Tuesday, October 9, 2007

Next Generation Equity Research; R.J. Hottovy

R.J. is a Senior Retail Analyst. Being a US consumer myself, I was interested to know how I would be spending my money during the back-to-school season. Flexible inventories! That's the key to successful retailing. He really liked the discount shoe retailers DSW Inc. (NYSE:DSW) and Brown Shoe (NYSE:BWS). We also spoke about one of my personal favorite stores Urban Outfitters (Nasdaq:URBN). I feel that the Urban has lost a bit of its appeal, but R.J. says that the key to the company's success are the Anthropology, Free People, and the new Train/Greenhouse brands.
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http://www.wallstreetreporter.com/page.php?page=featured&id=26718

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