The Master Stock Pickers
The top five stock pickers in each industry, ranked on their recommendation-performance scores for 2008. Performance scores were calcul
The number next to each analyst's name refers to the number of years he or she has been recognized in The Wall Street Journal's rankings
For each industry, the number of analysts evaluated and their median score are shown.
2 - Two-year winner 3 - Three-year winner 4 - Four-year winner 5 - Five-year winner 6 - Six-year winner 7- Seven-year winner 8- Eight-year winner 9-
Source: FactSet Estimates
Advertising & Publishing
24 Analysts, Median Score = -33.97
Clayton Moran Stanford Financial [BEN] 61.15
Catriona Fallon Citigroup [LF09] 45.52
Peter Appert 4 Goldman Sachs [PJ] 15.90
Alexia Quadrani 2 J.P. Morgan 0.71
William Morrison ThinkEquity -7.54
Aerospace & Defense
29 Analysts, Median Score = -36.91
Brian Gesuale* Raymond James 30.53
Tim Quillin* 4 Stephens 26.71
Michael S. Lewis 2 BB & T Capital Markets 14.28
Chris Donaghey* 3 SunTrust Robinson Humphrey -8.76
Richard Safran Goldman Sachs -19.49
Airlines
11 Analysts, Median Score = -20.58
Jim Corridore* 3 Standard & Poor's 33.05
Jamie Baker 2 J.P. Morgan 16.37
William Greene 3 Morgan Stanley -6.23
Michael Linenberg 7 Merrill Lynch [BAS-ML] -6.90
Michael Derchin 2 FTN Equity Capital Markets -20.55
Alternative Energy
22 Analysts, Median Score = -61.36
Michael Judd* 4 Greenwich Consultants 271.81
Ian Horowitz Soleil Securities 89.41
Ron Oster Broadpoint Capital [LF09] -8.52
Stuart Bush RBC Capital Markets -28.12
Cheryl Tang Goldman Sachs [LF09] -37.87
Autos & Auto Parts
15 Analysts, Median Score = -51.49
John Murphy Merrill Lynch [BAS-ML] 68.17
Patrick Archambault Goldman Sachs 6.69
David Leiker 4 Robert W. Baird -14.09
Efraim Levy 2 Standard & Poor's -16.63
Chris Ceraso Credit Suisse -44.47
Banks
144 Analysts, Median Score = -6.23
Kevin Fitzsimmons Sandler O'Neill 169.13
Joseph Fenech 3 Sandler O'Neill 147.94
Adam Barkstrom Sterne Agee & Leach 103.33
James Chappell Goldman Sachs 103.12
Kenneth Bruce* 2 Merrill Lynch [BAS-ML] 82.22
Beverages
18 Analysts, Median Score = -17.10
Judy E. Hong Goldman Sachs 38.14
Dara Mohsenian 2 J.P. Morgan [MS] 3.96
Celso W. Sanchez Citigroup 2.05
Erin Ashley Smith 3 Argus Research -7.74
Christine Farkas Merrill Lynch [BAS-ML] -8.14
Biotechnology
83 Analysts, Median Score = -20.34
Eric Schmidt 2 Cowen & Co. 66.24
Maykin Ho 6 Goldman Sachs 41.37
Rachel McMinn Cowen & Co. [LF09] 37.51
Howard Liang Leerink Swann 36.99
Jason Zhang BMO Capital Markets 33.46
Broadcasting & Entertainment
33 Analysts, Median Score = -37.92
Mark Wienkes 2 Goldman Sachs 54.47
Jessica Reif Cohen 9 Merrill Lynch [BAS-ML] 19.81
Ingrid Chung Goldman Sachs 17.53
Craig Moffett 2 Sanford C. Bernstein 5.69
Frederick W. Moran 8 Stanford Financial [BEN] 0.23
Business & Industrial Services
91 Analysts, Median Score = -27.16
Zaineb Bokhari Standard & Poor's 35.40
Michael Jaffe* Standard & Poor's 30.19
Jeff Silber 3 BMO Capital Markets 29.88
Jonathan Ellis Merrill Lynch [BAS-ML] 28.60
Julio C. Quinteros Jr. 2 Goldman Sachs 21.14
Chemicals
30 Analysts, Median Score = -37.60
Michael Judd* 4 Greenwich Consultants 175.22
Don Carson 6 Merrill Lynch [UBS] 10.83
P.J. Juvekar 3 Citigroup 8.85
Edward H. Yang Oppenheimer & Co. 5.45
