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Fallout From a Face-Off

 

On Monday, Arne Alsin and I penned face-off columns over the prospects for Kmart (KM Quote), using very different modes of analysis. ( Click here to see his and click here to see mine)

It was a clear risk for me. After all, Arne has been wildly successful identifying turnaround candidates with his gifted value analysis. Who was I to challenge that notion with a little qualitative analysis?

Judging from the emails, many readers felt the same way. Yet, others felt that the Kmart shopping experience still leaves plenty of room for improvement. And most had pretty insightful comments as well as strong opinions about the future of the original discounter. ...

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