Apple Pay is clearly a potential disruption to eBay's PayPal, but we don't view mobile payments as a zero-sum game, says Morningstar’s R.J . Hottovy .
rapidly growing business. But at this price, we believe it is also a value stock. As we noted last time, Morningstar analyst R . J . Hottovy couldn't agree more with Nygren's assessment, noting that Amazon has played a prominent role in the structural shift
with private equity. And yes, their move into Canada and the tax inversion certainly accounted for a lot of chatter. But R . J . Hottovy , who is our analyst on Tim Hortons, really sees the strategic rationale as being the big driver of this deal. Burger King
yes, Amazon is a rapidly growing business. But at this price, we believe it is also a value stock. Morningstar analyst R . J . Hottovy couldn't agree more, noting that Amazon is trading at 83% of his fair value estimate in a market where stocks overall
like this doesn't happen again. This is not the first time they've had concerns about their supply chain in China. But R . J Hottovy , our Yum analyst, thinks that they're going to be able to do that, and that they have enough brand equity to ride out
Concerns over a key supplier to both Yum and McDonald’s in China have hurt sales and stock prices in the short run, but Morningstar's R.J . Hottovy expects the firms to bounce back.
out of all those burrito bowls? Glaser: They might be. R . J . Hottovy , our Chipotle analyst, thinks that they could be digging ..... the U.S. that McDonald's just isn't doing as well. R . J . Hottovy , who also covers [TICKER:MCD] McDonald's for us, thinks
The online retail giant's third-quarter outlook draws some concern, but we have conviction in the firm's margin expansion and investments, says Morningstar's R.J . Hottovy .
companies with strong competitive advantages. I'm here with R . J . Hottovy , our consumer equity strategist, to look at that consumer space. R.J., thanks for joining me. R . J . Hottovy : Thanks for having me. Glaser: Let's talk about what
Chipotle’s phenomenal 17.3% comp increase during a tepid quarter for restaurant operators is a testament to the firm’s business model, but valuation levels remain a concern, says Morningstar’s R.J . Hottovy .