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R.J. Hottovy

R.J. Hottovy, CFA, is a consumer strategist for Morningstar.


The shared services agreement between eBay and PayPal should preserve the synergies between the businesses while allowing management to focus on enhancing their respective network effects, says Morningstar’s R.J. Hottovy.

Management’s response to the Marketplaces data breach, the firm’s impressive gains in payment and mobile volumes, and its capital-allocation efforts are reasons why Morningstar’s R.J. Hottovy is maintaining a long-term positive outlook for the firm.

Amazon's margin expansion is less visible than its growth trajectory given new investments on the horizon, but the firm remains one of the most disruptive companies in the consumer space.

Amazon Prime has likely hit a key inflection point and will help the online giant lock in customers while neutralizing competitive efforts from traditional retailers, says Morningstar's R.J. Hottovy.

The firm's third-quarter results reinforce its channel, brand, and geographic expansion opportunities and demonstrate that Starbucks remains one of the most dynamic consumer cyclical names, says Morningstar's R.J. Hottovy.

The prospects for the firm's Kindle Fire products are strong, and despite the per-share loss, Amazon's foundation for long-term margin expansion is intact, says Morningstar's R.J. Hottovy.

We're maintaining our fair value estimate for now, but we'll be carefully monitoring the effects of the struggling retailer's transformational efforts on the business, says Morningstar's R.J. Hottovy.