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Whitney Tilson on Sears Holdings
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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.
Sears Holdings is the
Sears Holdings is the leading home appliance retailer in North America and is a retail sales leader in sears parts like tools, lawn and garden, home electronics, and automotive repair and maintenance. Key proprietary brands include Kenmore, Craftsman and DieHard, and a broad apparel offering, including such well-known labels as Lands' End, Jaclyn Smith and Joe Boxer, as well as the Apostrophe and Covington brands. The company also offers Martha Stewart Everyday products, which are available exclusively in the U.S. at Kmart and in Canada at Sears Canada.

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