Todd Sullivan

Sears Holding's Lampert Continues Great Brand Lineup

if you compare shld to its main competitors, JCP, KSS, M, even HD or Low, they are all down about 50% this year give or take a few point.

now, who has the strongest balance sheet of the lot? SHLD by a mile..

the others are loaded with debt and have almost no cash. that being said, shld will weather any downturn far better than the others....

do not forget the magically shrinking share count... when retail turns as it will for all of them, SHLD's eps will explode