Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (45203)	10/28/2011 10:59:20 AM
From: Paul Senior	Respond to of 78672

WHR. Yes, Whirlpool's business and stock not looking too well. Right now I'm intending to hold on to my losing position. I'm not willing to buy more shares though at current price.

To: E_K_S who wrote (45203)	10/28/2011 7:16:18 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78672

re WHR - 1) FCF 160-200M$ or 5% of the current market cap. 2) Don't forget the Pension gap - 2.3B$, per 10k. They plan to add 300M$ this year to close the pension gap. As mentioned before WHR earning quality is very poor and getting poorer. The Pension gaps are something to watch out for, they are getting larger because of low interest rates that make it harder to earn a decent return on assets to meet the liabilities. A few years ago, companies assumed return around 8% - good luck with that.