
Trash Talkin' Turns to Treasure Talkin'
Alright alright settle down. I know what you're thinking: MJ talking about trash? What's next endorsing a vacuum cleaner? But hold on folks. JPMorgan's analyst this Tami Zakaria she's saying Waste Management is gonna be big. HUGE. She upgraded the stock and even *I* had to take notice. See even the GOAT knows when to recognize potential greatness. It's not always about fadeaways and game winners; sometimes it's about finding a solid investment. And this Waste Management play? It's got potential to be a championship contender in your portfolio.
Landfills and Layups: Dominating the Game
Zakaria's saying Waste Management basically owns the landfill game. "WM owns and operates the largest network of landfills in North America". They control the mid to high teens percentage of the market which allows them to have "a high internalization rate and retain more of the margin in the supply chain for itself". In my day we called that 'owning the paint.' Now it sounds like they're owning the entire waste disposal court. High internalization rate allows them to retain more of the margin in the supply chain for themselves you say? That's like me getting all the assists and rebounds *and* scoring the points. Efficiency baby! That's how you win championships both on and off the court.
Five Year Plan: From Garbage to Gold
This isn't a one year wonder folks. We're talking long term dominance. Zakaria's predicting the topline will grow over the next five years at a high single digits percentage. EBITDA she says is gonna rise too. I like that. It's like building a dynasty. You don't win one championship and call it a day. You build a team a system and you keep winning. That's what Waste Management is aiming for and she anticipates that the Stericycle business acquired by Waste Management last year should see its core growth profile rise from the low single digits to mid single digits the analyst added. Plus she added that technology investments can also drive growth.
Technology: The Secret Weapon
Now this is where it gets interesting. Technology! They're using it to improve route density. 2,000 routes shifted to automated pickups already! That's like having AI powered no look passes. Efficiency precision dominance. Waste Management knows what's up. "It has been investing in technology to improve route density. So far 2,000 routes have been shifted to automated pickups; we see more runway among the ~2,000 more routes left."
Analyst Stamp of Approval: More Than Just a Dunk
With this upgrade Zakaria's officially joined the 'buy' bandwagon. That's a good sign. It's like having Phil Jackson draw up the perfect play. You still gotta execute but you're in a much better position to win. Shares advanced more than 1% in Friday's premarket following the upgrade and that's like a fast break to the basket! Don't fumble this opportunity.
So You Think You Can Invest Like Mike?
Look I'm not a financial advisor. I just know a winning situation when I see one. Waste Management is on track for its 12th positive year out of the last 13. That's consistency. That's dominance. That's...well that's something even *I* can appreciate. Do your own research but don't be surprised if you see MJ making a little investment in this company. After all everybody wants to be like Mike right? Just remember 'Talent wins games but teamwork and intelligence win championships.' Invest smart my friends.
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