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jasonrothman1

jasonrothman1
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  • 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 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 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 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 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 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 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 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 09:18 PM | Likes Like |Link to Comment
  • Eddie Lampert's Buying More Sears - Should You? [View article]
    Very optimistic outlook. I'll be positive, and hope you are right for the sake of the remaining employees of Sears that get a lot of "culture" but no raises or work hours for years now. Try talking to some of these employees in the stores that have been with the company at least 5 years (they will be very hard to find) and willing to speak honestly, in fear of losing their job.
    Mar 8 09:14 PM | 2 Likes Like |Link to Comment
  • Eddie Lampert's Buying More Sears - Should You? [View article]
    Lampert's a smart man, he know exactly what to say and how much.
    Mar 8 09:07 PM | 1 Like Like |Link to Comment
  • Eddie Lampert's Buying More Sears - Should You? [View article]
    Probably Eddie Lampert with all his billions he'll make from breaking up Sears in a few years...LOL!
    Mar 8 09:05 PM | Likes Like |Link to Comment
  • Eddie Lampert's Buying More Sears - Should You? [View article]
    There "dominance" has been waning for years. Lampert needs to find a better "resuscitator."
    Mar 8 09:04 PM | Likes Like |Link to Comment
  • Eddie Lampert's Buying More Sears - Should You? [View article]
    Still a long way to go. Almost as risky as trying to short SHLD?
    Mar 8 09:01 PM | 1 Like Like |Link to Comment
  • Eddie Lampert's Buying More Sears - Should You? [View article]
    Lampert has it covered from both angles and he knows it. Even being long SHLD could get you "hurt bad." You may not agree with it, but "Wall Street Artist" lays out a very possible scenario Lampert may implement, in the following article:

    http://seekingalpha.co...

    After all, he's been (what some may disagree with) trying to save this company since 2003, which certainly makes it seem like he's had no other intentions.
    Mar 8 08:58 PM | Likes Like |Link to Comment
  • Whisper Number Impact: Earnings Preview For Sears [View article]
    They're both fighting for the scraps that are left behind by other companies that know how to run their business better. With as poorly as JC Penney has been doing lately, Sears should have been able to take away all of their customers and cause them to go out of business by now, but Sears can't even handle doing that. Let's be honest, it appears they are both "loosing market share."
    Feb 28 12:37 AM | Likes Like |Link to Comment
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