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Whirlpool Corp

  • Rising Housing Completions to Benefit This Company

    By HM Joshi - May 17, 2013 | Tickers: AOS, GE, WHR

    A.O. Smith Corp (NYSE: AOS) is a major manufacturer of water heaters and water purification equipment globally. It has manufacturing facilities in the U.S., Mexico, China, and India, and sells water heating and purifying equipment in U.S., China, India and Europe regions. This company’s sales as well as stock price were adversely impacted by the financial meltdown and the real estate market collapse, but now both more »

  • Whirlpool Investors on a Whirlwind

    By Marshall Hargrave - May 13, 2013 | Tickers: GE, SI, WHR

    Whirlpool (NYSE: WHR) has managed to beat earnings in each of the last three quarters. The story was more of the same when the appliance maker posted EPS of $3.12, compared to $1.17 during the same period last year. Whirlpool tumbled to close to $20 per share at the height of the real estate downturn, but now the stock is back above pre-crisis levels. Is there still room more »

  • Is This Stock the Perfect GARP Play for 2013?

    By Lee Samaha - May 13, 2013 | Tickers: MAS, SWK, WHR

    There are three positive earnings drivers to look out for with Stanley Black & Decker(NYSE: SWK), and if they all come together in 2013, then this stock has significant upside potential. It is a nice mix of value and growth.The company offers a nice mix of improving end markets, ongoing cost savings from synergies created via acquisition integration, and it has a strategic growth initiative in place in order more »

  • What's Going on With This Housing Play?

    By Lee Samaha - April 26, 2013 | Tickers: GE, HD, LOW, WHR

    Sometimes when companies outline their strategic thinking the market chooses to ignore them and then be surprised when the results come out in line with the company’s strategy rather than with what the market chose to think. I think there was a bit of this mentality with Whirlpool's (NYSE: WHR) recent results. Revenues were a bit less than market estimates but earnings were ahead. The company told us more »

  • What This Industrial Giant's Results Mean to the Market

    By Lee Samaha - April 24, 2013 | Tickers: AA, GE, VAR, WHR

    Anyone who has watched the classic sales movie Glengarry Glen Ross or worked in sales will know that the acronym ‘ABC’ stands for ‘always be closing.’ However anyone who hasn’t and instead has solely listened to US blue chip conference calls over the last few years will probably conclude that it actually stands for ‘always be cost-cutting.’ In other words, investing for growth is still on the back-burner in more »

  • Apple, Key Corp.: We’re Watching This Hedge Fund

    By Meena Krishnamsetty - April 17, 2013 | Tickers: AAPL, CLWR, CMA, KEY, WHR

    Apple (NASDAQ: AAPL) is one of the smart money’s favorite stocks, and despite its selloff in recent months, it was still one of the most popular investments among the managers we watch heading into 2013. Yes, AIG overtook Apple at the end of last year—in terms of short-term appreciative performance and popularity—but it’s still worth pointing out which hedge fund managers hold Apple in their portfolios more »

  • Intentional Investing : Tough Love on Housing Recovery (Part 1)

    By Penny Czarra - April 12, 2013 | Tickers: AOS, AAON, EMR, FBHS, GNRC, IR, LII, LXU, NTK, WHR

    I am actually quite enthusiastic about the current economic trend in "housing." There is an obvious discrepancy between housing inventory and housing demand. "Households" are even beginning to form again. I believe this "recovery" is real, but just not as robust as many would have us think. 

    Demographic shifts are definitely at work and I want to consider these before making any investment decisions. The "new normal" would suggest that more »

  • Multi-Billion Dollar Hedge Fund Is Bullish on Energy, Financials

    By Meena Krishnamsetty - April 9, 2013 | Tickers: AXP, APC, C, GT, WHR

    One of the high-quality hedge funds on our radar is Robert Pohly’s Samlyn Capital. Samlyn’s nearly $3 billion hedge fund’s equity portfolio is primarily invested in the financial, consumer goods, and healthcare sectors. Although some investors feel that declining alpha among hedge funds has made them more like mutual funds than ever, we at Insider Monkey believe that the average investor can profit — quite literally — from keeping more »

  • Intentional Investing : Tough Love on Housing Recovery (Part 1)

    By Penny Czarra - April 8, 2013 | Tickers: AOS, AAON, EMR, FBHS, GNRC, IR, LII, LXU, NTK, WHR

    I am actually quite enthusiastic about the current economic trend in "housing". There is an obvious discrepancy between housing inventory and housing demand. "Households" are even beginning to form again. I believe this "recovery" is real, but just not as robust as many would have us think. 

    Demographic shifts are definitely at work and I want to consider these before making any investment decisions. The "new normal" would suggest that more »

  • Some Captivating Stories are Unfolding at ISI Group's Annual Retail Summit

    By John Macris - March 20, 2013 | Tickers: AZO, BBY, WHR

    ISI Group is hosting its Third Annual Retail Summit in Scottsdale, Arizona on Tuesday, March 19 and Wednesday, March 20.

