Comments on: Is RadioShack the Next Kmart? http://www.peridotcapitalist.com/2007/02/is-radioshack-next-kmart.html Chad Brand's stock market and investing blog Fri, 12 Mar 2010 20:02:35 -0700 http://wordpress.org/?v=2.8.5 hourly 1 By: simon http://www.peridotcapitalist.com/2007/02/is-radioshack-next-kmart.html/comment-page-1#comment-583 simon Fri, 22 Jun 2007 14:24:00 +0000 http://www.peridotcapitalist.com/?p=374#comment-583 Hi Chad, <br/>just a short update. I just stumbled upon an interview with Cramer, who sees SHLD as a domestic Berkshire: <br/><br/><br/>http://www.thestreet.com/_tscwrap/funds/realmoneyradiowrap/10364087.html<br/><br/>Extract: ...Sears (SHLD - Cramer's Take - Stockpickr) is a domestic Berkshire Hathaway, he said... <br/><br/>Simon Hi Chad,
just a short update. I just stumbled upon an interview with Cramer, who sees SHLD as a domestic Berkshire:

http://www.thestreet.com/_tscwrap/funds/realmoneyradiowrap/10364087.html

Extract: …Sears (SHLD – Cramer’s Take – Stockpickr) is a domestic Berkshire Hathaway, he said…

Simon

]]> By: Chad Brand http://www.peridotcapitalist.com/2007/02/is-radioshack-next-kmart.html/comment-page-1#comment-475 Chad Brand Tue, 06 Feb 2007 16:26:00 +0000 http://www.peridotcapitalist.com/?p=374#comment-475 Simon,<br /><br />SHLD has been a large holding of mine for several years, and I remain bullish on the stock.<br /><br />The Berkshire comparison is interesting, but I would classify SHLD as BRK to some extent (because the company will have many different cash flow generators, not just the core Sears/Kmart retail businesses), but it will be BRK on a much smaller scale.<br /><br />I don't think SHLD will have dozens and dozens of subsidiaries, and I don't think they will be as diverse as BRK. I don't think Lampert 10 years from now will own companies in retail, insurance, banking, beverages, materials, etc. He will have multiple income streams, just with a much smaller reach in my opinion.<br /><br />Of course, nobody knows for sure what he is thinking, so it will be fun to see how it plays out. SHLD is a holding company though, no doubt about that, not just a retail operation. So in that respect the BRK comparison makes sense. Simon,

SHLD has been a large holding of mine for several years, and I remain bullish on the stock.

The Berkshire comparison is interesting, but I would classify SHLD as BRK to some extent (because the company will have many different cash flow generators, not just the core Sears/Kmart retail businesses), but it will be BRK on a much smaller scale.

I don’t think SHLD will have dozens and dozens of subsidiaries, and I don’t think they will be as diverse as BRK. I don’t think Lampert 10 years from now will own companies in retail, insurance, banking, beverages, materials, etc. He will have multiple income streams, just with a much smaller reach in my opinion.

Of course, nobody knows for sure what he is thinking, so it will be fun to see how it plays out. SHLD is a holding company though, no doubt about that, not just a retail operation. So in that respect the BRK comparison makes sense.

]]> By: simon abercrombie http://www.peridotcapitalist.com/2007/02/is-radioshack-next-kmart.html/comment-page-1#comment-474 simon abercrombie Tue, 06 Feb 2007 15:53:00 +0000 http://www.peridotcapitalist.com/?p=374#comment-474 Chad, what do you think about SHLD?<br />Do you consider SHLD to be another 'Berkshire Hathaway'? Do you think Ed Lampert uses SHLD similar to Brk - a company which keeps on buying other companies? <br />Thanks Chad, what do you think about SHLD?
Do you consider SHLD to be another ‘Berkshire Hathaway’? Do you think Ed Lampert uses SHLD similar to Brk – a company which keeps on buying other companies?
Thanks

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