The United States - 2009
The Financial Times and StarMine Present the Top Analysts of 2009 for the United States
The Financial Times and StarMine, a Thomson Reuters company, are pleased to announce the results of StarMine's 2009 annual survey of analyst performance for The United States. StarMine, the leading provider of objective ratings of securities analysts, measures analysts' performance based on the return of their stock recommendations and the accuracy of their earnings estimates. The 2009 StarMine Analyst Awards program utilizes the I/B/E/S system as its data source. The 2009 awards for The United States are based on the period January 1, 2008 thru December 31, 2008.
Analyst Spotlight: Craig Huber
Craig Huber, who covers publishing companies for Barclays Capital, is the top-ranked analyst in the United States for 2009. Huber took first place by beating his benchmark by 17.6% and by outperforming more than 1,800 other qualified stock pickers. Huber made his most lucrative recommendation on McClatchy Company, which owns 30 daily newspapers in 29 U.S. markets. He maintained a "underweight/negative" on McClatchy last year as its price plunged 93%. Another stock on which Huber had an outstanding full-year downside call is Gannett, Inc., which lost 77% of its value in 2008.
Methodology: View our awards methodology
| StarMine Analyst Awards
Methodology |
|
| StarMine, a Thomson Reuters
company, objectively measures the performance of analysts based on
the returns of their buy/sell recommendations and the accuracy of
their earnings estimates. The FT | StarMine Analyst Awards are
based on the 2008 calendar-year performance of recommendations and
estimates on companies that are based in the United States. Data Source The US awards are based on the estimates and recommendations as recorded in the Thomson Reuters I/B/E/S database. StarMine uses the GICS (Global Industry Classification System) for its industry definitions. Industry Stock Picking Awards Analysts are ranked according to their Industry Excess Return, computed from a portfolio simulation that measures each analyst relative to an industry-based benchmark. The top three qualifying analysts in each industry receive an award. Calculation of Industry Excess Return: All analyst returns are calculated relative to the return on a market capitalization-weighted portfolio of all of the stocks in a given industry. For comparison purposes, StarMine builds a non-leveraged portfolio for each analyst based on his recommendations. For each "Buy" recommendation, the portfolio is one unit long the stock and simultaneously one unit short the benchmark. The result gives the analyst credit for the amount by which the stock outperformed the benchmark. "Strong Buys" get a larger investment of two units long the stock and two units short the benchmark. "Holds" invest one unit in the benchmark (i.e., for an excess return of zero). "Sells" are the reverse: long the benchmark and short the stock. "Strong Sells" get a larger investment of two units long the benchmark and short the stock. The portfolio return is opportunity adjusted to facilitate a fair comparison of analyst performance regardless of their coverage universe. The resulting portfolio is rebalanced each month and whenever the analyst adds coverage, drops coverage, or changes a rating. Qualification Criteria: To qualify for an Industry Stock Picking Award, an analyst must have met the following criteria:
Overall Stock Picking Awards go to the top ten qualifying analysts, based on overall excess return. To calculate overall excess return, StarMine uses the weighted average of each analyst's Industry Excess Returns, where weighting is based on the number of stocks the analyst covers in each industry. Qualification Criteria: To qualify for the overall stock-picking awards, analysts must have covered at least five stocks in the United States. In addition, StarMine requires analysts to have earned at least a 5-star rating on their overall coverage (i.e., for all industries covered), as measured by StarMine's Coverage-Relative Rating. Overview of Earnings Estimate Awards StarMine's proprietary metric, Single-stock Estimate Score (SES), measures the accuracy of each analyst's earnings forecasts. SES is a measure of relative