Model Portfolio For Any Economic Cycle
Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this point
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KKR to Make a Move for Cleanaway?
An AFR article claimed that KKR is preparing an offer for Cleanaway. A forward EV/EBITDA multiple of 15.8x, in line with Bingo’s acquisition...
558 Views
U.S. Equity Index and Sector Breakdowns Remain Absent; Buying Communications & Services Stocks
Until we start to see breakdowns at the Sector and index level, we remain constructive overall. Charts highlighted: XOP, JETS, S&P 500, IWM, IWC,...
234 Views
Advanced Disposal Services/Waste Management – Draft Merger Proxy Filing Details
On the evening of May 10, 2019, Advanced Disposal Services I (ADSW US) filed its draft merger proxy for the special shareholder meeting to vote on...
707 Views
Waste Management Buying Advanced Disposal Services – A Rubbish Deal or Cash from Trash?
Waste Management (WM US), an active acquirer founded by the late American businessman and entrepreneur Wayne Huizenga (who also founded Auto...
763 Views