Steven Schwartz First Analysis Securities -3.02
Clothing & Accessories
22 Analysts, Median Score = -34.35
Marie Driscoll 3 Standard & Poor's 2.36
Kate McShane Citigroup 1.92
Sam Poser Sterne Agee & Leach -5.54
John Shanley 5 Susquehanna Financial Group -11.46
Jeffrey Van Sinderen B. Riley -22.51
Computers & Office Equipment
32 Analysts, Median Score = -40.10
Mark Moskowitz J.P. Morgan 13.83
Thomas Smith 2 Standard & Poor's 5.00
Kathryn Huberty 2 Morgan Stanley -6.74
Paul Mansky Citigroup -15.04
Jayson Noland Robert W. Baird -20.24
Consumer & Specialty Finance
26 Analysts, Median Score = -15.65
Kevin Cole Standard & Poor's 434.89
Kenneth Bruce* 2 Merrill Lynch [BAS-ML] 131.33
Stuart Plesser 2 Standard & Poor's 77.41
Michael P. Taiano Sandler O'Neill 65.76
Moshe Orenbuch 2 Credit Suisse 58.17
Electronic & Electrical Equipment
42 Analysts, Median Score = -37.85
Chris Hussey 2 Goldman Sachs 63.87
Paul Coster* 2 J.P. Morgan 53.32
Richard C. Eastman 6 Robert W. Baird 31.26
Jim Suva Citigroup 12.99
Michael A. Schneider 4 Robert W. Baird -9.39
Food & Tobacco
37 Analysts, Median Score = -11.90
Diane Geissler 2 Merrill Lynch [LF08] 26.49
Alton K. Stump* 3 Longbow Research 18.46
Thomas Graves 2 Standard & Poor's 7.17
Christopher Growe Stifel Nicolaus 4.39
Timothy S. Ramey 3 D.A. Davidson 2.33
General Industrials
30 Analysts, Median Score = -33.89
Deane M. Dray Goldman Sachs [FBR] 37.14
Mathew Christy Standard & Poor's 6.23
Alton K. Stump* 3 Longbow Research -0.50
Nicole Parent Credit Suisse -1.34
Claudia Shank Hueston J.P. Morgan -5.13
Health-Care Providers
65 Analysts, Median Score = -25.27
David Windley 5 Jefferies 12.93
Kemp Dolliver 4 Cowen & Co. [LF08] 12.16
Jeffrey Englander Standard & Poor's 11.07
Eric T. Gommel Stifel Nicolaus 7.71
Whit Mayo Stephens [RWB] -0.27
Heavy Machinery & Materials
77 Analysts, Median Score = -31.95
Michael Jaffe* Standard & Poor's 32.01
Robert J. Kelly Sidoti 16.70
David Yuschak SMH Capital 12.37
John Barnes BB & T Capital Markets 11.52
Robert Wertheimer Morgan Stanley 9.25
Home Construction & Furnishings
19 Analysts, Median Score = -12.91
Kenneth Leon 5 Standard & Poor's 93.99
Christopher Agnew Goldman Sachs [LF09] 64.01
David Goldberg UBS 49.02
Michael Rehaut J.P. Morgan 46.87
Rashid Dahod Argus Research 43.67
Hotels & Casinos
40 Analysts, Median Score = -58.55
Esther Kwon Standard & Poor's 314.72
Mark Basham* 2 Standard & Poor's 66.23
John Staszak* 2 Argus Research 48.16
Amanda Bryant Merrill Lynch [BAS-ML] 13.74
Steven Kent 7 Goldman Sachs 1.22
Household & Personal Products
18 Analysts, Median Score = -21.35
Joseph Altobello 2 Oppenheimer & Co. 14.10
Connie Maneaty 7 BMO Capital Markets 6.29
Bill Pecoriello 3 Morgan Stanley [LF09] 1.77
John Faucher 4 J.P. Morgan -11.09
Nik Modi UBS -13.53
Industrial Transportation
44 Analysts, Median Score = -22.54
David G. Ross Stifel Nicolaus 156.54
William H. Fisher 6 Raymond James 15.43
Jim Corridore* 3 Standard & Poor's 12.95
Thomas Wadewitz J.P. Morgan 4.49
Robert Dunn Sidoti 1.50
Insurance: Life
18 Analysts, Median Score = -39.09
Nigel Dally 4 Morgan Stanley 12.80
Thomas Gallagher Credit Suisse -14.88
Jamminder Bhullar J.P. Morgan -16.68
Randy Binner FBR Capital Markets -18.87
Robert Glasspiegel 7 Langen Mc Alenney -24.33