accuracy; that is, analysts are compared against their peers. An analyst's SES can range from 0 to 100, with 50 representing the average analyst. To get a score higher than 50, an analyst must make estimates that are both significantly different from and more accurate than other analysts' estimates. SES takes into account many factors: the analyst's absolute forecast error, the analyst's error compared to other analysts, the variance of the analysts' errors, the timing of the estimates, and the absolute value of the actual earnings for the stock. SES is computed daily and aggregated to provide scores on individual stocks, industries (the Industry Estimate Score), and the analyst overall (the Overall Estimate Score). Industry Earnings Estimate Awards To determine the winners of Industry Earnings Estimate Awards, StarMine ranks qualifying analysts based on their Industry Estimate Score for the stocks in a specific industry. Qualification Criteria: An analyst must have covered at least five stocks in a given industry throughout 2008. If an industry has fewer than 15 stocks, an analyst must have covered a minimum of three stocks or 1/3 of the stocks in the industry, whichever is greater. Overall Earnings Estimate Awards The ten qualifying analysts with the highest Overall Estimate Scores earn StarMine's Overall Earnings Estimate Awards. Qualification Criteria: To qualify for StarMine's Top Ten list, an analyst must have had coverage on at least five stocks in the region throughout 2008. Top Ten Brokers Awards go to the ten brokerage firms that have accumulated the greatest number of individual analyst awards. If an analyst has changed firms during an awards year, performance is attributed to the firm where the analyst worked for the majority of the year. Most Productive Brokers Most Productive Broker awards go to the three firms that have earned the highest number of individual analyst awards relative to the total number of qualifying analysts in their firm. To be considered for this award, a firm must have a minimum of ten analysts who qualified for a 2009 FT | StarMine Analyst Award. Non-Participating Firms The following firms did not participate in the 2009 FT | StarMine Analyst Awards for the United States: Buckingham Research, Sanford C. Bernstein & Co. and Sidoti & Company. |
Trophies: Place an order
The Financial Times and StarMine Present the Top Analysts of 2009 for the United States
Top Stock Pickers
| Rank | Analyst | Firm | Industries |
|---|---|---|---|
| 1 | Huber, Craig | Barclays Capital | Media |
| 2 | Shafir, Mike | Sterne, Agee & Leach | Mortgage Finance; Commercial Banks |
| 3 | Zelman, Ivy | Zelman & Associates | Household Durables; Building Products; Specialty Retail |
| 4 | DeLaney, Steven | JMP Securities | REITs |
| 5 | Bruce, Kenneth | BAS-ML | Mortgage Finance; REITs; Capital Markets; Consumer Finance |
| 6 | Graseck, Betsy | Morgan Stanley | Commercial Banks; Capital Markets; Diversified Financials |
| 7 | Melich, Gregory | Morgan Stanley | Specialty Retail; Food & Staples Retailing; Multiline Retail |
| 8 | Chung, Ingrid | Goldman Sachs | Media |
| 9 | Lykins, James | Hilliard Lyons | Gas Utilities; Water Utilities; Specialty Retail |
| 10 | Arnold, Jason | RBC Capital Markets | REITs; Consumer Finance; Mortgage Finance |
Top Earnings Estimators
| Rank | Analyst | Firm | Industries |
|---|---|---|---|
| 1 | DeLaney, Steven | JMP Securities | REITs |
| 2 | Crum, Drew | Stifel Nicolaus | Media; Leisure Equipment |
| 3 | Kistler, David | Simmons & Company | Oil, Gas & Consumable Fuels |
| 4 | Chow, Chi | Tristone Capital | Oil, Gas & Consumable Fuels |
| 5 | Nachman, Gary | Leerink Swann | Pharmaceuticals; Biotechnology |
| 6 | Rehaut, Michael | J.P. Morgan | Household Durables; Building Products; Trading Companies |
| 7 | Clement, Steve | Pacific Crest Securities | Wireless Telecommunication Services; Media |
| 8 | Lewis, Gregory | Credit Suisse | Marine; Energy Equipment & Services; Oil, Gas & Consumable Fuels; Trading Companies |
| 9 | Zavoico, George | Cantor Fitzgerald* | Biotechnology |
| 10 | Snowling, Matthew | Friedman, Billings, Ramsey | Capital Markets; Consumer Finance |
Top Most Award-Winning Brokers
| Rank | Analyst | Number of Awards |
|---|---|---|
| 1 | BAS-ML | 24 |
| 2 | J.P. Morgan | 22 |
