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Peter Hix
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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
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  • 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: http://fundamentalhedgie.tumblr.com/

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