Monthly Archives: November 2011

After Years of Drift, a New Approach at Sears

By
0
November 15, 2011
After Years of Drift, a New Approach at Sears

Perrenial value trap Sears Holdings(SHLD) is the subject of an excellent article at Bloomberg Businessweek. After Eddie Lampert’s initial success buying Kmart bonds in bankruptcy, hoped were high that through its merger with Sears, he would be able to monetize undervalued real estate and invest the proceeds elsewhere.  Aside from some muddling with credit...
Read More »

New Consolidated-Tomoka CEO, John Albright, Featured In Local Paper

By
0
November 10, 2011

We have a soft spot for Consolidated-Tomoka(CTO).  Besides remaining a great value, it happens to be the first stock we wrote about here.  So we were pleased to see a recent profile of new CEO, John Albright in the Daytona Beach News-Journal.  We had previously not known much about Albright, who took over on...
Read More »



Seeking Alpha