Insurance: Non-Life
48 Analysts, Median Score = -14.09
Mark Hughes SunTrust Robinson Humphrey 14.70
Julia Ferguson Dowling & Partners 1.32
Cathy Seifert Standard & Poor's -0.33
Robert Farnam Keefe Bruyette & Woods -3.84
Meyer Shields Stifel Nicolaus -3.92
Internet & Computer Services
44 Analysts, Median Score = -34.22
Chris Donaghey* 3 SunTrust Robinson Humphrey 44.61
Brian Gesuale* Raymond James 31.11
Alex P. Hamilton 2 Jesup & Lamont 28.10
Tim Quillin* 4 Stephens 22.60
William R. Loomis 4 Stifel Nicolaus 20.06
Investment Services
46 Analysts, Median Score = -48.35
Meredith Whitney 2 Oppenheimer & Co. [LF08] 8.68
Patrick O'Shaughnessy Raymond James 5.81
Matthew Albrecht Standard & Poor's 3.76
Richard X. Bove 2 Ladenburg Thalmann [RO] 3.73
Ada Lee Sterne Agee & Leach -1.36
Leisure Goods & Services
32 Analysts, Median Score = -36.25
Jim Yin Standard & Poor's 210.80
Erik Kolb 2 Standard & Poor's 11.33
Rommel Dionisio 2 Wedbush Morgan Securities 9.50
Edward Aaron RBC Capital Markets 6.62
Joseph Hovorka 3 Raymond James 0.05
Medical Equipment & Supplies
86 Analysts, Median Score = -33.12
Ernest W. Andberg Feltl & Co. 26.93
Alastair Mackay 2 Garp Research & Securities 24.33
Beth Senko 2 Williams Capital Group 21.38
Chris Warren FBR Capital Markets [CAR] 9.80
Amy W. Stevens Susquehanna Financial 5.81
Mining & Metals
63 Analysts, Median Score = -46.59
David Christie Scotia Capital 51.72
Steve Shepherd J.P. Morgan 14.41
Michael Jalonen 6 Merrill Lynch [BAS-ML] 10.95
John Graham Macquarie Research 6.51
Tanya Jakusconek National Bank Financial 6.02
Oil & Gas Producers
108 Analysts, Median Score = -39.60
Fadel Gheit 5 Oppenheimer & Co. 35.31
Mark Gilman 3 Benchmark 34.83
Colin Smith Dresdner Kleinwort [LF09] 21.16
Ann Kohler Caris & Co. 18.73
Brian Singer Goldman Sachs 8.80
Oil Equipment, Services & Distribution
59 Analysts, Median Score = -53.61
David Chiaro Goldman Sachs [LF09] -0.34
Ben Dell Sanford C. Bernstein -5.47
Charles Minervino Goldman Sachs -14.40
Ole Slorer 2 Morgan Stanley -21.42
David Smith J.P. Morgan -23.02
Pharmaceuticals
69 Analysts, Median Score = -21.60
Graham Parry Merrill Lynch [BAS-ML] 17.21
Ken Cacciatore Cowen & Co. 14.57
Annabel Samimy UBS [TWP] 12.65
Michael Leacock ABN Amro 5.99
Greg Gust Roth Capital Partners 5.89
Real Estate
72 Analysts, Median Score = -14.90
Donald Fandetti Citigroup 116.73
Jason Arnold RBC Capital Markets 83.42
Michael Bilerman Citigroup 50.19
Jim Sullivan 3 Green Street Advisors 38.02
Michael Knott Green Street Advisors 34.08
Restaurants
32 Analysts, Median Score = -25.30
Mark Basham* 2 Standard & Poor's 64.94
Steve West Stifel Nicolaus 15.07
Steven T. Kron 2 Goldman Sachs 9.21
Bryan Elliott 5 Raymond James 3.24
John Staszak* 2 Argus Research 3.04
Retailers: Broad Line & Apparel
59 Analysts, Median Score = -29.77
Kimberly Greenberger Citigroup 81.82
Daniel Binder 3 Jefferies 18.06
Michelle Clark Morgan Stanley 17.27
Adrianne Shapira 2 Goldman Sachs 16.27
Wayne Hood 9 BMO Capital Markets 13.12
Retailers: Food & Drug
19 Analysts, Median Score = -23.37
Mark Wiltamuth 2 Morgan Stanley 64.16
Bob Summers Pali Research 40.95
John Ransom 4 Raymond James 12.59
Deborah L Weinswig Citigroup -3.55
Chuck Cerankosky 6 FTN Equity Capital Markets -4.27
Semiconductor-Equipment Mfg.
