Aug. 20 at 7:33 AM
$RSG $TDG $APD $PCAR $WPM Republic Services benefits from recurring waste volumes and pricing, TransDigm benefits from aerospace aftermarket demand, Air Products benefits from industrial-gas demand, PACCAR benefits from commercial-truck activity, and Wheaton Precious Metals benefits from precious-metals prices. I'm watching pricing, aircraft utilization, industrial production, truck orders, and gold and silver prices.