I Don't Think Dillard's Is a Perfect Investment

Dillard's sells for like three times free cash flow and has debt that is somewhat manageable cause its spaced out overtime. "I don't know if we could show up next year and revenue might be down organically ten %," he says of the department store chain. Some people think they're going to put a regular dividend in place at some point, which would boost their stock price by 12 or 15%.