Ladies and gentlemen, thank you for standing by. Welcome to the Ralph Lauren Third Quarter 2014 Earnings Call. At this time, all participants are in a listen-only mode, later we will conduct a question-and-answer session, instructions on how to ask a question will be given at that time. As a ...
The corporate bond market will probably struggle to return much above break-even in 2014.
Partnering instead of competing with other merchants makes the firm an intriguing player.
Some equity funds' heavy allocations to pricier areas of the market could spell trouble for shareholders.
The U.S. economy is in decent shape, but we are being even more selective given recent outperformance.
As macro headwinds mount, we would look for a larger valuation discount among consumer cyclical names.