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  • U.S. Seeing More Inflation Than Anyone: See Whirlpool For Proof  [View article]
    I suppose it's too much to hope for that companies like WHR can hedge their raw materials costs. In a completely separate sector, one reason LUV is expanding its fleet and still showing profits is its fuel hedging policy has protected the company from oil spikes. (I saw a comment on another thread that said their equivalent crude cost is $51/bbl.)

    Contrast that with all the other airlines, and you get a competitive advantage that's hard to overcome.

    Protecting the GPM is the most important task for any manufacturing business. It's troubling to see a CEO seemingly standing by helplessly watching the margin in its largest market erode the way it has.
    Jun 19 12:39 pm |Rating: 0 0
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