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Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

How To Increase Your Stock Price And Ruin Your Company

November 20, 2009

Sears shelling out---for own stock | www.chicagotribune.com

Mr. Lampert, for the fifth straight year, has again gained the record for spending far less on his store's improvement and maintenance needs than any of his 13 major competitors, while at the same time, spending far more on buying back his own company stockthan any other retailer.

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Is This Mr. Lampert's 8th or 9th Life?

November 19, 2009

Sears Narrows Loss, Beats Estimates but Stock Falls | www.chicagobusiness.com

A flurry of articles have come out in recent days seemingly to diffuse the continuing failures of Mr. Lampert's prize holding. This article deals with the "surprise" caused by the losses being slightly less than expected. The others deal with the various new ventures Mr. Lampert has announced in his continuing efforts to slow SHLD's decline into oblivion.

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

So The Sky Isn't Falling Quite Yet

October 15, 2009

Store Closings Likely To Peak in First Half of 2010 | www.printthis.clickability.com

Year-to-date , the U.S. retail industry saw 3.408 store closings, according to the ICSC. The number of closings is far short of the 10,000 to 12,000 closings many experts projected in late 2008. However this article indicates that 2010 may yet turn out to be even worse.

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

If Borders Can't Make It Here, They Can't Make It Anywhere

October 14, 2009

Borders Renews Lease At 830 North Michigan Ave. | www.chicagorealestatedaily.com

Borders flagship Chicago store has long been rumored to be in trouble and not likely to exercise its' renewal option. It now has renewed but only for one year.

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

The Jury Is Still Out On General Growth

October 8, 2009

General Growth's Cap RatesEstimates Are Getting Interesting | seekingalpha.com

As a result of a Goldman Sachs presentation in late September which featured a close comparison to Simon Properties implies cap rate of 7%, the author is stronglyugly suggesting that GGP is starting to look like a bargain.

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

A Blight On the Taubman REIT's Glamorous Image

September 30, 2009

Taubman May Turn Over Atlantic City Mall To Lender | blog.retailtrafficmag.com

Taubman Co. is generally considered to be among the "best and brightest" of Mall REITS. If they are acknowledging serious problems with some of their properties, what must this portend for other REITs that have been assembled with far less dominant locations and/or retailers?

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

So What Else Is New?

September 24, 2009

Savvy Retailers Snatch Leases Out Of Other Chains Bankruptcies | www.printthis.clickability.com

This article presents a common industry practice as being newsworthy and in the process, gets it all wrong. The practice of retailers taking over other failed retailer's locations has been going on since time immemorial. I guess it was a slow news day.

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Yet Another Bargain Hunter

September 19, 2009

Buyout Fund Contemplates a REIT Turn | online.wsj.com

Mr. Baker, CEO of NRDC, (the company who showed such bargain hunting skills when they paid top dollar for the now defunct Linen'n Things and the rapidly declining Lord & TTaylor) plans to start a new REIT. Does anyone think he can really do a better job of buying distressed shopping centers than the pros like The Weingarten Co. or DDR?

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Blockbuster Needs To Rewind

September 18, 2009

Blockbuster To Shutter 40% Of Stores | online.wsj.com

Only two days ago I reported that Blockbuster announced it was closing 1000 stores. It has now revised that number to 1500 or 40% of their total. What does this sudden increase say about their chances for survival?

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Is Blockbuster Going the Way of Hollywood Video?

September 16, 2009

Blockbuster Closing Up to 960 Stores by End of 2010 | blog.retailtrafficmag.com

Blockbuster just announced an increase in store closing from 685, ( the number announced on September 15th, 2009 ) to 960. While this is not a fatal blow, it certainly is a leading indicator of some serious problems that the GLG reader should be aware of.

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