The surprise stock issuance raised concerns about the firm's financial health and caused J.C. Penney Company, Inc. (NYSE:JCP)'s stock to drop. Shareholder Alan Marcus sued back in October, but when the SEC's decision to take a closer look at J.C. Penney's books is followed by a report with almost no information, investors have to wonder if what they've been told about the company's current cash position is true.