BULRUN100's Comments BULRUN100's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/7589/comments Jeffrey Macke's Sears Holdings Article Was Changed (Though Not By Me) http://seekingalpha.com/article/124534-jeffrey-macke-s-sears-holdings-article-was-changed-though-not-by-me?source=feed#comment-416312 416312 Fri, 06 Mar 2009 14:03:58 -0500 Alpine Total Dynamic Dividend Fund: Diverse, Flexible with Smart Management http://seekingalpha.com/article/112882-alpine-total-dynamic-dividend-fund-diverse-flexible-with-smart-management?source=feed#comment-344335 344335

On Jan 02 05:38 AM You're Kidding wrote:

> I believe Dividend Capture Rotation is buying the stock, getting
> the dividend, and then selling out in minimal time, hopefully to
> make money quickly on the dividend itself, without the risk of owning
> the stock for very long.
>
> If this is correct, then the strategy is a waste of time, because
> on the ex-dividend date, the exchange lowers the price of the stock
> the exact amount of the dividend, just before the open. After all,
> the company's value has just dropped the amount of the dividend,
> so why should new buyers not pay that much less for the stock?<br/>
>
> Perhaps I am missing something here, but I don't think so. It appears
> that companies using this so called strategy, are really trying to
> con new business from naive investors. After all, who doesn't want
> free money? And, of course, it is out there for the easy picking
> somewhere, isn't it?]]>
Fri, 02 Jan 2009 13:09:13 -0500

On Jan 02 05:38 AM You're Kidding wrote:

> I believe Dividend Capture Rotation is buying the stock, getting
> the dividend, and then selling out in minimal time, hopefully to
> make money quickly on the dividend itself, without the risk of owning
> the stock for very long.
>
> If this is correct, then the strategy is a waste of time, because
> on the ex-dividend date, the exchange lowers the price of the stock
> the exact amount of the dividend, just before the open. After all,
> the company's value has just dropped the amount of the dividend,
> so why should new buyers not pay that much less for the stock?<br/>
>
> Perhaps I am missing something here, but I don't think so. It appears
> that companies using this so called strategy, are really trying to
> con new business from naive investors. After all, who doesn't want
> free money? And, of course, it is out there for the easy picking
> somewhere, isn't it?]]>
Fairfax Financial Sells Credit Default Swaps for C$574.5-Million http://seekingalpha.com/article/96841-fairfax-financial-sells-credit-default-swaps-for-c-574-5-million?source=feed#comment-266571 266571 Fri, 26 Sep 2008 23:06:51 -0400 Why Invest in Sears? http://seekingalpha.com/article/93479-why-invest-in-sears?source=feed#comment-244910 244910 WHERE IS POSTER MSF=MOST-STUPID-F**K!]]> Wed, 03 Sep 2008 17:42:42 -0400 WHERE IS POSTER MSF=MOST-STUPID-F**K!]]> AutoNation, Sears, and Autozone Getting Closer Together http://seekingalpha.com/article/91786-autonation-sears-and-autozone-getting-closer-together?source=feed#comment-234808 234808 I STILL THINK BUYING A HOME BUILDER WITH LOTS OF LAND AND ASSETS ON THE CHEAP HERE WOULD MAKE LOTS OF SENSE.FILL THAT HOUSE WITH KENMORE/SEARS EVERYTHING.LET THE BASHING BEGIN.]]> Wed, 20 Aug 2008 11:29:51 -0400 I STILL THINK BUYING A HOME BUILDER WITH LOTS OF LAND AND ASSETS ON THE CHEAP HERE WOULD MAKE LOTS OF SENSE.FILL THAT HOUSE WITH KENMORE/SEARS EVERYTHING.LET THE BASHING BEGIN.]]> Sears? Bankruptcy? I Think Not http://seekingalpha.com/article/90190-sears-bankruptcy-i-think-not?source=feed#comment-232735 232735 Sun, 17 Aug 2008 21:58:16 -0400 Sears? Bankruptcy? I Think Not http://seekingalpha.com/article/90190-sears-bankruptcy-i-think-not?source=feed#comment-232631 232631 Davis 3.5 million shares
Ackman 6.75 million shares
Berkowitz 16.2 million shares
Having a CEO (Rsb 65.6,ESL13.9)controlli... 72.94 million shares priceless!!!
Do the math just these holdings equal 101,000,000.00 million shares!!!
With shares outstanding of 134,000,000.00 that leaves 23,000,000.00 million for all of the rest of the of institutions.Anyone want to put a wager on what the share count is when they report next week!!!Shorts heads are gonna roll bad or good report.The float could be 125-120 million!!!???!!!]]>
Sun, 17 Aug 2008 18:22:20 -0400 Davis 3.5 million shares
Ackman 6.75 million shares
Berkowitz 16.2 million shares
Having a CEO (Rsb 65.6,ESL13.9)controlli... 72.94 million shares priceless!!!
Do the math just these holdings equal 101,000,000.00 million shares!!!
With shares outstanding of 134,000,000.00 that leaves 23,000,000.00 million for all of the rest of the of institutions.Anyone want to put a wager on what the share count is when they report next week!!!Shorts heads are gonna roll bad or good report.The float could be 125-120 million!!!???!!!]]>
Sears? Bankruptcy? I Think Not http://seekingalpha.com/article/90190-sears-bankruptcy-i-think-not?source=feed#comment-231585 231585 He points to Sears's low debt, valuable real estate, profitable Canadian operations and prodigious sales ($50 billion a year). "The biggest repairer of appliances in the U.S. is going to go away?" Berkowitz ask. "Canada is going to disappear? No one's going to buy a Lands End jersey?"

