CockyTalk

Welcome to Cockytalk!

Thank you for visiting our forum. As a guest, you have limited access to view some discussion and articles. By joining our free community, you will be able to view all discussions and articles, post your own topics, communicate privately with other members (PM), respond to polls, upload photos, participate in Pick'Em contests and access many other special features. Registration is fast, simple and absolutely free, so please join our community today!!

If you have any problems registering or logging in, please contact our Admins. Thanks!

Go Back   CockyTalk > Community > The Water Cooler > Stock Market Forum

Today's Top 10
Posters (by posts)Threads (by views)Newest Posts Gamecock Headlines 
thekob
Master Bedroom
carolina_corpsman
2k15
RGHoskins
TastyLicks
2000grad
Captain9Dragons
SanAntonioCock
Spur's Addiction
College Station? (878)
Charges revealed for (874)
FBI Charges of Fraud (654)
Arkansas Kickoff Tim (635)
Ryan Succop on NFL r (618)
10 point Underdogs (462)
Coach arrests? (228)
FBI Charges of Fraud (207)
SC vs La Tech 1st Ha (152)
Aaron Judge sets new (135)
Muschamp Presser question
FBI Charges of Fraud &
SC vs La Tech 1st Half of
Our chances against aTm
Cack's Toast of the Game
Today's Weekly Presser w/
Charges revealed for susp
Arkansas Kickoff Time
10 point Underdogs
2018 WBB - Christyn Willi


Reply
 
Thread Tools Display Modes
Old 02-05-2013, 12:46 PM   #1
LegalCock
Heisman Candidate
 
LegalCock's Avatar
 
Male

Join Date: Jul 2006
Location: NC
Posts: 15,529
CockyCash: 1000
LegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot material
Default SHLD

Anyone got any sears? I keep messing around looking at it, but never pulled the trigger. Here's a link to the site where you can download a presentation on the investment thesis from Bruce Berkowitz at Fairholme.

http://www.fairholmefunds.com/presentations
LegalCock is offline   Reply With Quote
Old 02-07-2013, 05:41 PM   #2
b381l
Banned
 
b381l's Avatar
 
Male

Join Date: Sep 2010
Location: Virginia
Posts: 35,985
CockyCash: 1000365601
b381l is USC mascot materialb381l is USC mascot materialb381l is USC mascot materialb381l is USC mascot materialb381l is USC mascot materialb381l is USC mascot materialb381l is USC mascot materialb381l is USC mascot materialb381l is USC mascot materialb381l is USC mascot materialb381l is USC mascot material
Default Re: SHLD

Really bad numbers. Losing 2.00 per share for fye Jan 2013.....losing 3.00 per share next year.
b381l is offline   Reply With Quote
Old 02-07-2013, 06:23 PM   #3
Next Year
America is Great.
 
Next Year's Avatar
 
Male

Join Date: Apr 2009
Location: Gamecock Nation
Posts: 2,551
CockyCash: 1212141
Next Year is USC mascot materialNext Year is USC mascot materialNext Year is USC mascot materialNext Year is USC mascot materialNext Year is USC mascot materialNext Year is USC mascot materialNext Year is USC mascot materialNext Year is USC mascot materialNext Year is USC mascot materialNext Year is USC mascot materialNext Year is USC mascot material
Default Re: SHLD

they are closing some of their stores this year also
__________________
Hang in there!
Next Year is offline   Reply With Quote
Old 02-08-2013, 11:24 AM   #4
LegalCock
Heisman Candidate
 
LegalCock's Avatar
 
Male

Join Date: Jul 2006
Location: NC
Posts: 15,529
CockyCash: 1000
LegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot material
Default Re: SHLD

Yeah the retail numbers are scary for sure. Berkowitz says liquidation value of real estate based on tax values is ~ $100 per share.
LegalCock is offline   Reply With Quote
Old 02-12-2013, 12:51 AM   #5
b381l
Banned
 
b381l's Avatar
 
Male

Join Date: Sep 2010
Location: Virginia
Posts: 35,985
CockyCash: 1000365601
b381l is USC mascot materialb381l is USC mascot materialb381l is USC mascot materialb381l is USC mascot materialb381l is USC mascot materialb381l is USC mascot materialb381l is USC mascot materialb381l is USC mascot materialb381l is USC mascot materialb381l is USC mascot materialb381l is USC mascot material
Default Re: SHLD

Quote:
Originally Posted by LegalCock View Post
Yeah the retail numbers are scary for sure. Berkowitz says liquidation value of real estate based on tax values is ~ $100 per share.
A number of the Sear's locations are in 2nd rate older shopping areas. I don't want any part of that commercial property. There's way to much competition at Home Depot or Lowe's.
b381l is offline   Reply With Quote
Old 02-12-2013, 10:04 AM   #6
LegalCock
Heisman Candidate
 
LegalCock's Avatar
 
Male

Join Date: Jul 2006
Location: NC
Posts: 15,529
CockyCash: 1000
LegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot materialLegalCock is USC mascot material
Default Re: SHLD

You're probably right. Although for one contrary example they leased half their space here in GBO to WFMI and are located in a prime spot. Of course, whether commercial RE comes back before the retail "bleeds out" is another question. I bet the plan is to spin off and/or sell everything except the brands by the time lampert is done unless he makes it his berkshire. I've been looking pretty hard at the spinoffs SHOS and OSH. I've got a bid in for OSH but someone appears to be accumulating it and it is moving away from my limit price.

Last edited by LegalCock; 02-12-2013 at 04:37 PM..
LegalCock is offline   Reply With Quote
Reply

Bookmarks

Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off

Forum Jump


All times are GMT -4. The time now is 12:50 PM.


Powered by vBulletin® Version 3.8.1
Copyright ©2000 - 2017, Jelsoft Enterprises Ltd.
Provided by SLB Development