Morningstar

Jaime M. Katz, CFA

Jaime Katz, CFA, is a senior equity analyst for Morningstar.

More From Jaime M Katz

Robust travel demand supports pricing growth for the cruise operator, driving profit gains.
Jaime M. Katz, CFA

By prioritizing inventory cleanup, the narrow-moat toymaker likely won't realize the full gains from its turnaround program as soon as originally expected.
Jaime M. Katz, CFA

More dynamic merchandising, a faster supply chain, and better customer read-through from opportunities with its loyalty program have driven solid sales and recent share price gains.
Jaime M. Katz, CFA

While this marks another quarter in which Lowe's business lagged that of Home Depot, the performance was still solid.
Jaime M. Katz, CFA

Although top- and bottom-line results were better than we expected, we still view the shares as overvalued.
Jaime M. Katz, CFA

With elevated existing-homes sales and prices that help turnover remain inflated--along with overhang of storm-related sales--home improvement spending should persist.
Jaime M. Katz, CFA

We're maintaining our $98 fair value estimate and view shares as modestly undervalued today.
Jaime M. Katz, CFA

The narrow-moat toymakers have some time to find alternate channels to distribute their products and prevent future sales shortages that may stem from degradation of the Toys 'R' Us channel.
Jaime M. Katz, CFA

Refocusing on the core business with more relevant inventory has put RH in better position to match supply and demand of product ahead.
Jaime M. Katz, CFA

CEO Margo Georgiadis' new strategy offers a more defined focus on expectations and priorities for the narrow-moat company.
Jaime M. Katz, CFA

The wide-moat home-improvement retailer continues to outperform its brick-and-mortar comeptitors again -- and trends suggest it should continue to do so.
Jaime M. Katz, CFA

More About Jaime M Katz

Jaime M. Katz, CFA, is a senior equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She covers home improvement retailers and travel and leisure.

Before joining Morningstar in 2011, Katz was an associate for Credit Agricole Corporate and Investment Bank. She also worked in equity research for William Blair for three years and spent three years in asset management at Mesirow Financial.

Katz holds a bachelor’s degree in economics from the University of Wisconsin and a master’s degree in business administration from the University of Chicago Booth School of Business. She also holds the Chartered Financial Analyst® designation. She ranked first in the leisure goods and services industry in The Wall Street Journal’s annual “Best on the Street” analysts survey in 2013, the last year the survey was conducted.

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