Luke 532 Posted November 25, 2013 Share Posted November 25, 2013 SHLD said the NY Post article is just a rumor, not looking to sell Sears Canada. NY Post is notorious for this kind of stuff. Where did you see them comment on the NY Post article? TD Ameritrade mentioned it on their Trade Architect platform under "Symbol News." No link provided. They could be wrong. Trade Architect is free for people with an account so I put a whopping $5 in an account with them just to get their news alerts for free. :) In my experience they have gotten news out a few minutes before major outlets enough times to justify me watching their news feed. But perhaps this time they are wrong. TD Ameritrade got it right and was early again. Not sure who over at TD Ameritrade gets this info early but they've done it on more than a few occasions. Sears press release: http://searsholdings.mediaroom.com/index.php?s=16310&item=137251 Link to comment Share on other sites More sharing options...
heth247 Posted November 25, 2013 Share Posted November 25, 2013 TD Ameritrade got it right and was early again. Not sure who over at TD Ameritrade gets this info early but they've done it on more than a few occasions. Sears press release: http://searsholdings.mediaroom.com/index.php?s=16310&item=137251 But why stock price is still up? Link to comment Share on other sites More sharing options...
ValueBuff Posted November 25, 2013 Share Posted November 25, 2013 It could be the rumours are enough to get some shorts to cover? short interest grew by 900K shares between oct 15-30th, Link to comment Share on other sites More sharing options...
Luke 532 Posted November 25, 2013 Share Posted November 25, 2013 But why stock price is still up? Chapter 8 of The Intelligent Investor has your answer ;) Link to comment Share on other sites More sharing options...
Luke 532 Posted November 26, 2013 Share Posted November 26, 2013 Short interest rises again... above 14.3M shares (as of Nov 15th). http://www.nasdaq.com/symbol/shld/short-interest Link to comment Share on other sites More sharing options...
jeffmori7 Posted November 26, 2013 Share Posted November 26, 2013 New layoffs at Sears Canada : http://www.theglobeandmail.com/report-on-business/sears-canada-to-lay-off-nearly-800-employees/article15611972/ Link to comment Share on other sites More sharing options...
CorpRaider Posted November 26, 2013 Share Posted November 26, 2013 sears may be denying it but I believe it's true. that if they got the right offer they would sell it. the market tends to like the possibility. on a broader scale eddie looks like he has shifted strategy at shld to more rapid monetization. And he has been selling every other holding in ESL other than SHLD at a very rapid pace this year. He wants (needs?) cash very badly for something. So he can plow it into being the next Buy.com (but worse) apparently. Link to comment Share on other sites More sharing options...
merkhet Posted November 27, 2013 Share Posted November 27, 2013 New layoffs at Sears Canada : http://www.theglobeandmail.com/report-on-business/sears-canada-to-lay-off-nearly-800-employees/article15611972/ "Nevertheless, Sears Canada approached at least one retail rival recently about its interest in buying the business, sources have told The Globe and Mail." Huh. Link to comment Share on other sites More sharing options...
