Thursday, January 07, 2010

Sears Less Is More Communications

Sears Holding (SHLD) came out with Dec sales and quarter to date numbers. The earnings release just deals with high level financial concepts and does not speak to merchandising or retail issues. From a disclosure point of view, from a transparency point of view, from an engage the investor point of view there is no real information that is truly useful to an investor looking at retail stocks.

Is that because Management does not wish to communicate at this point in time? Yet the stock pops about 10%. So coming in cold to the stock you have to understand the sub-script. But for now management does not have their finger prints on anything.