The next domino to fall: Eddie Lampert has met with investors interested in snapping up the...

This news story has 7 comments:

Register or Login to rate comments »

Micah Comments (368)
 
Sum of the parts is clearly worth more broken-up than they are together. Orchard Supply (Preferred and Common), SHOS, Lands End, and SHLD. All in my brokerage. Thanks.
14 Aug 2012, 12:45 PM Reply Like

MSF INVESTMENTS Comments (2071)
 
Micah,
It's all good but if you don't have a lot of Sears stock you really aren't making out that well.
The money maker will be what Lampert does after all the spin offs are done.
14 Aug 2012, 05:23 PM Reply Like

DeepValueLover Comments (5089)
 
When it rains, it pours.

Eddie has gone from radio silence to ATTACK MODE!!
14 Aug 2012, 01:18 PM Reply Like

MSF INVESTMENTS Comments (2071)
 
It appears that Lampert's plan with the spin offs are to receive the revenue from the spin off itself and then the fees, etc. being paid from the spin off companies to Sears Holdings.

Hense, getting a continuing stream of cash flow after the spin off from the comanies to invest and asset allocate.

Genius
14 Aug 2012, 05:21 PM Reply Like

MSF INVESTMENTS Comments (2071)
 
Don't forget about Sears' service business doing all the service work for the appliance stores owned by Sears and franchised.

Sears Holdings again are : Retail brick and mortar (profitable stores)
Online Retail
Service
Brands Licensing
Real Estate Business
15 Aug 2012, 08:58 AM Reply Like

howru2day Comments (2)
 
What I think is great, is that it wasn't 6 months ago that I was reading comments on how the moves made from Mr Eddy Lampert were "huge mistakes" and how "Sears is done as a company." Now all I am hearing is praise and ingeniousness on his part. I really wish the best for him, the people investing with him and through him. He wouldn't have gotten as far as he has, if he wasn't as bright of an investor as he is. Best of luck to him and those around him.
14 Aug 2012, 11:48 PM Reply Like

MSF INVESTMENTS Comments (2071)
 
They were the ones shorting the stock.
15 Aug 2012, 03:20 PM Reply Like