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It's all one big damn secret as to how much some companies rely on dying Sears Holding (SHLD) for X number of their sales each year. You have to be thinking of this company's demise, even more so right now, despite the nifty press release Sears released on Friday about a $1 billion restructuring that sent shares booming as much as 25% to $6.96.

Trust me on this one. After spending several days trying to find out this type of information -- either via contacts or poring over SEC filings -- this fella came up empty. And that's too bad, seeing as various companies, from toy maker Mattel (MAT) to boot maker Wolverine Worldwide (WWW) , do sell a good number of things at Sears and Kmart.

In turn, there is major risk -- both in terms of headline risk and financial risk -- to companies with exposure to Sears, and you need to understand the linkages. For, mark this down: if Sears goes out of business -- potentially likely within the next three years -- it will make global headlines and there will be major moves in the share prices of exposed companies. I am loosely calling these "Sears Death Trades."

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