Luke 532 Posted February 20, 2014 Share Posted February 20, 2014 These three links just came to my e-mail and I haven't seen any like this regarding Sears/Kmart via Google Alerts. Perhaps more aggressive online advertising caused Google Alerts to pick it up. http://www.lxp.com/property/kmart-corporation-watertown http://www.lxp.com/property/kmart-corporation-san-diego http://www.lxp.com/property/kmart-corporation-manteca edit: added Manteca link Link to comment Share on other sites More sharing options...
peridotcapital Posted February 21, 2014 Share Posted February 21, 2014 These two links just came to my e-mail and I haven't seen any like this regarding Sears/Kmart via Google Alerts. Perhaps more aggressive online advertising caused Google Alerts to pick it up. http://www.lxp.com/property/kmart-corporation-watertown http://www.lxp.com/property/kmart-corporation-san-diego Both of these leases expire December 31, 2018 and SHLD is currently paying an average of ~$2/sf in cash rent (Lexington is public). I would bet they know they could buy out the leases in a heartbeat and are therefore trying to gauge potential tenant interest. Link to comment Share on other sites More sharing options...
BTShine Posted February 21, 2014 Share Posted February 21, 2014 Did you find the lease info in Lexington's public filings? It's possible that Lexington is showing their guaranteed lease income and SHLD has an option to renew their lease in 2018. Link to comment Share on other sites More sharing options...
adesigar Posted February 21, 2014 Share Posted February 21, 2014 These three links just came to my e-mail and I haven't seen any like this regarding Sears/Kmart via Google Alerts. Perhaps more aggressive online advertising caused Google Alerts to pick it up. http://www.lxp.com/property/kmart-corporation-watertown http://www.lxp.com/property/kmart-corporation-san-diego http://www.lxp.com/property/kmart-corporation-manteca edit: added Manteca link I think its just their portfolio of properties. http://www.lxp.com/portfolio -- Loads very slowly List includes Kmart Corporation Manteca California 1993 8.68 107,489 Retail West Kmart Corporation Galesburg Illinois 1992 2.43 94,970 Retail Midwest Kmart Corporation Watertown New York 1993 3.57 120,727 Retail East Kmart Corporation Lorain Ohio 1993 28.32 193,193 Retail Midwest Kmart Corporation San Diego California 1993 9.90 107,210 Retail West Kmart Corporation Fairlea West Virginia 1993 9.28 90,933 Retail East and Sears, Roebuck and Co. Memphis Tennessee 1973 47.10 780,000 Industrial East Thay have similar pages for all their properties. Not just Kmart/Sears. Everything from 3M and Bank of America to Xerox and Kraft Link to comment Share on other sites More sharing options...
adesigar Posted February 21, 2014 Share Posted February 21, 2014 Shop your Way Videos https://www.youtube.com/user/shopyourway/videos Online Personal Shoppers In vehicle pickup explaination Link to comment Share on other sites More sharing options...
Luke 532 Posted February 22, 2014 Share Posted February 22, 2014 Lampert Form 4: http://www.sec.gov/Archives/edgar/data/350698/000118143114008203/xslF345X03/rrd403038.xml Trades made 2/18-2/20 Link to comment Share on other sites More sharing options...
jeffmori7 Posted February 22, 2014 Share Posted February 22, 2014 Lampert Form 4: http://www.sec.gov/Archives/edgar/data/350698/000118143114008203/xslF345X03/rrd403038.xml Trades made 2/18-2/20 I don't really get it, Lampert is reducing his stake at 52$ while the stock trades around 40$? Link to comment Share on other sites More sharing options...
ZenaidaMacroura Posted February 22, 2014 Share Posted February 22, 2014 Lampert Form 4: http://www.sec.gov/Archives/edgar/data/350698/000118143114008203/xslF345X03/rrd403038.xml Trades made 2/18-2/20 I don't really get it, Lampert is reducing his stake at 52$ while the stock trades around 40$? That's an autozone filing - not SHLD ;) Link to comment Share on other sites More sharing options...
tombgrt Posted February 22, 2014 Share Posted February 22, 2014 Lampert Form 4: http://www.sec.gov/Archives/edgar/data/350698/000118143114008203/xslF345X03/rrd403038.xml Trades made 2/18-2/20 I don't really get it, Lampert is reducing his stake at 52$ while the stock trades around 40$? AN... No offense but ... really? ;D Link to comment Share on other sites More sharing options...