| 3 | Citigroup | 18 |
| 3 | UBS | 18 |
| 3 | Wachovia Capital Markets | 18 |
| 6 | Morgan Stanley | 15 |
| 7 | Barclays Capital | 14 |
| 7 | Goldman Sachs | 14 |
| 7 | Stifel Nicolaus | 14 |
| 10 | Credit Suisse | 12 |
| 10 | Jefferies & Co. | 12 |
Most Productive Brokers
| Rank | Broker |
|---|---|
| 1 | Brean Murray, Carret |
| 2 | BB&T Capital Markets |
| 3 | Wachovia Capital Markets |
Consumer Discretionary
Select an industry below to view results
Auto Components
Diversified Consumer Services
Hotels & Leisure
Household Durables
Internet & Catalog Retail
Leisure Equipment & Products
Media
Multiline Retail
Restaurants
Specialty Retail
Textiles, Apparel & Luxury Goods
Auto Components
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Murphy, John | BAS-ML |
| 2 | Archambault, Patrick | Goldman Sachs |
| 3 | Patel, Himanshu | J.P. Morgan |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Ceraso, Chris | Credit Suisse |
| 2 | Leiker, David | Robert W. Baird |
| 3 | Johnson, Brian | Barclays Capital |
Diversified Consumer Services
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Greendale, Corey | First Analysis |
| 2 | Flynn, Kelly | Credit Suisse |
| 3 | Turner, Jackson | Argus Research |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Herman, Jerry and Craig, Robert | Stifel Nicolaus |
| 2 | Dobell, Brandon | William Blair & Company |
| 3 | Gubins, Sara | BAS-ML |
Hotels & Leisure
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Truelove, William | UBS |
| 2 | Conder, Timothy | Wachovia Capital Markets |
| 3 | Donnelly, Jeffrey | Wachovia Capital Markets |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Scholes, Patrick | Friedman, Billings, Ramsey |
| 2 | Kelley, Shaun | BAS-ML |
| 3 | Worst, Ryan | Brean Murray, Carret |
Household Durables
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Zelman, Ivy | Zelman & Associates |
| 2 | Torma, Anna | Soleil - Torma Research |
| 3 | Talbott McGrath, Megan | Barclays Capital |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Rehaut, Michael | J.P. Morgan |
| 2 | Puryear, Paul and Horne, Buck | Raymond James |
| 3 | Reichardt, Carl | Wachovia Capital Markets |
Internet & Catalog Retail
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Mahaney, Mark | Citigroup |
| 2 | Devitt, Scott* | Stifel Nicolaus |
| 3 | Anmuth, Douglas | Barclays Capital |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Khan, Imran | J.P. Morgan |
| 2 | LaCava, Domenic* | Canaccord Adams |
| 3 | Mahaney, Mark | Citigroup |
Leisure Equipment & Products
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Gikas, Anthony | Piper Jaffray |
| 2 | Conder, Timothy | Wachovia Capital Markets |
| 3 | McGowan, Sean | Needham & Company |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Conder, Timothy | Wachovia Capital Markets |
| 2 | Hamann, Scott | KeyBanc Capital Markets |
| 3 | Johnson, Gerrick | BMO Capital Markets |
Media
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Huber, Craig | Barclays Capital |
| 2 | Chung, Ingrid | Goldman Sachs |
| 3 | Crum, Drew | Stifel Nicolaus |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Crum, Drew | Stifel Nicolaus |
| 2 | Hodulik, John | UBS |
| 3 | Moran, Frederick* | Stanford Group |
Multiline Retail
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Mann, David | Johnson Rice & Company |
| 2 | Clark, Michelle | Morgan Stanley |
| 3 | Shapira, Adrianne | Goldman Sachs |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Hutchinson, Lorraine | BAS-ML |
| 2 | Clark, Michelle | Morgan Stanley |
| 3 | Drbul, Robert | Barclays Capital |
Restaurants
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Derrington, Robert | Morgan Keegan |
| 2 | West, Steve | Stifel Nicolaus |
| 3 | Palmer, David | UBS |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Gallo, Michael | C.L. King |
| 2 | Collier, Lynne | KeyBanc Capital Markets |
| 3 | Farmer, Jeffrey | Jefferies & Co. |
Specialty Retail
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Lawrence, John | Morgan Keegan |
| 2 | Wewer, Dan | Raymond James |
| 3 | Benedict, Peter* | Wachovia Capital Markets |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Kwas, Richard | Wachovia Capital Markets |
| 2 | Binder, Daniel | Jefferies & Co. |
| 3 | Lawrence, John | Morgan Keegan |
