Whitney talks about what to look for in the current environment.
Frannie Mae (FMN), Freddie Mac (FRE), Merrill Lynch (MER), Sears Holdings (SHLD)and Target (TGT) are discussed.
Whitney says the "break up" value of Sears is $250 a share. He goes into good detail on it.
Disclosure ("none" means no position):Long SHLD, None
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