Dillard's, Inc. (NYSE:DDS)

12/18

Company owns all their store buildings and continue to grow

Pick just in time for the holidays.

Walmart shirts and pants are cheap, but not great. Mercy's shirts and parts are great, but I can't go breaking a bank every time I want a shirt or pant. DDS shirts and pants are pretty good on me, and I do not have to break a bank every time i feel like jumping into a new piece.

Dillard's has made some fundamental changes in it's buying offices that have significantly improved its bottom line, thus supporting the meteoric rise of DDS. However, I believe that trading at over 45 is about the hype and not the substance.

!!

Just had a big run up, small profit margin, stagnating (slightly declining) revenues, and sitting under a big pile of debt.

REIT will be a bust, but not before stock trades up on the hype.

DDS should peak any day now as reality lets the steam out of the government's current "We're in a recovery!" propaganda campaign. Discretionary spending is rapidly becoming impossible for tens of millions of Americans and is being viewed as unfashionable by millions more. If you're financially suicidal, by all means buy home builders and dept. stores. Otherwise, leave them alone for a while--say maybe 10 years or so.

feansgeraedts

UGLIEST profit chart I have seen in
almost all retail. Have you been in a store
lately ? Even at christmas you could hear
a pin drop

hmm... wasn't expecting this stock to move from $3.50 to $15 before entering bankruptcy. Detours always add spice to life.

Trend,

Lost $80,000. when the market hit bottom. Don't want to losse it again and wil it go to $20.

I'm been trying to short this. Anyone have some, I'll give it back at about 8.00

Dillards got plenty of money on hand and they owned 95% of all

property. Remember K-Mart bought Sears.Now they are closing all

the stores that under performing.

Ut Oh. Someone doesn't have enough money to pay their bills!

Unfortunately this isn't a Christmas movie, so we might not get a happy ending this year.

I have been following this company for a long time. I went all in two days before the March rally and sold off sometime in April, believing it to be a small bump in a long slow destruction of value in non-globalized companies catering to the dieing American Debt Machine.

Now... As someone else stated, DDS seems to be the worst of the bunch. Not only is revenue down this year by 13%, but they were already losing money even before our consumer based debt machine had its heart attack.

They seem to be closing stores by the month, which, along with aggressive inventory and cost reduction, could do them wonders in the short-term; I expect that this is what accounts for the insider rally recently, but investors are soon going to be greatly disappointed when they realize that real growth is never going to return. Think about it....... Dillards is trading for the same price as it was BEFORE this crisis hit pubic consciousness last year... Either someone knows something else important, or this is a perfect case of over-exuberant optimism.

I just bought puts for January.