Sears Holdings

  • Sears' Biggest Hurdle Isn't the One Eddie Lampert is Complaining About

    By James Brumley - August 23, 2013 | Tickers: JCP, M, SHLD, SHOS, TGT

    Sears Holdings (NASDAQ: SHLD) reported its second quarter numbers on Thursday morning, and to no one's surprise, they weren't good. Same-stores sales were off 1.5%. Overall revenue fell 6.3%. The per-share operating loss widened from $1.06 a year ago to $1.46 this time around. It's all been pretty well documented elsewhere, so no need to rehash the gory details. There is a need more »

  • Should You Buy Latin America's Costco?

    By ANUP SINGH - August 18, 2013 | Tickers: COST, PSMT, SHLD

    PriceSmart (NASDAQ: PSMT) owns and operates membership shopping warehouse and clubs in Latin America and the Caribbean, and it is widely considered to be Latin America’s Costco (NASDAQ: COST). Discount retailers by and large have performed well this year in line with the fact that consumers are spending more.

    Year-to-date, PriceSmart has appreciated by around 12% as shown in graph below. With company having declared its quarterly report last more »

  • Fund Manager of the Decade Reveals His Favorite Stocks

    By Ted Cooper - August 15, 2013 | Tickers: AIG, BAC, SHLD

    Morningstar's mutual fund manager of the decade, Bruce Berkowitz, has an incredible track record that makes his 13-F a must-read for all investors. His mutual fund, Fairholme Fund, has outperformed the S&P 500 by an average of 10.4% per year since 2000, losing to the index in only two of the last 13 years.

    Berkowitz is extremely concentrated by mutual fund standards, often holding no more than more »

  • What Happened to These 3 Retailers?

    By William Bias - August 15, 2013 | Tickers: JCP, RSH, SHLD

    Retailers RadioShack (NYSE: RSH), J.C. Penney (NYSE: JCP), and Sears Holding Company (NASDAQ: SHLD) all experienced headwinds in recent years stemming from lower product demand, online competition, and botched turnaround strategies. Management turnover and lower shareholder wealth ensued. Share prices (including dividends) for RadioShack, J.C. Penney, and Sears declined 82%, 61%, and 50% respectively over the past five years (chart below). Here’s what happened.

    RSH Total Return more »

  • Which Department Stores Are Worth a Look?

    By Matthew Frankel - August 13, 2013 | Tickers: DDS, JCP, M, JWN, SHLD

    Most companies that fall into the “mall department store” category have made lousy investments recently. For instance, J.C. Penney (NYSE: JCP) with its headline-grabbing corporate drama is actually trading below its 2009 financial crisis lows. Despite what the headlines might lead you to believe, there are some bright spots in the sector. I’d like to take a look at five of the most well known mall-based department store more »

  • A Look at Three Former Giants in the Amazon Era

    By Delian Naydenov - August 12, 2013 | Tickers: AMZN, BKS, RSH, SHLD

    Introduction

    Amazon.com's (NASDAQ: AMZN) growth in the past 20 or so years has put the future of such well-known retailers as Sears Holding (NASDAQ: SHLD), Barnes & Noble (NYSE: BKS), and RadioShack (NYSE: RSH) in jeopardy. Despite Amazon's threat, these three competitors have survived the latest economic recession and are trying to reinvigorate their efforts to become sustainable businesses. The survivors are likely to reward investors disproportionately well more »

  • Pick Your Winner in August Home Improvement Sweepstakes

    By Charlie Wagner - August 12, 2013 | Tickers: HD, LOW, SHLD

    The next few weeks will bring three important data points for Home Improvement retailers, and their investors.  You may be able to pick a winner for the remainder of the year by the end of August.

    Big Two Results

    Later in August, both Home Depot (NYSE: HD) -August 20 and Lowe's (NYSE: LOW) -August 21, report second quarter (Q2) results.  This will be fascinating because of recent macro trends more »

  • Could New J.C. Penney CEO Turn Company Around?

    By Stephanie Faris - August 9, 2013 | Tickers: GRPN, JCP, SHLD

    J.C. Penney (NYSE: JCP) is at an uncertain time in its history, with many resigned to the fact that the retailer is simply a leftover remnant of a bygone era. The return of retired CEO Myron (Mike) Ullman as interim chief brought new hope to the company, undoing the damage done by Ron Johnson's attempt to give the company a younger image. For a while it looked hopeful more »

  • Invest in Energy Efficiency, not Alternative Energy

    By Jonathan Yates - August 8, 2013 | Tickers: BBY, CREE, FSLR, GE, HD, SHLD

    General Electric’s (NYSE: GE) recent sale of its solar panel technology to First Solar (NASDAQ: FSLR) is just the latest in a series of poor performances by entities in the alternative energy sector. First Solar also just reported a 70% drop in profits, which has its share price off almost 18% for the last week. What does continue to perform well, though, is the energy efficiency group.

    The global more »

  • 2 Numbers You Should See Before Investing in This Retailer

    By Marie Palumbo - August 7, 2013 | Tickers: AMZN, EBAY, SHLD

    Kodak, Blockbuster, RadioShack. Think back to the last time you purchased a product from one of these companies. If you see yourself with crazy hair, denim shorts, and a turtle neck sweater, it’s because you haven’t visited these companies since the 90's.