Textiles, Apparel & Luxury Goods
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Drbul, Robert | Barclays Capital |
| 2 | Shanley, John* | Susquehanna Financial Group |
| 3 | Van Sinderen, Jeff | B. Riley & Company |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Krasik, Scott | C.L. King |
| 2 | Drbul, Robert | Barclays Capital |
| 3 | Klinefelter, Jeffrey | Piper Jaffray |
Consumer Staples
Select an industry below to view results
Beverages
Food & Staples Retailing
Food Products
Household Products
Personal Products
Tobacco
Beverages
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Hong, Judy | Goldman Sachs |
| 2 | Farkas, Christine | BAS-ML |
| 3 | Sanchez, Celso | Citigroup |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Swartzberg, Mark | Stifel Nicolaus |
| 2 | Pecoriello, Bill* | Morgan Stanley |
| 3 | Mohsenian, Dara* | J.P. Morgan |
Food & Staples Retailing
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Wiltamuth, Mark | Morgan Stanley |
| 2 | Weinswig, Deborah | Citigroup |
| 3 | Adler, Meredith and Howland, Karen | Barclays Capital |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Wolf, Andrew | BB&T Capital Markets |
| 2 | Kelly, Edward | Credit Suisse |
| 3 | Miller, Mark | William Blair & Company |
Food Products
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Palmer, David | UBS |
| 2 | Bivens, Terry | J.P. Morgan |
| 3 | Driscoll, David | Citigroup |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Serotta, Eric* | BAS-ML |
| 2 | Palmer, David | UBS |
| 3 | Geissler, Diane* | BAS-ML |
Household Products
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Faucher, John | J.P. Morgan |
| 2 | Smith, Erin | Argus Research |
| 3 | Maneaty, Connie | BMO Capital Markets |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Altobello, Joseph | Oppenheimer & Co. |
| 2 | Mohsenian, Dara* | J.P. Morgan |
| 3 | Gere, Jason* | Wachovia Capital Markets |
Personal Products
Top 2 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Gere, Jason* | Wachovia Capital Markets |
| 2 | Chappell, William | SunTrust Robinson Humphrey |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Gere, Jason* | Wachovia Capital Markets |
| 2 | Tamminga, Neely | Piper Jaffray |
| 3 | Nicholson, Wendy | Citigroup |
Tobacco
Top Stock Picker
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Branca, Michael | Barclays Capital |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Hong, Judy | Goldman Sachs |
| 2 | Modi, Nik | UBS |
| 3 | Adelman, David | Morgan Stanley |
Energy
Select an industry below to view results
Energy Equipment & Services
Oil, Gas & Consumable Fuels
Energy Equipment & Services
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Thoresen, Bjørn | First Securities |
| 2 | Weiss, Phil | Argus Research |
| 3 | Smith, David | J.P. Morgan |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Drickamer, Michael | Morgan Keegan |
| 2 | Crandell, James | Barclays Capital |
| 3 | MacKenzie, Robert | Friedman, Billings, Ramsey |
Oil, Gas & Consumable Fuels
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Gilman, Mark | The Benchmark Company |
| 2 | Gheit, Fadel | Oppenheimer & Co. |
| 3 | Singer, Brian | Goldman Sachs |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Kistler, David | Simmons & Company |
| 2 | Chow, Chi | Tristone Capital |
| 3 | Rousseau, Jacques | Soleil-Back Bay Research |
Financials
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Capital Markets
Commercial Banks
Consumer Finance
Diversified Financial Services
Insurance
Real Estate Investment Trusts (REITs)
Thrifts & Mortgage Finance
Capital Markets
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Reveley, Everett* | Davenport & Company |
| 2 | Bedell, Brian* | BAS-ML |
| 3 | Turner, Jackson | Argus Research |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Snowling, Matthew | Friedman, Billings, Ramsey |
| 2 | Sakhrani, Sanjay | Keefe, Bruyette & Woods |
| 3 | Lane, Mark | William Blair & Company |
Commercial Banks
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Graseck, Betsy | Morgan Stanley |
| 2 | Najarian, Edward* | BAS-ML |
| 3 | Ritter, David | Argus Research |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Christ, Brent* | Fox-Pitt Kelton Cochran Caronia Waller |
