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2013年全美研究团队:零售/食品和毒品连锁店,第1号:Meredith Adler

梅雷迪思·阿德勒(Meredith Adler)
巴克莱
第一名出场:12

总出现:15

分析师首次亮相:1999

巴克莱分析师梅雷迪思·阿德勒(Meredith Adler)连续排名第12的第一名,在名单上获得了她的第15年。一位感恩的投资者说,现年59岁的名人堂“汇总了一个伟大的每月概述”。Adler’s long-standing drug chain front-runner is CVS Caremark Corp., favored since June 2003. The Woonsocket, Rhode Island–based outfit “is able to offer its pharmacy-benefit-management customers a bundled set of services that no one else can offer, like in-store clinics and health-condition management,” she explains. In addition, “CVS is not the only drugstore chain that will benefit from health care reform, but it has other businesses — including Medicaid managed care, Medicare Part D coverage and a big and integrated specialty-pharmacy business — that position it well for the changes coming,” she says. Accordingly, Adler named CVS her top stock in December 2011. The shares leaped 55.5 percent, from $37.32 to $58.05, through August 2013, while the sector returned 34.5 percent. No surprise that another booster lauds her “great industry knowledge, good pulse on what moves the needle on stocks and good models.” —凯蒂·吉尔伯特(Katie Gilbert)