Purchased a long time ago Gains have left it hugely overweighted in my portfolio. I will trim this position when the company hits $100 billion market cap. Update (8/08/07): You don't even wanna know how big a position this is in my portfolio now (thanks to gains). Planning to take off 25% if/when it hits $99.

Purchased in 2 rounds: - July 12, 2006 - August 31, 2006 Thus, this one isn't far from my cost basis, and is a slightly above-average-size holding for me. Update (8/08/07): Still hasn't gotten to the level I've been waiting for before adding more. Please note that I am more than aware of the current housing woes (I've more than voiced my opinion on just how bearish I've been on housing for quite some time). I am merely taking a very long-term view on things with LOW, and I believe there are intangibles that aren't being taken into account... New Note (5/04): Don't be dissapointed by the stocks recent poor performance. Again, this is a good long-term holding. If it returns to the $27 range and below, I expect to buy more. I see this stock going much higher... again, I like LOW as a long term hold.. Price Target: $45-$55

Purchased a long time ago New Note (5/04): I continue to like the current situation, in regards to the risk/reward. My belief that there will be an eventual Fed cut makes this holding look even prettier, giving it just one more reason to move higher in the coming months. Note that I have continued to boost my target price since first purchasing this company... New Target Price: $110-$125

Purchased a long time ago. I love this holding, by the way... I plan to hold this thing for a very, very long time...

Purchased a long time ago. In truth, I am actually thinking about selling this within the next 1.5 years or so.

Purchased 4 small rounds between July 28th and August 14th, 2006. In total, these small round equaled up to an average-size position for me. Like LOW, this one isn't far from my cost basis. Would only purchase more if it fell well below my cost basis. One of my lesser favorite holdings, although what I believe the long-term end value is - when compared to the downside risk - makes it a solid buy. Target Price: $90 -$105

Purchased a long time ago. Despite it being very oversized in my portfolio (gains), I refuse to take gains, and will hold it for a very long while, just seeing how high Lampert can make this bad boy go... Update (8/08/07): Not worried about recent troubles. Again, I have a very long-term outlook on SHLD...

Purchased a long time ago New Note (5/4): I am beginning to think about selling this. This was never a major holding for me, and has really come a long way since I bought it when they merged w/ Maytag. Expect this to remain in my portfolio only a few more quarters... I definately don't see myself holding this beyond 2 more years... Update (8/08/07): Ended up selling half the position at around $106.