Sears Holdings Corp (NASDAQ:SHLD)

CAPS Rating: 1 out of 5

The Company is a broadline retailer. It currently conducts its operations in three business segments: Kmart, Sears Domestic and Sears Canada.

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Member Avatar TSIF (99.96) Submitted: 4/17/2014 4:19:19 PM : Underperform Start Price: $38.36 SHLD Score: -0.07

A director added 475,000 shares of Sears Holdings in the last two days which helped fuel enough of a rally to force some short covering and a reup, cover cylce to the tune of about a 15% share price rise. That's a lot of one day market cap on one insider buying and it appears it opened up some discussion again of their real estate holding value and even some oft copied article about Amazon's possible synergy if it acquired Sears.

In the area of real estate, yes, valuable in limited quantities in limited markets. I.E. how many big footprint stores can you sell. Walmart is saturated in a lot of those areas and prefers thier cookie cutter formulas. Amazon, however, I hadn't considered, but other than a few of the brand names Sears hosts, such as appliances, batteries and tools, they don't offer much Amazon can't get elsewhere or after Sears crumbles. AS far as "local distribution centers".....Mall anchors aren't good warehouses.

I don't know how much real estate value Sears actually holds when you subtract the debt. Many locations are mall leases.
Sears is already selling key locations and key brands, and the spinoff of Lands End is fizzling.

I do agree $4B plus a small premium to keep everyone happy is chump change to Amazon. (Although, I'm not as "big of a fan on them" as others. The low margins, carrying high accounts payable and reinvesting in the business may have it's limits).

I'm not sure if the buy by an inisider is tipping a hand or not. At $33 maybe Sears was attractive as a short term hold in a volitile market. With 15% short covering, unless news comes soon, I expect this to bleed back off and if no news for a few quarters, this could continue it's long downward trend.

Short term, retrace call.

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Member Avatar VitamanD (33.31) Submitted: 4/17/2014 3:59:15 PM : Outperform Start Price: $38.33 SHLD Score: 0

speculating on amazon takeover

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Member Avatar bIlluminati (30.14) Submitted: 4/16/2014 2:25:42 PM : Outperform Start Price: $33.40 SHLD Score: +14.32

Retail's been bad - getting worse - SHLD leveraged.

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Member Avatar hba24 (95.09) Submitted: 4/7/2014 11:25:50 AM : Underperform Start Price: $40.59 SHLD Score: +6.53

Negative earnings, negative free cash flow, poorly managed by most accounts--there are tons of reasons to short this stock on CAPS. But all you really need to do is walk into a Sears (I walk through one to get to other stores in the mall). It's depressing--nobody in the whole place is happy to be there.

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Member Avatar jaketen2001 (81.09) Submitted: 4/3/2014 11:03:46 PM : Outperform Start Price: $49.70 SHLD Score: -21.16

p crayon

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Member Avatar Origin97 (49.66) Submitted: 4/3/2014 4:24:13 PM : Underperform Start Price: $49.70 SHLD Score: +21.16

no income and lots of debt issued

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Member Avatar motto1628 (< 20) Submitted: 4/3/2014 12:16:24 AM : Underperform Start Price: $50.04 SHLD Score: +21.93

Whoever shops there pls raise your hand

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Member Avatar ClientNein (98.66) Submitted: 3/19/2014 12:04:38 PM : Underperform Start Price: $48.07 SHLD Score: +19.54

Sears and KMart (the two companies owned by Sears Holdings) have been on their way out for some time now. Customer service is terrible and it made our list of The 9 Worst Companies to Work For in the US thanks to a number of factors. The company has also managed to have consistent loses for 27 straight quarters and lost $1.36 billion in 2013.

Edward Lampert took control of the title of CEO last year in 2013 but we have yet to see any true improvement. Coming from the man who had the idea to merge Sears and KMart in the first place, we’re not expecting to see any improvement in general. The CEO has had to reduce his stake in the company to less than 50% due to redemptions from hedge fund clients alone. Sears Holdings is beginning to strategize a comeback by spinning-off of Lands’ End in a deal that could be worth an estimated $2.5 billion. However, with a growing debt of $2.8 billion, we somehow doubt this will end well for them.

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Member Avatar coxfina (< 20) Submitted: 3/10/2014 10:38:52 AM : Underperform Start Price: $45.68 SHLD Score: +15.65

Poor management. Plain and simple.

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Member Avatar jfjohn (< 20) Submitted: 2/14/2014 2:33:01 AM : Underperform Start Price: $43.37 SHLD Score: +13.56

Shld has been up & down too often to truly be thought of as a good investment. The company is terribly managed, hemorrhaging money, and deeply in debt. All of its so called "prime" real estate
means nothing unless someone else wants it. You can only capitalize any asset so much. Ask Detroit about prime real estate, any takers?

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Member Avatar Aaryan (20.26) Submitted: 2/11/2014 10:09:21 AM : Underperform Start Price: $36.46 SHLD Score: -1.89

Going down!!..

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Member Avatar CheerUp (61.45) Submitted: 2/4/2014 3:16:08 AM : Underperform Start Price: $35.49 SHLD Score: -1.46

Future flea market sites.

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Member Avatar Smitter11 (39.10) Submitted: 1/30/2014 8:47:27 PM : Underperform Start Price: $36.15 SHLD Score: -0.74

Hard to imagine a less probable turnaround than SHLD. They have a few nice brand name assets but their model (primarily anchor stores in aging malls) is dying. Sears Grand is a flop (that's old news) and they have no easy path to join the 21st century in terms of business model.

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Member Avatar d89 (69.41) Submitted: 1/23/2014 1:19:23 PM : Underperform Start Price: $43.99 SHLD Score: +54.26

Arrogance combined with financial engineering do not a successful business make.

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Member Avatar emtking (55.74) Submitted: 1/15/2014 11:03:19 AM : Underperform Start Price: $36.59 SHLD Score: -3.94

Sears now looks like Kmart always did. It makes me feel cheap and sleazy to even walk into one. If their lack of capex in the stores makes ME feel like that, then how do they expect to be a successful retailer going forward. The Sears stores are dark, stained, etc...and now that I can buy Craftsman Tools at Kmart, ACE Hardware and some other places, why should I ever even need to walk into a Sears store again. Going down for the count.

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Member Avatar alphadogg (90.99) Submitted: 1/10/2014 3:13:13 PM : Underperform Start Price: $36.98 SHLD Score: -2.30

waiting to die

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Member Avatar lepera347 (66.31) Submitted: 1/10/2014 12:37:35 PM : Underperform Start Price: $37.76 SHLD Score: -0.05

Shame

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Member Avatar GVFool15 (60.82) Submitted: 1/4/2014 2:53:21 PM : Underperform Start Price: $46.40 SHLD Score: +18.98

Taking a look at their stores, Sears is a dying company. They have no niche, no purpose really anymore, and for that reason it will under perform the market over the next 3 years.

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Member Avatar mmmed (29.39) Submitted: 1/2/2014 10:39:55 PM : Underperform Start Price: $47.29 SHLD Score: +18.17

they are clueless.

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Member Avatar AwesomeOpossum (79.28) Submitted: 1/2/2014 7:13:42 PM : Underperform Start Price: $47.27 SHLD Score: +20.65

Walking into a Sears is like walking into a "going out of business" sale, without the reduced prices. Honestly, I can't imagine what it would take to turn this store around. It's depressing and everyone seems aware of their predicament.

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