Are There Opportunities in Europe’s “Digital Sovereignty”?

Europe is pursuing digital sovereignty by building its own tech infrastructure in AI, semiconductors, and payment systems, creating regulatory challenges for U.S. tech giants like Apple while potentially opening opportunities for infrastructure and equipment suppliers. The discussion also covers elevated market valuations (CAPE ratio at 38) and cash management strategies for investors.

06/15/2026, 5:19 PM • The Motley Fool

Billionaire Bill Gates' Foundation Dumped Microsoft but Loaded Up on This Dividend Champion

The Gates Foundation Trust has completely divested from Microsoft after decades of slowly selling its position. The $31.6 billion endowment has instead added West Pharmaceutical Services (WST) to its portfolio, a healthcare stock with 32 consecutive years of dividend increases and forecasted earnings growth of 14-15% annually through 2027, positioning it as a potential future Dividend King.

06/02/2026, 6:30 PM • The Motley Fool

Billionaire Bill Gates Has 59% of His Foundation's $36 Billion Portfolio Invested in 3 Brilliant Stocks

Bill Gates' foundation trust holds 59% of its $36 billion portfolio in three stocks: Berkshire Hathaway ($9B+), WM/Waste Management, and Canadian National Railway. These are established, non-tech companies with strong economic moats. While solid businesses, valuations are mixed—WM trades at 28x earnings (high for single-digit growth), CNI at 18.8x P/E (reasonable), and Berkshire at attractive book value ratios following recent stock decline.

04/10/2026, 2:05 AM • The Motley Fool

Time to Buy the Dip on Waste Management Stock?

Waste Management (WM) presents a potential buying opportunity despite a shallow recent dip of 3.5%. The company has been one of the best-performing industrial stocks over the past decade, with strong fundamentals including revenue growth from $14.91B (2018) to $25.2B (2025), aggressive share buybacks, and tailwinds from recycling and renewable natural gas businesses. WM recently announced a new $3B share repurchase program and marked its 23rd consecutive year of dividend increases, making it attractive for long-term investors.

04/07/2026, 2:35 PM • The Motley Fool

These 2 Dividend Stocks Are Worth More of Your Money -- Starting Now

The article recommends two industrial sector dividend stocks as alternatives to technology investments. RTX (Raytheon Technologies) is highlighted for its defense and aerospace business with post-war military replenishment tailwinds, offering a 1.4% dividend yield and expected 10% annual earnings growth. Waste Management (WM) is praised for its regulatory moat from its landfill network, 1.45% dividend yield, and 23-year dividend growth streak with projected 11-12% annual earnings growth. Both stocks trade at fair valuations relative to their growth prospects.

04/03/2026, 9:15 AM • The Motley Fool

2 Defensive Dividend Payers Growing Fast on AI Demand

The article highlights two dividend-growth stocks that have pulled back due to Middle East tensions despite having no exposure to the conflict. Waste Management (WM) is investing $1.4 billion in AI-powered automation to boost efficiency and free cash flow growth, while Gilead Sciences (GILD) is leveraging AI to accelerate drug development timelines. Both stocks offer attractive entry points with accelerating dividend growth and strong underlying fundamentals.

03/31/2026, 7:43 AM • Investing

3 Defensive Stocks to Buy When the Stock Market Fear Index Soars

As market volatility rises and the VIX approaches multi-month peaks, investors should consider defensive stocks rather than exiting the market entirely. Three recommended defensive plays are Verizon Communications for its 5.7% dividend yield and essential mobile service demand, Coca-Cola for its affordable consumer staples and 64-year dividend growth streak, and Waste Management for its recession-resistant garbage disposal services that historically outperform during market downturns.

