, outperforming many competitors in the market [1]

Group 1 - Everest Group's shares have declined by 12% over the past year, indicating poor performance [1] - The company has faced challenges including disappointing underwriting results, management upheaval, and difficulties stemming from California wildfires [1] Group 2 - The article reflects a contrarian investment approach based on macro views and stock-specific turnaround stories [1]

Group 1 - Murphy USA's shares have declined by 15% over the past year due to concerns regarding consumer spending at its convenience stores [1] - The company has been a disappointing performer in the market, reflecting broader economic challenges [1] Group 2 - The analysis indicates a contrarian investment approach based on macroeconomic views and stock-specific turnaround stories [1]

Core Insights - Targa Resources (NYSE: TRGP) has seen a significant share price increase of 40% recently, but has underperformed in the last two months, remaining flat while the broader market has recovered from early April losses [1] Company Performance - Targa Resources' shares have not followed the upward trend of the pipeline sector, indicating a potential divergence in performance compared to its peers [1] Market Context - The broader market has regained its losses from early April, contrasting with Targa's stagnant performance over the past two months, suggesting specific challenges or market perceptions affecting the company [1]

Group 1 - SiriusXM shares have underperformed over the past year, losing nearly 25% of their value due to ongoing subscriber monetization pressure [1] - The company needs to focus on reducing its debt following a corporate simplification transaction last year [1]

Group 1 - F&G Annuities & Life shares have declined over 20% in value over the past year [1] - The decline began in March when the company unexpectedly issued equity, leading to a drop in share prices [1] - A weaker than expected Q1 performance further exacerbated the situation [1]

Group 1 - Zions Bancorporation's shares have increased by 9% over the past year, aligning with market performance, but have significantly declined from their peak levels [1] - Regional banks were among the biggest beneficiaries following President Trump's policies [1] Group 2 - The article emphasizes the importance of macro views and stock-specific turnaround stories for achieving outsized returns with a favorable risk/reward profile [1]