| 2 | Davis, Jeff** | FTN Equity Capital |
| 3 | Ketron, Greg | Citigroup |
** This analyst is now at Howe Barnes Hoefer & Arnett Inc.
Consumer Finance
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Telzrow, Dennis | Stephens Inc. |
| 2 | Orenbuch, Moshe | Credit Suisse |
| 3 | Hecht, John | JMP Securities |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Taiano, Michael | Sandler O'Neill |
| 2 | Hecht, John | JMP Securities |
| 3 | Napoli, Robert | Piper Jaffray |
Diversified Financial Services
Top Stock Pickers
No analysts qualified for this industry's Stock Picker awards.
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Repetto, Richard | Sandler O'Neill |
| 2 | Fandetti, Donald | Citigroup |
| 3 | Chen, Howard | Credit Suisse |
Insurance
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Hughes, Mark | Suntrust Robinson Humphrey |
| 2 | Labbe, Steven | Langen McAlenney |
| 3 | Carletti, Matthew | Fox-Pitt Kelton Cochran Caronia Waller |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Labbe, Steven | Langen McAlenney |
| 2 | Binner, Randy | Friedman, Billings, Ramsey |
| 3 | Glasspiegel, Robert | Langen McAlenney |
Real Estate Investment Trusts (REITs)
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Bryant, Amanda* | BAS-ML |
| 2 | Howlett, Matthew | Fox-Pitt Kelton Cochran Caronia Waller, |
| 3 | DeLaney, Steven | JMP Securities |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | DeLaney, Steven | JMP Securities |
| 2 | Truelove, William | UBS |
| 3 | Salinsky, Mike | RBC Capital Markets |
Thrifts & Mortgage Finance
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Bruce, Kenneth | BAS-ML |
| 2 | Polini, Anthony | Raymond James |
| 3 | Shafir, Mike | Sterne, Agee & Leach |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Miller, Paul | Friedman, Billings, Ramsey |
| 2 | Gilbert, Collyn | Stifel Nicolaus |
| 3 | Napoli, Robert | Piper Jaffray |
Health Care
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Biotechnology
Health Care Equipment & Supplies
Health Care Providers & Services
Health Care Technology
Life Sciences Tools & Services
Pharmaceuticals
Biotechnology
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Schmidt, Eric | Cowen And Company |
| 2 | Aschoff, Jonathan | Brean Murray, Carret & Co. |
| 3 | Zhang, Jason | BMO Capital Markets |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Ho, May-Kin | Goldman Sachs |
| 2 | Piros, Elemer | Rodman & Renshaw |
| 3 | Zavoico, George* | Cantor Fitzgerald |
Health Care Equipment & Supplies
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Andberg, Ernest | Feltl & Company |
| 2 | Mackay, Alastair | GARP Research & Securities |
| 3 | Hoggatt, Julie Schumacher* | Noble Financial Group |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Wuensch, Joanne | BMO Capital Markets |
| 2 | Plovanic, William | Canaccord Adams |
| 3 | Lewis, David | Morgan Stanley |
Health Care Providers & Services
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Coldwell, Eric | Robert W. Baird |
| 2 | Henderson, Arthur | Jefferies & Co. |
| 3 | Santangelo, Glen | Credit Suisse |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Muken, Ross | Deutsche Bank Securities |
| 2 | Santangelo, Glen | Credit Suisse |
| 3 | Raskin, Joshua | Barclays Capital |
Health Care Technology
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Jones, Bret* | Leerink Swann |
| 2 | Weller, Todd | Stifel Nicolaus |
| 3 | Close, Richard | Jefferies & Co. |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Close, Richard | Jefferies & Co. |
| 2 | Jones, Bret* | Leerink Swann |
| 3 | Juhng, K. Newton | BB&T Capital Markets |
Life Sciences Tools & Services
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Mackay, Alastair | GARP Research & Securities |
| 2 | Groberg, Jonathan* | BAS-ML |
| 3 | Butler, C. Anthony | Barclays Capital |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Muken, Ross | Deutsche Bank Securities |
| 2 | Leonard, Dan | First Analysis |
| 3 | De Bruin, Derik | UBS |
Pharmaceuticals
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Cacciatore, Ken | Cowen And Company |
| 2 | Gilbert, Gregg | BAS-ML |
