Peter Hix's  Instablog

Peter Hix
Send Message
I am a student at Brown University and the portfolio manager of the Brown Investment Group. I have always had an appreciation of the stock market and have followed its development since high school. I have recently gotten in the game for real, whereas before I simply invested virtually (with... More
My company:
Brown Investment Group
My blog:
No blog
  • Ralph Lauren Poised for Growth, Buy After a Pull Back 0 comments
    Jul 12, 2011 3:13 PM | about stocks: RL, COH

    Out of all the higher-end apparel brands, Ralph Lauren (RL) is the most poised for growth entering 2012.  RL has laid out plans for massive expansion, while at the same time increasing control over their brand image and distribution.  Although future growth is apparent, the market might have over zealously factored in the potential. The main points to discuss are:
    ·      Expansion plans for Europe and Asia as the standard of living improves for the latter
    ·      E-commerce expansion through introductions of shopping sites in European countries and throughout Asia
    ·      Restructuring in Asia to improve brand image and recognition
    ·      License reacquiring to regain more control over their brands
    ·      Expanding product line with focus on higher margin products with weak market share
    ·      Natural price and economic hedge due to their consumer’s socio-economic class
    ·      Despite short-term pressure due to restructuring costs, RL has strong fundamentals that will carry it through their expansion plans
    ·      Price is getting a little ahead of growth and therefore I recommend waiting for a sell off before stepping in

    Keeping all these factors in mind, I believe that RL is a remarkable long-term play.

    Check out the rest of the article here:

    Stocks: RL, COH
Back To Peter Hix's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers


  • What the DOE's Regulations Mean for the For-Profit Education Industry $APEI, $APOL, $BPI
    Dec 31, 2013
  • You have to wonder if BAC is so beaten down (mcap is half its book value and recent multi-year lows) that its now a solid contrarian play.
    Jul 24, 2011
  • Check out my new article about JOSB. I think that this retailer is ready to take off.
    Jul 20, 2011
More »
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.