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Opinions Jennifer Radman
Whirlpool CorpWHRPAST TOP PICKFeb 19, 2016
Jennifer RadmanStock price when the opinion was issued
As of Jun 18, 2026. Market Open.
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Bought this last May. A pandemic play that overcorrected after the pandemic as if the consumer was going to die. It didn't. It's down 20% recently on weak guidance. But she added shares today. Trades at 7x PE, pays a 7% dividend, makes $16 EPS to cover a $7 dividend, and their inventory is returning to normal a lot faster than they expected. Will buy more tranches if this declines more.
JPMorgan just upgraded it to a top pick. She doesn't doesn't know why it's a hated stock. She finds it cute. They have pricing power even with steel costs rising while their last report was impressive. They are buying back $2 billion more shares. They boast a high-single digit PE. For all these reasons, she really likes it.
It depends on the continued DIY trade by homeowners and the hot housing market. JPMorgan just downgraded it.
Has attracted him over the years, but has always shied away because it's messy. There seems to always be something introduced that throws them off their game. Whether it’s the US$ 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.
(A Top Pick Dec 8/14. Down 22.62%.) This has a lot of great things going for it, which started showing up this quarter. About 12% of operating income is from Latin America with a large portion of that being from troubled Brazil. She likes this company because the really good spot in the US economy is their housing. This last quarter they have started to see a pickup. Also, initiatives in Europe and Asia are starting to pick up steam.