03/27/2026, 11:32 AM • The Motley Fool

When Insider Selling Is a Good Thing: 2 Stocks to Watch

The article examines two stocks experiencing insider selling but maintaining bullish long-term outlooks. Waste Management insiders sold ~$25M after hitting all-time highs, but institutional accumulation and growing dividends support the outlook. Ionis Pharmaceuticals faces heavier insider and institutional selling, though analysts see 25% upside driven by Olezarsen's commercial ramp. Both stocks have pulled back from early 2026 highs, creating potential entry points.

03/24/2026, 3:07 PM • Investing

When Insider Selling Is a Good Thing: 2 Stocks to Watch

The article examines insider selling at Waste Management and Ionis Pharmaceuticals, arguing that profit-taking by insiders at these stocks presents buying opportunities. Waste Management benefits from institutional accumulation, strong dividend growth prospects, and analyst support despite insider sales. Ionis Pharmaceuticals faces heavier selling pressure but analysts project 25% upside driven by commercial growth of its drug Olezarsen and a bullish long-term earnings outlook.

03/24/2026, 10:24 AM • Investing

Bill Gates Has Nearly 30% of His $35 Billion Portfolio in 1 Stock and It's Not Microsoft

The Gates Foundation's $35 billion stock portfolio is heavily concentrated in Berkshire Hathaway, which represents 28% of holdings worth $9.8 billion. This large position stems from Warren Buffett's annual charitable contributions of Berkshire stock rather than investment conviction. Microsoft ranks fourth in the portfolio at 10.5%, reflecting Bill Gates' charitable donations of his company shares.

03/18/2026, 8:18 AM • The Motley Fool

These 3 Industrial Stocks May Outperform the S&P 500 in 2026

The article recommends three industrial stocks positioned to outperform the S&P 500 in 2026: Fluor, a construction and engineering firm benefiting from AI data center infrastructure demands; Waste Management, a reliable garbage collection company with growing recycling and medical waste segments; and USA Rare Earth, a pre-revenue company with an upcoming magnet manufacturing facility launch and significant rare earth mining potential.

03/16/2026, 1:05 PM • The Motley Fool

Billionaire Bill Gates Has 60% of His Foundation's $38 Billion Stock Portfolio Invested In 3 Timeless Companies

The Bill & Melinda Gates Foundation maintains a concentrated $38 billion equity portfolio, with 60% invested in three non-tech stocks: Berkshire Hathaway, Waste Management, and Canadian National Railway. This strategy reflects Warren Buffett's influence, favoring slow-growing value stocks with wide competitive moats over technology investments.

03/10/2026, 8:05 AM • The Motley Fool

Republic Services Weighs Acquisitions Against Free Cash Flow Headwinds

Republic Services reported Q4 2026 EPS above expectations but missed on revenue. The company guided for 3% YOY growth in 2026 revenue and EPS while announcing $1 billion in planned acquisitions. However, softer operating cash flow and potential free cash flow pressure from CapEx spending have raised investor concerns, causing the stock to decline despite the company's position as a defensive play in the waste management duopoly.

02/20/2026, 9:25 AM • Investing

Smart Waste Management Market Size to Worth $13.31 Billion by 2035 | SNS Insider

The U.S. smart waste management market is experiencing rapid growth with a projected CAGR of 14.13% through 2035, driven by urbanization, population growth, and adoption of IoT-based technologies. North America leads with 45.02% market share, while Europe is expected to grow fastest. Key challenges include limited infrastructure and connectivity in rural areas.

02/18/2026, 5:00 AM • GlobeNewswire

3 Dividend-Backed Consumer Staples to Reinforce Your Portfolio

The article highlights three consumer staples stocks as defensive investments during market volatility: Waste Management Inc. (WM) with a 52% dividend payout ratio and 22-year history of increases; British American Tobacco plc (BTI) yielding over 5% with 19 consecutive years of payout increases; and Service Corporation International Inc. (SCI) with a 1.68% yield and 15-year streak of dividend increases. These companies benefit from inelastic demand, pricing power, and low volatility relative to broader markets.

01/27/2026, 10:28 AM • Investing