Seeking Alpha
  • MSF INVESTMENTS
    $SHLD - Interesting read, Seeking Alpha = Sears Holdings Securitizes Primary Brands. $HD $VON $WMT $HD $JCP $C $BBY $LOW $KO $EQR
    5/27/13
    Reply (10)
    • MSF INVESTMENTS: This has nothing to do with their 125 housing unit subsidiary. Which are the crown jewels of their real estate.
      5/27/13
    • Energysystems: That article is from April of 2007. Stock price was over 180$. Would've been a good idea to sell then.
      5/27/13
    • MSF INVESTMENTS: The concept is still there and did trade it at that time.
      5/27/13
    • Energysystems: A concept is like potential, it means nothing if not acted upon. Lampert's Waterloo(2004 WSJ)? Looking more and more like it.
      5/27/13
    • MSF INVESTMENTS: The securitization was done years ago. It's all about KCD,IP and the real estate. I'm still bullish with the big boys. Have to go.
      5/27/13
    • harryjack: $shld is worth a fire sale of their real estate. First trip in in a while. Appalling. MSF Investments how do you value?
      5/27/13
    • MSF INVESTMENTS: Look at Berkowitz's evaluation - he went out to each property and analyzed them.
      5/28/13
    • MSF INVESTMENTS: He provides the information to his shareholders.
      5/29/13
    • harryjack: great thanks - they have some good locations - luckily real estate is heating up for $BBY and $shld, probably worth more dead than alive
      5/29/13
    • MSF INVESTMENTS: Lahiem my friend,,,it's Eddie Lampert.
      5/29/13