    Investor conferences serve two main purposes. First, these conferences aim to increase the visibility of the companies presenting, which hopefully will lead to higher stock prices. A secondary objective is to promote the equity research department of the host firm. This week’s host, ISI Group, will benefit if attendees more »

  • The Real Earnings Potential With This Stock

    By Lee Samaha - March 20, 2013 | Tickers: GE, HD, WHR

    The key to successful investing is to quickly get to the salient points of why a stock’s value will appreciate. In the case of Whirlpool (NYSE: WHR) it is not as easily apparent as it may seem. Yes the stock is exposed to the housing market, but it would be a mistake just to determine that it is a play on a recovery in North American housing. In reality more »

  • More Upside to Come with this Housing Play

    By Lee Samaha - March 3, 2013 | Tickers: HD, LOW, WHR

    Lowe’s Companies (NYSE: LOW) gave numbers on a bad day for the market and the subsequent fall in the share price means investors could be forgiven that for thinking that there was something wrong with them. Then again, that just shows that you should never take the market’s word for it! I thought the results were good and although I also hold Home Depot (NYSE: HD) I bought more »

  • Ken Heebner's Top Stock Picks

    By Meena Krishnamsetty - March 2, 2013 | Tickers: C, LEN, MS, PHM, WHR

    In February many hedge funds filed their 13Fs for the fourth quarter of 2012. It’s possible to use these filings to develop investment strategies, helping investors earn profits. For example, we have found that the most popular small cap stocks among hedge funds have, on average, produced an excess return of 18 percentage points per year (read more about popular small cap stocks). 13Fs are more commonly treated as more »

  • An Interesting Way to Play the Housing Recovery

    By Robert Ciura - February 8, 2013 | Tickers: LEG, WSO, WHR

    Most evidence suggests the housing market in the United States is continuing its steady, albeit slow, recovery from the depths of the 2008 financial crisis.  Several data points suggest the housing market is returning to a state of health.  Recently, the National Association of Realtors reported that existing home sales dropped 1.0 percent last month to a seasonally adjusted annual rate of 4.94 million units.  While the drop more »

  • What to Learn From Columbus Circle Investors’ Big Buys?

    By Aubrey Tabuga - February 5, 2013 | Tickers: ESRX, FB, HTZ, PG, WHR

    Columbus Circle Investors is an equity investment manager based in Stamford, Connecticut. It implements a bottom-up philosophy in its investments, with special focus on companies with sound fundamentals that are able to exceed expectations.  Based on annualized performance of its products within the ten years through the end of September 2012, its small cap, technology, and SMID products have outperformed the benchmarks by as high as 5.6 points (net more »

  • The Super Bowl of Stocks

    By Mark Morelli - January 28, 2013 | Tickers: EXPE, PHM, S, WHR

    On Sunday Feb. 3 the championship game of the National Football League will be held. The Baltimore Ravens and the San Francisco 49ers will battle it out in the 47th Super Bowl for the ultimate prize, the Lombardi Trophy.

    If the Super Bowl of stocks was played today who would be in the playoffs? Who would win and receive the "Lynch Trophy," named after the legendary Peter Lynch, one of more »

  • Ken Heebner’s Latest Stock Picks

    By Meena Krishnamsetty - January 22, 2013 | Tickers: AN, F, GOOG, PHM, WHR

    Famed fund manager Ken Heebner of Capital Growth Management may be best known for his outstanding returns generated for investors (in excess of 290% from 2000-2010). Despite the extremely volatile market conditions during that time period, Heebner has kept his investing hand steady and sought solace in some of the biggest financial names, like Citigroup and Morgan Stanley. In his latest 13F filing from Sept. 30, 2012, Heebner took on more »

  • Investors Ignore These Strong Results

    By Mark Holder - January 10, 2013 | Tickers: HD, LOW, SHLD, WHR

    In a surprising turn of events on Monday, Sears Holdings Corporation (NASDAQ: SHLD) investors completely ignored the surprising earnings guidance in favor of the news regarding the CEO leaving. The company reported that earnings would smash the analyst estimates of $0.86, but the market focused more on the replacement of the CEO due to family health issues. The stock plunged 6.4% on Tuesday as investors became concerned that more »

  • What Alcoa's Outlook Means for the Market

    By Lee Samaha - January 9, 2013 | Tickers: AA, BLL, GE, BA, WHR

    The symbolic start to earnings season occurred yesterday when Alcoa (NYSE: AA) gave its Q4 earnings report. In summary it was a positive report for Alcoa in terms of its efforts to get back to cash flow generation but a slightly disappointing one for growth outlook in the Western world. Alcoa appears to be pinning its colors to the Chinese mast. In this article I will round up what Alcoa more »

  • 3 Ways to Play the Housing Recovery

    By Damon Churchwell - December 20, 2012 | Tickers: LEG, RPM, WHR

    Henceforth are a few stocks that may benefit in 2013 from ongoing improvements in housing metrics. With interest rates set to stay at rock-bottom levels into 2015, companies well positioned to grow earnings during a construction increase could see their bottom lines climb nicely. These are firms you may not have thought of at first, not directly related to residential building.

    1. Whirlpool Corp. (NYSE: WHR)

    Appliance makers often are more »

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