Institutional Investor's Alpha Magazine - November 2007 - (Page 64)

Top Analysts Hedge Funds Pick the Top U.S. Analysts Alpha retabulated the results of Institutional Investor’s 2007 All-America Research Team, counting only votes cast by hedge funds. Altogether, 146 positions have changed, including 21 ﬁrst-team places, compared with the overall All-America ranking. Electrical Equipment & Multi-Industry Jeffrey Sprague Citi SECOND TEAM Basic Materials Chemicals Donald Carson Merrill Lynch SECOND TEAM Cosmetics, Household & Personal Care Products Lauren Lieberman Lehman SECOND TEAM Retailing/Broadlines & Department Stores Deborah Weinswig Citi SECOND TEAM C. Stephen Tusa Jr. JPMorgan THIRD TEAM John Faucher JPMorgan THIRD TEAM Christine Augustine Bear Stearns THIRD TEAM Sergey Vasnetsov Lehman THIRD TEAM Scott Davis Morgan Stanley RUNNERS-UP Justin Hott Bear Stearns RUNNER-UP Michael Exstein Credit Suisse RUNNERS-UP Jeffrey Zekauskas JPMorgan RUNNER-UP Deane Dray Goldman Sachs; John Inch Merrill Lynch Amy Low Chasen Goldman Sachs Kevin McCarthy BofA Metals & Mining Michael Gambardella JPMorgan SECOND TEAM Environmental Services Leone Young Citi Machinery David Raso Citi SECOND TEAM Food Andrew Lazar Lehman SECOND TEAM Dana Cohen BofA; Robert Drbul Lehman; William Dreher Deutsche; Charles Grom JPMorgan; Adrianne Shapira Goldman Sachs Terry Bivens Bear Stearns THIRD TEAM Retailing/Food & Drug Chains Meredith Adler Lehman SECOND TEAM Peter Ward Lehman THIRD TEAM Pablo Zuanic JPMorgan RUNNERS-UP Robert Summers Bear Stearns THIRD TEAM Anthony Rizzuto Jr. Bear Stearns RUNNERS-UP John Hill Citi; Aldo Mazzaferro Goldman Sachs David Bleustein UBS THIRD TEAM David Adelman Morgan Stanley; David Driscoll Citi; Eric Katzman Deutsche John Heinbockel Goldman Sachs RUNNER-UP Joel Tiss Lehman RUNNER-UP Paper & Forest Products Mark Connelly Credit Suisse SECOND TEAM Ann Duignan Bear Stearns Gaming & Lodging Joseph Greff Bear Stearns SECOND TEAM Edward Kelly Credit Suisse Chip Dillon Citi THIRD TEAM Packaging George Staphos BofA SECOND TEAM Celeste Mellet Brown Morgan Stanley THIRD TEAM Retailing/Hardlines Gary Balter Credit Suisse SECOND TEAM Harry Curtis JPMorgan RUNNER-UP Colin McGranahan Sanford C. Bernstein THIRD TEAM Peter Ruschmeier Lehman RUNNERS-UP Ghansham Panjabi Wachovia THIRD TEAM Steven Kent Goldman Sachs Matthew Fassler Goldman Sachs George Staphos BofA; Mark Weintraub Buckingham; Mark Wilde Deutsche Christopher Manuel KeyBanc Homebuilders & Building Products Ivy Zelman Zelman & Associates SECOND TEAM Retailing/Specialty Stores Brian Tunick JPMorgan SECOND TEAM Capital Goods/ Industrials Aerospace & Defense Electronics Steven Binder Bear Stearns SECOND TEAM Consumer Airlines Michael Linenberg Merrill Lynch SECOND TEAM Kimberly Greenberger Citi THIRD TEAM Daniel Oppenheim BofA THIRD TEAM Dana Cohen BofA Carl Reichardt Jr. Wachovia RUNNERS-UP Jamie Baker JPMorgan THIRD TEAM Stephen Kim Citi; Michael Rehaut JPMorgan Tobacco David Adelman Morgan Stanley SECOND TEAM Garrett Chase Lehman Heidi Wood Morgan Stanley THIRD TEAM Robert Stallard BofA RUNNERS-UP Douglas Harned Sanford C. Bernstein; Robert Spingarn Credit Suisse; David Strauss UBS Apparel, Footwear & Textiles Robert Ohmes BofA SECOND TEAM Leisure Robin Farley UBS SECOND TEAM Bonnie Herzog Citi THIRD TEAM Judy Hong Goldman Sachs RUNNER-UP Dean Gianoukos JPMorgan THIRD TEAM Nik Modi UBS Robert Drbul Lehman THIRD TEAM Scott Barry Credit Suisse RUNNERS-UP Airfreight & Surface Transportation Edward Wolfe Bear Stearns SECOND TEAM Virginia Genereux Merrill Lynch RUNNERS-UP Felicia Kantor Hendrix Lehman; Michael Savner BofA Energy Electric Utilities Daniel Ford Lehman SECOND TEAM Jeffrey Edelman UBS; Brian McGough Morgan Stanley Thomas Wadewitz JPMorgan THIRD TEAM Kenneth Hoexter Merrill Lynch RUNNERS-UP Autos & Auto Parts Rod Lache Deutsche SECOND TEAM Restaurants Joseph Buckley Bear Stearns SECOND TEAM Gregory Gordon Citi THIRD TEAM John Glass CIBC THIRD TEAM John Kiani Deutsche RUNNER-UP Rick Paterson UBS; Jason Seidl Credit Suisse Himanshu Patel JPMorgan THIRD TEAM Rachael Rothman Merrill Lynch RUNNER-UP Jonathan Arnold Merrill Lynch Ronald Tadross BofA John Ivankoe JPMorgan Business & Professional Services Andrew Steinerman Bear Stearns SECOND TEAM Beverages William Pecoriello Morgan Stanley SECOND TEAM Integrated Oil Douglas Terreson Morgan Stanley SECOND TEAM Mark Flannery Credit Suisse THIRD TEAM (TIE) Kelly Flynn Credit Suisse John Faucher JPMorgan THIRD TEAM Robert van Brugge Sanford C. Bernstein RUNNER-UP Doug Leggate Citi; Arjun Narayana Murti Goldman Sachs RUNNERS-UP Bryan Spillane BofA Paul Cheng Lehman; Neil McMahon Sanford C. Bernstein; Paul Sankey Deutsche 64 • INSTITUTIONAL INVESTOR’S ALPHA • NOVEMBER 2007

Table of Contents Feed for the Digital Edition of Institutional Investor's Alpha Magazine - November 2007

Institutional Investor's Alpha Magazine - November 2007 Contents Letter from the Editor Longs & Shorts Pension Corner: Patriot State The Good Guys: College Connection Interview: Currency of Change Cover Story: Comeback Kid Strategies: Masters of Art Research Center: Alpha Awards: Top Technology Providers Top Analysts Alpha Bytes: Critical Choice Unhedged: Commentary: Banking on a Bubble

Institutional Investor's Alpha Magazine - November 2007

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