Whirlpool Corp

WHR-N

NYSE:WHR

147.57
2.66 (1.84%)
The Whirlpool Corporation is an American multinational manufacturer and marketer of home appliances, headquartered in Benton Charter Township, Michigan, United States, near Benton Harbor, Michigan.
More at Wikipedia

Analysis and Opinions about WHR-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 3, 2019
(A Top Pick Dec 01/17, Down 34%) It got hit by concerns of trade with China. Input costs went up with tariffs on steel. It is a very cheap company and a global franchise. He is looking at it.
Whirlpool Corp (WHR-N)
January 3, 2019
(A Top Pick Dec 01/17, Down 34%) It got hit by concerns of trade with China. Input costs went up with tariffs on steel. It is a very cheap company and a global franchise. He is looking at it.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$107.560
Owned
No
SELL
SELL
October 10, 2018

Sold her shares recently. They're trying to grow in Europe and Asia with acquisitions, but actually lost market share in Europe. Got hurt by deep US steel tariffs. Look elsewhere and cut your losses.

Whirlpool Corp (WHR-N)
October 10, 2018

Sold her shares recently. They're trying to grow in Europe and Asia with acquisitions, but actually lost market share in Europe. Got hurt by deep US steel tariffs. Look elsewhere and cut your losses.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$104.970
Owned
No
COMMENT
COMMENT
January 30, 2018

Has attracted him over the years, but has always shied away because it's messy. There seems to always be something introduced that throws them off their game. Whether it’s the US$ moving up or down because a lot of their business comes from outside of the US. They are in court a lot because of their appliances. Just last week, the US government put a tariff on any washing machine, regardless of where it was produced coming into the US. It looks attractive, but he just can't get comfortable enough with it.

Whirlpool Corp (WHR-N)
January 30, 2018

Has attracted him over the years, but has always shied away because it's messy. There seems to always be something introduced that throws them off their game. Whether it’s the US$ moving up or down because a lot of their business comes from outside of the US. They are in court a lot because of their appliances. Just last week, the US government put a tariff on any washing machine, regardless of where it was produced coming into the US. It looks attractive, but he just can't get comfortable enough with it.

Gordon Reid
President, GoodReid Investment Counsel
Price
$182.070
Owned
No
TOP PICK
TOP PICK
December 1, 2017

It is a global franchise. It has gone through a tough period. Unit sales projection slipped. It is 10 times earnings and 9 times future earnings. The risk is taken out of this stock. There is a 10 year recycling of appliances. (Analysts’ target: $187.00).

Whirlpool Corp (WHR-N)
December 1, 2017

It is a global franchise. It has gone through a tough period. Unit sales projection slipped. It is 10 times earnings and 9 times future earnings. The risk is taken out of this stock. There is a 10 year recycling of appliances. (Analysts’ target: $187.00).

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$167.460
Owned
No
BUY
BUY
October 23, 2017

Housing starts are coming along nicely. Household formations are changing and millennials are starting to buy their own homes. He prefers HD-N for this play because it is a retailer that covers many different aspects of the whole package. It will grow its dividend and internal measurements.

Whirlpool Corp (WHR-N)
October 23, 2017

Housing starts are coming along nicely. Household formations are changing and millennials are starting to buy their own homes. He prefers HD-N for this play because it is a retailer that covers many different aspects of the whole package. It will grow its dividend and internal measurements.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$182.500
Owned
No
PAST TOP PICK
PAST TOP PICK
October 11, 2017

(A Top Pick Oct 12/16. Up 12%.) The world’s largest appliance manufacturer. In developed markets, it is more of a replacement demand and there was a replacement cycle going on. They recently won a ruling on antidumping by 2 of their largest competitors. In emerging markets, the penetration of appliances in households is very low compared to the US, and she is expecting increased demand for appliances.

Whirlpool Corp (WHR-N)
October 11, 2017

(A Top Pick Oct 12/16. Up 12%.) The world’s largest appliance manufacturer. In developed markets, it is more of a replacement demand and there was a replacement cycle going on. They recently won a ruling on antidumping by 2 of their largest competitors. In emerging markets, the penetration of appliances in households is very low compared to the US, and she is expecting increased demand for appliances.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$176.910
Owned
Yes
COMMENT
COMMENT
September 26, 2017

He continues to like this. Trading at only 14X earnings. Had some recent disappointments. Anticipated the appliance market would grow 4%-6% this year, but it looks like it is going to grow at only 3.5%. This market doesn’t like disappointments. He likes that he is getting a global franchise that has a reasonable currency play because of the weakness in the US$. A well-run company.

