This week was clearly the week of the 13F filings. Sears Holdings (SHLD) received the most attention after value investors like Mohnish Pabrai, Bill Ackman and Bruce Burkowitz reported positions in the struggling retailer. One has to treat SHLD a bit different than any other contrarian stock. The company is still going major renovation under chief architect Edward Lampert. From what I have read, the brands and real estate make Sears Holdings attractive. So much so, that Whitney Tilson has gone on the air stating that SHLD currently trades at 30 cents on the dollar. Nevertheless, below is this weeks top value investing news.
- Sham Gad : Has Eddie Lampert Lost His Touch?-Consider the following scenario: A great company faces a languishing stock price. A few quarters of managerial efforts fail to revive profits. The stock continues to decline. As a result, the CEO is ostracized for having lost his ability. Sound all too familiar?
- American Eagle (AEO) Stock Report-College Analysts updates their stock report, and stepps up to the plate and buys AEO
- The Stock You Need to Watch Before a Housing Turnaround-This shareholder friendly company is exposed to housing but has durability and a consistent dividend. It is a good contrarian investment before the housing industry picks up again
- Seth Klarman’s Talk at MIT-Recent financial market events, including subprime loan losses, hedge fund and quant fund woes, and the bailout or takeover of numerous financial institutions and structured vehicles, that are suddenly strapped for cash, highlight the extreme risk taking and leverage that have lately permeated our financial system.
- 5 Interesting 13F Buys (Q4-07)A list of 5 interesting super-investor buys in the fourth quarter. Includes picks from Eddie Lampert, Mohnish Pabrai, Joel Greenblatt, and Warren Buffett.
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