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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Spekulatius who wrote (50624)1/21/2013 5:01:32 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78751
 
SHOS - I am intrigued by this article: valueinvestingletter.com (free subscription required)

I agree with the author that the valuation is not super cheap. There is little historical data. Also Lampert's performance at Sears has not been great. However, the future could unfold as suggested, we are in the RE upcycle and this is a spinoff (which tend to outperform). I am thinking whether I should buy. :)

Feedback welcome. :)