2015全欧洲研究团队:爱尔兰，第一名:巴里·迪克森和团队

投资者和买方分析师继续认为，当地经纪公司Davy是研究爱尔兰股票的最佳卖方公司。研究主管巴里·迪克森现年47岁的他带领这支总部位于都柏林的球队连续第七个回合夺冠，使该公司获得的冠军总数达到15次。自1998年首次登台以来，除2007年跌至第二位外，该公司每年都在爱尔兰排行榜上占据主导地位。过去一年中，迪克森的团队增加了4名成员，总人数达到19人，他们跟踪了51家国内公司的股票。客户很乐意称赞他们:“他们知识渊博，人脉广泛，”一位基金经理说，他尤其看重他们关于都柏林爱尔兰银行(Bank of Ireland)的报道。这位客户表示:“跨国投资银行通常过于悲观，但戴维的看法是正确的。总部位于都柏林，这让他们比竞争对手更具优势。”自2013年3月将这家中国历史最悠久、规模最大的上市银行评级从“中性”上调至“强于大盘”以来，分析师一直看好这家银行，主要原因是利润率不断提高。截至上月底，该股已飙升68.8%，至0.27欧元，比国内大盘高出26.2个百分点。该集团还对总部位于基尔肯尼的跨国食品生产商Glanbia的前景表示乐观。Dixon称Glanbia是“两个增长平台令人兴奋的组合”，并指出其成分业务和消费者营养特许经营都是盈利的。 Despite heavy capital spending, the company will return 15.3 percent on invested capital for 2015, more than three times its cost of capital, he notes. Moreover, Glanbia management has set a five-year target of 8 to 10 percent annual earnings-per-share growth. “We know of few — if any — companies with the same confidence in their prospects for growth,” says the 47-year-old crew chief. The executive team at paper and container manufacturer Smurfit Kappa Group has Dixon and his colleagues looking favorably on its stock, as well. The Dublin-based company is enjoying sustained pricing power in Europe, he says, while costs of energy and debt-service have been kept in check, generating €400 million ($453 million) in yearly free cash flow. Moreover, following five years of “enforced debt reduction,” adds Dixon, Smurfit can now put its money to work on “shareholder value–enhancing activities, including M&A, dividends and share buybacks.”