Big Call Screening: Waste Management, Travelers, Rational, Safran

The US waste management company Waste Management (WM) is one of the most interesting long-term stories on the trading floor. In addition to rising waste volumes, particularly in the commercial customer segment, the acquisition of the provider Stericycle, which specializes in clinical waste, should lead to significantly increased results in the coming years, especially due to high synergies. One of the positive surprises of the current earnings season is Travelers (TRV). The US insurer is currently benefiting from rising prices, especially in...