Dillard's Inc. (DDS)

I am bidding slightly under the market for more and .

I really like the pin action in a number of my core longs: , , , , (as expected off of the strength), , , , and . and , not so much! Note: Long GS (large), BAC (large), C (large), WFC (large), JPM (large), DWDP (large), HIG (large), CBS, M (small), ...

As I mentioned earlier, retail has picked up a bid. Dillard's , the greatest trading sardine extant, is doing its thing (again) -- up by +5%. And, Macy's is following suit. No trades today.

Good action in and two stocks recently added to recently and initiated yesterday ( and ). , a victim of premature selling, is a total monster (+$3). (Still on my Best Idea List).

"Nope, what mattered is managers just said what the heck do I need safety for when it is overpriced when I can buy cheap and make a whole year in a day. That's what a rotation is about. That's what happened today and it is rarely a one day thing, wh...

Dillard's , a new buy, getting jiggy.

I have reestablished very small long positions in Macy's and Dillard's at $24.27 and $63, respectively. The modest size implies a low conviction in the entry price. Macy's was placed on my Best Ideas List on November 14, 2017 at $19.39. I have made ...

Besides my favorite trading sardine, Dillard's (currently no position), Procter & Gamble has been an extraordinary value added component of my portfolio (first on the short side and then on the long side). I initially shorted (and put on my Best Ide...

If I had an investing time frame of 1-5 years, I would be buying ,  , , , and the banks at current prices.

Break in! Target's shares are -9% after a gross margin miss. We own no retail stocks - though I would be a buyer of and (the shares were green in a sea of red yesterday) on weakness.

The market has grown increasingly unpredictable and "newsy." Many traders are having problems dealing and interpreting the short-term gyrations, which in large measure are machine/algo influenced. Short-term trading has become almost like a guessing...

Back in (a small way) at under $62. I am busy so I haven't yet fully analyzed the EPS miss (sales were fine).

* Trading long around a bearish view... * Even the friend of the devil (the Bear Market) can be a friend of mine when trading "I lit up from Reno I was trailed by twenty hounds Didn't get to sleep that night Till the morning came around" - Grateful ...

With Wednesday's sale of Dillard's and Macy's I have no retail longs.  Retail has been decimated in the last two trading sessions - both absolutely and relatively.  In my view this underperformance likely reflects the recent rise in inflationary pre...

This week I sold and based on the share price increases and the diminishing reward v. risk ratios. I have sold my (the shares have traded up from $31 two weeks ago to $37 today) and (the trading sardine of all trading sardines, now over $76) longs f...

The gift that keeps on giving, is "gifty" again today.  That would be Dillard's .  

I am not making a long purchase today.  But if you don't share my ursine market view I would consider the following at current prices: , , all banks ( , , and ), retail ( and ), and .

* Play it Again Sam   "Of all the gin joints in all the towns in all the world she walks into mine."   - Humphrey Bogart, Casablanca    Of all the trading sardines I have ever traded in my investment career - Dillards has been the most tasty.   The ...

* Trading unemotionally and opportunistically I aggressively bought into the very large sell program at about 3-3:30 p.m. All I can write is that it was a wild day with possibly one of the largest intraday moves I have ever seen.   These sort of spa...

As noted recently, I have been adding to my retail holdings - and . Jiggy today.

Retail catches a large bid - these were stocks up in a sea of red yesterday and could follow through further. I added to and .  

We're all hurt someplace and we're all looking for a painkiller." - Katherine, Looking For Mr. Goodbar As I have previously remarked there is an old trading adage that  long trading opportunities often occur in stocks that are green in a sea of red....

I just paid $70.66 for more Dillard's .

My two retail holdings - and - are flourishing today after recent weakness. I should probably be adding but I will hold back for now given the market's volatility and sizable morning gain. I am a buyer on weakness.

"Music is the soundtrack of life." - Dick Clark After some early buying, stocks closed near their lows today. FANG pulled off a revival led by a robust rise in Amazon and a good move in Google . Chip stocks got slammed again. Autos were bludgeoned.....

Today the markets were influenced by the continued disorganization in the White House (the "Orange Swan" is still flying in the air), new allegations against the Supreme Court nominee and a breakdown in trade negotiations between the U.S. and China....