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Shareholders
While I’m happy to see that the board has taken some action and has split the Chairman and CEO roles, I don’t think this action went far enough.  McClendon has abused his power to an extreme extent and I think that it would be in shareholder best interests if he were to step down.  Chesapeake...
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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...
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This article provides an update on some of the problems that Cheaspeake Energy (CHK) is dealing with.  I believe it is time for Aubrey McClendon to step down as it is clear he is managing this company for himself and not other shareholders.  At the current price I think CHK offers a good value but...
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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...
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Two stocks that we at T&T Capital Management (TTCM) think are likely to be big winners over the next 3-5 years are Citgiroup (C) and Morgan Stanley (MS).  This article talks about the possibility that Morgan Stanley will accelerate the purchase of the remaining portion of Smith Barney that Citigroup owns.  This deal which was...
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