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  • Is Sears' Game Over? [View article]
    From my recollection, this is at least the third time they've tried to revive the old "blue light special" theme. Is this what they mean when they say "third time's the charm?" Where there's hope, there's a sale? You would think with all these "new" corporate execs Lampert has hired over the years, they'd be able to come up with something new? What a waste of money, and I think quite embarrassing for someone who keeps proclaiming the company is going through a "transformation" by reviving old ideas over and over.
    Nov 2, 2015. 07:25 PM | 1 Like Like |Link to Comment
  • Sears Holdings: A Young Berkshire Hathaway? [View article]
    I'd have to say it's pretty bold to get your "members" to shop at your competitors' websites and to even throw in a $10 points match for a $10 purchase while you're there. I guess if you're burning through cash and just got a credit (cash) increase of sorts from the REIT, why not throw some more money out in the wind and see if people scramble for it? I'm not sure what the "end game" is, but I doubt it will do much to increase foot traffic into the stores as most people who shop online will probably just use the points they earn at Sears or Not saying that's a good or bad thing, since only time will tell if this "gamble" works, but I'm just not convinced yet that customers will continue to come back to the Sears/Kmart websites if they find a better selection and price at a competitor's, even with the ShopYourWay incentive.
    Jul 1, 2015. 06:27 PM | 3 Likes Like |Link to Comment
  • Sears Holdings: Promising REIT Details [View article]
    "The fact the deal doesn't automatically include the top stores is encouraging for the values of the remaining locations."

    1) How do you know this to be fact?
    2) What would you say are the top 10 stores?
    3) In your estimation, what is the total value of the remaining stores?
    Jun 7, 2015. 07:19 PM | 1 Like Like |Link to Comment
  • Sears Holdings: Seritage Rights Offering Draws Nearer [View article]
    I don't know the exact numbers, but they've been closing stores for years without much difference in profits, and those stores in the REIT haven't had to pay much, if any, rent for years, and now they have to pay current market rates. It may only temporarily balance things out, but only time will tell.
    May 30, 2015. 03:19 PM | 1 Like Like |Link to Comment
  • A Fascinating Figure In Sears's Sales, And Why It Doesn't Matter [View article]
    Yes, but one has to ask what percentage of those "Shop Your Way Rewards members" are "Savvy," and how much of those "bonus points, point rewards, and coupons" have weighed heavily on making a profit? Since the recession, shoppers have been very "Savvy" on what and when they spend their money. It's still a very tight economy for those "low" and "middle income" families out there, which is mostly the core business for Kmart, and to an extent even Sears. With every company out their battling for every consumer dollar, it's more of a battle of who can take the most losses and survive than "being the greatest integrated retailer," as Lampert says his company is becoming, especially when every "Tom, Dick, and Harry" can just copy anything you're doing to keep you from succeeding, as long as they have the money to do it. The real question is; does Lampert have enough resources to keep up the "battle" before his "Shop Your Way" program succeeds, if ever?
    May 30, 2015. 03:08 PM | 1 Like Like |Link to Comment
  • Sears Holdings: Total Value Of Stores In Macerich Malls Estimated At Nearly $500 Million [View article]
    I was just using the date given by "tmarchel" to make a general point about what most bears and bulls argue about within SA articles. I didn't mean to state it as fact, as I am unsure exactly when the "bankruptcy" comments started. As I remember, most likely around 2010 or 11. As far as the "12 years," it is my understanding that Lampert took control of this Kmart, Sears, to SHLD debacle back in 2003. The exact dates and lengths of time wasn't really relevant to the point I was making. I was just trying to state that using the fact that the other person's viewpoint or argument "has not materialized" yet, does not necessarily make you right either, especially when the side you're defending hasn't "materialized" either. So far Lampert has been able to keep this company "afloat," but, in my opinion, it's simply on "life support" and he hasn't proven he can "transform" anything yet.
    May 15, 2015. 11:01 PM | 2 Likes Like |Link to Comment
  • Sears Holdings: Total Value Of Stores In Macerich Malls Estimated At Nearly $500 Million [View article]
    A lot of "words" have been used to describe SHLD since 2007 by both sides of the bears and bulls equations. Most notably, bears have said "bankruptcy" is imminent, and the bulls have said the stock would be close to $200 by now. It's been eight years since 2007 and neither has occurred, which may lead some to conclude that the "various critics and syncs" on both sides must "misunderstand the company dynamics or assets." That, or maybe Lampert is just incapable of either explaining or implementing his plan for a "transformation" of this "public" company he has been in control of for roughly 12 years, so that investors may make a more informed decision.
    May 15, 2015. 05:54 PM | 2 Likes Like |Link to Comment
  • Sears Should Reorganize Its Operations Along Merchandise Lines Into Separate Subsidiaries [View article]
    Unfortunately, Lampert is simply "throwing everything against the wall to see what sticks." If there really is profitable stores, then why are all of them up for sale or lease on their SHC realty website?

