Consumer spending was flat in the US in August. Adam Lass says this zero means more than the much-hyped $700 billion figure currently grabbing the headlines. The bottom line is consumers are running scared, and that is bad news for retailers and manufacturers.

some things are just silly

American Eagle is an exceptionally well run company trading at flea market prices.

A dozen out-of-favor stocks that could rebound this year according to Barron's.

Todd Sullivan looks at Sears strength vs it competition.

Miller says stocks are the cheapest they've been since January 1991 (16-plus years)!

I know some value investors stay away from the finicky retail sector, but superinvestor Peter Lynch made a killing there and this a nice complilation of retail same store sales vs. analyst estimates.

Several of these companies have been at attractive valuations in the past year or so. Hopefully this is of interest to you.

A short analysis consisting of some notes on Eddie Lampert’s Sears Holdings (SHLD). Basically, this post is a set of bullet points. However, investors interested in Sears Holdings will probably want to read it.