Duluth Holdings (DLTH): It's not just that most retailers are in...

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Re: inversor86 post# 122

Wednesday, 05/10/2017 7:15:36 AM

Wednesday, May 10, 2017 7:15:36 AM

It's not just that most retailers are in dire shape, but malls continue to decline. Who would have predicted today's few retail winners such as Ulta, Dollar Tree, and Ross? I've been darn accurate in taking a pass on the whole sector. There will be winners but I doubt they can be predicted.

BTW, did you notice that Buffett just said that BRK might start paying dividends? The stock dropped perhaps because investors took that as a sign that BRK was running out of growth opportunities. I'd buy into BRK if it paid a div. One of my long-held rules is to only buy dividend-payers.

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