    If you run a search you'll see that not one Sears or Kmart is not listed as this article states.

    I'm sure Lampert felt his business and investment expertise would turn this company around, and he would not only have a great real estate and investment vehicle but one that made money from the retail end, as well. As we have seen, he has not been able to accomplish this, and I'm sure his ego is struggling with what he should do because he thinks he is indestructible, but like the Capt. of the Titanic he is still barreling ahead at full speed with a large iceberg looming in the distance.
    Sep 2, 2014. 11:08 PM | 1 Like Like |Link to Comment
  • A Visit To The Front Lines Of The Sears Holdings Cold War [View article]

    I did not see the irony at first, but maybe they'll buy equipment from Dick's to keep their store in stock or mark up the price to sell online, lease it, or "ship to store" from Dick's down to the Sears store for customers? It's always nice to "Shop Your Way," wouldn't you agree?
    Dec 31, 2013. 06:33 PM | 2 Likes Like |Link to Comment
  • A Visit To The Front Lines Of The Sears Holdings Cold War [View article]
    "What did surprise me was my conversation with one of the - very capable and pleasant - associates,"

    Okay, with that info I'm going out and loading up on shares of Sears. The Bulls have proven their point.....LOL!

    "The Sears store itself will be more profitable and have lower costs with fewer employees."

    I'm sure that "very capable and pleasant associate," and most likely experienced higher paid employee, will be let go and replaced by a less capable associate to help keep the few, if any, profits flowing.

    "One associate I spoke with said that the store would no longer sell women or children's apparel when it consolidated into a single floor."

    Haven't previous Sears PR responses to declining sales state that at least their apparel divisions were doing well? ...and aren't a lot of the newer ads pushing their apparel lines?
    Dec 31, 2013. 02:14 AM | 2 Likes Like |Link to Comment
  • This Legendary Retailer Might Be The Worst Investment You Can Make Right Now [View article]
    There's a reason why "some people won't listen," (actually a lot otherwise the stock would be much higher by now) is because Lampert's "holding company" and his way of managing it over the last 10 years hasn't shown a profit or proven anything yet, so Ivwingfan's comment, "The strategy worked for Buffett and it just might work for SHLD too," (with the operative word "might") is like throwing coins in a wishing well.
    Sep 5, 2013. 07:59 PM | 2 Likes Like |Link to Comment
  • Edward Lampert's Baby: Is A REIT Around The Corner? [View article]
    Yes, and what happens to all the 100's of thousands of store employees that he's not informing about his so called plan to "wind down the retail operations?" I guess that'll help our economy by adding to the unemployment rate?

    Just another Wall Street genius helping the American economy prosper for his own good.
    Jun 8, 2013. 10:29 PM | Likes Like |Link to Comment
  • Edward Lampert's Baby: Is A REIT Around The Corner? [View article]
    It's a "pipe dream" if you think they'll get 4 times the rent by subleasing, even with the current valuation of the lease. Sears Holdings is burning through cash faster then their ability to make these deals happen anyways.
    Jun 8, 2013. 10:00 PM | Likes Like |Link to Comment
  • Profit From The Fear And Confusion Surrounding Sears [View article]
    Why would Lampert? His investment in the company I've read averages less than $20 a share.

    When all is said and done, he will most likely make out like a bandit, but I still feel there's not as much value in the real estate as some think, and so far they haven't been able to realize much profit from it.
    Jun 8, 2013. 04:31 PM | Likes Like |Link to Comment
  • Profit From The Fear And Confusion Surrounding Sears [View article]
    I'm sure he does, but as the now CEO of the company, he should be as concerned about the "retail side" as he is about the "real estate" side, or he is simply manipulating the company for his personal own good in the long term?
    Jun 8, 2013. 04:14 PM | Likes Like |Link to Comment
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