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Fri, 15 Aug 2008 18:14:51 -0400 He points to Sears's low debt, valuable real estate, profitable Canadian operations and prodigious sales ($50 billion a year). "The biggest repairer of appliances in the U.S. is going to go away?" Berkowitz ask. "Canada is going to disappear? No one's going to buy a Lands End jersey?"

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Sears? Bankruptcy? I Think Not http://seekingalpha.com/article/90190-sears-bankruptcy-i-think-not?source=feed#comment-228712 228712 Tue, 12 Aug 2008 12:37:07 -0400 Five Retailers for Falling Gas Prices http://seekingalpha.com/article/90508-five-retailers-for-falling-gas-prices?source=feed#comment-228586 228586 Tue, 12 Aug 2008 10:33:25 -0400 Sears? Bankruptcy? I Think Not http://seekingalpha.com/article/90190-sears-bankruptcy-i-think-not?source=feed#comment-228260 228260
COVINGTON TOWNSHIP, PA-Sears Holdings Corp. has sold its one-million-sf distribution center at Covington Industrial Park to San Antonio-based USAA Real Estate Co.'s US Industrial REIT II. Published reports say the build-changed hands for $56.1 million.]]>
Mon, 11 Aug 2008 18:59:59 -0400
COVINGTON TOWNSHIP, PA-Sears Holdings Corp. has sold its one-million-sf distribution center at Covington Industrial Park to San Antonio-based USAA Real Estate Co.'s US Industrial REIT II. Published reports say the build-changed hands for $56.1 million.]]>
Sears? Bankruptcy? I Think Not http://seekingalpha.com/article/90190-sears-bankruptcy-i-think-not?source=feed#comment-227125 227125 BASHERS POST NOW!!!!!!!!!!!!!!]]> Sun, 10 Aug 2008 11:02:53 -0400 BASHERS POST NOW!!!!!!!!!!!!!!]]> Sears Faces Risk If Economy Doesn't Improve http://seekingalpha.com/article/89819-sears-faces-risk-if-economy-doesn-t-improve?source=feed#comment-226403 226403 Fri, 08 Aug 2008 15:48:34 -0400 Why Adobe Should Acquire On2 Technologies http://seekingalpha.com/article/81571-why-adobe-should-acquire-on2-technologies?source=feed#comment-217541 217541 Tue, 29 Jul 2008 13:01:39 -0400 Numbers Check on Sears Holdings - It's Cheap http://seekingalpha.com/article/85422-numbers-check-on-sears-holdings-it-s-cheap?source=feed#comment-213749 213749 Thu, 24 Jul 2008 16:58:18 -0400 Numbers Check on Sears Holdings - It's Cheap http://seekingalpha.com/article/85422-numbers-check-on-sears-holdings-it-s-cheap?source=feed#comment-209012 209012 Fri, 18 Jul 2008 16:56:04 -0400 Numbers Check on Sears Holdings - It's Cheap http://seekingalpha.com/article/85422-numbers-check-on-sears-holdings-it-s-cheap?source=feed#comment-209011 209011 Fri, 18 Jul 2008 16:55:44 -0400 Numbers Check on Sears Holdings - It's Cheap http://seekingalpha.com/article/85422-numbers-check-on-sears-holdings-it-s-cheap?source=feed#comment-208110 208110 Thu, 17 Jul 2008 17:31:12 -0400 Value Investing in Sears: Avoid Current Perceptions & Look Forward http://seekingalpha.com/article/82744-value-investing-in-sears-avoid-current-perceptions-look-forward?source=feed#comment-201558 