Cramer on Sears Holdings

• Posted by ToddSullivan
• on March 30th, 2009

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

To see more posts on any of the companies mentioned in this article, enter their stock ticker symbol in the search box.

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.