Luke 532 Posted November 27, 2013 Share Posted November 27, 2013 "Nevertheless, Sears Canada approached at least one retail rival recently about its interest in buying the business, sources have told The Globe and Mail." Huh. In response to the "huh"... this is an interesting take on reading between the lines. http://www.valuewalk.com/2013/11/sears-eddie-lamperts-non-denial-denial/ This is word games and I don’t think anyone is buying it First statement: “It is false to claim that Mr. Lampert, the CEO of Sears Holdings Corp (NASDAQ:SHLD), is interviewing or otherwise is in talks with investment bankers about Sears Holdings’ interest in Sears Canada So, he ISN’T CURRENTLY in talks with INVESTMENT BANKERS. Now, HAS he been? IS he GOING to be? IS he talking to private equity firms? A true denial would have said: It is false to claim that Mr. Lampert, the CEO of Sears Holdings Corp (NASDAQ:SHLD), is or has been interviewing or otherwise is, has been, or has plan to enter into talks with investment bankers or other potential investors about Sears Holdings’ interest in Sears Canada THAT is a denial. The final nail in the validity of this denial coffin came when the bolded statement below was made, “with a goal of increasing the value of our 51 per cent interest and realizing significant cash proceeds to support our transformation and to create value for our shareholders.” UM, how exactly do they plan on “realizing significant cash proceeds” from Sears Canada without selling it either in whole or the continued slow steady asset divestiture? How…….Anyone???? Bueller? Bueller? Yea, I can’t figure out how either. From Sears: OFFMAN ESTATES, Ill., Nov. 25, 2013 /PRNewswire/ — The following statement should be attributed to Sears Holdings Corp (NASDAQ:SHLD): “This morning’s report concerning Sears Canada by the New York Post contains false statements regarding Sears Holdings and its intentions for Sears Canada. In particular, it is false to claim that Mr. Lampert, the CEO of Sears Holdings Corp (NASDAQ:SHLD), is interviewing or otherwise is in talks with investment bankers about Sears Holdings’ interest in Sears Canada. Similarly, the claim that Mr. Lampert is conducting a ‘beauty contest’ also is false. “Sears Holdings reiterates its October 29, 2013, statement that Sears Holdings will work with the board and management of Sears Canada with a goal of increasing the value of our 51% interest and realizing significant cash proceeds to support our transformation and to create value for our shareholders.” Link to comment Share on other sites More sharing options...
fareastwarriors Posted November 30, 2013 Share Posted November 30, 2013 http://video.cnbc.com/gallery/?play=1&video=3000222497 Land's End CEO on CNBC. Link to comment Share on other sites More sharing options...
BTShine Posted November 30, 2013 Share Posted November 30, 2013 http://video.cnbc.com/gallery/?play=1&video=3000222497 Land's End CEO on CNBC. Did he say they're "up in the high double digits vs. last year" ? That's really good news, especially for the valuation of Lands' End if it's spun off in the future. Link to comment Share on other sites More sharing options...
BTShine Posted November 30, 2013 Share Posted November 30, 2013 A consumer survey by Placed.com, which reportedly "measures more than 125,000 U.S. smartphone panelists who have opted-in to share their location" shows that Kmart is gaining big time this Black Friday. They basically tracked people's locations, which shows where they shopped. Kmart came out as the big winner in week over week market share. http://www.placed.com/blog/thanksgiving-top-retailers-2013/?source=email_rt_mc_body&app=n Also, looking at the front page of Google Trends shows that in the U.S. the most searched terms on Friday were... http://www.google.com/trends/ 1. Toys R Us 2. Sears 3. Apple Store 4. Gap 5. Kmart 6. Garth Brooks 7. Express 8. Apple 9. Evelyn Lozada 10. Aeropostale Link to comment Share on other sites More sharing options...
Luke 532 Posted November 30, 2013 Share Posted November 30, 2013 A consumer survey by Placed.com, which reportedly "measures more than 125,000 U.S. smartphone panelists who have opted-in to share their location" shows that Kmart is gaining big time this Black Friday. They basically tracked people's locations, which shows where they shopped. Kmart came out as the big winner in week over week market share. http://www.placed.com/blog/thanksgiving-top-retailers-2013/?source=email_rt_mc_body&app=n Also, looking at the front page of Google Trends shows that in the U.S. the most searched terms on Friday were... http://www.google.com/trends/ 1. Toys R Us 2. Sears 3. Apple Store 4. Gap 5. Kmart 6. Garth Brooks 7. Express 8. Apple 9. Evelyn Lozada 10. Aeropostale That is excellent. Plus, Sears and K-Mart both in the top 5 of Google trends. Link to comment Share on other sites More sharing options...
