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J.C. Penney
This is a great interview with David Tepper.  Tepper is one of the very finest investors in the business and shares a lot of valuable insight.  He is still very bullish on the market and airlines in particular.  He likes Citigroup a lot, which we do as well at TTCM.  His returns over his career...
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No investor other than perhaps Stevie Cohen has garnered the criticism that Bill Ackman has in 2013.  His controversial investments in J.C. Penney (JCP) and Herbalife (HLF) have generated a lot of headlines, as has his sparring with Carl Icahn and Daniel Loeb, but Ackman has been a very successful investor over the years, which...
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Ron Johnson is intelligently offering free Sunday haircuts for kids from kindergarten to sixth grade at J.C. Penney.  The company is aggressively remodeling its stores to a cleaner “store within a store” look.  By appealing to mothers with a free haircut for their children, J.C. Penney is attracting some of its prime target market to...
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http://seekingalpha.com/article/803761-update-j-c-penney-substantial-upside-with-solid-margin-of-safety INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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This video shows that Bill Ackman still supports the strategic direction of J.C. Penney (JCP).  It certainly was alarming to see Michael Francis let go after such a short tenure, but the core investment thesis remains the same.  In my opinion the best opportunities surrounding the stock are in cost cuts where there is a...
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I really enjoyed this letter from Bill Ackman of Pershing Square and I hope that you do too.  His write ups of J.C. Penney and Citigroup were very interesting, as was his accurate description of private equity.  Enjoy! http://dealbreaker.com/uploads/2012/06/Pershing-Square-Q1-2012-investor-letter.pdf?source=email_rt_mc_body&ifp=0 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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http://seekingalpha.com/article/629321-j-c-penney-substantial-upside-with-solid-margin-of-safety INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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