Nicholas Heymann
Nicholas Heymann
based believe continue justice merger oppose potential pricing
We continue to believe the (Justice Department) will oppose the merger based on the potential for anti-competitive pricing by the merged entity.
earlier issues massive ok stock
The stock is over-discounted because of massive issues with credibility. They told us they'd be OK earlier this week.
earlier issues massive ok stock
The stock is over-discounted because of massive issues with credibility, ... They told us they'd be OK earlier this week.
altering appliance believe building business changes decided decline downside due far historic impact increasing market massive net north potential pricing rapidly rating reduce reflect result risk sell series share steadily step strongly unusual versus ways
We have decided to take the unusual step and reduce our rating on WHR to Sell to reflect what we strongly believe is the potential for significant near-term downside risk due to a series of massive changes rapidly altering the historic ways the appliance business is conducted in North America, ... The net result of this change will, in our opinion, be a slow, but steadily building decline in market share for WHR, accompanied by steadily increasing pricing pressures, which we believe could far disproportionately impact Whirlpool versus other manufacturers.
adjust air defense everybody exposure extent gets knows offset traffic transport
Everybody knows that Honeywell has exposure to the air transport industry. I think to some extent that gets mischaracterized because it is offset by defense and space, but the adjust to air traffic (after the attacks) is real.
adjust air defense everybody exposure extent gets knows offset traffic transport
Everybody knows that Honeywell has exposure to the air transport industry, ... I think to some extent that gets mischaracterized because it is offset by defense and space, but the adjust to air traffic (after the attacks) is real.
approval argued believe domestic due global lacks laundry merger nature receive
Whirlpool has argued the merger should receive regulatory approval due to the global nature of the laundry market; however, with only two other domestic top-load washer manufacturers, we believe this lacks credibility.
against cake eating industry taking
GE was taking its cake and eating it, too. You can't have it that way and the whole industry ganged up against him.
ability build bunch earnings expect fact hardly helping instead people random relevant surprise telling understand
I hardly expect to have any surprises. The surprise will come from GE helping people understand what can be done and will be done in the future. Instead of telling you a bunch of random numbers, we in fact may have ability to build a relevant quarterly earnings model.
ability build bunch earnings expect fact hardly helping instead people random relevant surprise telling understand
I hardly expect to have any surprises, ... The surprise will come from GE helping people understand what can be done and will be done in the future. Instead of telling you a bunch of random numbers, we in fact may have ability to build a relevant quarterly earnings model.
driving home looks near selling stock
What's driving the stock down? It looks like Home Depot is not a place where Whirlpool is going to be selling in the near term,
caused confident connect country domestic driven gross improvement increase people product profits rather reality
It's important to connect reality to concept. An improvement in the gross domestic product has caused people to feel more confident in their jobs, but profits are being driven by efficiencies in this country rather than increase in demand,
environment grow handle
We'll get a better handle about how can this company, in a non-growth environment ,can grow at an above-average rate,
above commercial company
There's a lot that has to be done at this company to get (margins at) the commercial part above 5 percent.