Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Latest Valuentum Commentary
Dec 16, 2022
Waste Management’s Free Cash Flow Facing Pressure from Sustainability Initiatives
Image Source: Waste Management’s 2022 Sustainability Report. 2023 will mark the 20th consecutive year that Waste Management has increased its dividend payout. Though free cash flow is facing pressure due to its sustainability growth initiatives that are driving total capital expenditures higher, the company’s valuable disposal capacity and pricing power across its municipal solid waste operations are a couple qualities that we like. Shares are trading about in line with our fair value estimate at the moment, as they boast a ~1.6% forward estimated annual dividend yield.
Nov 4, 2022
Dividend Increases/Decreases for the Week of November 4
Let's take a look at firms raising/lowering their dividends this week.
Oct 30, 2022
Hi everyone: To stay true to our mission, you'll find something new regarding our methodology. In the coming weeks, you'll see this table in our work going forward.
Oct 20, 2022
Announcing Valuentum’s Customer Appreciation Day Winners!
Let's see who won an autographed copy of Value Trap and what they said about Valuentum's research! We applaud all of our members in their quest to preserve and generate long-term wealth. Keep going strong!
Oct 19, 2022
New Payment Option! Valuentum Research Update!
We're excited to say that we're adding additional payment flexibility at Valuentum. Many members have expressed interest in paying via other providers, and we have added Square to the mix. You can use credit or debit card or bank (ACH) to pay via invoice. With all of the goings-on in the financial technology and payments space, we wanted to continue to provide members options to pay their memberships how they want and through who they want. You can always reach out to us at email@example.com.
Aug 19, 2022
Nelson: The 16 Most Important Steps To Understand The Stock Market
Image Source: Tim Green. We outline the '16 Most Important Steps to Understand the Stock Market.' We think it's important to take a read of these key stock market tenets when things are going great -- and perhaps even more important when things aren't going your way. This continues to be a working document.
Aug 10, 2022
Garbage Hauler Republic Services Beats Estimates, Raises Guidance
Image Shown: Shares of newsletter portfolio idea Republic Services have put up strong performance so far year-to-date in the face of volatile capital markets. There is a lot to like about Republic Services as the waste management firm is a tremendous free cash flow generator with ample pricing power. Management is incredibly shareholder friendly, as seen through recent per share dividend increases, and the company has been firing on all cylinders of late. We continue to like Republic Services in our newsletter portfolios. Our recently updated fair value estimate for RSG sits at $132 per share and the top end of our fair value estimate range sits at $158 per share of Republic Services.
May 18, 2022
Newsletter Portfolio Idea Republic Services Holding Up Quite Well in the Face of Major Headwinds
Image Shown: Shares of Republic Services Inc have held up quite well over the past several months while equity markets swooned lower. On May 5, Republic Services reported first quarter 2022 earnings that beat both consensus top- and bottom-line estimates. The waste management firm is benefiting from its immense pricing power and volume growth. We continue to like Republic Services as an idea in both the Dividend Growth Newsletter and ESG Newsletter portfolios. Shares of RSG yield ~1.4% as of this writing.
Feb 10, 2022
Dividend Growth and ESG Favorite Republic Services Is Buying U.S. Ecology
Image Shown: Republic Services Inc is one of our favorite waste management companies. On February 9, the company announced it was acquiring US Ecology Inc through an all-cash deal. US Ecology provides specialized waste management services and has an asset base that is nearly irreplaceable. We like the deal as it could generate meaningful cost saving and revenue synergies. Image Source: Republic Services Inc – February 2022 Infographic. On February 9, one of our favorite waste management companies, Republic Services announced a deal to acquire U.S. Ecology through an all-cash deal worth about $2.2 billion when including net debt considerations. Republic Services is paying $48 per share in cash to take over U.S. Ecology, which provides specialized waste management services. We like this deal as it will add nearly irreplaceable assets to Republic Services’ asset base and is expected to be immediately accretive to its adjusted earnings and free cash flow performance once the transaction closes.
Nov 1, 2021
Don’t Throw Out These Garbage Stocks
Image Source: Republic Services. We’re huge fans of the waste-hauling industry, and we nailed one of the best-performing ideas in Republic Services for the Dividend Growth Newsletter portfolio. Shares of Republic Services have advanced nearly 40% so far this year, and fundamental momentum has continued in its business, with the executive team raising both adjusted diluted earnings per share guidance and adjusted free cash flow guidance for 2021 when it reported third-quarter earnings. Shares yield ~1.4% at the time of this writing.
Latest Press Releases
The High Yield Dividend Newsletter, Best Ideas Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on this website are for information purposes only and should not be considered a solicitation to buy or sell any security. The sources of the data used on this website are believed by Valuentum to be reliable, but the data’s accuracy, completeness or interpretation cannot be guaranteed. Valuentum is not responsible for any errors or omissions or for results obtained from the use of its newsletters, reports, commentary, or publications and accepts no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a registered investment advisor and does not offer brokerage or investment banking services. Valuentum, its employees, and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.