Dillard's, Inc. Class A (DDS)

222.32
NYSE
Prev Close 205.34
Day Low/High 205.98 / 222.93
52 Wk Low/High 43.25 / 217.57
Exchange NYSE
Shares Outstanding 20.61B
Market Cap 4.23B
P/E Ratio N/A
Div & Yield N.A. (N.A)

An Explanation of How I Weight and Manage Individual Stock Holdings

I have received a number of questions about weightings and trading around positions. I recently posted this explanation in our Comments Section: In recognition that there is more uncertainty about market outcomes and that there are agents such as ET...

Today's Trades

Added to longs in  Dillard's and Hartford Financial . Added to Amazon  short at $1097.

Strong Bid Has Come Into Retail

Little has transpired since I left for lunch.   However, a strong bid has come into retail. Home Depot , Kohl's , Nordstrom , Foot Locker and Nike have been flying higher.   My only long, Dillard's, Inc , is +$1.60.   I have been adding on weakness.

My Takeaways and Observations

There's something happening here What it is ain't exactly clear There's a man with a gun over there Telling me I got to beware -- Buffalo Springfield, For What Its Worth Few longs meet my standards and I now believe risk exceeds reward (S&P kind) by...

There's Something About Dillard's

Dillard's has "that" look again.   The retailer is my only long in the space.

My (Brief) Takeaways and Observations

With thirty minutes to go: * Watching CNBC and the rest of the business media, one would conclude that "everyone is in the pool." It is, as one talking head just declared..."a buy/buy scenario." (Enough said/written). * The bond market's decline was...

Retail Catches a Bid

Retail has caught a bid today -- led by Costco and Dillard's . Its probably just a little "catch up" from a badly lagging group, however.  My sole long remains DDS.  

Where I Stand

I'm sitting among my smallest gross long exposures ever now.   Wells Fargo  and Dillard's are my only large longs (an earlier version of this post mentioned just WFC; my error).   I have no medium-size longs and a scattering of very small positions....

Bowing Out of Nordstrom

The Nordstrom family has issued a statement that their plans to take retailer Nordstrom private will cease until after the holiday season   Here is the statement.    While everyone realized that the transaction would be difficult in a hostile retail...

My Takeaways and Observations

"While options can give market participants the protection they are intended to provide, they can also increase the degree of a counter move, once it gets going, as those who wrote the protection scramble to unwind their own exposure." -- Kass Diary...

How'd I Forget These?

I made an error in my Wells Fargo post. I still have large positions in Nordstrom and Dillard's .

Going Larger in 2 Retail Names on Weakness

No one expected the "going private" transaction by Nordstrom to be easy in light of the headwinds in the retail industry. I don't want to be too harsh, but my experience with the media is that the New York Post is not likely a "go to" source for mer...

My Gnome: Dillard's

High above the Alps my Gnome is hearing vague rumors that the controlling family of Dillard's  is considering a going-private transaction (like Nordstrom ). One can only hope. I would not chase DDS if it rallies, as it has not paid to chase any reta...

Adding to Some Longs

I have added to the following longs today: Allergan (at $211.25), Dillard's (at $55.13).

My Takeaways and Observations (Early Afternoon Edition)

And I think it's gonna be a long long time 'Till touch down brings me round again to find I'm not the man they think I am at home Oh no no no I'm a rocket man Rocket man burning out his fuse up here alone - Elton John, Rocket Man   "'The Brain' Was ...

Pricey Apple iPhone X Puts Into Perspective Why I Picked Up Apple Puts

Pricey Apple iPhone X Puts Into Perspective Why I Picked Up Apple Puts

I see little in Apple's newest iPhone that peers don't already offer, leaving room for disappointment relative to optimistic expectations.

I Gotta Feeling Apple May Disappoint

"I gotta feeling (ooooo hoooo) that tonight's gonna be a good night That tonight's gonna be a good night That tonight's gonna be a good, good night..   Go out and smash it (smash it) Like Oh My God (like Oh My God) Jump off that sofa (c'mon) Let's g...

The Long and Short of It

First, some stock observations on three large positions:   * Twitter , which is my largest individual long position, continues to climb on no news -- now over $18 a share. * A retail yo yo named Nordstrom continues to move up and down. Fortunately, ...

Dillard's Hits My Sweet Spot

Dillard's is right back in my buying zone after a second day of poor performance.   I am adding at $55.50 and have scale buys lower.

My Takeaways and Observations (Late Session Edition)

"I satirize at all times, and my hyperboles are as nothing compared to the events to which they refer." - Marshall McLuhan    We are stuck in a fantasy legislative land.    Goldman Sachs gets on board with my Hurricane Harvey/Budget view.    Sell te...

Retail Hit Parade

Retail catches a bid. Impressive, considering the continued strength in the price of oil. ( +$0.53 to $49.19). Leading the retail hit parade are Macy's , Nordstrom , Dillard's , Target and Kohl's .

Yesterday's Trades

Since I was out for several hours yesterday afternoon I wanted to summarize yesterday's trades that were executed (and some that weren't): * I added to my large Well Fargo investment at $51.34. I plan to buy more in the days ahead. * I reestablished...

My Takeaways and Observations

"Yeah, well, that's just, like, your opinion, man." -- The Dude, The Big Lebowski Strikes and gutters today -- in a market characterized by winners and losers and weakening breadth. Ups and downs.    Amazon's shares may be signaling there is no fun,...

Dillards is DiLovely

A recent large add-on, Dillard's , is getting jiggy again.   I am adding to Nordstrom now.    

Going Shopping

Dillard's getting jiggy again. Adding to Nordstrom .

Retail Strength

Good support from retail today -- led by Nordstrom  and Dillard's  .

Going Larger in 3 Longs

I have added to the following longs: Dillard's , Campbell Soup and Wells Fargo .

Retail Price Promotion (With a Capital P!)

Brian Sozzi writes in Columnist Conversation: Sears By Brian Sozzi ' Aug 24, 2017 ' 7:33 AM EDT Just shakes head. Have to wonder if store closings sales are hurting JCP and M.   Position: None   Indeed, I am in agreement with Brian -- the plethora o...

Here's Where I'm Adding

I re-established my ProShares UltraPro Short QQQ long and added to my large ProShares UltraShort SDS long (at $49.57).   I paid $52.13 for more Wells Fargo , $222.35 for more Allergan and $56.70 for more Dillard's .

3 Longs to Which I'm Steadily Adding

Speaking of fearlessly embracing volatility in an unemotional way, as I articulate in the opener below, I steadily have been buying Twitter , Radian Group and Dillard's on weakness.   All three fared well on a relative and absolute basis yesterday, ...