Waste Management: tesis de inversión

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https://investors.wm.com/

Introducción

“The bottom line for me is that I’m not at all troubled saying (a) markets may well be considerably lower sometime in the coming months and (b) we’re buying today when we find good value. I don’t find these statements inconsistent”.

Introducción a la empresa

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https://investors.wm.com/static-files/e6ee342a-1cfe-4db9-ba2c-31241f0f8ec6
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http://mediaroom.wm.com/
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https://investors.wm.com/why-invest

Tendencia últimos 5 años

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Elaboración propia con datos publicados por la Compañía

“Overall, the lead story at Waste Management and within the industry as a whole is one of consistency and predictability of earnings and cash flows, resulting in excellent returns to shareholders” -James C. Fish (Presidente y CEO de WM)

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https://investors.wm.com/why-invest
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https://investors.wm.com/why-invest

Adquisición de Advanced Disposal Services

“On the M&A front, obviously, closing the Advanced Disposal acquisition is expected to be the highlight for the year. We are excited as we near the close of this transaction, and we have great confidence in the potential of the combined organization. We anticipate that we will obtain antitrust regulatory approval by the end of March and close soon thereafter” -James C. Fish (Conference Call Resultados Anuales 2019).

Guidance 2020 (Pre-COVID)

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http://investors.wm.com/static-files/6fd5cf7f-dae8-4265-a224-16a049d6c29b

Valoración y datos relativos al dividendo

“Turning to free cash flow. We’ve said operating EBITDA is the best reflection of the health of our business and provides the foundation for generating free cash flow. 2019 was no exception as our robust operating EBITDA once again translated into exceptional free cash flow. We allocated more than $1.1 billion of that free cash flow to shareholder returns” -James C. Fish (Conference Call Resultados 2019)

Despedida

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https://www.lifeder.com/frases-de-napoleon-bonaparte/

Written by

Inversor DGI (dividend growth Investing) en búsqueda de la IF, apasionado de los mercados y de todo lo que pasa en el mundo...aprendiendo de los errores

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