Sears Holdings Corp (SHLD)

likestofocus (93.37) Submitted: 2/20/08 6:04 AM : Start Price: $96.00 SHLD Score: 16.12

"When you mix raisins with turds, you've still got turds." Charlie Munger

Eddie is great, but SHLD is not. Terrible inventory control. Prices are higher then Target and Kohls, but stores are much uglier and sloppier. Also lacking Costco's warehou...

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JonInSanDiego (98.54) Submitted: 8/24/06 7:56 PM : Start Price: $143.56 SHLD Score: 44.49

I'm the contrarian on this one but I just don't see the value. Kmart was a dog. Sears was a dog. Combine them, shine up the floors and suddenly they're terrific? I've been in the stores a few times and there was nothing there that made me want to...

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XMFJordan (79.81) Submitted: 6/15/06 10:10 PM : Start Price: $156.26 SHLD Score: -52.58

In SHLD, Eddie Lampert is working to build an investment holding company in the style of BRK-A/B. His focus is on wringing cash flow out of his businesses and improving ROI by better capital allocation. In a way analogous to Buffett being unwilling t...

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Pubboy (25.76) Submitted: 3/10/08 11:02 AM : Start Price: $91.71 SHLD Score: -15.66

Eddie Lampert uses a value based philosophy. His hedge funds required a 5 year commitment because it often takes a few years for the investments to reach their value.

I also like that he is trying to make the retail part work. Too many people felt ...

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PLynchJr (99.24) Submitted: 12/08/06 11:19 AM : Start Price: $170.40 SHLD Score: -47.14

Most still see this as a retailing stock. Please note its Sears HOLDINGS now. It should be interesting to see this potential baby Berkshire grow. If you haven't already read up on Eddie Lampert you really should. With him running the show I like t...

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bert111 (64.60) Submitted: 6/02/08 1:48 PM : Start Price: $111.96 SHLD Score: -21.23

Sears is viewed as a retailer, a holding company, the folly of Eddie Lambert, and as a lion in real-estate-lambs clothing. I view it as a potential short squeeze at around $80 a share. With more than two weeks to cover, a declared book value of $80...

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concertayouch (< 20) Submitted: 2/15/07 1:14 PM : Start Price: $182.46 SHLD Score: -46.11

Love this stock. I bought back when it was still K-Mart and put a decent chunk of change in it. I never bought this for the K-Mart or Sears name or because I thought they had a chance at a come back. To me this is purely a play on Real Estate and ...

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kristm (99.81) Submitted: 10/27/06 10:49 PM : Start Price: $176.02 SHLD Score: 48.94

I just don't buy it. The stores are nasty and poorly run, with lesser selection (in quality and quantity) compared to WMT, TGT, and other department stores. Sears Essentials is K-Mart with a Sears logo. "Exclusive" brands like Craftsman aren't as big...

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imabugger (< 20) Submitted: 6/26/07 8:01 PM : Start Price: $167.87 SHLD Score: 40.40

have you ever shopped there

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LevMyshkin (78.50) Submitted: 9/15/06 12:57 AM : Start Price: $160.54 SHLD Score: -48.42

Edward Lampert. That's all I really have to say about this stock.

Schools of thought are strongly divided on the issue, but based on his paper trail I'm willing to bet he'll turn the Sears and K-Mart (SHLD) cash engines to his extreme advantage in ...

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