Aug. 20 at 7:32 AM
$WM $WMB $ICE $HCA $EMR Waste Management benefits from recurring waste volumes and pricing, Williams benefits from natural-gas infrastructure demand, Intercontinental Exchange benefits from financial-market activity, HCA Healthcare benefits from hospital utilization, and Emerson benefits from industrial automation and process spending. I'm watching volumes, gas throughput, trading activity, admissions, and industrial capex.