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Old 02-05-2013, 12:46 PM   #1
LegalCock
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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
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Old 02-07-2013, 05:41 PM   #2
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Default Re: SHLD

Really bad numbers. Losing 2.00 per share for fye Jan 2013.....losing 3.00 per share next year.
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Old 02-07-2013, 06:23 PM   #3
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they are closing some of their stores this year also
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Old 02-08-2013, 11:24 AM   #4
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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.
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Old 02-12-2013, 12:51 AM   #5
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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.
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Old 02-12-2013, 10:04 AM   #6
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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.

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