Dillard's, Inc. Class A (DDS)

205.34
NYSE
Prev Close 202.79
Day Low/High 204.15 / 210.00
52 Wk Low/High 43.25 / 217.57
Exchange NYSE
Shares Outstanding 20.61B
Market Cap 4.18B
P/E Ratio N/A
Div & Yield N.A. (N.A)

Today's Trades

I sold my ProShares Trust UltraPro Short QQQ ETF long and covered my iShares Russell 2000 ETF short -- trying to work with fewer names and to consolidate my short index positions -- for profits.   I added to the following longs: Radian , Campbell So...

Working Back Into Longs

Eleven days ago and right before the first break in the S&P Index I warned: Going Long-Less for the Third Time in All My Days Aug 10, 2017 ' 10:46 AM EDT   Prior to Tuesday, there were only two times in my life that I held no long investment positio...

The Long (DDS, TWTR) and Short (FAST) of It

Repeating for emphasis, I am now long Dillard's and very long Twitter . And on the short side, my investment short Fastenal makes a 2017 low this morning, I have been regularly adding to this short over the last few months. Placed on my Best Ideas L...

Truth Is, Intrinsic Value, not Price, Is Truth in Investing

Truth Is, Intrinsic Value, not Price, Is Truth in Investing

My investing methodology is anticipatory rather than reactionary because I base trades on my fair market value calculations instead of price trends.

Adding to Dillard's and Twitter

I am adding to Dillard's and Twitter this morning.

Should Investors and Traders Be Reactionary or Anticipatory?

Should investors and traders be reactionary by following and trusting stock prices, or should they be anticipatory and take advantage of the difference between stock prices and a derived calculation of intrinsic value? To me, one of the most difficu...

Cohn Staying

The White House just issued a release that Gary Cohn is staying.   I added to Twitter at $15.99 on the news.   I also added more to Dillard's which could have a vigorous near term rally on short covering.  

My Approach on Bonds and Dillard's

Yesterday we saw a flight to safety in the bond market; this was one of the reasons and catalysts I expected the market to reverse lower on Wednesday. Today that flight continues, with the 10-year yield lower, at 2.222%.   As or if we move back towa...

Putting Retail on the Analytical Front Burner

As investors abandon the retail sector, I am growing more interested in the belief that the secular challenges are well-known and materially discounted.   Earlier this year in "How to Profit From Shifting Retail Distribution Channels" I observed tha...

Subscriber Comment of the Day (Part Deux)

I have been buying Dillard's on a scale lower today.   From Billybob: RE DDS, a seekingalpha interview with Richard Pearson, the guy who wrote about the DDS "infinity squeeze" recently. He calls DDS a math trade, thinks the price will at least doubl...

Dillard's Rally Didn't Last Long

Dillard's Rally Didn't Last Long

Retailer needs a longer base.

Cramer: This Is Why You Keep Cash on Hand

Cramer: This Is Why You Keep Cash on Hand

Because the selloff isn't over.

Todays Trades

I added to three longs: Nordstrom , Dillard's and Twitter .    

Nordstrom: My Favorite Retail Stock

In a sea of retail red ink, Nordstrom recorded an excellent second quarter and raised the low end of its earnings estimate for this year slightly. The shares responded well after hours last night, providing some hope for investors in the retail sect...

Here's a Short (and Long) Trading Update

I took off a small ProShares UltraPro Short QQQ long above $29 for a gain. I still am short ProShares QQQ Trust and long Proshares UltraShort QQQ .   I have re-established my Dillard's long under $62.50.

Picking Up More Dillard's

I have moved up to medium in size (at under $63) on early Dillard's weakness.

Dillard's Misses in a Big Way, and I'm Looking to Buy

I initially purchased Dillard's at under $51 in late June and sold the shares much higher (DDS recently traded as high as $82) on news of an activist getting involved, as I outlined here and here.    I wrote that I would reload on the shares in the ...

Dillard's Starts to Slip

Yesterday I wrote that Dillard's should be sold. DDS traded above $83 yesterday morning but declined by $5 yesterday and is down another $1 to $72.85 in the early going. I would be a buyer in the mid $60s.

My Takeaways and Observations (Early Edition)

The story's in the past with nothin' to recall, I've got my life to live and I don't need you at all. The roller-coaster ride we took is nearly at an end, I bought my ticket with my tears, that's all I'm gonna spend. -- The Cyrkle, Red Rubber Ball M...

Don't Be Sucked In by Dillard's 'News'

Here is the Dillard's "news"   Sell the news as the activist hedge fund will likely be completely ignored by the family that controls all the voting stock of DDS.

Sell Dillard's on the News

Dillard's is now a sale as it has been propped up by an activist hedge fund that will have little impact on this family-controlled (in terms of voting shares) company.   The hedge fund is simply wasting its time.   As I stated earlier, I would be a ...

Keeping an Eye on Dillard's for Possible Re-entry

I would be interested in buying back Dillard's in the mid $60s and not before. I suspect the stock could sell down there rather quickly as the apparent short squeeze dissipates.

Dillard's Keeps Delighting

Dillard's is up more than $3 as this writing to almost $76.75.   This is likely one of the biggest short squeezes in many months.   Originally purchased last month and placed on my Best Ideas List at under $51 a share, I sold out the position earlie...

Buying Into Retail Seems Like Best Bet Amid Latest Sector Rotation

Buying Into Retail Seems Like Best Bet Amid Latest Sector Rotation

The downtrodden sector offers better upside potential than financial and industrial stocks, which are trading at or near their highs.

Retail Looks Like Best Bet in Latest Rotation of Sectors

"Speeding arrow, sharp and narrow, What a lot of fleeting matters you have spurned. Several seasons with their treasons, Wrap the babe in scarlet colors, call it your own. Did he doubt or did he try? Answers aplenty in the bye and bye, Talk about yo...

My Takeaways and Observations (Early Afternoon Edition)

"Beware of false prophets, which come to you in sheep's clothing, but inwardly they are ravening wolves." -- Matthew 7:15-20   Am I the last short standing?   Examining reward vs risk in the church of what is working now.  I have seen this enthusias...

Closing Out Dillard's For Now

Housekeeping item. I have sold the balance of my Dillard's at about $74.75. I am leaving the stock on my Best Ideas List as I will reload once the possible short squeeze runs its course.

Dillard's: A Gift That Keeps on Giving

Dillard's at this writing is trading up by around $5.80 to more than $73. I am now down to tag ends.

Cashing In on a Big Chunk of Heavenly Dillard's

I have sold three-quarters of my Dillard's long ($71.90) this morning and have moved from large to small in size. The retailer's shares have been up as high as another $5 today. DDS was placed on my Best Ideas List 33 days ago at $50.75! That's reta...

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...