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Opinions Gordon Reid
Whirlpool CorpWHRBUYOct 18, 2016
Stock 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.
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.