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Sears Holdings

  • Are Heroic Measures Necessary for These Companies?

    By AnnaLisa Kraft - May 24, 2013 | Tickers: JCP, SHLD, BONT

    If you heed only one piece of my advice, let it be this: never watch "House" before you undergo surgery. The bumbling residents put their puzzling patients through at least five unpleasant, life-threatening, and/or painful procedures before the lightbulb goes on for diagnostic genius, Dr. House. Several retailers seem to be in need of a Dr. House--or even a Dr. Feelgood.

    Bon-Ton (NASDAQ: BONT) , J.C. Penney (NYSE: JCPmore »)

  • Two Retailers to Sell and One to Buy

    By Leo Sun - May 24, 2013 | Tickers: DLTR, SHLD, TGT

    It’s tough being a brick-and-mortar retailer. Unpredictable, adverse weather can keep shoppers from visiting, and can also cause retailers to stock up on the wrong seasonal products. Competition from e-commerce giants such as Amazon can drastically reduce store foot traffic.

    The industry is also extremely broad, with wholesale retailers on one end, discount superstores in the middle and dollar stores on the other end. Each of these groups is more »

  • Sears is Quite Cheap Now

    By Anh HOANG - May 24, 2013 | Tickers: JCP, SHLD, TGT

    Sears Holdings (NASDAQ: SHLD) has dropped significantly by more than 12.3%, to $51 per share, in after hours trading after its sluggish first quarter earnings results, which were much worse than analysts’ estimates. Even after the recent significant decline, Sears Holdings has risen by around 27.5%, from $40 per share to $51 per share. Should investors take advantage of the recent drop to accumulate Sears? Or should we more »

  • Are The Buy Signals In Sears Yet?

    By Alexander Cho - May 23, 2013 | Tickers: ANF, LTD, SHLD

    Sears Holdings (NASDAQ: SHLD) is one of those companies value investors scream buy, and the rest of us sit back and say, “hold on.” Why is the short float at a staggering 10%? Is there something structurally wrong with the company?

    The company’s earnings results were a mixed bag, but what should keep investors up-beat about the company is the cheap valuations and the enormous upside potential the company more »

  • Lowe's and Home Depot: What's the Difference?

    By Mike Thiessen - May 23, 2013 | Tickers: HD, LOW, SHLD

    Recent quarterly reports from two of the United States's largest home-improvement companies has drawn renewed attention to their apparently divergent fortunes. Despite nearly identical business structures, market geographies and penetration strategies, these two firms do not seem to be playing on a level field. According to its most recent report, Lowe's (NYSE: LOW) saw worse-than-expected sales and profit figures during the first quarter. Meanwhile, Home Depot (NYSE: HDmore »)

  • Hedge Fund Manager Still Bullish on This Real Estate Play

    By Marshall Hargrave - May 23, 2013 | Tickers: JCP, M, SHLD

    Bruce Berkowitz from the Fairholme Funds continues to aggressively buy Sears Holdings (NASDAQ: SHLD). Fairholme's latest 13F showed that Berkowitz added 1,362,200 shares to his holdings. The fund now has 10.80% of its 13F portfolio invested in Sears. Berkowitz has been a steady buyer of the stock over the years, even in the face of price weakness. This indicates a strong bullish bias from one of more »

  • This Speculative Retailer May Pay Off in the End

    By Matthew Frankel - May 21, 2013 | Tickers: JCP, M, SHLD

    I honestly don’t know what to think about Sears Holding (NASDAQ: SHLD), or why people would still invest in it. Sears has lost a significant amount of money over the last couple of years, but sometimes money-losing companies can give you the opportunity to invest in a turnaround stock. If Sears has a viable turnaround strategy -- even one that takes years -- investors could score a nice bargain by getting more »

  • Is This Retailer On The Right Path?

    By Mike Thiessen - May 13, 2013 | Tickers: JCP, SHLD

    J.C. Penney (NYSE: JCP) recently reported 1Q13 earnings and provided an update on their business. J.C. Penney is restructuring, looking for its second new strategy in just two years, and is attempting to bring customers back into its stores. The new CEO, Mike Ullman, is working to recruit a new management team to execute a turnaround plan. The stock is down about 55% over the past year as more »

  • 3 Holding Companies to Pay Attention To

    By Victor Selva - May 10, 2013 | Tickers: LUK, SHLD, JOE

    When investing in holding companies, one must make an extra effort analyzing its assets and growth prospects as a whole. In this article we will briefly look into the main reasons to invest in 3 of Bruce Berkowitz´s investment choices -Sears Holdings Company (NASDAQ: SHLDSHLD)), St. Joe Co. (NYSE: JOEJOE)) and Leucadia National (NYSE: LUKLUK))- or reasons not to do so.

    An attractive upside

    Based on two positive indicators more »

  • Which 4 Big Box Retailers Understand the Internet?

    By Casey Walters - May 3, 2013 | Tickers: AMZN, SHLD, TGT, WMT

    Simplicity is king when it comes to a powerful business approach. Doing too many things is often met with failure--it is the clear-minded, steady handed approach of doing one or a few things well that makes for a solid company.

    Big Box retailers are changing tactics in order to stay competitive. Companies such as Wal-Mart, Target, and Sears can still prosper in this tech age by following the age-old wisdom more »

  • Should We Follow George Soros Into J.C. Penney?

