SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: J Mako who wrote (45547)11/17/2011 9:38:10 PM
From: Wallace Rivers1 Recommendation  Read Replies (2) | Respond to of 78567
 
I'll admit I'm not as smart nor do I put as much time in as many on this board.
I like beaten down big caps, and WM qualifies for that. I like the dominant player in the space, and WM fits that bill.
I realize that WM's last Q wasn't a thing of beauty, but that's why it's available for sale just north of 30.
You won't get rich off it, but pocketing the 4.4% yield while you wait makes WM attractive in my eyes.
If history holds, the next dividend declaration after the 11/28 declaration should show an increase of two, and maybe three, cents per quarter.



To: J Mako who wrote (45547)11/17/2011 9:39:21 PM
From: Spekulatius  Read Replies (1) | Respond to of 78567
 
Re WM -
re: WM

>>On the financials alone, this looks interesting. FCF yield is 15% and it is super consistent. There is no growth, not even in nominal terms. I suppose if the mgmt doesn't mismanage the capital, this will work out well.<<

How do you get 15% FCF yield? The company states 1.25B in FCF which is roughly 10%. No growth as far as I can tell and sharecount does not come down much either.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News