| 3 | Tong, Michael | Wachovia Capital Markets |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Tune, Noelle* | Soleil-Neponset Equity Research |
| 2 | Nachman, Gary | Leerink Swann |
| 3 | Boris, John | Citigroup |
Industrials
Select an industry below to view results
Aerospace & Defense
Air Freight & Logistics
Airlines
Building Products
Commercial Services & Supplies
Construction & Engineering
Electrical Equipment
Machinery
Marine
Professional Services
Road & Rail
Trading Companies & Distributors
Aerospace & Defense
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Gesuale, Brian | Raymond James |
| 2 | Lewis, Michael | BB&T Capital Markets |
| 3 | Shapiro, George* | Citigroup |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Nadol, Joseph | J.P. Morgan |
| 2 | Strauss, David | UBS |
| 3 | Safran, Richard* | Goldman Sachs |
Air Freight & Logistics
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Brochmann, Nathan | William Blair & Company |
| 2 | Paterson, Rick | UBS |
| 3 | Wolfe, Edward | Wolfe Research |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Fowler, Todd | KeyBanc Capital Markets |
| 2 | Hoexter, Ken | BAS-ML |
| 3 | Langenfeld, Jon | Robert W. Baird |
Airlines
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Linenberg, Michael | BAS-ML |
| 2 | Crissey, Kevin | UBS |
| 3 | Baker, Jamie | J.P. Morgan |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | McKenzie, Daniel* | Credit Suisse |
| 2 | Crissey, Kevin | UBS |
| 3 | Greene, William | Morgan Stanley |
Building Products
Top Stock Pickers
No analysts qualified for this industry's Stock Picker awards.
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Kasprzak, John | BB&T Capital Markets |
| 2 | Hughes, Keith | SunTrust Robinson Humphrey |
| 3 | Lisnic, Peter | Robert W. Baird |
Commercial Services & Supplies
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Ellis, Jonathan | BAS-ML |
| 2 | Sullivan, Jamie | RBC Capital Markets |
| 3 | Young, Leone* | Citigroup |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Ellis, Jonathan | BAS-ML |
| 2 | Smith, Thomas* | First Analysis |
| 3 | Fisher, William | Raymond James |
Construction & Engineering
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Rygiel, Alex | Friedman, Billings, Ramsey |
| 2 | Fisher, Steven | UBS |
| 3 | Obin, Andrew | BAS-ML |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Paget, Richard | Morgan Joseph |
| 2 | Fisher, Avram | BMO Capital Markets |
| 3 | Obin, Andrew | BAS-ML |
Electrical Equipment
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Borland, Ned | Next Generation Equity Research |
| 2 | Tanous, Brion | Merriman Curhan Ford |
| 3 | Hammond, Pearce | Simmons & Company |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Borland, Ned | Next Generation Equity Research |
| 2 | Hoopes, Jonathan* | ThinkEquity |
| 3 | Clegg, Paul | Jefferies & Co. |
Machinery
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Connors, Ryan | Boenning & Scattergood |
| 2 | Woodworth, Curtis* | J.P. Morgan |
| 3 | Gaugler, Michael | Brean Murray, Carret & Co. |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Schneider, Michael | Robert W. Baird |
| 2 | Coe, Nigel | Deutsche Bank Securities |
| 3 | Darling, Terry | Goldman Sachs |
Marine
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Dur, Urs | Lazard Capital Markets |
| 2 | Chappell, Jonathan B. | J.P. Morgan |
| 3 | Boyden, Natasha | Cantor Fitzgerald |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Boyden, Natasha | Cantor Fitzgerald |
| 2 | Lewis, Gregory | Credit Suisse |
| 3 | Mavrinac, Douglas | Jefferies & Co. |
Professional Services
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Edelson, Vance | Morgan Stanley |
| 2 | Steinerman, Andrew | J.P. Morgan |
| 3 | Fones, Andrew | UBS |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | McHugh, Timothy | William Blair & Company |
| 2 | Morin, Michel* | BAS-ML |
| 3 | Marcon, Mark | Robert W. Baird |
Road & Rail
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Ross, David | Stifel Nicolaus |
| 2 | Fisher, William | Raymond James |
