WM

Waste Management

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$9.03 +5.86%
Josh Kohn-Lindquist's avatar
$24.4m follower assets
10/10/10 Screener
I ran a screener for fun on my Dividends 500 portfolio, trying to find "undeniable" types of stocks for fighting the market's weirdness right now.

A stock needs to have three things to make it into Dividends 500:
  • be an S&P 500 member (mainly to keep the size of the portfolio under control for me)
  • an increasing dividend YoY
  • a payout ratio below 50%

Using this group of roughly 200 stocks, I added another filter for the following:
  • 10%+ revenue growth YoY -- both forward and trailing
  • 10%+ net income and free cash flow (FCF) margin
  • 10%+ return on equity (ROE) and return on invested capital (ROIC)

I chose to use net income margin and FCF margin to avoid getting pencil whipped by stocks boosting FCF through stock-based compensation. If a company's ROE was negative from share buybacks, I looked to ROIC to see if they qualified.

Here is the list of what remained:

It increased my interest in Hershey and Waste Management as steady-Eddie picks as they might be the safest on this list. I also lined up KLAC, ACN, MPWR, MSCI, and FDS for more research, as it feels like I keep seeing their names everywhere.

Did any of these stocks surprise you or stand out in any way?
Would a basket of these 10/10/10 stocks beat the S&P 500 over the next decade?
57%Yes
7%No
35%Maybe, needs one more metric
14 VotesPoll ended on: 09/27/22
September Watchlist Update
I have reviewed my watchlist and updated my potential Birthday Buys for the month of September. As we move closer to January, I am getting more clarity into what I will be buying.
Looking at both portfolios right now, the most intriguing additions are in my Roth IRA. The top rated holdings in my Taxable watchlist are all industrials type companies ($DE, $F, $CAT, and $DMLP). Seeing that I already have Industrials exposure in that account through $CARR, making another Industrials addition would only further clutter and dilute my portfolio.
In my Roth IRA, I have a number of very strong potential buys with $OZK, $RICK, $CAH and $LMT topping the list. As I have said before, I do not like to be influenced by share price, but with Merrill Edge not offering fractional shares, $LMT might be priced out for me in the short term.
Here is my updated watchlist for both accounts and changes that were made:

Taxable
Removed:
$PENN - Has dropped to a 4/6 on my Scorecard. $RICK has moved ahead of it at a 4.5/6. I have existing exposure in Sin Stocks, so I want to be certain with any new additions.
Added: None
Roth IRA
Removed:
$REGN - Dropped to a 4.5/6 on my Scorecard. $CAH is a higher ranked Healthcare company at a 5.5/6 on the Scorecard and will be my Healthcare focus.
Added:
$WM - Its back! After being removed in August, $WM has climbed up to tie $AY as Utilities options at 5/6 rankings.
$TPR - Surprised to see this climb up to a 5/6. Have been tracking for a while after learning about its brands. Will continue to track.
Would like to hear any of your thoughts on the companies mentioned to help add to my research on these positions.
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Which dividend payer would you add?
I'm considering replacing $MMM in my 401k, which I've populated with stodgy, "boring," stable, (mostly) dividend paying companies. My current holdings are:

Traditional side of 401k - $CRM, $JPM, $MKL, $MPW, $SHW, $TROW, and $TYL
Roth side of 401k - $BIPC, $MCD, $MMM, $O, $PEP, $PLD and $WM

Just curious what the Commonstock crowd would choose to replace $MMM with.

Feel free to drop a suggestion in the comments though I've already whittled a list of ~twenty stocks down to these four. $HSY $UNP $UPS $CAT
Which would you replace 3M with?
25%The Hershey Company (HSY)
31%Union Pacific (UNP)
12%United Parcel Service (UPS)
31%Caterpillar (CAT)
16 VotesPoll ended on: 09/03/22
My August Returns Are In!... And The Good Trend Continues
Retirement Portfolio
In August, I opened two new positions in $NET and $PCOR. I added to three times to $MKL , $TYL, $MCD, and $WM as part of my 401k DCA and added to no other positions. Another relatively quiet month. I also added to $JPM, $AAPL, $SBNY, $COST, $O, and $SBUX via DRIP. I exited $MTCH and sold 32% of my shares in $BMBL.

My retirement portfolio was down 2.54% in August but that was less than my benchmark SPY portfolio (down 4.41%) and benchmark QQQ portfolio (4.51%). I'm now down 37.40% YTD compared to my SPY benchmark at 16.52% and QQQ benchmark at 21.72%.

My best performing retirement positions YTD:
  • $SWAV is up 96% YTD
  • $EGIO is up 17% YTD
  • $WM is up 14% since I started buying a couple months ago

My best performing retirement positions in August:

My top 10 positions now make up ~35% of my portfolio. The top 6 remain in the same order of $MELI, $AAPL, $AMZN, $F, $GOOGL, and $SHOP. $SWAV jumped up from 9th to 7th after a great month with great earnings with $NVEE, $SIVB, and $COST rounding out the top 10.