ZenaidaMacroura Posted February 22, 2014 Share Posted February 22, 2014 Lampert Form 4: http://www.sec.gov/Archives/edgar/data/350698/000118143114008203/xslF345X03/rrd403038.xml Trades made 2/18-2/20 I don't really get it, Lampert is reducing his stake at 52$ while the stock trades around 40$? AN... No offense but ... really? ;D This happens more than you think in the age of smart phones - small screen real estate. Link to comment Share on other sites More sharing options...
jeffmori7 Posted February 22, 2014 Share Posted February 22, 2014 Oups..sorry I was watching some Olympics while reading the board..not really paying attention on this one :) Link to comment Share on other sites More sharing options...
plato1976 Posted February 22, 2014 Share Posted February 22, 2014 Can or will sears put a big portion of debt on LE in this spinoff ? Oups..sorry I was watching some Olympics while reading the board..not really paying attention on this one :) Link to comment Share on other sites More sharing options...
adesigar Posted February 23, 2014 Share Posted February 23, 2014 Anyone have a Seeking Alpha PRO Account. Seems there is a new PRO article on the site about SHLD. The previous 2 PRO articles are by Bishop Research and Analytics. Link to comment Share on other sites More sharing options...
adesigar Posted February 24, 2014 Share Posted February 24, 2014 Anyone have a Seeking Alpha PRO Account. Seems there is a new PRO article on the site about SHLD. The previous 2 PRO articles are by Bishop Research and Analytics. I don't have Pro account but I kept a pdf verion of those two articles. But I have problem attaching them with this post. I don't know why. You can drop me an email heth247@yahoo.com. Thanks I read those articles. I don't even know if there is a completely new article or if Seeking Alpha has made an earlier article as PRO. I saw number of PRO articles on SHLD increased from 2 to 3 yesterday and wanted to find out what was in it. Was wondering if it was the SHLD Book format thing he mentioned. Link to comment Share on other sites More sharing options...
heth247 Posted February 24, 2014 Share Posted February 24, 2014 Thanks I read those articles. I don't even know if there is a completely new article or if Seeking Alpha has made an earlier article as PRO. I saw number of PRO articles on SHLD increased from 2 to 3 yesterday and wanted to find out what was in it. Was wondering if it was the SHLD Book format thing he mentioned. Usually such Pro-article will be free to the public after a period of time. I am interested to read it as well. Link to comment Share on other sites More sharing options...
bmichaud Posted February 24, 2014 Share Posted February 24, 2014 At risk of stating the obvious, I have a sneaking suspicion the 27th is going to be an atrocious day for existing SHLD stockholders. Though perhaps good for potential new owners 8) Link to comment Share on other sites More sharing options...
wisdom Posted February 24, 2014 Share Posted February 24, 2014 I believe so too - it will be a good day to add or start a position. But, who knows what Mr market will choose to do. Link to comment Share on other sites More sharing options...
wisdom Posted February 24, 2014 Share Posted February 24, 2014 At sub $30 this will be a 30% position for me. Link to comment Share on other sites More sharing options...
alertmeipp Posted February 24, 2014 Author Share Posted February 24, 2014 hmmm, the result was pretty much pre announced, its bad, was trading over 41 few hrs ago. didnt we just a few funds just added more. Link to comment Share on other sites More sharing options...
wisdom Posted February 24, 2014 Share Posted February 24, 2014 alert - That is what a rational person would expect, but, you never know with shorts and momentum investors that might have jumped in. Reality is no one knows. If it drops a lot - I buy more. If not, I hold. Link to comment Share on other sites More sharing options...
alertmeipp Posted February 24, 2014 Author Share Posted February 24, 2014 if i had to bet, i bet the short would be more eager to close the position before tmw. do we have rational investors holding shld? haha Link to comment Share on other sites More sharing options...
Luke 532 Posted February 24, 2014 Share Posted February 24, 2014 if i had to bet, i bet the short would be more eager to close the position before tmw. do we have rational investors holding shld? haha Why tomorrow? Earnings are Thursday pre-market, right? Link to comment Share on other sites More sharing options...
alertmeipp Posted February 24, 2014 Author Share Posted February 24, 2014 PR says on or about 27th, but some media said tmw, probably a mistake on their part. Link to comment Share on other sites More sharing options...
Matson125 Posted February 24, 2014 Share Posted February 24, 2014 We will see what happens on Thursday, but I wouldn't be surprised to see some big deal announced. The General Growth deal was announced on the reporting of the fiscal year. With Eddie not buying any shares, I have a feeling that he is working on something material and wouldn't be allowed to purchase. Just my opinion Link to comment Share on other sites More sharing options...
alertmeipp Posted February 24, 2014 Author Share Posted February 24, 2014 i think what we see is an effort to book short profit in a controlled manner. Link to comment Share on other sites More sharing options...
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