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Two Bright Spots in Economic Darkness: TD Ameritrade, Sears Holdings

Yeah, you'll notice that Sears (SHLD) is holding up better than the market averages right now. That's a good sign. I agree things are weak in the retail space right now...but it's best to buy value when the "chips are down" as long as you feel they can weather the storm and that greater days lie ahead for them.

With Lambert at the helm and the investments that he has that could help to influence Sear's earnings...that helps in my book.


On Jan 12 02:34 AM H.J. Huneycutt wrote:

> I'm admittedly intrigued by Sears. The stock is priced at a significant
> discount to book value right now, despite having positive free cash
> flows in recent years. Obviously, the retail environment has dramatically
> changed due to the economic crisis, however. Consumer spending is
> going to weaken over the next half-decade and buying into retail
> does not seem like a great idea at the moment. Also, from my own
> perspective, Sears has always seemed kinda junky and they don't seem
> to have any sort of niche. Yet, so long as Sears could find a way
> to become reasonably profitable, there's value here.
>
> I'm not sure what to think. They could totally sink in the next
> decade or this could end up being one of those steals that most people
> didn't see. My money will just watch this from the sidelines.

Two Bright Spots in Economic Darkness: TD Ameritrade, Sears Holdings

Thanks for taking the time to read the article whether we agree or not....much appreciated.


On Jan 11 07:47 AM Paul Price wrote:

> There's a reason virtually all retailers gave up on layaways long
> ago.
>
> They didn't work.
>
> Many customers never followed through with the purchases and the
> merchandise often ended up 'stale' and 'out-of-season' once it was
> returned to stock.
>
> Sears showed a drop of 12.8% in same store sales for December- hardly
> reason to cheer.
>
> While EPS were pre-announced at better than expected numbers [from
> already decimated expectations], they were still horrible compared
> with all recent previous years for the Christmas seasons. They also
> excluded a number of significant items that are very real.
>
> This was a clear case of Spin-101 to cause a short squeeze. It worked
> on Thursday but started to give back ground on Friday. SHLD has serious
> problems that cannot be solved by layaways.
>
> Take the chance to get out now before the real shit hits the fan.
>
>

Two Bright Spots in Economic Darkness: TD Ameritrade, Sears Holdings

That's true and I agree with that...however, Sears is listed as the largest department store chain in its description that you see most places, so that's why I referred to it that way.

Yes, Eddie is pretty savvy and its pretty much the only reason that I think it has a chance....good CEO, it has investments that could work for it....and the technician in me likes the bullish charting pattern.

I also like it that no one seems to think it will go up. Those are the best candidates. If I get too many pats on the back ...I'm quick to double check my research...for the crowds tend to get it wrong and that's why I'm comfortable being a contrarian and bucking the crowd. It's served me well through the years.

Hey, thanks for reading my stuff. I appreciate it.


On Jan 11 03:25 PM Harp wrote:

> SHLD is more than department stores. See investment holdings and
> real estate value. Eddie Lambert may be more savvy than Warren Buffett.

Two Bright Spots in Economic Darkness: TD Ameritrade, Sears Holdings

That's why it will likely go up. Because you can't get any retail investors to believe it.


On Jan 11 08:52 AM MrsLinarcos wrote:

> Big problem with this article, I can't believe this person thinks
> Sears has a bright spot. The lights went out on this company long
> ago.