201558 Wed, 09 Jul 2008 12:58:30 -0400 Value Investing in Sears: Avoid Current Perceptions & Look Forward http://seekingalpha.com/article/82744-value-investing-in-sears-avoid-current-perceptions-look-forward?source=feed#comment-201433 201433 Wed, 09 Jul 2008 11:29:12 -0400 Value Investing in Sears: Avoid Current Perceptions & Look Forward http://seekingalpha.com/article/82744-value-investing-in-sears-avoid-current-perceptions-look-forward?source=feed#comment-201422 201422 Wed, 09 Jul 2008 11:23:03 -0400 Value Investing in Sears: Avoid Current Perceptions & Look Forward http://seekingalpha.com/article/82744-value-investing-in-sears-avoid-current-perceptions-look-forward?source=feed#comment-201091 201091
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Tue, 08 Jul 2008 23:10:44 -0400
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Value Investing in Sears: Avoid Current Perceptions & Look Forward http://seekingalpha.com/article/82744-value-investing-in-sears-avoid-current-perceptions-look-forward?source=feed#comment-201090 201090 Friday, June 13th, 2008
From the article: “Find a theme and export it: Ackman says he invested in Sears and Sears Canada because the retailing companies financed their credit-card receivables on its own balance sheet, which wasn’t well-understood by the markets. He used the same kind of thinking to tackle Target, which he believed was strong company with a solid debt profile and also one of the only retailers to still finance its credit cards in-house.In the case of Sears, Ackman evaluated it as its component parts, including Sears Hardware, Home Services, Sears Canada, Land’s End and Sears Mexico, all of that is before you get to the company’s extensive real estate value. “The only thing wrong is the stock price,” he said, a line that drew laughs, because Ackman acknowledged later, it bore a similarity to the old joke about “other than that, how was the show, Mrs. Lincoln.”

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Tue, 08 Jul 2008 23:06:01 -0400 Friday, June 13th, 2008
From the article: “Find a theme and export it: Ackman says he invested in Sears and Sears Canada because the retailing companies financed their credit-card receivables on its own balance sheet, which wasn’t well-understood by the markets. He used the same kind of thinking to tackle Target, which he believed was strong company with a solid debt profile and also one of the only retailers to still finance its credit cards in-house.In the case of Sears, Ackman evaluated it as its component parts, including Sears Hardware, Home Services, Sears Canada, Land’s End and Sears Mexico, all of that is before you get to the company’s extensive real estate value. “The only thing wrong is the stock price,” he said, a line that drew laughs, because Ackman acknowledged later, it bore a similarity to the old joke about “other than that, how was the show, Mrs. Lincoln.”