Whirlpool Corp (WHR-N)
September 26, 2017

He continues to like this. Trading at only 14X earnings. Had some recent disappointments. Anticipated the appliance market would grow 4%-6% this year, but it looks like it is going to grow at only 3.5%. This market doesn’t like disappointments. He likes that he is getting a global franchise that has a reasonable currency play because of the weakness in the US$. A well-run company.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$181.630
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 8, 2017

(A Top Pick Oct 3/16. Up 12.13%.) He likes its discipline and its discipline of returning money to shareholders. The balance sheet continues to get better. A great, global franchise.

Whirlpool Corp (WHR-N)
August 8, 2017

(A Top Pick Oct 3/16. Up 12.13%.) He likes its discipline and its discipline of returning money to shareholders. The balance sheet continues to get better. A great, global franchise.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$178.540
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 12, 2017

(A Top Pick July 12/16. Up 14%.) A global appliance manufacturer. 70% of its profits come from North America with the balance from Europe and emerging markets. This is a play on repair/renovations, housing turnover, appliance age. Trading at a pretty attractive multiple. In emerging markets, appliance penetration is much lower than in the US. In China it’s 36% and in India it is below 20%. There is lots of room to grow in those markets.

(A Top Pick July 12/16. Up 14%.) A global appliance manufacturer. 70% of its profits come from North America with the balance from Europe and emerging markets. This is a play on repair/renovations, housing turnover, appliance age. Trading at a pretty attractive multiple. In emerging markets, appliance penetration is much lower than in the US. In China it’s 36% and in India it is below 20%. There is lots of room to grow in those markets.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$192.260
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 15, 2017

(Top Pick Jun 14/16, Up 15%) Number one appliance manufacturer in the world. It is basically a replacement demand market, mostly from North America. The average appliance is designed to last about 10 years. There is a lot of room around the world to add appliances.

(Top Pick Jun 14/16, Up 15%) Number one appliance manufacturer in the world. It is basically a replacement demand market, mostly from North America. The average appliance is designed to last about 10 years. There is a lot of room around the world to add appliances.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$196.240
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 18, 2017

(A Top Pick March 29/16. Down 3%.) A great company and has had a very strong track record up until recently. His thesis was that family formation would finally pick up. That trend really hasn’t happened. Instead we are seeing an opposite trend where people want to live in the core. He sold his holdings.

Whirlpool Corp (WHR-N)
April 18, 2017

(A Top Pick March 29/16. Down 3%.) A great company and has had a very strong track record up until recently. His thesis was that family formation would finally pick up. That trend really hasn’t happened. Instead we are seeing an opposite trend where people want to live in the core. He sold his holdings.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$168.140
Owned
No
DON'T BUY
DON'T BUY
January 26, 2017

There is currency impact on their earnings. They have onetime write-offs. There was a recent ruling against the US and pro Korea where they pay subsidies to manufacturers. He is looking for single digit growth in units, but about 1% around the world. They were a couple of cents light from street consensus in earnings.

Whirlpool Corp (WHR-N)
January 26, 2017

There is currency impact on their earnings. They have onetime write-offs. There was a recent ruling against the US and pro Korea where they pay subsidies to manufacturers. He is looking for single digit growth in units, but about 1% around the world. They were a couple of cents light from street consensus in earnings.

Gordon Reid
President, GoodReid Investment Counsel
Price
$173.940
Owned
Unknown
BUY
BUY
October 18, 2016

He likes it very much. It has been quite volatile. It is growing quite smartly. A few things are getting away including that a lot of business comes from internationally and the strengthening US dollar does not help. The world trade organization ruling went against them but he thinks it will be short lived. They have good management and it is a good entry point at this valuation.

Whirlpool Corp (WHR-N)
October 18, 2016

He likes it very much. It has been quite volatile. It is growing quite smartly. A few things are getting away including that a lot of business comes from internationally and the strengthening US dollar does not help. The world trade organization ruling went against them but he thinks it will be short lived. They have good management and it is a good entry point at this valuation.

Gordon Reid
President, GoodReid Investment Counsel
Price
$162.290
Owned
No
HOLD
HOLD
October 17, 2016

They had a slip up in the last quarter. It is a name that is solid. It will always come back. Don’t buy it here because there is no catalyst.

Whirlpool Corp (WHR-N)
October 17, 2016

They had a slip up in the last quarter. It is a name that is solid. It will always come back. Don’t buy it here because there is no catalyst.

Ian Shaffer
President, Galliant Advisors
Price
$163.010
Owned
Unknown
TOP PICK
TOP PICK
October 12, 2016

51% of revenues come from US, where they get revenue from the repair, reno, and replacement cycle.

Whirlpool Corp (WHR-N)
October 12, 2016

51% of revenues come from US, where they get revenue from the repair, reno, and replacement cycle.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$160.830
Owned
Yes
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