Guest wellmont Posted November 30, 2013 Share Posted November 30, 2013 A consumer survey by Placed.com, which reportedly "measures more than 125,000 U.S. smartphone panelists who have opted-in to share their location" shows that Kmart is gaining big time this Black Friday. They basically tracked people's locations, which shows where they shopped. Kmart came out as the big winner in week over week market share. http://www.placed.com/blog/thanksgiving-top-retailers-2013/?source=email_rt_mc_body&app=n Also, looking at the front page of Google Trends shows that in the U.S. the most searched terms on Friday were... http://www.google.com/trends/ 1. Toys R Us 2. Sears 3. Apple Store 4. Gap 5. Kmart 6. Garth Brooks 7. Express 8. Apple 9. Evelyn Lozada 10. Aeropostale I speak as a shld shareholder so I come in peace. But I frankly think this kind of data is worth a hill of beans. I have found the data contained in SEC form 10q, the one that shows quarter after quarter of staggering operating losses at shld retail operations, far more relevant to the investment performance of the stock. the data quoted above is from a self selecting group of smartphone users who were offered "free prizes!" to install an app that tracks their location and what they do. I believe this speaks for itself about the the people they are tracking. and it doesn't surprise me that many of them are kmart shoppers. again History is your friend here. Not gimmick data. Link to comment Share on other sites More sharing options...
Luke 532 Posted November 30, 2013 Share Posted November 30, 2013 I speak as a shld shareholder so I come in peace. But I frankly think this kind of data is worth a hill of beans. It's the Google Trend data that is excellent. Link to comment Share on other sites More sharing options...
muscleman Posted December 1, 2013 Share Posted December 1, 2013 A consumer survey by Placed.com, which reportedly "measures more than 125,000 U.S. smartphone panelists who have opted-in to share their location" shows that Kmart is gaining big time this Black Friday. They basically tracked people's locations, which shows where they shopped. Kmart came out as the big winner in week over week market share. http://www.placed.com/blog/thanksgiving-top-retailers-2013/?source=email_rt_mc_body&app=n Also, looking at the front page of Google Trends shows that in the U.S. the most searched terms on Friday were... http://www.google.com/trends/ 1. Toys R Us 2. Sears 3. Apple Store 4. Gap 5. Kmart 6. Garth Brooks 7. Express 8. Apple 9. Evelyn Lozada 10. Aeropostale I speak as a shld shareholder so I come in peace. But I frankly think this kind of data is worth a hill of beans. I have found the data contained in SEC form 10q, the one that shows quarter after quarter of staggering operating losses at shld retail operations, far more relevant to the investment performance of the stock. the data quoted above is from a self selecting group of smartphone users who were offered "free prizes!" to install an app that tracks their location and what they do. I believe this speaks for itself about the the people they are tracking. and it doesn't surprise me that many of them are kmart shoppers. again History is your friend here. Not gimmick data. Yeah. I wonder why Amazon is not the #1 here in google trend. Link to comment Share on other sites More sharing options...
augustabound Posted December 1, 2013 Share Posted December 1, 2013 I wonder why Amazon is not the #1 here in google trend. Speaking only for myself here, I go directly to Amazon. Most other things I search in Google. I'd imagine people would search stores for online flyers, Black Friday store hours or locations. Link to comment Share on other sites More sharing options...
DCG Posted December 1, 2013 Share Posted December 1, 2013 I wonder why Amazon is not the #1 here in google trend. Speaking only for myself here, I go directly to Amazon. Most other things I search in Google. I'd imagine people would search stores for online flyers, Black Friday store hours or locations. Exactly. People don't search Google fod amazon. Link to comment Share on other sites More sharing options...
