IB Net Payout Yields Model

Invest like me - only at Covestor.com

Is Sears Holdings Finally Turning Into a REIT?

By -
According to this news last week, Sears Holdings (SHLD) has apparently made a major move on the long hoped for leasing of their under utilized real estate assets. According to the real estate website, it now has numerous leasing options available for retailers at 3,768 locations. Or nearly all existing stores.

The real estate options include the following:

Store-in-Store Leasing: Establish presence within Sears Holdings Corporation (SHC) store.
Outlots: Outlots to build new retail locations.
Demised space: Establish an independent presence adjacent to an SHC store
In-Line Leasing: Establish an independent presence adjacent to an SHC store
License business: Provide specialized product/service from a location inside an SHC store, fully integrated into operating platform
Specialty Marketing Opportunities: Strategic partnership to creatively reuse non-traditional space


Please read the full article at Seeking Alpha.


Disclosure: Long SHLD. Please review the disclaimer page fore more details. 



Comments

Mark Holder said…
Hardly doubt SHLD is up 12% due to my article. Sure wish they'd mentioned my name though.

CHICAGO (MarketWatch) -- Retailer Sears Holdings SHLD +12.27% was up nearly 12% Tuesday, leading percentage gainers on the S&P 500. The investment site Seeking Alpha published an item saying the company seeks to lease many of its "under-utilized" real estate assets. The company's realty website says leasing options are available at 3,768 Sears locations.
September 27, 2011 at 12:53 PM
Mark Holder said…
Another one:

http://blogs.wsj.com/deals/2011/09/27/magical-mystery-of-sears-stock-climb/?mod=yahoo_hs
September 27, 2011 at 1:04 PM
Post a Comment

Popular posts from this blog

Occidental: Still Producing Too Much Oil

By -
Image
Though oil continues plunging, the oil giants continue producing more. For Q4, Occidental Petroleum (OXY) had roughly flat production. The worst part is that OXY plans to grow production by 2% to 4% in 2016. The stock has held up somewhat strong, but the inability to turn off the spigot remains troubling. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 
Read more

ChargePoint: Low Quality Beat

By -
Image
  ChargePoint beat FQ2'22 revenue estimates, but the losses are mounting. The company guided up FY22 numbers partly due to acquisitions. The stock still trades at an estimated 21x FY23 number leaving limited upside for the stock and reinforcing why venture funds sold 13.8 million shares. Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our model portfolio.  Learn More » After  solid FQ2'22 earnings ,  ChargePoint Holdings  ( CHPT ) has seen a nice bump in the stock. Now investors have to confront the valuation divide and deal with the past insider sales likely leading to future sales on any stock rallies. My  investment thesis  remains very Bearish on the EV charging station stock on any rallies into the mid-$20s. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details.  Update - Sept. 8 Be cautious when analysts struggle to make the bullish case on expen
Read more

Aurora Cannabis: Deal Or No Deal

By -
Aurora Cannabis was left out of the major deal making in 2018. The cannabis company updated FQ2 guidance to revenues of $50 to $55 million with a continued focus on pure production growth. The stock is down as the market is becoming less impressed with commodity farming operations due to the prime Oregon example. The stock is below key resistance at $5.40 as medical cannabis patient totals failed to impress. As the end of 2018 came and went,   Aurora Cannabis   ( ACB ) was a notable absentee from the deal making in the cannabis market. Just about all of the other major Canadian cannabis players got large investments or signed up powerful partnerships, but the related stocks didn't generally maintain rallies following the deals. Based on the early legalization data in Canada and Oregon, the best option for Aurora Cannabis might actually be selling production capacity while the Canadian market remains hot. Read the full article on Seeking Alpha.  Disclosure: No
Read more