Dillard's, Inc. Class A (DDS)

0.06 0.03
Prev Close 199.50
Open 201.00
Day Low/High 196.62 / 203.55
52 Wk Low/High 28.54 / 210.23
Volume 253.04K
Exchange NYSE
Shares Outstanding 20.61B
Market Cap 4.12B
P/E Ratio N/A
Div & Yield N.A. (N.A)

Assessing 2018

"Just one more thing."  - Lt. Columbo As we approach the end of the first half of 2018 it is a good time for reflecting on one's decision making process. This year is turning out to be one of the best absolute and relative performance periods I have...

We Should Now Call it DFANG!

Retailer Dillard's has smartly outperformed FANG. Jim, shall we now call the acronym...DFANG?

Housekeeping Items

Given the sharp climbs, I have sold out the balance of my and longs just now at $86.20 and $37.37, respectively - reflecting the deteriorating reward vs risk parameters. DDS was placed on my Best Ideas List in June, 2017 at $50.74. Twitter was place...

Sold Most of Dillard's

I just sold most of my Dillard's at over $83.15 -- moving to tagends -- based on the dynamic of a deteriorating reward vs risk as the stock has just risen by +$9 in a few days. DDS was placed on my Best Ideas List on June 2017 at $50.75. Like Twitte...

Retail High

Late yesterday I had some positive words for retail stocks: The one invest-able area that is an immediate beneficiary of Italy's debt crisis is the retail space -- as the second order impact is to result in lower inflation, reduced interest rates an...

Buying Retail

The one invest-able area that is an immediate beneficiary of Italy's debt crisis is the retail space -- as the second order impact is to result in lower inflation, reduced interest rates and an improvement in disposable real income. These factors wi...

DDS Is the 'World's Fair'

Dillard's is +$3.30 in a sea of market red. I added back at around $75 last week - now trading at $82. DDS was placed on the Best Ideas List at $50.75 in June, 2017. In the interim I have made six separate trades in the shares.

These Are My Favorite Trading Sardines

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 The definition of trading sardines? Over the...

Adding to PG, Buying Some DDS

Added further to and, as promised, bought some under $75.

Retail Talk (Part Deux)

I am most pleased with my material sales of and recently. Today M is down by 3% in the face of an untimely brokerage upgrade. DDS is down by another -$4 to $76 - and well below this week's last sale of $83. I am not pleased with my short cover of at...

Retail Talk

Kohls , which leaped by over +$4 in premarket traders is now -$1.50 as the company reveals that there was a 320 basis point benefit from a friends/family shift. So real comps at the retailer actually missed. This is a lesson to traders - always thor...

Back to Net Short

Some housekeeping items. I have reduced my Dow DuPont long from large to medium sized -- reflecting the recent surge in share price (now $68.50, its +$2 on the day and nearly $8 from recent lows, where I added, about 17 days ago). This sale has occu...

From the Street of Dreams

Dillard's has been upgraded to buy at Bank of America. The shares are +$6.45 to $83.80 this morning. (I have sold some above $83 and I am down to tagends). Dillard's was placed on my Best Ideas List in June 2017 at $50.74.


I have reduced my Dillard's long to small at $77.70. I am maintaining Macy's and DDS on my Best Ideas List as I would be a buyer of M under $32 and DDS at under $70.

Trimming Dillard's

I have sold a portion of my Dillard's at about $77 -- given the shifting reward vs risk (after the +$6 gain in the last two days). I am now medium sized.

Dillard's Is DiLovely

I have been steadily raising my holdings - as recently as yesterday.  This morning the company beat sales by about $30 million and the bottom line beat by $0.12. I expect DDS shares to flourish today after the beat to expectations - much like Macy's...

4 Reasons Why Markets Will Crash Next Time: Market Recon

4 Reasons Why Markets Will Crash Next Time: Market Recon

I do not see a crash in our immediate future. I do not see the potential for a US recession on our immediate front either.

Picking Up More DDS

I picked up some more Dillard's  on the whoosh lower this morning.

Collateral Moves Higher In Retail

Look for collateral moves higher in retail (after the beat) - is my other long.

Standouts on a Red Tuesday

Here are a couple of nice long standouts in a sea of red today: Macy's , Box , Wells Fargo and Dillard's (which I have been recently accumulating). On the short side, Apple is beginning to slip -- and, as I mentioned earlier, I had also been adding ...

From The Street of Dreams

First Boston has reduced its price target on and has downgraded the stock based on the expectation of comp and EPS miss. I have recently added to my KSS short. KSS was placed on my Best Ideas last month (along with ) at $63.38 and is now trading at ...

Accumulating Retailer Shares

Today I continued to accumulate shares of retailers (research downgrade) and  , and I am still short , and .

A Market on a Mission

What a day for a daydream What a day for a daydreamin' boy And I'm lost in a daydream Dreamin' 'bout my bundle of joy And even if time ain't really on my side It's one of those days for takin' a walk outside I'm blowin' the day to take a walk in the...

Is It Too Late to Make the Train on Transports?

Is It Too Late to Make the Train on Transports?

The Transports story is really a 'Tale of 2 Modes': the railroads and the airlines.

Dillards Has Been the Gift That Keeps on Giving

I have traded Dillard's successfully (in a relatively large way) on 5-6 occasions in the last year and a half. I am a buyer today with a scale lower. At $65 I would have a very large position for this relatively debt free retailer that is taking its...

Oil Drops, Adding to Retail Longs

The price of oil has taken a sudden drop - likely based on the uncertainties surrounding the Iran announcement. In response I have added to my and retail longs.

M, DDS Longs Breaking Out

Retailers and longs breaking out now.

Retail Pin Action Continues to Impress

Retail pin action continues to be impressive. This week I reestablished and longs, and took down  short.

Recent Retail Buys are Getting Jiggy

Recent retail buys, and , are getting jiggy.

Recent Trading, Investment Moves

Here are some recent trading and investment moves: * I have added to my  short and I initiated an Alphabet trading short rental last week. * In retail I remain net short but I reestablished my and (acting suspiciously well in the last few days) long...