Waste Management (WM) stock analysis for 2026: the regulatory moat behind 90+ landfill permits, Stericycle acquisition integration strategy, landfill gas-to-energy and RNG monetization under EPA's Renewable Fuel Standard, RCRA compliance barriers blocking new entrants, and why WM is the most durable compounder in the industrial sector. A practitioner's deep-dive.
Cummins (CMI) stock analysis for 2026: EPA 2027 NOx regulations driving heavy-duty engine replacement demand, Accelera hydrogen and electric powertrain segment strategy, Meritor acquisition integration, Class 8 pre-buy cycle dynamics, and dividend growth history. A practitioner's breakdown for US equity investors.
Aflac (AFL) stock analysis for 2026. We examine the 75% Japan revenue dependency, USD/JPY currency risk mechanics, the US worksite insurance growth engine, 42-year consecutive dividend raise record, investment portfolio interest rate dynamics, and whether the dividend aristocrat valuation is justified.
Detailed analysis of GD (General Dynamics) stock for 2026: Columbia-class and Virginia-class submarine programs, Gulfstream business jets, GDIT defense IT, backlog fundamentals, and the case for defense sector investors.
Deep-dive into ICE (Intercontinental Exchange) stock for 2026: NYSE operations, Black Knight mortgage tech, fixed-income data infrastructure, energy futures, and the bull/bear case for long-term investors.
Comprehensive analysis of SPGI (S&P Global) stock for 2026: credit ratings moat, S&P 500 index licensing, Platts commodity data, IHS Markit integration, and what drives EPS growth for long-term investors.