Hondo, you always have to wonder about these people with these kinda of views. My guess he is pushing his short positions...here's an excerpt:

Davidowitz says he never shorts the stocks he disses publicly and has refused to disclose all of the names on his list of troubled retailers in TV and print interviews. Davidowitz says CNBC and Bloomberg TV always ask him before appearances if he "has a position" on any of the stocks he plans to discuss. He says he always says no. CNBC and Bloomberg confirmed that describes their policies.

"Anybody who is commenting on the performance of a company and shorting the stocks has a clear conflict of interest," says NRF's Mullin. "This person really shouldn't be considered a credible source. There are a lot of analysts who bring a lot of knowledge and a deep understanding of the industry … and then there are others who are really in it for themselves."

Investors aren't required to disclose which stocks they short. But public records show retailers are big targets of short sellers.

http://www.usatoday.com/printedition...