Investors Could Clean Up With Covanta
The waste-to-energy operator should benefit from global sustainability initiatives.
Barbara Noverini
Barbara Noverini is a senior equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She covers diversified industrials and waste-management providers.
Before joining Morningstar in 2011, Noverini was a research analyst for DeMatteo Monness, a boutique broker/dealer, for five years. From 2001 to 2006, she was a researcher in litigation services for Round Table Group, which is now a part of Thomson Reuters. She began her career as a quality assurance analyst for Hewitt Associates.
Noverini holds a bachelor’s degree in psychology from Northwestern University and a master’s degree in public health informatics from the University of Illinois at Chicago. She also holds the Chartered Financial Analyst® designation.
Latest
GE Making Progress, But Significant Challenges Remain
With the firm’s turnaround still in early days, we think investors should seek a wider margin of safety before putting new money to work.
Jan 24, 2018
GE's Unwelcome Surprise
Jan 17, 2018
Is Covanta's Juicy Dividend Safe?
Jan 15, 2018
Emerson Really, Really Wants Rockwell Automation
We remain skeptical that Emerson’s shareholders will benefit from a rich offer, and think that much of the value created from a tie-up will accrue to Rockwell’s shareholders.
Nov 17, 2017
Harsh Realities Ahead for GE
Nov 14, 2017
Has GE Hit Bottom?
Shares are trading at a level that implies that the portfolio is incapable of returning to meaningful earnings growth--and that doesn't reflect the company's longer term potential.
Nov 13, 2017
Stericycle Sell-Off Overdone
We think the shares currently offer a significant margin of safety to investors.
Nov 10, 2017
GE Dividend May Be at Risk
Oct 20, 2017
After Dismal 3rd Quarter Free Cash Flow, GE Retrenches
We think the firm's dividend is at risk, and are cutting our fair value estimate.
Oct 20, 2017
New CEO at GE Wastes No Time Reshaping Team
The retirement announcements of two veterans suggest that CEO John Flannery is aggressively scrutinizing corporate costs, especially those springing from seemingly nebulous, centralized initiatives.
Oct 7, 2017
Dover's Move Would Lessen Portfolio Cyclicality
The narrow-moat company is considering strategic alternatives for a collection of upstream businesses representing the best of its energy segment.
Sep 13, 2017
Negativity Around GE Shares Overdone
We see recent weakness in the firm’s shares as more symptomatic of near-term uncertainty rather than deterioration in GE’s longer-term prospects.
Jul 21, 2017
GE's Dividend Is on Solid Footing
Jun 22, 2017
Immelt's Departure Marks End of Era at GE
With a transformational period behind it, it’s now all about execution at the wide-moat company.
Jun 12, 2017
Honeywell Is One to Watch Amid Transition
May 31, 2017
Electronics, Energy Sales Put 3M Off to a Strong Start
We're raising our fair value estimate to $180 per share from $167 for the wide-moat firm.
Apr 25, 2017
GE's Longer-Term Story Intact Despite Weak Cash Flow
We do not intend to alter our $32 fair value estimate of the wide-moat firm after negative industrial cash flow in the first quarter.
Apr 21, 2017
Rumored Sale at GE Consistent With Strategy
Selling its consumer-focused lighting business is in line with the wide-moat company's recent push to leave consumer focused businesses behind in favor of focusing on a wider frontier of industrial applications.
Apr 6, 2017
Waste Management Is at the Top of the Heap, but Shares Look Pricey
We think the narrow-moat waste firm will generate healthy amounts of cash flow in the years to come, but the market is pricing in an overly exuberant scenario.
Feb 20, 2017