24 Analysts, Median Score = -45.22
Gary Hsueh Oppenheimer & Co. 36.67
Stephen Chin 2 UBS 26.74
Stephen O'Rourke 4 Deutsche Bank -12.29
James Covello 3 Goldman Sachs -18.08
Brett Hodess 6 Merrill Lynch [BAS-ML] -32.13
Semiconductors
88 Analysts, Median Score = -45.04
Daniel Heyler Merrill Lynch [BAS-ML] 68.14
Donald Lu Goldman Sachs 61.86
Steven Pelayo 2 HSBC Securities 24.61
Mark Lipacis Morgan Stanley 17.52
Srini Pajjuri 3 Merrill Lynch [CAL] 7.29
Software
104 Analysts, Median Score = -36.16
Donald Hooker UBS 63.01
Douglas Simpson Merrill Lynch [MS] 30.70
Leo Carpio Caris & Co. 25.24
Charles Rhyee Oppenheimer & Co. 25.11
Brendan McCabe Oppenheimer & Co. 19.16
Specialty Retailers & Services
70 Analysts, Median Score = -11.70
Suzanne Stein Morgan Stanley 58.17
Kelly Flynn Credit Suisse 57.63
James Maher ThinkEquity 26.07
Laura Champine 2 Morgan Keegan [CO] 15.07
Gregory Melich 2 Morgan Stanley 12.46
Telecommunications
80 Analysts, Median Score = -27.11
Ralph Szymczak Landesbank Baden-Wurttemberg 49.47
Michael Rollins Citigroup 14.50
Jason Armstrong Goldman Sachs 9.33
Vera Rossi 5 Morgan Stanley 7.90
James Moorman Standard & Poor's 7.32
Telecommunications Equipment
67 Analysts, Median Score = -40.97
Gus Papageorgiou Scotia Capital 17.49
Paul Coster* 2 J.P. Morgan 13.87
Vivek Arya Merrill Lynch [BAS-ML] 8.25
Scott Coleman Morgan Stanley 0.95
Rick Franklin Edward Jones -5.18
Utilities
54 Analysts, Median Score = -21.61
Daniel Fidell 3 Brean Murray, Carret 10.28
James O. Lykins Hilliard Lyons 10.08
Lilyanna Yang J.P. Morgan 8.98
Subhojit Daripa Morgan Stanley 2.88
Maurice E. May Power Insights - Soleil 2.31
Footnotes:
* = Winner in more than one category
LF 08 = Left firm in 2008
LF 09 = Left firm in 2009
BAS-ML = Banc of America Securities-Merril Lynch
BEN = Benchmark
CAL = Calyon Securities
CAR = Caris & Co.
CO = Cowen & Co.
FBR = FBR Capital Markets
MS = Morgan Stanley
PJ = Piper Jaffray
RO = Rochdale Securities
RWB = Robert W. Baird
TWP = Thomas Weisel Partners
UBS = UBS
ance scores were calculated based on estimated total return, including price changes and dividends, of each eligible stock an analyst covered in an in
Street Journal's rankings. The firm listed for each analyst is the one at which the analyst worked the longest during 2008 and the one that gets the cre
8- Eight-year winner 9 - Nine-year winner
lyst covered in an industry, as well as the number of stocks the analyst covered within that industry. Analysts got credit for being right about buy and s
one that gets the credit for his or her achievement. Whenever possible, a footnote indicates if an analyst is no longer at the firm shown. An asterisk ind
ng right about buy and sell recommendations. For a stock rated a buy, a positive total return yielded a positive score, but a negative return produced a
m shown. An asterisk indicates an analyst who is in the top five in more than one industry.
ative return produced a negative score. Similarly, for a stock rated sell, a negative total return yielded a positive score while a positive return resulted in
ositive return resulted in a negative score.