Looking forward to September, I'm contemplating exiting my $SQ position. I'm turned off by Jack's comments and his insistence on $BTC.X being the be all and end all. I don't mind the crypto exposure but the Bitcoin only hardline is narrow-minded in my opinion. If you made me czar, I'd actually just have Square exit their crypto entirely and focus on what they're good at.

I'm also considering exiting $MMM in my 401k and replacing it with one of $ABBV, $BEP, $DEA, $HSY, $MKC, $MTN, $TGT, $TROX, $UNP, or $UPS but I need to research them first before deciding.

Taxable Portfolio
In August, I only added to $DT. No positions in this brokerage pay a dividend so there was no DRIP and I did not exit any positions.

My taxable portfolio had a second great bounce back month, up 9.56% after being up 13/67% in July. My benchmark SPY portfolio was down 3.64% and my benchmark QQQ portfolio was down 4.18%. I'm now down 30.15% YTD compared to my SPY benchmark at 14.84% and QQQ benchmark at 21.43%.

My best performing taxable positions YTD:
  • $TMDX is up 172% YTD for me. Wowsers.

  • $MSP with a 39.49% return YTD - RIP as is had such a great return because it was acquired.

  • That's it. None of my other 14 positions are positive. Whomp whomp.

My best performing taxable positions in August:

My top 10 positions continue to make up ~90% of my portfolio as I only have 14 positions in this brokerage. The top 10 remains basically the same with $SNOW, $TMDX, $ATZAF, $SILK, $DT, $LMND, $NCNO, $CPNG, $OM, and $BIGC.

Looking forward to September, I already added to $ATZAF as my monthly add. I don't expect to make any other moves but we shall see.
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I am happy with my portfolio
When starting my dividend growth investing, I had certain things in the plan.
  1. I get decent cashflow/income from my portfolio
  2. Have a beta return/ market returns
  3. Grow dividends
  4. Give me peaceful sleep

So, I tried to design my portfolio based on that. Now the portfolio is looking solid.

Here are a few things I like about my portfolio:
  1. Is what I expected it to be with a beta of 1.1, dividend CAGR of 11.71%, and CAGR of 8%.
  2. Performs solid when the market is down. Although I might not get the upside as much as other portfolios, the performance during a downturn is solid (it needs to be tested more).
  3. Cash flow is enough. With a $1,497.12 average dividend at a 5.23% yield, it's more than enough for me to survive. Other passive income that I generate from my games, consulting, and advising can go to portfolio or angel investing.

Let's see how it has performed in past:
It is at ATH right now at $358k

Over 1-year portfolio beats SP500 by 10%ish

YTD portfolio beats SP500 by 7%-8%

It has to be tested more though.

A few things that I don't like about my portfolio are:
  1. $JEPI and $QYLD - 30$ of the portfolio. While they provide more than 70% of dividends, I want to be invested more in companies that will grow my dividends too. The dividends generated are more than enough for me, so I shouldn't be more greedy in short term and start focusing more on the long term.
  2. $VOO, $HD, and $WM small position. I want to be increasing the position. Ideally, I want 20%+ of my portfolio to be $VOO, yes, I am happy with beta returns.
  3. $U big position, while I will not actively trim $U, I will not be adding more to it. I will trim it if my angel investing requires me to.
  4. $RITM or $RITM is still a big chunk at around 5%, I will be trimming it by the end of the year to half.

Edit 1: $CME is a dividend and trading play, it's based on my partner's idea. It won't be for long in my portfolio.
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Space Debris/Satellites who will clean it up? $RKLB
This question has been asked a few times, to me and probably you or someone you know if they into space haha. The thing is, while space debris is unlikely to affect space travel, it will lead to significant problems for spaceflight around Earth. The risk would be highest for objects orbiting at an altitude of around 1,000 kilometres (620 miles), which is used for communications and Earth observation.

So whos going to clean up and make money off this as a side gig? We are. $RKLB
Jahoosh_ from stocktwits pointed out that this could be a cash cow machine and we could be like $WM Waste Management in LEO- Low Earth Orbit. $RKLB
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If all the constellation plans will really be realized like Starlink, Kuiper, OneWeb, SDA and so on which will need new satellites every 4-7 years. This could be an interesting business. But it will take several years until this gets really interesting at scale imo
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CW31 TreadingScreen
  • CW31 results ($SNPS, $ADP, $WM, $RSG of interest)
  • CW30 performance (Brief review of top 3 and bottom 3 performers)
  • TreadingSelect changes (No changes. Still holding $LYB)

On watch: $ADC, $DOX, $PGR*, $CI, $ADP, $SNPS, $K

More info on the recent screen criteria flip-flopping:
$LLY was the "overextended" setup that I wanted to include a few weeks ago. The major pullback below is exactly why these setups should not be included. Actually, the setup in CW31 is not bad but would like to see a reversal at EMA/SMA before entering.

BEFORE (CW29):

AFTER (CW31):
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