Mohawk Industries, Inc. (NYSE:MHK)

iamalh (21.96) Submitted: 10/4/2007 6:16:05 PM : Start Price: $84.34 MHK Score: +6.68

weak housing market

belgianbrains (78.80) Submitted: 8/20/2007 4:43:38 PM : Start Price: $86.60 MHK Score: -15.73

1. You do not build new factories if you do not see opportunities

2. Great acquisition in Europ for wood floor (Quickstep - Unilin) means diversification and stronger Eur will mean better profit

3. "Weak housing" market in US is relative : market is slower but is still growing

4. They engaged a friend of mine !-)

marionvb (32.93) Submitted: 5/14/2007 12:58:45 PM : Start Price: $94.65 MHK Score: -18.97

Time for some vaccuuming.

roguetrader214 (< 20) Submitted: 4/17/2007 12:19:18 PM : Start Price: $86.66 MHK Score: +14.46

Growth has been acquired not organic which means it is likely not sustainable. Company bought Unilin at the peak and margins for laminate will remain under pressure. Housing market is slowing and consumers have less money to take out of their homes for replacement flooring.

marlin01 (65.84) Submitted: 4/13/2007 9:32:52 PM : Start Price: $85.76 MHK Score: +14.54

Heavy in debt due to buying other companies. Soft market for flooring is bringing this stock down over time.

fjfrommadtown (< 20) Submitted: 4/10/2007 3:45:52 PM : Start Price: $83.93 MHK Score: +13.46

Softness in home building, as well as a weaker replacement/remodel market will hurt earnings. Increasing competition will hurt margins as well as earnings.

weiwentg (98.14) Submitted: 1/14/2007 2:14:55 PM : Start Price: $72.36 MHK Score: -5.20

MHK has an excellent distribution system, and an excellent record of making acquisitions. Also, it has expanded into more profitable areas of the flooring market, where it can leverage its aforementioned distribution system. It's in a duopoly with Shaw Industries (owned by who else but Berkshire Hathaway); duopoly usually = economic moat. It is not as sensitive to the housing slowdown as one would think; everyon e have to replace their flooring at some point, which drives 60% of their sales.

MHK's acquisition of Unlin will drive quite substantial growth in the near term, as the use of laminated flooring increases. longer-term, I think their growth will be more modest - floors are not exactly a hot item, and face it, they do last a while once you have one. however, I do think the shares sold off more than was warranted over fears of the housing downturn.

DC12 (21.50) Submitted: 10/30/2006 10:05:12 PM : Start Price: $71.81 MHK Score: -4.52

Strong brand names and market position in all segments. 51 year old CEO Jeffery Lorberbaum owns 19% and has been with the company for 12 years. I believe short term concerns will prove to be just that.

rrockw (63.32) Submitted: 10/3/2006 8:06:17 PM : Start Price: $75.46 MHK Score: -12.78

Rational competitor in Shaw. Excellent hard floor division. Management owns significant stake.

gtg817q (58.91) Submitted: 9/25/2006 12:39:59 AM : Start Price: $73.54 MHK Score: -11.71

Come on people, it's been battered enough

Oldspicy (26.90) Submitted: 9/21/2006 3:10:58 AM : Start Price: $72.98 MHK Score: -10.28

MHK is poised to capitalize on its huge market share in the commercial market