Dillard's, Inc. (DDS)

spreadsheetV1 (< 20) Submitted: 11/23/2009 1:15:48 AM : Start Price: $16.00 DDS Score: +6.60

This met a high level screen to indicate a buy and strong outperform against its peers (other tickers in its industry). My 1st version of this spreadsheet devles deep into the company's balnace sheet and recent income statements, combined with other relevant price data for the company including insider/institutional holdings, short interest, debt levels, etc.
Testing capabilities of this 1st version of my automated, valuation spreadhseet matched with my personal criteria and see how it holds up.

manucastle (68.39) Submitted: 11/10/2009 2:12:46 PM : Start Price: $14.36 DDS Score: +17.88

I own DDS :-

http://finance.yahoo.com/q?s=dds

Industry: retail (dept & discount)
EPS = -3.05
EPS EST 1yr = -0.305 2yr = 0.215
EPS EST Q1 = -0.505 Q2 = 0.470
PE = na Industry 19.1
PB = 0.44 Industry 1.8
PS = 0.15 Industry 0.4
P/CF = 20.6 industry 9.4
P/FCF = 3.2 Industry 14.3
Yield 1.2 Industry 0.0
Gross profit margin = 30.8 Industry 34.4
Operating margin = -5.3 Industry -0.6
Net Profit Margin = -3.4 Industry -0.1
ROA = -4.5 Industry -0.1
ROE = -9.8 Industry 0.7
Insider ownership = 24.6
Greenblatt ROC = -9.13
Greenblatt Earnings Yield = 0.0
PosFCF generic % free cash flow yield 31.11%***
Passes 13 of 17 of Mike Klein's metrics
MaxPrice = 102.22 Discount 87%**
Metrics from qtr ending 8/01/2009
Caps rank 1
http://caps.fool.com/Ticker/DDS.aspx
MC score 247

All good enough for my money. I only suggest stocks that I own !

(See posts 388/584/665/760/1051/1807/2213/3546/3755/4046/4208/4225/4345/4573/4818/5241/5242/5310/5461/5579/
5169/7651 on 'Investment Analysis Clubs / Dynamic Value Investing ' board for extra due diligence applied ). **MaxPrice is a generic version of Mike Klein's Maxprice and ROC and Earnings yields are generic versions of Greenblatt's metrics. *** PosFCF generic % free cash flow yield taken from AAII and posts 5248 and 5253

See 'Investment Analysis Clubs / Dynamic Value Investing' board and my CAPS profile for further excellent companies selling at a discount to Maxprice with excellent current metrics. CAPS only shows my selections over 100Mill (unfortunately due to restricted lower market cap applied by MF CAPS).

As stated on the 'Investment Analysis Clubs /Dynamic Value Investing' board my aim is to obtain up to 50% returns p.a. as Buffett stated he could obtain (3 times) recently. A very difficult task but you can follow along with my buys and sells on my CAPS page, where I put my money where my mouth is . If I perform well I hope you can benefit. If not , feel free to ignore my comments. CAPS allows each and everyone of us to be clinically judged on our stock picking abilities over the LONG TERM.

Please always do your own due diligence before investing.

Manucastle :o)

WPThatcher (41.44) Submitted: 7/27/2009 10:58:37 AM : Start Price: $9.57 DDS Score: +63.77

Selling for less than half of book value. Also pays a small dividend.

Treva23 (82.79) Submitted: 5/26/2009 2:54:30 PM : Start Price: $10.47 DDS Score: +39.82

This is a thought, single family homes sales is seeing a leveling off for the beggining of the summer months at least. Therefore a company that furnishes those houses should be able to bennefit from this short lived relief in the housing crash....

KRJ007 (< 20) Submitted: 5/20/2009 9:53:05 AM : Start Price: $10.36 DDS Score: +43.36

THE COMPANY IS WORKING HARD TO MAKE IT SELF BETTER.

LawfordCap (99.94) Submitted: 5/5/2009 3:45:02 PM : Start Price: $8.35 DDS Score: +80.07

trend PS test

lucyamclean (77.12) Submitted: 5/4/2009 5:24:01 PM : Start Price: $8.15 DDS Score: +84.99

dillard's will gradually get back to $17-20 range. It runs exceptional sells and family-run. The down side has been its change to GE fanancial services.

MViscio1 (98.75) Submitted: 10/27/2008 3:55:25 PM : Start Price: $4.41 DDS Score: +250.19

at a new lows buy buy

corbfield2 (49.35) Submitted: 3/19/2008 8:10:31 AM : Start Price: $16.00 DDS Score: +20.44

Undervalued. Not the best numbers, but is a stock waiting to burst open. If you are willing to wait. Now is the time to get in at a great value. The classic buy low and sell high

zornstar (82.58) Submitted: 2/3/2008 1:31:40 AM : Start Price: $19.83 DDS Score: +3.16

1) Hedge funds have a large stake in it
2) Trading significantly below book value

JWARDS (46.68) Submitted: 11/28/2007 1:12:21 PM : Start Price: $17.30 DDS Score: +19.04

Dillards is a heavy weight in the retail arena and can weather all seasons. The stock currently trades at half book and is a bargain for those willing to ride out seasonal ups and downs... Family has controlling intrest and this has been a largely debated issue. Buyout noise spurs rapid intrest in this stock.Will trade back to book under fair to great market conditions,is listed in the S&P. Good retail prospects longrun, They own almost all their 366 store locations...amoung other good aspects in their key statistics!

throbulous (31.63) Submitted: 10/23/2007 9:28:37 AM : Start Price: $20.88 DDS Score: +5.11

I believe Dillard's will begin to make the needed changes to its management style within the next 4 operating quarters. They will assemble and meet with outside interests, and align a strategic gameplan to cut operating expenses. That alone should help the company weather the downturn that the overall economy will see over the coming 18 to 24 months. I look for the stock price to trade in a range, anywhere from 18 to 26 over that time frame. I believe, the longterm outlook will show strength for those willing to be patient. Add shares on dips in market swings.

PineappleBabe (46.08) Submitted: 10/11/2007 12:44:40 AM : Start Price: $22.65 DDS Score: +1.41

..good quality, esp. shoes.
my favorite store.
I think it's going up.

OneStarHero (< 20) Submitted: 5/27/2007 12:47:22 PM : Start Price: $33.99 DDS Score: -26.54

4 out of 5 dentists prefer DDS

chiefjrw (< 20) Submitted: 2/28/2007 4:39:16 PM : Start Price: $31.50 DDS Score: -29.84

I made a 98% profit on DDS over the last 14 months. I sold and bought twice. I'm up 48% on the third go round. My rationale is that it is the best performing stock I own.

diccamarillo (< 20) Submitted: 11/16/2006 1:52:40 AM : Start Price: $34.39 DDS Score: -33.69

I'm still hoping for more consolidation in this sector. I don't think Dillards is going to be a buyer, so they is a good chance they will get bought out.