| 3 | Barnes, John | BB&T Capital Markets |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Larkin, John | Stifel Nicolaus |
| 2 | Greene, William | Morgan Stanley |
| 3 | Paterson, Rick | UBS |
Trading Companies & Distributors
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Lewis, Holden | BB&T Capital Markets |
| 2 | Germanotta, Jeffrey | William Blair & Company |
| 3 | Manthey, David | Robert W. Baird |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Duncan, Matt | Stephens Inc. |
| 2 | Rakers, Brent | Morgan Keegan |
| 3 | Poliniak, Allison | Wachovia Capital Markets |
Information Technology
Select an industry below to view results
Communications Equipment
Computers & Peripherals
Electronic Equipment & Instruments
Internet Software & Services
IT Services
Semiconductors & Semiconductor Equipment
Software
Communications Equipment
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Robison, Matthew* | Ferris, Baker Watts |
| 2 | McIlree, James | Collins Stewart |
| 3 | Valera, Richard | Needham & Company |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | McCourt, Tavis | Morgan Keegan |
| 2 | Coleman, Scott* | Morgan Stanley |
| 3 | Makris, Joanna* | Brean Murray, Carret |
Computers & Peripherals
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Curlin, Thomas* | RBC Capital Markets |
| 2 | Seyrafi, Shebly** | Caris & Company |
| 3 | Mansky, Paul*** | Citigroup |
** This analyst is now at Calyon Securities.
*** This analyst is now at Canaccord Adams.
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Gardner, Richard | Citigroup |
| 2 | Bailey, David | Goldman Sachs |
| 3 | Wu, Shaw* | Broadpoint AmTech |
Electronic Equipment & Instruments
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Coster, Paul | J.P. Morgan |
| 2 | Daryanani, Amit | RBC Capital Markets |
| 3 | Miller, Mark* | Brean Murray, Carret & Co. |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Kessel, Kevin* | J.P. Morgan |
| 2 | Fox, Steven* | BAS-ML |
| 3 | Sheerin, Matthew | Thomas Weisel Partners |
Internet Software & Services
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Evans, Kyle | Stephens Inc. |
| 2 | Westerfield, Leland* | BMO Capital Markets |
| 3 | Squali, Youssef | Jefferies & Co. |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Quarles, Christa | Thomas Weisel Partners |
| 2 | Weinstein, Steve | Pacific Crest Securities |
| 3 | Mahaney, Mark | Citigroup |
IT Services
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Lewis, Michael | BB&T Capital Markets |
| 2 | Loomis, William | Stifel Nicolaus |
| 3 | Quillin, Timothy | Stephens Inc. |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Greene, Glenn | Oppenheimer & Co. |
| 2 | Keane, Bryan | Credit Suisse |
| 3 | Quillin, Timothy | Stephens Inc. |
Semiconductors & Semiconductor Equipment
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Lipacis, Mark | Morgan Stanley |
| 2 | Roy, Ruben | Pacific Crest Securities |
| 3 | Sell, Taunya | Ragen MacKenzie |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Wong, David | Wachovia Capital Markets |
| 2 | Feeney, JoAnne | FTN Equity Capital |
| 3 | Berger, Craig | Friedman, Billings, Ramsey |
Software
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Chowdhry, Trip | Global Equities Research |
| 2 | Sutherland, Scott | Wedbush Morgan Securities |
| 3 | Weller, Todd | Stifel Nicolaus |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Weller, Todd | Stifel Nicolaus |
| 2 | Nankervis, Craig | First Analysis |
| 3 | Gikas, Anthony | Piper Jaffray |
Materials
Select an industry below to view results
Chemicals
Construction Materials
Containers & Packaging
Metals & Mining
Paper & Forest Products
Chemicals
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Yang, Edward | Oppenheimer & Co. |
| 2 | Judd, Michael | Greenwich Consultants |
| 3 | Silversteyn, Dmitry | Longbow Research |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Gulley, Mark | Soleil-Gulley & Associates |
| 2 | Yu, Brian | Citigroup |
| 3 | McCarthy, Kevin | BAS-ML |
Construction Materials
Top Stock Picker
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Manuel, Christopher | KeyBanc Capital Markets |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Kasprzak, John | BB&T Capital Markets |
