Mohawk Industries, Inc. (NYSE:MHK)

CAPS Rating: 1 out of 5

The Company is a carpet and rug manufacturer and is also a manufacturer, marketer and distributor of ceramic tile and natural stone in the United States as well as a producer of laminate flooring in the United States and Europe.

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Member Avatar jb2un (20.40) Submitted: 12/8/2013 1:01:29 PM : Outperform Start Price: $138.68 MHK Score: -5.37

Flooring leader. As the housing recovery takes hold, I think Mohawk will benefit along side of this.

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Member Avatar CarlosDK (< 20) Submitted: 1/31/2013 8:30:40 AM : Underperform Start Price: $101.50 MHK Score: -9.60

bearish engulfing

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Member Avatar MFBriguy (99.87) Submitted: 8/13/2012 11:22:10 PM : Underperform Start Price: $73.32 MHK Score: -53.33

MF Alpha short

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Member Avatar BulloftheBears (< 20) Submitted: 5/21/2012 10:47:20 PM : Underperform Start Price: $68.38 MHK Score: -57.76

MHK has had a seasonal pullback 8 out of the last 10 years, starting in May and running down head first in June. It has out performed the market for months. But the seemingly dubious cashflow and earnings coming out of this quarter has made me skeptical, to say the least. Although i feel MHK is particulary vunerable to multiple contraction, housing is a stabalizer for now. Europe hangs over the market as a whole. However, with bad fundamentals and increasing competition, MHK will be one of the first casualties should the market take a turn.

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Member Avatar tekwatchlist (96.55) Submitted: 9/22/2010 3:19:18 PM : Outperform Start Price: $46.88 MHK Score: +119.63

Added 7/29/10

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Member Avatar SequoiaStocks (93.59) Submitted: 9/18/2009 10:22:05 AM : Outperform Start Price: $51.68 MHK Score: +87.90

This account tracks the performance of the investment firm Ruane, Cunniff, and Goldfarb - the investment manager of Sequoia Fund.

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Member Avatar DemonDoug (93.33) Submitted: 4/24/2009 9:12:32 PM : Underperform Start Price: $49.64 MHK Score: -57.28

With the absolutely insane rally in things related to housing over the past few days, I wanted to find the one stock that has gone up way, way too fast. MHK fits that bill, it is WAY overbought, it's fundamentals are terrible, and while it is a good company within it's industry, it's main customers (homebuilder companies) are buying less and less of it's products. They offered guidance that is way out of line with reality, they lost money last quarter, and even if they reduce their expenses, will it be fast enough to turn a profit over the next 2 quarters? Questionable. And with a 200:1 debt:cash ratio, that isn't looking good either. Granted, they do have generally high revenues, so the potential for profitability is there, but clearly the stock is well overvalued and has run up too far, too fast.

One final piece of data for you to ponder:
EPS (ttm): -21.32

Does that look like a company you want to own?

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Member Avatar Gettheleadout (< 20) Submitted: 4/24/2009 12:50:45 PM : Underperform Start Price: $48.00 MHK Score: -66.15

While the Mohawk brand is one of the most respected brands in the industry and well known for it's supplier confidence the housing/commercial market continues to get hammered and I see no relief till mid to late 2010. Several divisions such as the Dal Tile brand which is number 1 or 2 in the commercial market appear to be heading south rather quickly in 2009 with currently no end in sight. I am farily familiar with the Dal Tile brand(s) and believe the Dal Tile and related branding have done a absolutely horrible job in the market place. Dal Tile being a manufacturer continues to be a competitor rather than a supplier to the industry. The American Olean brand by Dal Tile has fallen off the face of the earth in California and much of the west as their corporate decisions over the last year has disseminated or alienated the majority of American Olean independent distributors. . Dal Tile still struggles in bringing their products to market place as it appears they would rather be a competitor rather then a supplier to the industry. They have designed their own store structure so even their own outlets compete with each other resulting in lower margins in areas with high store concentrations. With only about 220 stores nation wide you would think reworking the distribution network would be a high priority as I would rather see 2000-3000 independent distributors working through distribution centers rather the only around 220 stores to distribute though out the whole United States. If this division ever does figure out an intelligent distribution plan I believe they would blow by the other Mohawk divisions, but from what I see of the mediocre management that wont be happening anytime soon.

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Member Avatar BigBomber (29.77) Submitted: 4/24/2009 11:02:42 AM : Underperform Start Price: $46.24 MHK Score: -75.64

not many people are going to have the money to redo their living room, bathroom or laundry room. That means this thing is going to sink.

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Member Avatar Jimboski93 (< 20) Submitted: 3/31/2009 11:25:50 AM : Underperform Start Price: $29.63 MHK Score: -222.01

commercial real estate end market will remain weak. Oil, a major input, will return to higher levels.

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Member Avatar RookieQB (29.09) Submitted: 2/26/2009 2:24:45 PM : Underperform Start Price: $24.60 MHK Score: -305.13

Just blindly following Alstry on this one. Let's see what happens.
http://caps.fool.com/Blogs/ViewPost.aspx?bpid=151951&t=01002130057764754273

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Member Avatar optionhater (47.09) Submitted: 1/7/2009 9:03:59 AM : Underperform Start Price: $44.71 MHK Score: -97.58

huge fixed overhead and a lot of goodwill still remaining. Sales will not be trendng up for at least another 1 to 2 years.

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Member Avatar ValueMrk (99.56) Submitted: 11/24/2008 8:29:13 AM : Outperform Start Price: $26.24 MHK Score: +283.58

Mohawk has great long-term value.
Real Estate will return and capeting and ceramic tile/stone business will pick-up.

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Member Avatar lawyermoody (75.15) Submitted: 7/21/2008 5:57:14 PM : Underperform Start Price: $62.81 MHK Score: -62.57

Floor coverings hard hit by housing problems

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Member Avatar ongkaili (60.81) Submitted: 7/7/2008 7:48:31 AM : Underperform Start Price: $62.76 MHK Score: -64.76

sales of MHK primarily come from US and EU.

carpet and rug represents 60% of the flooring business and in that 60%, 75% of sales come from the residential business.

housing crisis and eroding consumer credit means lower sales= lower profits.

costs are unlikely to be a major factor though.

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Member Avatar ilyaz1 (76.27) Submitted: 6/24/2008 3:44:03 PM : Outperform Start Price: $66.46 MHK Score: +57.74

Good moat, stock is out of favor because of the economic enviorment but the company itself is great. Trading near 52 week low is a good entry point. See this one rebounding.

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Member Avatar Explorer21 (< 20) Submitted: 6/16/2008 9:47:52 PM : Outperform Start Price: $69.52 MHK Score: +54.22

below net tangible asset value pick, no other research

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Member Avatar turgot (< 20) Submitted: 6/2/2008 9:42:31 AM : Outperform Start Price: $74.60 MHK Score: +43.55

value

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Member Avatar asd264 (71.22) Submitted: 5/28/2008 5:32:04 PM : Outperform Start Price: $74.81 MHK Score: +42.58

I see a short-term turn around coming. It's been beaten down even when things are finally getting better for the company.

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Member Avatar bigdogatwork (< 20) Submitted: 5/6/2008 7:23:19 PM : Outperform Start Price: $77.90 MHK Score: +38.26

Warren Buffett is invariably referred to as the "god of stocks." When ask about Mohawk stock " Buy Now"....

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