on track. They've had a string of disappointing quarters, mainly due to increasing competitive pressure. Our analyst R . J . Hottovy has pointed out a number of times, Best Buy has threats from a lot of different areas. Amazon.com is selling music and
Why did they do so well? Glaser : They had a really good quarter, and I think it really comes down to what our analyst R . J . Hottovy talks about, that eBay is really becoming completely central to facilitating transactions both online, and increasingly
of Morningstar StockInvestor and an equity strategist, and R . J . Hottovy , he is working on our consumer team as an analyst. Thanks ..... if a CEO is really adding value for a company over time? R . J . Hottovy : In the retail industry, we're really looking at a few
offer some insights is director of consumer equity research R . J . Hottovy to tell us a little bit about how important the holiday shopping season is to retailers. Thanks for joining me, R.J. R . J . Hottovy : Thank you. Stipp : So, first question for you: We know
Morningstar's R . J . Hottovy weighs in on McDonald's ( MCD -0.5% ), saying the firm's across-the-board changes including menu innovations helped
week by announcing the Kindle Fire. I'm here today with R . J . Hottovy , he is the director of consumer research, and Michael Holt ..... could have on it. Gentlemen, thanks for joining me today. R . J . Hottovy : Thank you. Michael Holt : Thanks for having us. Glaser
s OptionInvestor . Today it's my great pleasure to welcome R . J . Hottovy , who is senior restaurant analyst here at Morningstar. R.J., thanks for coming. R . J . Hottovy : Thanks for having me. Kobayashi-Solomon : So, just recently
in the future. For those worried about these issues longer term, our director of equity research in the consumer sector, R . J . Hottovy , suggests looking for value in names like Procter & Gamble PG and Wal-Mart WMT, both of which have sustainable, structural
out of the gate. People are excited about the tech boom. People are excited about the innovative model, but our analyst R . J . Hottovy has really considered the stock to be pretty overvalued, and their earnings release this week did nothing to dispel that
offset rising commodity costs over the next several quarters, overall, we have concerns that commodity costs could put downward pressure on all restaurant stocks as the year progresses. R . J . Hottovy also contributed to this report.