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bar1080

03/09/17 4:41 PM

#110 RE: Chill1 #109

Read all my posts here back to Day One. I've laid out the bearish case against DLTH and have been accurate about everything except DLTH's share price. DLTH's been about the best recent retailing stock, and still above the IPO price ($15?).

The most bullish thing I can think of is that DLTH can now take their pick of attractive, high visibility, low rent, mall locations. They can build a chain of several hundred mall stores with very little investment. In many cases the mall will build out their stores for them. Malls are in dire shape.

Problem is, in 3-4 years they'll just be another troubled mall retailer. Interesting to watch how DLTH develops. I'm neither long nor short DLTH.