WM Waste Management, Inc. Loading... : Bullish and Bearish Analyst Opinions
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16:15
Jul 05
Jul 05
Undervalued counter-cyclical stocks compound through crises.
A curated group of counter-cyclical stocks that rose during the 2008 crisis and continued delivering high returns now trade at reasonable valuations: AutoZone (car repair proxy, 17% post-crisis annual return), AMGEN (healthcare, 14x earnings), AJ Gallagher (insurance), Pulte Group (homebuilder at 12x, 50% discount to market), Netflix (near-utility at 23x, subscribers sticky), Waste Management (essential waste services), and Darden Restaurants (quality-value dining). These offer crisis protection plus strong compounding, currently overlooked.
MED
15:31
May 15
May 15
The author implies that non-AI names are broken and will be crushed to zero multiples, signaling a bearish rotation out of traditional stocks into AI.
HIGH
15:30
May 15
May 15
The author expresses frustration with market valuations and poses a rhetorical question about selling AI positions to buy non-AI names, but provides no explicit forward-looking directional call.
HIGH
12:49
May 15
May 15
The author poses a rhetorical question about valuation multiples for non-AI names versus selling AI positions, but offers no explicit directional view or trade recommendation.
HIGH
12:48
Mar 03
Mar 03
Grafine Partners is avoiding software and backing "boring businesses" like waste management and infrastructure services. As capital flees complex, high-valuation tech/software private equity due to AI disruption fears, it rotates into tangible, cash-flow-positive industrials that are essential services regardless of war or inflation. LONG Waste Management / Republic Services as a flight-to-safety trade. High valuation multiples in the defensive industrial sector.
03:15
Feb 27
Feb 27
The stock is unattractive at its current valuation, implying it should be avoided or is a potential short despite its dividend profile.
HIGH
11:55
Feb 26
Feb 26
Ram states, "The higher level is crowdedness. Anything thematic is crowded... and that quantity is getting unwound." When thematic growth trades (Crypto, AI) unwind, capital rotates into "unsexy" sectors with tangible free cash flow. Ram explicitly suggests rotating into "waste management, maybe oil field services." LONG defensive, cash-flow-positive real economy sectors. A resurgence in risk-on liquidity or a "soft landing" that reignites growth stock speculation.
About WM Analyst Coverage
Buzzberg tracks WM (Waste Management, Inc.) across 5 sources. 2 bullish vs 0 bearish calls from 5 analysts. Sentiment: predominantly bullish (29%). 7 total trade ideas tracked. Latest voices: Alejandro Estebaranz, TheLAPurchaser, Elizabeth Weymouth.