Dillard's, Inc. Class A (DDS)

266.48
NYSE
Prev Close 255.22
Day Low/High 254.00 / 268.54
52 Wk Low/High 49.67 / 416.71
Exchange NYSE
Shares Outstanding 19.43B
Market Cap 4.96B
P/E Ratio N/A
Div & Yield N.A. (N.A)

My Takeaways and Observations (Early Afternoon Edition)

"Keep the juices flowin' by janglin' round gently as you move." -- Jonathan Heller, Catch The Wisdom   As of 2PM a most quiet and uneventful day. (Famous Last Words!)   "Takeaways" is out early because I have a handful of earnings reports I wanted t...

Midday Musings

State of play:   * Gold beginning to spike (now up $7) with SPDR Gold Trust ETF trading over $119, up 90 cents). As a caveat, levered junior mining ETFs so so. * Oil vey- crude -$1. Energy Select Sector SPDR ETF   down 50 cents. * Ag commodities giv...

State of Play

Little price movement over the last few hours. I haven't executed a trade as I make my way back to my office. Dillard's is still a monster -- in a better retail space. Twitter  makes a new high. Allergan approaching $250 resistance, again. Hartford ...

Dillard's Keeps Climbing

Dillard's is up another $1.70 to over $62 today. Now up 23% from my addition to Best Ideas List less than one month ago. Who says retail is in the doghouse?

Trading Update

In the interest of full disclosure, let me review my trades/investments this week as I was out Monday and Tuesday:   I added to ProShares UltraShort S&P 500 , SPDR Gold Shares , Campbell Soup , Nordstrom , Dillard's and Twitter longs.   Today I adde...

Here's My Sales Pitch on Retail

Over to my right, Jim "El Capitan" Cramer has some thoughtful and positive comments on retail.  I agree with Jim that all of retail "is not bad," but I have selected different names, so you have a nice menu on which to do research. I am long Nordstr...

Adding to Nordstrom and Dillard's

I have moved to large Nordstrom and Dillard's .   Not changing my large net short exposure (overall) as I added to ProShares UltraShort S&P500 ETF   long and Amazon  short earlier in the day.

Retail Rises on Target Guidance

Macy's , Walmart WMT, Dillard's and Nordstrom  all are stronger after the guide up from Target earlier in the morning.

My Takeaways and Observations (Afternoon Edition)

"If it is what you say I love it...." - Donald Trump Jr Risk Happens Fast -- and the reverberations of today's disclosures may weigh on the markets for a while as the Administration's initiatives get further lost in the bowels of Washington DC.   Th...

Scratch-and-Dent Bargains Could Surface Amid the Carnage in Retail

Scratch-and-Dent Bargains Could Surface Amid the Carnage in Retail

Amazon is leaving a path of destruction in its wake, but a trio of factors may yet offer opportunity in retail stocks.

The Carnage in Retail: Opportunity or Game-Ender?

* Opportunities are being created "Buy at the sound of cannons? If the overall market corrects, as I suspect it will over the next few months, the more traditional brick-and-mortar retail stocks likely will fall back into the bargain bin and could p...

My Takeaways and Observations

"I never knew how easy the game of baseball was until I entered the broadcasting booth." -- Mickey Mantle While the markets were relatively flat there was a lot of subsurface action.   The Alternative to the Bullish View. I might be right I might be...

Adding to Energy and Dillard's Longs

I added to Energy Select Sector SPDR at $64.02 and to Dillard's at $54.24. Both are investments and not trades.

These Are Some of My Favorite Stocks (Part Deux)

Raindrops on roses And whiskers on kittens Bright copper kettles and warm woolen mittens Brown paper packages tied up with strings These are a few of my favorite things" -- Julie Andrews, "My Favorite Things" I remain manifestly bearish in the belie...

Dillard's Continues to Delight

A week ago (June 22) Dillard's  was purchased and placed on my Best Ideas List at $50.74. The shares are up around $2.55 today and are trading over $59. I have been a steady buyer.

Winners And Stinkers

Dillard's (up 15% in seven trading days) and Hartford Financial Services (new high) continue to be my portolio's highlights. By contrast, my shorts are stinking up the place.

Dillard's Catches Retail Wave

Retail catches a bid.   And Dillard's just spurts $1.60 ($56.38); last week's buy was at under $51.

Tiptoeing Through the Retail Tulips and Ditching Macy's

* Selling Macy's Inc. and taking it off my Best Ideas List   "Tiptoe through the window By the window, that is where I'll be Come tiptoe through the tulips with me."  --Tiny Tim, "Tiptoe Through The Tulips"    We recently have successfully navigated...

Friday Recap

Friday's session was relatively quiet -- as expected -- with some action in the Russell rebalancing.   Once again, the Nasdaq led the S&P Index.   Banks and other financials led to the downside - with Goldman Sachs (down another -$3) and Morgan Stan...

My Trading and Investing Activity in Thursday's Session

The terra is getting less firma.   From my perch, the market is growing more fragmented and unpredictable. Leadership is narrowing, new highs are moderating and volume is declining.   I would reduce time frames and raise cash to larger-than-normal l...

The Long and (Mostly) Short of It

I have added to my Twitter long (my Trade of the Week). I established a small Dillard's long and I am bidding on a scale lower. I am offering more MetLife  , Lincoln National  Goldman Sachs  , Morgan Stanley  , Bank of America  , Citigroup  and JPMo...

Adding Dillard's to My 'Best Ideas' Shopping List

I plan to establish a long position in Dillard's Inc. today (it closed at $50.74 on Wednesday).   Dillard's is my favorite long-term investment in retailing.   Dillard's has 25 million A shares and 4 million B shares outstanding.   The float is less...

Trader's Daily Notebook: You Call That Volatility?

Trader's Daily Notebook: You Call That Volatility?

Action, such as it was, didn't alter market trend.

There's Hope for Survival Among Retailers

There's Hope for Survival Among Retailers

Combining online sales with bricks-and-mortar traffic improves the odds for some.

Even After a Big Decline, Dillard's Continues to Search for a Bottom

Even After a Big Decline, Dillard's Continues to Search for a Bottom

Price action in the retailer is disappointing.

Retail Stocks Don't Make Good Value Plays

Retail Stocks Don't Make Good Value Plays

Five names to consider from my 'stocks for the defensive investor' screen.

Despite the Good Results, the Future of Retail Should Frighten You

Despite the Good Results, the Future of Retail Should Frighten You

The sector is still under immense pressure.

Trader's Daily Notebook: Thursday Was More Bullish Than It Seemed

Trader's Daily Notebook: Thursday Was More Bullish Than It Seemed

We also saw strong buying in gold miners and an impressive surge in FANG names.

Slim Pickings for Thanksgiving in Value Land

Slim Pickings for Thanksgiving in Value Land

Graham screening reveals 2 names from past vintages and reason to be skeptical of retailers.

Here's Why Shoppers Are Headed to These 6 Retailers on Black Friday

Here's Why Shoppers Are Headed to These 6 Retailers on Black Friday

Every Black Friday is a battle for foot traffic for the nation's biggest retailers, according to a study by Foursquare.