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| 常春藤泽尔曼 |
| Zelman＆Associates. |
一场出场：12
总出现：20
分析师首次亮相：1994年 |
在排名和第四次连续第四次完成的克利夫兰的名额中标志着她20周年常春藤泽尔曼在所有气瓶上击中。“常春藤有更多的专有工作，并且比街上的任何人都有更深的球队。她也恰好是一个很好的股票选择器，“一个感恩的基金经理。In January 2012 her Zelman & Associates homebuilding survey indicated a rise in new orders, so she upgraded two California-based companies in that subsector from hold to buy: Ryland Group of Westlake Village, at $16.98, and Irvine’s Standard Pacific Corp., at $3.96. Through August 2013 the stocks skyrocketed 106.6 and 80.3 percent, respectively, to $34.82 and $7.14. Over the same period the sector swelled 66 percent. She continues to recommend both shares. With a coverage universe of 29 names and counting, the analyst also directs clients to consider small-cap American Woodmark Corp., which she first rated in May 2012, as a buy at $16.50. Zelman, 47, credits its exposure to rising U.S. residential demand, market-share gains, stock-repurchase plan and minimal debt. By late August 2013 shares of the Winchester, Virginia–based home-cabinet maker had more than doubled, reaching $34.87. “Ivy nailed the huge run in homebuilding stocks,” declares another buy-side fan. —本马特林 |
