"Anybody know why Bill Ackman didn't go after Saks (SKS)? Wouldn't that have been a better target? How about Liz Claiborne (LIZ)? Any back-of-the-envelope calculation would have told you that Target (TGT) is one of the few retailers that generated any wealth at all over the last 10 years. It also had one of the most sophisticated and best boards imaginable in part because of the excellent and legendary charity programs that it runs." ("The 10% Pullback Mob," 6-3-09)

The maker of Kate Spade handbags was among the most active names on the NYSE Monday.

Then I fret that who the heck is going to lend the retailers money to hold down inventory for Christmas, and I see the prices of Liz Claiborne (LIZ) and Talbot's (TLB) and Ann Taylor (ANN) and Nordstrom (JWN) and J.C. Penney (JCP) and Abercrombie & Fitch (ANF) and Sears (SHLD) -- oh man, Sears -- and I think that these are all better than any of the newly private companies like Neiman Marcus, and I know bankruptcies are around the corner.

11/19/2008

Premium Denim Stocks Resist Fading:
In this week's Random Acts of Fashion, Kristin Bentz, The Talented Blonde, points out the bright spots in the world of consumer retail.


Click here to watch the video.

Exhibit A in the short-squeeze theory is Liz Claiborne (LIZ), which last month rallied on a really crummy quarter. This heavily shorted name drew tons of buyers, a real head scratcher, but here it is now at its 52-week low.

Favorite Clothing Brand

Cramer: Short-Sellers Can't Be Right
Get ready for a rally, says Jim Cramer.

Click here to watch the video.

Cramer: Own These Apparel Stocks
Hear Jim go down his list of favorite apparel makers.

Click here to watch the video.

Dubai is "the only place that's got capital in the whole world," Cramer said. Potential takeout targets include clothiers Jones Apparel (JNY), Liz Claiborne (LIZ), Nordstrom (JWN) and Gap (GPS).

Once again, lost too much money on this stock.

One of the first stocks I bought on my own and I learned my lesson fast on retail stocks.