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Michael Shulman » Comments » JCP

  • Macy's, J.C. Penney Get Bearish Gifts [View article]
    Macys is also a long term short -- they have a horrible balance sheet and when interest rates rise in the next 9-18 months and spreads widen again on sub-par corporate debt, their debt service will approach unsustainable levels.
    Nov 12 20:55 pm |Rating: +1 0 |Link to Comment
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