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Ladies and gentlemen, thank you for standing by. Welcome to the Ralph Lauren Fourth 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 ...
After reviewing our long-term assumptions for Polo Ralph Lauren RL, we have increased our fair value for the firm. The company continues to exceed our expectations both on the top and bottom lines. We have boosted our revenue projections, incorporating the company's recently announced initiatives. ...
We see long-term value for Ralph Lauren despite management's reduced outlook.
Partnering instead of competing with other merchants makes the firm an intriguing player.
The corporate bond market will probably struggle to return much above break-even in 2014.
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.