杰米BakerJ.P。MorganFirst-Place表象:7总出场:11
分析师亮相:2004
杰米•贝克这位摩根大通分析师的一位粉丝欢呼道，他的“经验和时机都是无与伦比的”。一位基金经理说，他对美国航空(American Airlines)运营商AMR Corp.与全美航空集团(US Airways Group)合并的出色报道赢得了投资者的忠诚。2013年9月，这位分析师将亚利桑那州坦佩全美航空公司(Tempe, US Airways)的评级从“中性”上调为“增持”，因为他预计这家廉价航空公司将与AMR合并。该交易于去年12月完成，股价上涨20.5%，至22.55美元。这一表现与股市表现一致，且远高于同期美国股市上涨5.9%。46岁的贝克立即建议购买新的实体——总部位于得克萨斯州沃斯堡的美国航空集团，理由是这家美国最大的航空公司按客运量计算的综合盈利能力。果不其然，该股大涨，截至9月中旬上涨49.4%，至37.07美元，较同业和大盘分别高出9.4和39.3个百分点。分析师仍看好美国航空，将其目标价定为55.50美元。他最近看好的其他航空公司包括纽约长岛市的捷蓝航空公司(JetBlue Airways Corp.);以及总部位于芝加哥的联合大陆控股公司。 He elevated each company from neutral to overweight, in May and July, respectively. JetBlue was likely to appoint a new CEO when David Barger’s contract expires in early 2015, Baker noted, to the benefit of the No. 5 domestic airline. Indeed, management announced in mid-September that president Robin Hayes will succeed Barger in February, and the stock had by then leaped 42.4 percent, to $11.26, leading its peers by 28.9 percentage points. He believes the shares could reach $13.50 and maintains his bullishness on JetBlue. As for his optimism on United Continental, the researcher forecast margin improvements for the second-biggest U.S. airline and further credited its new share buyback program. Through mid-September its stock beat the sector by 3.5 percentage points, rising 8.1 percent, to $49.56. Baker’s price objective for United is $60.50. “Jamie has been hitting on all cylinders,” insists another buy-side backer.