Big Call Screening: Waste Management, Safran, Iberdrola, AXA

Waste Management (WM) offers one of the most promising long-term stories among the cyclicals in the US megacaps. The US industry leader has successfully strengthened its market position in recent years through acquisitions, such as the purchase of Advanced Disposal Services. Additionally, the acquisition of Stericycle will allow it to enter the clinical waste disposal market segment, which opens up excellent growth opportunities in the medium term. One of the positive surprises of the current quarterly reporting season includes Safran. The French...