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This Quarter's Sentiment:
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SocialPicks Community
WHY YOU SHOULD SHORT THE RETAILERS
DDS
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-28.81%
in
393 days
<> I am recommending the sell of the retailing sector. Why? The reason is simple, no one is buying anything right now. When was the last time you heard of a friend, neighbor, or colleague bought a new car? I tell you that it is obvious all over America (if not the world) put discretionary spending on perma hold a couple of weeks ago. You can rest assured that there isn't a retailer in America (even Walmart) that will have a great quarter. <> Ever since Bush went on prime time consequences..... the retail market has come to a screeching halt that is only slightly less frozen than the cr...
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Dillards continues to be too expensive for the consumer
DDS
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-2.19%
in
25 days
(closed on 09/18/08)
Why pay full retail price at Dillards when similar/same items can be bought elsewhere for less? Dillards reacted to the consumer trade-down trend by adding more expensive items to its lineup. Dillards, along with other hurting retailers, is closing stores, but I believe their approach on the full price items is only going to continue to hurt them. The traffic at my local Dillards never seemed to be great, other than it being a main entrance to the mall and hence people pass thru the store. Taking Friday's pop as an opportunity to be short DDS and not anticipating any good news on the ba...
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Bearish on DDS ...
DDS
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-4.70%
in
396 days
(closed on 08/05/09)
Dillard's, Inc. operates retail department stores primarily in the southeastern, southwestern, and midwestern areas of the United States. The company offers a selection of merchandise, including fashion apparel for women, men, and children. It also provides accessories, cosmetics, shoes, home furnishings, and other consumer goods. As of February 2, 2008, the company operated 326 Dillard’s stores primarily located in suburban shopping malls. It also sells merchandise online at its Web site, dillards.com. The company was founded in 1938 and is based in Little Rock, Arkansas. Analysts' Reco...
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Mojo Crossover
DDS
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-7.37%
in
9 days
(closed on 06/13/07)
Mojo Crossover with a cash dividend and continues to gain ground!
<o:p> </o:p>  <>
Mojo Crossover (15 Minutes here 30 Minutes here 60 Minutes here Daily view here )
DDS Dillard’s Inc. ( Google Yahoo Earnings Chart Barchart )
Dillard's, Inc., incorporated in 1964, operates retail department stores located primarily in the southeastern, southwestern and midwestern areas of the . As of February 3, 2007, the Company operated 328 Dillard’s stores offering< />< /><><><><>< />< /><><><><><><><><>< />< /><><><>< />< /><>< />< />< />< /><>< />...
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Bullish on DDS ...
DDS
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-6.52%
in
3 days
(closed on 10/06/06)
$2.00 EPS next year expected was $1.49 just 6-months ago... Retail has come into favor but DDS is still sitting in a consolidation pattern... looks coiled up and ready to break-out soon....
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From the Blogosphere
Seven Ways to Profit with Retailers
With consumer spending sapped over the past year by a sinking economy, massive layoffs, and tanking home prices, investors have been concerned with the financial health of retail stores. At the start of the second quarter earnings report season, conventional wisdom believed that off-price retailers would fare well while luxury retailers would be hit as consumers focused on price and necessities. Second Quarter Report Card <>Most retailers have now reported their fiscal second quarter earnings. Much to the relief of investors, earnings have not been as bad as feared.<> Offsetting steep declines ...
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Put Saks and Dillard's on your watchlist
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Saks Incorporated (SKS) is trading at two-thirds of its book value and half of EV/revenue. That's pretty damn cheap. Dillard's (DDS) is trading at three-tenths of book value and a quarter of P/S. It's EV/revenueis 0.26. Dillard's also pays a small dividend. Obviously, this is a play on the recovery of the consumer.
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Pondering Signet Jewelers (SIG) as a Short
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Since I missed Zale's (ZLC) journey to sub $1-ish [Jan 23: Where You Won't Shop in 2009], I am pondering Signet Jewelers (SIG) as a proxy. Very weird action today - it is up 14% based on a cost cutting report that happened yesterday - but the report happened in the morning. So the stock did not react yesterday but reacted today. (I assume short covering today)
<>Signet Jewelers (SIG.L), the Anglo-American jewellery retailer, reported on Thursday a sharp fall in fourth-quarter underlying sales and said it would outline plans to cut costs and generate more cash in March.<>The 1,959-store group, ...
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Pondering Signet Jewelers (SIG) as a Short
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Since I missed Zale's (ZLC) journey to sub $1-ish [Jan 23: Where You Won't Shop in 2009], I am pondering Signet Jewelers (SIG) as a proxy. Very weird action today - it is up 14% based on a cost cutting report that happened yesterday - but the report happened in the morning. So the stock did not react yesterday but reacted today. (I assume short covering today)
<>Signet Jewelers (SIG.L), the Anglo-American jewellery retailer, reported on Thursday a sharp fall in fourth-quarter underlying sales and said it would outline plans to cut costs and generate more cash in March.<>The 1,959-store group, ...
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What are they shopping for at Dillard’s?
 Earlier this week, Barrington Capital and Newcastle Partners sent this letter to Dillard’s (DDS) asking to inspect the company’s records and books, including board minutes, corporate jet records and records related to transactions with various members of the Dillard family. The letter was virtually identical to this one sent back in March.
While the story was widely reported (the most detailed version is here), it was this paragraph in Monday’s letter that prompted us to dig a bit deeper: <><>All books and records of the Company pertaining to any perquisites or non-cash compe...
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Sell the retailers
- Ok, here is a dumb question. Who think the retailers will have improved numbers? Not me. I am selling them all.
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SELL THIS RALLY
- Sell this rally if you know what is good for you. The reasons are simple and relatively straight forward. Firstly, nothing has changed if anything th...
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About Dillard's Inc.
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