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  • Sears Holdings: The End Game [View article]
    I think you are materially misunderstanding the situation, but you hit on an interesting point.

    "The amazing thing is that the billions of dollars received from these spin-offs is rarely used by SHLD to pay down is used to fund continued operating losses."

    Which goes to show you that he is legitimately trying to turn around the operations. At this stage, it will be about minimizing sales losses and shuttering unprofitable locations quickly.
    Mar 28, 2015. 12:04 PM | Likes Like |Link to Comment
  • Sears Holdings: The End Game [View article]
    If it was to be a part of the REIT, why bother buying now? The REIT is coming in June. Stock can drop a lot between now and then.
    Mar 27, 2015. 12:29 PM | Likes Like |Link to Comment
  • Dow Chemical to split off chlor-alkali unit, merge it with Olin [View news story]
    And within 10 years, they will merge back together for "synergistic reasons"

    Some things never change.
    Mar 27, 2015. 12:27 PM | 1 Like Like |Link to Comment
  • Merck adds $10B to buyback [View news story]
    can you link me to that study? I've read something along those lines in the past as well - buybacks as a whole are usually done when share prices are near peaks, and then at a bottom in a recession, companies end up re-issuing all the stock they bought back. So they're overall an utter failure, although there are obviously examples of corporations who have done them wisely.
    Mar 24, 2015. 08:15 PM | Likes Like |Link to Comment
  • Facebook: The Quarter-Trillion Monster [View article]
    cashawash, you forget one crucial detail: Facebook already has a $230B+ market cap.

    If it ever one day manages to earn as much as Apple, you're talking about a triple. Only a triple! (and that's if it reaches a 700 BILLION $ market cap).

    Hardly, even remotely close to what would fit under Philip Fisher's guidelines for a growth stock. Don't use that to justify FB's valuation.

    Size becomes an anchor very fast (as far as market cap and company size goes). Facebook, as a company, could certainly grow. Facebook, as a stock, has become the Titanic before it hit the ice berg.
    Mar 24, 2015. 12:21 AM | Likes Like |Link to Comment
  • Facebook: The Quarter-Trillion Monster [View article]
    bjnflicks: "Zuckerburg recently sold 10 billion in stock and my premise is that FB has not even made 10 billion in profit yet. "

    Really? 10 BILLION in stock? Wow, how did you manage to find out this news, when no one else in the world seems to be aware of this (because it didn't happen)?
    Mar 23, 2015. 02:10 PM | 10 Likes Like |Link to Comment
  • Facebook: The Quarter-Trillion Monster [View article]
    fxfx: "mazon's total profits over it's entire life are somewhere in the $6bn ballpark. bezos alone has cashed more than 4 times that amount just by selling SOME of his shares."

    I'm certainly not an advocate for Amazon or FB stock, but Bezos has sold $24B worth of Amazon stock?

    Where do you guys cook up these pipe dreams from? Make sure when you post a long rant that your facts are correct.
    Mar 23, 2015. 02:09 PM | 9 Likes Like |Link to Comment
  • Sears Closing More Stores Next Year, 8,000 Layoffs Since November [View article]
    Anyone have an update or link that compiles store closures announced in 2015 thus far?
    Mar 18, 2015. 01:40 PM | Likes Like |Link to Comment
  • Eni to slash spending, cut dividend, sell assets [View news story]
    some examples of these little ones please?
    Mar 13, 2015. 04:23 PM | Likes Like |Link to Comment
  • Qualcomm +2.1%; dividend hiked, $15B buyback launched [View news story]
    Yes yes, buy back stock at the peak, then re-issue all of it back at the bottom.
    Mar 9, 2015. 09:50 PM | Likes Like |Link to Comment
  • Disney raises park ticket prices; Magic Kingdom now $105/day [View news story]
    tom_t, so true. Disney is worth going to after the kids are past the age of 10+. Anything under that, they won't remember jack.
    Feb 23, 2015. 01:25 PM | Likes Like |Link to Comment
  • Apple aftershocks: Maybe it's Toyota that should be worried? [View news story]
    "there is not a better bang for the buck performance ICE vehicle around"

    Nissan GT-R.
    Feb 14, 2015. 11:51 PM | 2 Likes Like |Link to Comment
  • HART initiates equity offering [View news story]
    As expected.
    Feb 11, 2015. 05:03 PM | Likes Like |Link to Comment
  • Sears Holdings Corporation: Is Any Price Overvalued? [View article]
    "his shares (48 % of the company's equity) may entitle him to the assets while bondholders get nothing"

    This is a big misconception and pipe dream that's been perpetuated by many retail holders of SHLD.

    If the equity gets it all, then why is Lampert also one of the largest holders of SHLD debt now? Did you forget about the $625M in UNSECURED bonds they issued just 2 months ago, about half of which belongs to ESL?
    Jan 27, 2015. 01:48 AM | Likes Like |Link to Comment
  • Macy's to restructure; holiday comp +2.7% [View news story]
    Oh you mean Sears isn't the only retailer closing stores?
    Jan 9, 2015. 12:43 AM | Likes Like |Link to Comment