Amit Chokshi_

DSW Inc.: Step Into This Growth Retailer

Do you have an established valuation range for this company? The valuation doesn't seem to offer much of a margin of safety, especially when you consider that all of their growth is from new store development, don't you want to see some better comp store growth when you're paying 25+x EPS and over 14.0x EV/EBITDA? I like the company though. What do you think about RVI? RVI owns a lot of DSW but trades for a much better valuation, you also get Filene's Basement and struggling Value City which will prob be sold.