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Thursday, March 13, 2008

Some stuff I read online 3/13/08

Here is today’s list of interesting articles I have read online.

I own SHLD and am therefore extremely interested in what Eddie Lampert is up to. From my perspective, the reason for investing was never retail but real estate, brands, cash flow and what Eddie could do with those. Here is a great piece on the brands.

Unseen Value in Sears' Brands

Apparently, a couple of bankers and a couple of academics thought it a good idea to limit a banks ability to pay dividends during the crisis. Not good news for shareholders. Fortunately, it does not seem to be gaining much traction.

Calls for government to limit bank dividends

Thanks for reading…

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