Jeffrey Moore

One of Those Market Days That Makes You Scratch Your Head

When I said the bull trap thing, I wasn't really talking about the fundamentals, or the reactions the markets have had... only prices of securities. I want them to go down so that I can buy more of them at a cheaper price (ZINC for example, has more than doubled).


On Apr 03 10:12 AM Conan the Barbarian wrote:

> Let's revise your quote a tad. Let me substitute Gold for raisins.
>
>
> "Some form of a bull trap", it Is Not Some form of a Bull trap if
> you can't define it. Even making the attempt to pigeonhole what has
> occurred in the last month as Some kind of Bull trap is nonsense.
>
>
> There is no loud "clang, clang, clang" tossing the Bear into the
> ditch. The moves have been worldwide. Bad News is being tossed into
> the ditch alongside the Bear. If you don't see the difference, you
> haven't seen multiple Bears being hacked around the world.
>
> CTB

Hoping Shorts Will Drive Sears Down for Me

after some searching, I found what I needed, and did a quite write up on the situation:

ragnarisapirate.blogsp...

Hoping Shorts Will Drive Sears Down for Me

do you have any way to find the old article? email me with any info.

thanks,


On Mar 01 10:38 PM Histo wrote:

> I think the shorts are FOOLS! Please keep shorting SHLD.
>
> This company makes money!!!, and has annual sales of nearly 50 Billion!!
>
>
> I think that makes them relevant in the eyes of consumers. All you
> haters will lose your ass. You don't have the "balls" for a war
> with Eddie and friends. You will be begging to cover when the crunch
> eases even a little bit?
>
> Suckers

Hoping Shorts Will Drive Sears Down for Me

do you have any way to find the old article? email me with any info.

thanks,


On Mar 02 05:29 PM sclarksons wrote:

> I was in fact accused of being an anonymous emailer,
>
> I also replied again to Jeff Macke and "Big Jim" letting them know
> that I own or manage several thousand shares of SHLD, and again,
> asking Macke to describe the "transfer of 5 Billion from Sears to
> his hedge fund"
>
> My final two comments were very straightforward, kind, and were blocked.
>
>
> Okay, I got a little challenging on the earlier comment, telling
> him that he was either short the stock, stupid, or being pimped out
> by a shortseller.
>
> I hold to that scenario.
>

Hoping Shorts Will Drive Sears Down for Me

do you have any way to find the old article? email me with any info.

thanks,


On Mar 03 11:07 AM Kelley wrote:

> That Macke piece was a regurgitation of every other negative commentary
> about SHLD out there. Talk about not doing one's homework.
>
> Sears has done a lot to improve its on-line presence. This is where
> big changes can be made for a smaller amount of dollars. No one seems
> to give that any attention. Moreover, SHLD recently beat estimates,
> and all people can talk about is Eddie's rant in the shareholder
> letter. I read the letter, and it didn't seem like a rant to me.
>
>
> Ah, perception. I forgot. Same thing happened when Ackman showed
> up at the shareholders meeting last May. Journalists wrote how Ackman
> "pressured" and "grilled" Lampert to answer questions relating to
> SHLD. Haha. I was there. Ackman stood up, asked his questions and
> sat down. It was a non-event. He even stood up a second time and
> told Lampert he appreciated the job he was doing.
>
> My other favorite Eddie bashing? I hear often that he doesn't know
> retail. Really, folks? Check out AZO. They just made an historic
> high today.
>
> I cannot guarantee that I won't lose money on my investment in SHLD.
> However, I feel confident in the upside. I feel even more confident
> when I read recycled and incomplete "analysis."
>
> Jeffrey, fcharlie and sclarksons - thanks for calling out the Macke
> spin!

Hoping Shorts Will Drive Sears Down for Me

do you have any way to find the old article? email me with any info.

thanks,


On Mar 02 10:17 AM fcharlie wrote:

> I emailed Macke as well, asking the same question.... No response.
>
>

Hoping Shorts Will Drive Sears Down for Me

Here is a question for all fellow SHLD lovers.

The original article has been edited so that the points that I make are no longer relevant-as in, Jeffrey Macke changed his writing on Minyanville.com! I am trying to find someone that has a screen shot of the original article, or even knows of a way to access the article before the changes were made, so that I can do a "before and after" write up.

Just take a look at the new article, he changed CEO to Chairman and completely got rid of the $5 billion dollar cash out into Eddie's hedge fund!

It is awesome that a bunch of angry SHLD fans got him to go back on what he said!

thanks in advance.

Hoping Shorts Will Drive Sears Down for Me

By the way: writing 'form' instead of 'from' and 'or say things like...' is my way of being 'ironical'. ;-)

Hoping Shorts Will Drive Sears Down for Me

Being told that my points are retarded means a lot... Especially coming form a guy that doesn't capitalize, use punctuation, or say things like "ur".

I think it is pretty apparent that if a store spends little on capex, that they can pass savings along to the customer-Wal-Mart anyone?

Not that insider selling is a good way to analyze a company's performance, but since you brought it up, let's look at it: A director selling $50 million in stock, or two of the better capital allocators of our time sitting on (and adding to) well over 1/2 of the outstanding shares... hmm... who do I side with?

Regardless, your welcome for the laugh. :-)


On Mar 02 11:10 AM ScroogeMcduck wrote:

> oh and buy the way jeffery ur analogy about getting a better prices
> on items becasue the store is dirty is the most retarted thing ive
> herd in a while thanks for the laugh

Hoping Shorts Will Drive Sears Down for Me

So you are the guy he says is an 'anonymous emailer'!

yeah, the guy is a total tool, but as I said in the article, I hope that he can get the price down for me.

at one point in his article commenting, he said something about making a diner bet on SHLD going to the single digits before it doubled-I accepted, and then asked where he got this 5 billion info (because I too have read a ton of filings for SHLD).

No surprise, but I still have no response from him.


On Mar 02 09:59 AM sclarksons wrote:

> I challenged Macke to articulate how the five billion swindle took
> place, and what record he had of it.
> I did so because I have read every SEC filing on sears and kmart
> for the last three years, and most of them for the last ten.
>
> I asked him via email, and twice on the website where his article
> was published.
>
> He challenged me to do my own homework.
>
> It must have been journalistic creative interpretation of the facts,
> and an unwillingness to admit stretching the truth after being called
> out on it.
>
> Or maybe he's basing his article on some shortseller's rumour.<br/>
>
>