| 2 | Vencil, Todd | Davenport & Company |
| 3 | MacGregor, David | Longbow Research |
Containers & Packaging
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Thein, Timothy | Citigroup |
| 2 | Panjabi, Ghansham* | Wachovia Capital Markets |
| 3 | Stump, Alton | Longbow Research |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Panjabi, Ghansham* | Wachovia Capital Markets |
| 2 | Hueston, Claudia Shank | J.P. Morgan |
| 3 | Manuel, Christopher | KeyBanc Capital Markets |
Metals & Mining
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Bridges, John | J.P. Morgan |
| 2 | Willemse, Michael | CIBC World Markets |
| 3 | Tanners, Timna | UBS |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Tanners, Timna | UBS |
| 2 | Bridges, John | J.P. Morgan |
| 3 | Parr, Mark | KeyBanc Capital Markets |
Paper & Forest Products
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Wilde, Mark | Deutsche Bank Securities |
| 2 | Hueston, Claudia Shank | J.P. Morgan |
| 3 | Staphos, George | BAS-ML |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Chercover, Steven | D. A. Davidson & Co. |
| 2 | Glazerman, Gail | UBS |
| 3 | Wilde, Mark | Deutsche Bank Securities |
Telecom Services
Select an industry below to view results
Diversified Telecommunication Services
Wireless Telecommunication Services
Diversified Telecommunication Services
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Armstrong, Jason | Goldman Sachs |
| 2 | Bonner, Joe | Argus Research |
| 3 | Rollins, Michael | Citigroup |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Schildkraut, Jonathan | Jefferies & Co. |
| 2 | Fritzsche, Jennifer | Wachovia Capital Markets |
| 3 | Armstrong, Jason | Goldman Sachs |
Wireless Telecommunication Services
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Feldman, Brett | Barclays Capital |
| 2 | Flannery, Simon | Morgan Stanley |
| 3 | Watts, Chris | Atlantic Equities |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Power, William | Robert W. Baird |
| 2 | Lundberg, Gregory | Soleil-Communications Equity Research |
| 3 | Schildkraut, Jonathan | Jefferies & Co. |
Utilities
Select an industry below to view results
Electric Utilities
Gas Utilities
Independent Power Producers & Energy Traders
Multi-Utilities
Water Utilities
Electric Utilities
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Ridzon, Paul | KeyBanc Capital Markets |
| 2 | Burks, David | Hilliard Lyons |
| 3 | Smith, Andrew | J.P. Morgan |
Top 2 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Kiani, John | Deutsche Bank Securities |
| 2 | Eggers, Daniel | Credit Suisse |
Gas Utilities
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Lykins, James | Hilliard Lyons |
| 2 | Fidell, Daniel | Brean Murray, Carret & Co. |
| 3 | Rewcastle, David* | Argus Research |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Lykins, James | Hilliard Lyons |
| 2 | Chiaro, David* | Goldman Sachs |
| 3 | Followill, Rebecca | Tudor Pickering |
Independent Power Producers & Energy Traders
Top 3 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Fremont, Paul | Jefferies & Co. |
| 2 | Russo, Brian | Ladenburg Thalmann |
| 3 | Smith, Andrew | J.P. Morgan |
Top 2 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Kiani, John | Deutsche Bank Securities |
| 2 | Chin, Brian | Citigroup |
Multi-Utilities
Top 2 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Parker, David | Robert W. Baird |
| 2 | Ridzon, Paul | KeyBanc Capital Markets |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Brothwell, Sam | Wachovia Capital Markets |
| 2 | Fremont, Paul | Jefferies & Co. |
| 3 | May, Maurice | Soleil-Power Insights |
Water Utilities
Top 2 Stock Pickers
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Lykins, James | Hilliard Lyons |
| 2 | Connors, Ryan | Boenning & Scattergood |
Top 3 Earnings Estimators
| Rank | Analyst | Firm |
|---|---|---|
| 1 | Coy, Debra | Janney Montgomery Scott |
| 2 | Lykins, James | Hilliard Lyons |
| 3 | Kalton, Neil | Wachovia Capital Markets |
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