SHLDQ News and Press, Sears Holdings Corporation From 09/29/20

Seritage Growth Properties was struggling with chronic losses long before COVID hit. With working capital running low, Seritage is racing to sell assets during a period of very low retail commercial transactions. Seritage's NOI has been on the decline for years despite significant...

The current set-up is very bullish for REIT investing: Valuations are at a near 10 year low. Interest rates have hit 0%. Rent collection rates are surging. Dividends are gradually returning. And yield spreads are the largest ever, outside of 2008-2009: As we put this crisis beh...

This is a long overdue update article on Sears Holdings, Inc. I am still 100% confident that shareholders will not be wiped out and Bondholders will get par plus interest. In order for this to happen Seritage Growth Properties, Lands's End and Transform Holdco must come back to Sears Holdings....

A critical status conference regarding the sale or liquidation of bankrupt J.C. Penney (JCPNQ) has been reset to August 12 from August 10. The conference is expected to cover the potential assets sales and the status of the original restructuring support agreement - RSA. Status Conference ...

The biggest mall owner in the U.S., Simon Property Group (NYSE: SPG ) is in talks with Amazon   (NASDAQ: AMZN ) to transform some of its anchor department-store spaces into Amazon fulfillment centers, the Wall Street Journal reports, citing people familiar with the matter. More ...

Original Post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha Read more ...

TRENDS: Covid-19 has accelerated a lot of trends. Few more than retail. Oddly, some people have taken the view that Covid-19 changed retail. Actually, it didn't. The pandemic has merely accelerated trends that have been driving industry change for almost two decades. Back in 2004, Eddie Lamp...

Great investing is not complicated. Don't take it from me, but from legendary investors such as Warren Buffett, Philip Fisher, or Peter Lynch. They would tell you to simply invest in businesses for the long haul, based on track-record, fundamentals, and a consistent operating history. If...

Seritage Growth Properties (NYSE: SRG ) will terminate its master lease with Sears at 12 stores of the 17 remaining Sears ( OTCPK:SHLDQ ) and Kmart stores in its wholly owned portfolio. More news on: Seritage Growth Properties, Sears Holdings Corp., Financial stocks news, Read more ....

Image taken by author As I resume writing for Seeking Alpha after a roughly four-year hiatus, I'm spending a fair but healthy bit of time looking back. In recent articles, I have considered where I was wrong on Sirius XM ( SIRI ) and right and wrong on Netflix ( NFLX ). These thought...