    Give your past purchases some more thought, and you will recall one of America’s hallmark retailers: Sears Holdings (NASDAQ: SHLD). While Sears hasn’t more »

  • This Retailer Is Making the Wrong Call

    By Marie Palumbo - August 5, 2013 | Tickers: SHLD, TM, VLKAY

    Once upon a time, there was a company that forever changed retail in the United States. In 1893, Sears (NASDAQ: SHLD) – then known as Sears & Roebuck – distributed its first catalogue around the country. Since then, Sears built a brick and mortar empire with over 860 stores in US. Over the years, the retailer became known for appliances, tools, sturdy clothing, and now… Rolex watches?

    The Wall Street Journal reported that more »

  • Low-End Retailers Deliver Low-End Results

    By Michael Mandala - July 31, 2013 | Tickers: JCP, RSH, SHLD

    Sears (NASDAQ: SHLD), RadioShack (NYSE: RSH), and J.C. Penney (NYSE: JCP) have slaughtered investors' returns this past year, with an average retreat from their 52-week highs of over 30% while the market continues to climb. What should investors do?

    Over the past 12 months, consumer-discretionary stocks have been the second- best performers in the S&P 500, with a return rate of 36.4%, trailing financial stocks by just more »

  • Say Goodbye to the Sears Years

    By Dan Moskowitz - July 31, 2013 | Tickers: HD, LOW, SHLD

    Sears Holdings (NASDAQ: SHLD) doesn’t have much going for it at the moment. The company’s namesake and Kmart stores are both seen as outdated. Looking for a significant upside catalyst is like trying to find treasure at the bottom of the ocean - it's really hard to do. That said, bulls will point to several positives, which we’ll get to soon.

    A slow death

    As stated above more »

  • How Will a Minimum Wage Hike Affect These Retailers?

    By Lior Cohen - July 25, 2013 | Tickers: SHLD, TGT, WMT

    The promise of President Obama to increase the federal-level minimum wage to $9 an hour has raised the concerns of business owners and investors. The concern is that this move will lead to businesses being forced to close their doors, which, in turn, may increase unemployment. How will raising the minimum wage affect big retail companies?

    Does the minimum wage hurt the economy?

    One of the main concerns of some more »

  • This Huge Department Store Chain Is About to Say Goodbye

    By Adrian Campos - July 23, 2013 | Tickers: HD, SHLD, WMT

    It's been a terrible year for multinational department store Sears (NASDAQ: SHLD). Among all department store public companies in America, Sears not only had the worst-performing stock in the past 12 months, it was the only one that actually produced negative returns: down 13.89% so far. Despite its size (more than 2,000 total stores), this has taken its market capitalization to $4.65 billion, less than 2 more »

  • Why Is This Company an Excellent Play on the Housing Recovery?

    By Matthew Frankel - July 17, 2013 | Tickers: ELUXY.PK, SHLD, WHR

    The leading manufacturer of home appliances, Whirlpool (NYSE: WHR), has annual sales in excess of $18 billion coming from countries all around the world. Despite its size, Whirlpool has enormous growth potential that I feel is not fully priced into its shares. Several factors such as the improving U.S. housing market, increasing emerging market demand, and increased efficiency of their operations should produce double-digit earnings growth for Whirlpool for more »

  • Can This Retailer "Build" a Profitable Future?

    By Bill Stoller - July 17, 2013 | Tickers: AMT, DLR, SHLD

    Predicting what Sears Holdings (NASDAQ: SHLD) might look like in three to five years brings to mind the parable about the blind man and the elephant.  It really does depend upon which part of the Sears story you feel most comfortable grasping.  We all know that Sears has been struggling to become more competitive with fellow retailers:  Wal-Mart, Target, Macy's and Kohl's.   Sears has also rolled out a more »

  • Value Investor Francis Chou’s Top Picks

    By Meena Krishnamsetty - July 15, 2013 | Tickers: ACT, DELL, RFP, SHLD

    Francis Chou, of Chou Associates Management, was recognized by Morningstar with the Fund Manager of the Decade award in 2004. We track his quarterly 13F filings alongside those of hundreds of hedge funds and other notable investors as part of our work developing investment strategies (for example, we’ve found that the most popular small cap stocks among hedge funds outperform the S&P 500 by an average of 18 more »

  • Is Eddie Lampert Ruining Sears?

    By Sam Mattera - July 13, 2013 | Tickers: BBY, MSFT, SHLD

    In a detailed profile, Bloomberg Businessweek argues that much of Sears Holdings(NASDAQ: SHLD) recent troubles can be attributed to the mismanagement of the company. Specifically, Bloomberg paints a picture of Lampert as an Ayn Randian-obsessed free market fanatic, pushing overly aggressive, internal dog-eat-dog competition.

    While there’s no doubt that Sears is struggling -- the company has been burning through cash, and shares are down over 75% from their 2007 more »

  • Can a Pay Cut Save Martha Stewart?

    By Stephanie Faris - July 10, 2013 | Tickers: JCP, MSO, SHLD

    For the past decade, Martha Stewart Living Omnimedia (NYSE: MSO) has struggled, repeatedly reporting losses as interest in her magazine and TV show have dwindled. An arrest for insider trading led to the cancellation of her first TV show, Martha Stewart Living, while competition from younger, fresher faces eventually drove her show Martha off the air.

    Yet, in all this time, Martha Stewart continued to make a salary of $2 more »

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