Okay, saw what you want about Jim Cramer but he makes some very good points here about Sears Holdings.
For those inclined to skip the video, here are the main points:
1- Sears is levered to housing. When that stabilizes, Sears turns. Read this from 2007 on the subject
2- Great brands. More on that here
3- Naked shorts. Read more about that here
As an aside, I so much prefer the thoughtful Cramer to the character he plays on his nightly show…
Lampert’s recently released 2009 shareholder letter:
Disclosure (“none” means no position):Long SHLD