Morningstar

Jaime M. Katz, CFA

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

More From Jaime M Katz

The narrow-moat company's focus on improved analytics is not matching the speed of changing weather patterns that the company is competing against.
Jaime M. Katz, CFA

This no-moat retailer is trading well below our fair value estimate.
Jaime M. Katz, CFA

The narrow-moat firm's focus on driving demand for its products should help prevent incremental market share losses.
Jaime M. Katz, CFA

We plan to lower our fair value estimate modestly on wide-moat Lowe's in response to sluggish results as well as the tempered outlook for the remainder of 2016.
Jaime M. Katz, CFA

Despite weakness from vendors in key categories like paint and appliances, the wide-moat home improvement retailer delivered stellar results.
Jaime M. Katz, CFA

The wide-moat retailer continues to stand its ground against online threats, but its shares are slightly overvalued today.
Jaime M. Katz, CFA

The wide-moat retailer continues to stand its ground against online threats, but its shares are slightly overvalued today.
Jaime M. Katz, CFA

Investors could be rewarded if management executes its operational turnaround, but patience is key.
Jaime M. Katz, CFA

We’re planning on lowering our fair value estimate for the motorcycle maker and see few near-term catalysts to drive the stock higher, writes Morningstar’s Jamie Katz.
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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