Below is a link to the 2014 Sears Holdings Chairman’s Letter written by Edward Lampert.  I always find Eddie’s insight to be extremely valuable despite the obvious struggles that he has had in improving the financial results of Sears Holding.  The biggest critique I have of Eddie is not offloading more real estate and shutting...Read More

Sears Holdings (SHLD) is undoubtedly one of the most hated stocks on Wall Street.  A major reason for the animosity is Wall Street’s focus on the primacy of the income statement and Sears is not a profitable retail operation.  Analysts’ that also cover profitable retailers such as Wal-Mart (WMT) or Target (TGT) are befuddled by...Read More

Sears (SHLD) is making a lot of interesting moves right now to monetize their assets and raise cash.  While the environment for their appliance heavy retail operations is not very favorable, there is a lot of value in various components of Sears Holdings that can add value to shareholders. http://www.bloomberg.com/news/2012-05-01/sears-spinoff-plan-may-boost-lampert-s-control.html INVESTING IN THE FINANCIAL MARKETS...Read More

In this article the author outlines the usual reasons why Sears (SHLD) has declined over the last several years. His comments on declining sales, lack of revenue growth, asset dispositions, and management changes are all accurate.  What people don’t realize is that one of the smartest decisions Edward Lampert made was not too invest any...Read More

Edward Lampert Chairman of Sears Holdings (SHLD) is continuing with the process of monetizing the company’s brands.  Lands End is one of their key brands along with Kenmore, Craftsman, and DieHard, and it appears to be on the sale block.  Reportedly the asking price is about $2 Billion which would be a big boon to...Read More

Here is an article providing more evidence of the resources that Edward Lampert the Chairman of Sears Holdings, is putting towards protecting the company.  The late December stock crash and poor financial results caused large factoring suppliers such at CIT to reassess their ongoing relationship with the company.  These institutions that provide financing on account...Read More