    By Anh HOANG - May 2, 2013 | Tickers: JCP, M, SHLD

    When investors think of J.C. Penney (NYSE: JCP), they think of negatives and a struggling business that has a low probability of turning itself around. In the last twelve months, J.C. Penney has lost more than 52% of its value. Bill Ackman, the famous hedge fund manager, has lost more than $500 million in the company since the first half of 2011.

    However, after months of bad news more »

  • Neither J.C. Penney's Loans nor Soros Can Keep It From Failing

    By Jordan Wathen - May 1, 2013 | Tickers: JCP, M, SHLD

    In recent days, J.C. Penney (NYSE: JCP) added another world-class hedge fund manager to its shareholder list. George Soros reported buying a stake worth 7.9% of the company in a new 13G filing with the SEC. 

    In filing a 13G instead of a 13D, Soros indicated that he has little interest in activism. Rather, Soros is along for the ride, potentially to team up on proxy votes with more »

  • Why the Smart Money Believes in J.C. Penney

    By Dana Blankenhorn - May 1, 2013 | Tickers: JCP, SHLD, BONT

    JCP (NYSE: JCP) is a whipped dog.

    The once proud name of American middle market retailing has had its stockholders played for suckers by a city slicker named Ron Johnson, who thought he could make the old dog cool again with some ribbons and a strategy born in Silicon Valley.

    Unfortunately, Penney's was selling knives and clothes, not iPads. The strategy was imposed from the top-down, all at once more »

  • Will More Debt-Laden Spin-offs Sue Their Parent Companies?

    By Mike Thiessen - April 28, 2013 | Tickers: OSH, PCXCQ.PK, BTU, SHLD | Editor's Choice

    Editor's Note: This article has been amended to better reflect Orchard's debt position pre and post spin-off.

    An ongoing lawsuit between now-bankrupt Patriot Coal Corporation (NASDAQOTH: PCXCQ.PK) and its former parent Peabody Energy (NYSE: BTU) has reignited the debate over the tendency of parent companies to load their spin-offs up with undesirable retirement, healthcare and pension debts. After citing an unmanageable burden of over $600 million in long-term more »

  • Is Now the Time to Buy Into J.C. Penney?

    By Jared Kassan - April 23, 2013 | Tickers: JCP, KSS, M, SHLD

    J.C. Penney has received what seems like nothing but bad news for over a year. Sales have continued to slump. Nobody bought into the glitz and glam of Ron Johnson. Investors seem to have fled from this beleaguered company. However, is this company on its way to bankruptcy? If not, is now the perfect time to jump in? Let's do a bit of analysis below:

    Valuation

    What are more »

  • These Hardware Spin-Offs Went In Opposite Directions

    By Mike Thiessen - April 17, 2013 | Tickers: OSH, SHLD, SHOS

    Over the past two years, Chicago-based retail icon Sears Holdings Corporation (NASDAQ: SHLD) has executed two highly publicized spin-offs of non-core businesses. In 2011, the company spun off a California-based subsidiary that maintains a chain of Home Depot-style home improvement stores. Known as Orchard Supply Hardware Stores Corporation (NASDAQ: OSH), this firm has struggled to differentiate itself in a very crowded market for home improvement services. 

    In late 2012, it more »

  • These Hardware Spin-Offs Went In Opposite Directions

    By Mike Thiessen - April 17, 2013 | Tickers: OSH, SHLD, SHOS

    Over the past two years, Chicago-based retail icon Sears Holdings Corporation (NASDAQ: SHLD) has executed two highly publicized spin-offs of non-core businesses. In 2011, the company spun off a California-based subsidiary that maintains a chain of Home Depot-style home improvement stores. Known as Orchard Supply Hardware Stores Corporation (NASDAQ: OSH), this firm has struggled to differentiate itself in a very crowded market for home improvement services. 

    In late 2012, it more »

  • Go Private or Go Bankrupt

    By Timothy Green - April 17, 2013 | Tickers: BBY, JCP, SHLD

    After only 17 months on the job, J.C. Penney (NYSE: JCP) CEO Ron Johnson was ousted, with the previous CEO taking his place. This comes after a turnaround effort focused on a store-within-a-store concept and everyday low prices has failed miserably, with JCP posting a $552 million loss in the fourth quarter of 2012. With the company quickly blowing through its remaining cash, is bankruptcy becoming an inevitable reality more »

  • Hardware Spin-Offs Went In Opposite Directions

    By Mike Thiessen - April 15, 2013 | Tickers: OSH, SHLD, SHOS

    During the past two years, Chicago-based retail icon Sears Holdings Corporation (NASDAQ: SHLD) has executed two highly publicized spin-offs of non-core businesses. In 2011, the company spun off a California-based subsidiary that maintains a chain of Home Depot-style (HD) home improvement stores. Known as Orchard Supply Hardware Stores Corporation (NASDAQ: OSH), this firm has struggled to differentiate itself in a very crowded market for home improvement services. 

    In late 2012 more »

  • No Profits, No CEO...No Good

    By Robert Hanley - April 13, 2013 | Tickers: JCP, M, SHLD

    J.C. Penney (NYSE: JCP) has been on a losing streak lately, with declining sales, an evaporation of profit, and a bitter court battle with rival Macy’s (NYSE: M) over its private label product deal with Martha Stewart Living Omnimedia. Major investor Vornado Realty, led by real estate icon Steve Roth, sold half of its stock holdings in J.C. Penney last month after getting nervous about the company more »

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