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Value Investing in Sears: Avoid Current Perceptions & Look Forward http://seekingalpha.com/article/82744-value-investing-in-sears-avoid-current-perceptions-look-forward?source=feed#comment-201088 201088 Sunday, June 22nd, 2008
It looks like they want to compete with peapod.com. With $4/gallon gas, more shoppers may look into delivery services. I was unable to find any major media announcements or press releases on the service.

Check out the site: mygofer.com

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Tue, 08 Jul 2008 23:04:13 -0400 Sunday, June 22nd, 2008
It looks like they want to compete with peapod.com. With $4/gallon gas, more shoppers may look into delivery services. I was unable to find any major media announcements or press releases on the service.

Check out the site: mygofer.com

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Value Investing in Sears: Avoid Current Perceptions & Look Forward http://seekingalpha.com/article/82744-value-investing-in-sears-avoid-current-perceptions-look-forward?source=feed#comment-201087 201087
We have already mentioned how Sears decline is inline with other retailers regardles of sales performance.

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Tue, 08 Jul 2008 22:58:18 -0400
We have already mentioned how Sears decline is inline with other retailers regardles of sales performance.

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Value Investing in Sears: Avoid Current Perceptions & Look Forward http://seekingalpha.com/article/82744-value-investing-in-sears-avoid-current-perceptions-look-forward?source=feed#comment-201086 201086 Tuesday, January 29th, 2008
From the article: “Speaking by phone from the company’s Hoffman Estates, Ill., headquarters, Mr. Lampert bristled at critics who lost faith in Sears as its share price fell from $195 in April 2007 to about $104 now. Sears Holdings was formed in 2005 when Kmart Corp. merged with Sears, Roebuck & Co. and took the Sears name. The stock’s performance since Kmart emerged from bankruptcy in May 2003 is a healthy 900% gain. “Instead of [the share price] being up 20 times since we took control of Kmart in 2003, it’s up 10 times. The decline from our highs is in line with other department store retailers.”

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Tue, 08 Jul 2008 22:57:06 -0400 Tuesday, January 29th, 2008
From the article: “Speaking by phone from the company’s Hoffman Estates, Ill., headquarters, Mr. Lampert bristled at critics who lost faith in Sears as its share price fell from $195 in April 2007 to about $104 now. Sears Holdings was formed in 2005 when Kmart Corp. merged with Sears, Roebuck & Co. and took the Sears name. The stock’s performance since Kmart emerged from bankruptcy in May 2003 is a healthy 900% gain. “Instead of [the share price] being up 20 times since we took control of Kmart in 2003, it’s up 10 times. The decline from our highs is in line with other department store retailers.”

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Value Investing in Sears: Avoid Current Perceptions & Look Forward http://seekingalpha.com/article/82744-value-investing-in-sears-avoid-current-perceptions-look-forward?source=feed#comment-201085 201085 Tue, 08 Jul 2008 22:56:25 -0400 Value Investing in Sears: Avoid Current Perceptions & Look Forward http://seekingalpha.com/article/82744-value-investing-in-sears-avoid-current-perceptions-look-forward?source=feed#comment-200772 200772 Tue, 08 Jul 2008 13:35:43 -0400 Value Investing in Sears: Avoid Current Perceptions & Look Forward http://seekingalpha.com/article/82744-value-investing-in-sears-avoid-current-perceptions-look-forward?source=feed#comment-195992 195992 Mon, 30 Jun 2008 12:47:26 -0400 Value Investing in Sears: Avoid Current Perceptions & Look Forward http://seekingalpha.com/article/82744-value-investing-in-sears-avoid-current-perceptions-look-forward?source=feed#comment-195447 195447 Sun, 29 Jun 2008 18:05:05 -0400