R.J. Hottovy
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The Friday Five… some of their own products, instant coffee. They've really been moving fairly aggressively into that space. Our analyst R . J . Hottovy , who cover Starbucks, thinks that this is a great move for the company. He says it makes it one of the more compelling …
coffee. They've really been moving fairly aggressively into that space. Our analyst R.J . Hottovy , who cover Starbucks, thinks that this is a great move for the company. He says it makes it one of the more -
Amazon Loses Money On Both Prime And Its Entire Direct Retail Business
By Timothy Phillips: According to Moringstar analyst RJ Hottovy , Amazon ( AMZN ) achieved 9% operating margin in 2012 on its estimated 10 million Prime members . At first brush this sounded …
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EBay Worthy of a Bid… StockInvestor , I'm Matt Coffina. I'm joined today by R . J . Hottovy who is the director of our consumer team and we're going ..... exemplary stewardship. R.J., thanks for joining me. R . J . Hottovy : Thanks, Matt. Coffina: Could you tell me a little bit …
Coffina: For Morningstar StockInvestor , I'm Matt Coffina. I'm joined today by R.J . Hottovy who is the director of our consumer team and we're going to talk about eBay and their recent Analyst Day. EBay is the second-largest position in StockInvestor 's real-money Hare portfolio, but even if they weren't, this is a company I'd consider buying today. EBay has a rare combination of a wide economic moat, indicating a very strong competitive advantage, as well as a positive moat trend indicating that the competitive advantage is getting stronger over time, and exemplary stewardship. R.J., thanks for joining me. R.J . Hottovy : Thanks, Matt. Coffina: Could you tell me a little bit more about eBay's economic moat, the reason that it's so strong and -
Cloud May Have Silver Lining for Investors… Amazon and AWS is kind of the classic example and the most well-known example, and it's also the leader in the market. R . J . Hottovy , who covers that name for us at Morningstar, estimates they generated a little less than $2 billion last year. But this …
the most well-known example, and it's also the leader in the market. R.J . Hottovy , who covers that name for us at Morningstar, estimates they generated a little less than $2 billion last year. But this is -
The Friday Five… it's a huge part of their business, and it's going to take some time for them to recover from this. Our analyst, R . J . Hottovy thinks that they will be able to --there is some marketing, there is some products innovation--so they will be able …
take some time for them to recover from this. Our analyst, R. J . Hottovy thinks that they will be able to --there is some marketing, there is some products innovation--so they will be able to get -
The Friday Five… of their heavy investment phase and moving into the monetization of that and moving into a higher operating margin stance. R . J . Hottovy , who covers Amazon for us, thinks that in the medium term a 5% operating margin is something that's attainable for them …
the monetization of that and moving into a higher operating margin stance. R.J . Hottovy , who covers Amazon for us, thinks that in the medium term a 5% operating margin is something that's attainable for them, and -
The Friday Five… continue to mine that international growth, particularly in Asia-Pacific in an effort to keep that business going. And R . J . Hottovy who covers McDonald's for us really sees them as having the wide economic moat--that their scale is just so unprecedented …
particularly in Asia-Pacific in an effort to keep that business going. And R.J . Hottovy who covers McDonald's for us really sees them as having the wide economic moat--that their scale is just so unprecedented, that they -
Unpleasant Surprises… surprise, but our analyst looks at this company and says, hey they are still sitting pretty. Glaser: Our [eBay] analyst RJ Hottovy took a look at these earnings and saw even more evidence that our thesis that eBay has a really wide economic moat and has …
and says, hey they are still sitting pretty. Glaser: Our [eBay] analyst RJ Hottovy took a look at these earnings and saw even more evidence that our thesis that eBay has a really wide economic moat -
Who's Buying?… talking about a little bit earlier and well above our analyst R . J . Hottovy 's $12 fair value on the stock. This deal probably just ..... of the electronics retailer have plunged. Morningstar's R . J . Hottovy sees this as reigniting questions about whether Schulze will …
was talking about a little bit earlier and well above our analyst R. J . Hottovy's $12 fair value on the stock. This deal probably just isn't going to be richly valued enough to get the board tooffer into February, and shares of the electronics retailer have plunged. Morningstar's R.J . Hottovy sees this as reigniting questions about whether Schulze will ultimately be able to secure the funding to submit a formal offer.] Stipp: -
A Good, But Not Great, Holiday for Retailers… to talk about the prospects for retailers on the holiday shopping is R . J . Hottovy , our director of consumer equity Research. Thanks for joining me, R.J. R . J . Hottovy : Thanks, Jason. Stipp: First question, we have seen retailers …
to talk about the prospects for retailers on the holiday shopping is R.J . Hottovy , our director of consumer equity Research. Thanks for joining me, R.J. R.J . Hottovy : Thanks, Jason. Stipp: First question, we have seen retailers opening on Thanksgiving, I saw an ad for "all November Black Fridays." Is