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JCP
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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Here is Tim Travis’ research report on J.C. Penny Company (JCP) on Feb 28th 2013.   http://seekingalpha.com/article/1232831-a-conservative-way-to-play-the-disappointing-yet-undervalued-j-c-penney
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Here is Tim Travis’ research report on J.C. Penny (JCP) on Aug 13th 2012.   http://seekingalpha.com/article/803761-update-j-c-penney-substantial-upside-with-solid-margin-of-safety
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Here is Tim Travis’ research report on J.C. Penny (JCP) on May 31st 2012. http://seekingalpha.com/article/629321-j-c-penney-substantial-upside-with-solid-margin-of-safety
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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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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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I’m really impressed as usual with Bill Ackman’s investment thesis with JC Penney (JCP).  While there are few businesses I despise more than retail merchandising, the combination of real estate and cost savings leads to an obvious conclusion that the stock is undervalued.  Ackman is a force to be reckoned with an he will hold...
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