GLG News by Retail Brokerage Experts (Florida)
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March 11, 2008How Does Easy Credit Make Turn Around Specialist out of Financial Genius'?
Analysis of: BUYOUT ALL-STARS STUMBLE | online.wsj.com
Author: Kenneth Leonard, Principal, Leonard Associates
This article sheds considerable light on one company's efforts (Sun Capital Partners) to prosper by buying second or third tier troubled companies. They use very little cash and then, using their real or imagined genius as self titled "Turn Around Specialist", try to "make a silk purse out of a sow's...
March 10, 2008WSJ Belabors The Obvious
Analysis of: Malls, Offices May Slump Less Steeply Than Homes | online.wsj.com
Author: Kenneth Leonard, Principal, Leonard Associates
Using the well publicized problems of Harry Macklowe and Centro Properties as the poster boys of WSJ's front Page article, we then learn that it is only the over leveraged commercial property speculators who are likely to suffer in this real estate recession. The article then quickly points out...
February 29, 2008Kimco and The REIT Gold List
Analysis of: BEYOND THE BIG BOX | www.forbes.com
Author: Kenneth Leonard, Principal, Leonard Associates
Kimco is one of only a handful of REITs still trading at a premium to net asset value. Kimco has the lowest rents of any strip center REIT. Kimco rates only a "D" for performance and a "D" for value on the Forbes Gold List. Yet Kimco seems to be the darling of investors. Why?
February 27, 2008When Will They Learn
Analysis of: Attention, Lampert: Red-light Sears, blue-light Kmart | chicagobusiness.com
Author: Kenneth Leonard, Principal, Leonard Associates
Mr. Lance Crain, a very influential and knowledgeable business pundit, believes the answer to Mr. Lampert's problems is to sell Sears real estate and use the money to turn around Kmart with all Sears brands. He obviously has not done his homework. As readers of the GLG analysis on the topic of SHLD...
February 27, 2008Just Like Off Broadway, Off Michigan Is Far Less Expensive
Analysis of: Steve & Barry's Plans Store Off Michigan Avenue | chicagorealestatedaily.com
Author: Kenneth Leonard, Principal, Leonard Associates
This announcement of the latest Chicago Steve & Barry's store raises some eyebrows due to their seemingly sudden conversion to chasing "expensive" real estate. My familiarity with this specific location allows me to show that this is not any different than any of the other opportunistic locations...
February 25, 2008THE WARNING SIGNS WERE THERE
Analysis of: Lending Squeeze Hits Ailing Firms | online.wsj.com
Author: Kenneth Leonard, Principal, Leonard Associates
Sharper Image, Bon-Ton, Lillian Vernon, Buffets Holdings Inc., Gottschalks and several other retailers are in serious financial trouble according to this article, because of the current credit squeeze. I am suggesting that the current credit squeeze has played a very small roll in accelerating...
February 25, 2008YOU HEARD IT ON GLG FIRST
Analysis of: Tesco's Not Hitting Its Goals | blog.retailtrafficmag.com:80
Author: Kenneth Leonard, Principal, Leonard Associates
Only two days after announcing the opening of their 50th store in California, the British invasion of Tesco stores has been found to have very serious problems. After successfully demonstrating a powerful real estate and operations achievement with the opening of so many stores in such a short time...
February 14, 2008What, Me Worried?
Analysis of: Regional Mall REITS Anchored In Choppy Water | retailtrafficmag.com
Author: Kenneth Leonard, Principal, Leonard Associates
Wall Street worries about the recession's impact on mall REITs are discussed in this article and found to be groundless. The article compiles recent Conference Calls with the CEOs of the leading mall REITs and concludes that once again the leading financial analysts have misread their tea leaves where...
February 7, 2008WHY HEDGE FUND DEBT RUINS RETAILERS
Analysis of: Home Woes Lead Wickes to Chapter 11 | www.chicagotribune.com
Author: Kenneth Leonard, Principal, Leonard Associates
Another national chain furniture retailer, recently acquired by a hedge fund, bites the dust! What the heck is going on? Only a few months into the current recession and just beginning to feel the effects of the bursting of the housing bubble, several old line major furniture retailers have...
February 5, 2008BREAKING UP IS HARD TO DO
Analysis of: Sears' turnaround plan short on details, long on odds | www.chicagotribune.com
Author: Kenneth Leonard, Principal, Leonard Associates
Three or four very smart financial analyst from major financial institutions have been writing about the likelihood of "breaking up" Sears as discussed in this article. I have not yet seen as thorough nor candid analysis as this Chicago Tribune article and as such, I am recommending it to...
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