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jasonrothman1

jasonrothman1
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  • Sears: A Purely Speculative Play? [View article]
    Ultimately, all that money will only benefit him, not those he's in charge of. Some will make money. Maybe you'll be part of the "some." I just doubt anyone but the largest majority investors will.
    Mar 26, 2013. 12:37 AM | Likes Like |Link to Comment
  • Sears: A Purely Speculative Play? [View article]
    All speculation, as are most investments. In my opinion, if this company was going anywhere, it would have started in that direction by now. The few positive "tidbits" this article refers to doesn't out way most of the negatives that have been going on with Sears Holdings over the years.

    If you want to risk your money in investing in a modern day "Titanic" and hope to make money off the pieces later, then good luck, but trying to change their "culture" with a few Tony Robbins type motivational statements without "putting their money where their mouth is" won't "amount to a hill of beans."
    Mar 25, 2013. 03:25 PM | Likes Like |Link to Comment
  • Eddie Lampert will stay on as the CEO at Sears Holdings (SHLD -1%), according to a new SEC filing (10-K). The exec will only earn $1 a year in salary but will be in line for incentive payouts and more stock. By many accounts, Lampert has pushed a lot of the right buttons in his downsizing and asset sales with the company as mall peer J.C. Penney has tried differing tactics. [View news story]
    The "carpet bombing" bloggers have awoken.
    Mar 23, 2013. 08:12 PM | Likes Like |Link to Comment
  • Eddie Lampert will stay on as the CEO at Sears Holdings (SHLD -1%), according to a new SEC filing (10-K). The exec will only earn $1 a year in salary but will be in line for incentive payouts and more stock. By many accounts, Lampert has pushed a lot of the right buttons in his downsizing and asset sales with the company as mall peer J.C. Penney has tried differing tactics. [View news story]
    I wouldn't be so sure of that. The retail end of the company has been "bleeding" money for years and still is. Probably more than enough for Lampert to be able to use for a tax write off to compensate for the taxes on the money he'll make from the "pennies on the dollar" the real estate end will make for him once he takes it all private for himself. Also, he has "appeared" to make an effort to turn it all around for the past 10 years, so he's probably covered on the legal aspect of doing it as well.
    Mar 23, 2013. 08:03 PM | Likes Like |Link to Comment
  • Eddie Lampert will stay on as the CEO at Sears Holdings (SHLD -1%), according to a new SEC filing (10-K). The exec will only earn $1 a year in salary but will be in line for incentive payouts and more stock. By many accounts, Lampert has pushed a lot of the right buttons in his downsizing and asset sales with the company as mall peer J.C. Penney has tried differing tactics. [View news story]
    True, but he'll still get "a bonus of up to $2 million in cash or stock and up to $4.5 million in stock per year" as quoted from this article:

    http://yhoo.it/ZC77h9

    Not bad for someone who hasn't been able to make the company profitable in the past 10 years of running it, fired most of the middle/dept. management which left the salesfloor to be run by skeleton crews, and has denied raises for his employees for the past 5 years.
    Mar 21, 2013. 06:31 PM | 1 Like Like |Link to Comment
  • Sears Is Headed Lower: Part II, Brands And Real Estate [View article]
    ....only to "squeeze out" the small investor later....
    Mar 17, 2013. 04:23 PM | Likes Like |Link to Comment
  • Sears Is Headed Lower: Part II, Brands And Real Estate [View article]
    JCPenny should be seeing a "buyout" offer from Eddie Lampert soon so he can merge these companies in one great "hidden real estate value"......LOL! Actually, I think he'll wait until they're in bankruptcy first.
    Mar 15, 2013. 06:46 PM | Likes Like |Link to Comment
  • Sears Is Headed Lower: Part II, Brands And Real Estate [View article]
    I don't see anywhere in these articles that state Eddie Lampert should be "careful," just regular investors like you and I. Please read more diligently.
    Mar 10, 2013. 12:27 AM | Likes Like |Link to Comment
  • Sears Is Headed Lower: Part II, Brands And Real Estate [View article]
    Unfortunately, there's been so called "criminals" at the head of Kmart for decades before Lampert moved in. They're the ones the gave Eddie his opportunity and Walmart to take over the retail world...LOL!
    Mar 10, 2013. 12:21 AM | Likes Like |Link to Comment
  • Sears Is Headed Lower: Part II, Brands And Real Estate [View article]
    Just like "two wrongs don't make a right," posting the same reply twice doesn't make you right.
    Mar 10, 2013. 12:04 AM | Likes Like |Link to Comment
  • Sears Is Headed Lower: Part II, Brands And Real Estate [View article]
    Haven't seen much "redevelopment" or "investing in profitable stores" but Lampert is a "techy" kind of guy and the online stuff is just a "plaything" for Lampert to see if he can duplicate Amazon's success. Plus the money isn't directly coming out of his pocket, and he has to make some kind of effort to "save the company."

    Also, wasn't the store in the Ala Moana Center in Hawaii one of their most profitable? What happened to it?
    Mar 9, 2013. 11:55 PM | Likes Like |Link to Comment
  • Sears Is Headed Lower: Part II, Brands And Real Estate [View article]
    My opinion, but Lampert is a very patient investor and doesn't want people to think he was "misleading" the public or investors in the venture he started 10 years ago. Also, we all know he's pretty smart and most likely has factored both scenarios and has just been waiting to see which one "pans out" to his advantage. Unfortunately, for the company and "small-time" investors, I'm leaning toward this article's possibility as the most likely. Either way, it's a "win-win" situation for Lampert even if he keeps buying on the dips.
    Mar 9, 2013. 11:17 PM | Likes Like |Link to Comment
  • A tale of two retailers: Analysts can't help but note the different directions Sears Holdings (SHLD +6.7%) and J.C. Penney (JCP -9.8%) trade in today as one retailer sees an insider buy and the other hears word that a REIT is selling. On the real estate front the divergence of results is clear: Sears Holdings is considered well-positioned and ahead of the curve while Maxim has a warning out that J.C. Penney's real estate might not be able to fetch enough to even pay off the company's long-term debt. [View news story]
    I don't know about "savvy" but

    Ron Johnson = too much, too soon - I've got other things to do.
    Eddie Lampert = slow and patient - let's see how things go.

    Which philosophy works better especially with the economy the way it has been?

    Plus I believe the motives of each are quite different.
    Mar 9, 2013. 07:21 PM | Likes Like |Link to Comment
  • A tale of two retailers: Analysts can't help but note the different directions Sears Holdings (SHLD +6.7%) and J.C. Penney (JCP -9.8%) trade in today as one retailer sees an insider buy and the other hears word that a REIT is selling. On the real estate front the divergence of results is clear: Sears Holdings is considered well-positioned and ahead of the curve while Maxim has a warning out that J.C. Penney's real estate might not be able to fetch enough to even pay off the company's long-term debt. [View news story]
    Just wait for JCPenny to go under and they start selling off their real estate. Not only will they not be able to get as much as they want, it'll bring down the value of Sears' real estate.
    Mar 9, 2013. 06:50 PM | Likes Like |Link to Comment
  • Eddie Lampert's Buying More Sears - Should You? [View article]
    I doubt he would want anyone "on his side." You might be able to get into a position right behind him, but you might need to lower your nose a bit, as well.
    Mar 8, 2013. 09:18 PM | Likes Like |Link to Comment
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