Guest hellsten Posted December 2, 2013 Share Posted December 2, 2013 I wonder why Amazon is not the #1 here in google trend. Speaking only for myself here, I go directly to Amazon. Most other things I search in Google. I'd imagine people would search stores for online flyers, Black Friday store hours or locations. Exactly. People don't search Google fod amazon. Older people and kids google "Amazon.com" or "Amazon" if they want to visit the site. They use the address field as a search field. A significant part of Google's traffic is from searches like that. Anyway, at this point the only metric of significance to me is in the 10Q. Placed.com and Google Trends are "vanity metrics". They are still interesting so thanks for sharing. http://seekingalpha.com/currents/post/1438701: The most visited sites on Black Friday were those of Amazon (AMZN), eBay (EBAY) Walmart (WMT), Best Buy (BBY) and Target (TGT). http://www.comscore.com/Insights/Press_Releases/2013/12/Black_Friday_Billions_12_Billion_in_Desktop_ECommerce_Spending_Marks_First_BillionDollar_Online_Shopping_Day_of_the_2013_Holiday_Season Retail Property 1 Amazon 2 eBay 3 Walmart 4 Best Buy 5 Target Comscore is not perfect either… Link to comment Share on other sites More sharing options...
JAllen Posted December 2, 2013 Share Posted December 2, 2013 I wonder why Amazon is not the #1 here in google trend. Speaking only for myself here, I go directly to Amazon. Most other things I search in Google. I'd imagine people would search stores for online flyers, Black Friday store hours or locations. Exactly. People don't search Google fod amazon. Older people and kids google "Amazon.com" or "Amazon" if they want to visit the site. They use the address field as a search field. A significant part of Google's traffic is from searches like that. At least Chrome and Safari autocomplete the URL if you start to type Amazon. Most people that shop at Amazon are probably more technologically aware, use these browsers, and thus arrive at the site directly through the amazon.com URL. Link to comment Share on other sites More sharing options...
Luke 532 Posted December 2, 2013 Share Posted December 2, 2013 And another 148,000 AN shares off of Lampert's plate late last week, at roughly $49-$50/share, putting a nice $7.25M in his pocket. Form 4: http://www.sec.gov/Archives/edgar/data/350698/000118143113061003/xslF345X03/rrd396395.xml Link to comment Share on other sites More sharing options...
wisdom Posted December 2, 2013 Share Posted December 2, 2013 http://247wallst.com/retail/2013/12/02/poor-holiday-weekend-shopping-results-put-pressure-on-j-c-penney-and-sears/ Is this what deflation looks like - impact on retailers. Link to comment Share on other sites More sharing options...
Guest wellmont Posted December 2, 2013 Share Posted December 2, 2013 http://247wallst.com/retail/2013/12/02/poor-holiday-weekend-shopping-results-put-pressure-on-j-c-penney-and-sears/ Is this what deflation looks like - impact on retailers. however among consumers who put spyware on their phones in order to win Free Prizes! Sears was #1 with a bullet. Link to comment Share on other sites More sharing options...
BTShine Posted December 2, 2013 Share Posted December 2, 2013 http://247wallst.com/retail/2013/12/02/poor-holiday-weekend-shopping-results-put-pressure-on-j-c-penney-and-sears/ Is this what deflation looks like - impact on retailers. however among consumers who put spyware on their phones in order to win Free Prizes! Sears was #1 with a bullet. Wellmont, you are spot on. My post wasn't meant to mislead. It is a data point. As with all data points, it's important to consider how the data was measured, and who is likely in the sample set. In this case, it's people willing to give placed.com access to their location. I wouldn't do that, but some would. There's no doubt Sears and Kmart are catering to the middle class or below middle class consumer. Any other data points are welcome! Link to comment Share on other sites More sharing options...
BTShine Posted December 3, 2013 Share Posted December 3, 2013 Here is more data. According to a data analytics provider MutualMind, Sears was one of the Black Friday winners based upon sentiment. http://seekingalpha.com/article/1870541-ranked-by-ibm-and-mutualmind-black-friday-winners-and-losers?source=tweet#comments_header Again, just a data point. Please post if anyone finds negative data (besides the obvious 10-Q :). Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now