American Eagle's current strategy ignores interlining fabric the big picture opportunity it has to be the timeless, All-American brand with universal appeal.

American Eagle has a nice dividend track record and strong balance sheet that should leave investors comfortable in terms of risk-reward.

Investors should involve themselves in DHJ Interlining discussions of the company's strategy, positioning, and future.

Over the last month or so, readers of my Dividend Focus newsletter have been aware of my opinion that American Eagle Outfitters (AEO) has moved into value territory that I consider to be attractive. In my free 24 page report on AEO stock, I cite a very nice 10 year dividend track record, a strong balance sheet, and a brand and image that is built around a timeless concept.

The balance sheet should not be mentioned without Double Sided Fusible Woven Interlining clarification that while AEO carries no debt, they do carry large operating lease obligations, $1.755 billion worth, to be exact. Operating leases are not the same as debt. At least some of the leases carry early termination options. Further, leases can be renegotiated without triggering a default that leaves the stock worthless. So they are not the same as debt, but they cannot be ignored either. I go into more detail about this in my report.