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The 2014 All-America Research Team: Leisure, No. 2: Robin Farley

    <The 2014 All-America Research Team Robin FarleyCompanyFirst-place appearances: 9

    Total appearances: 14

    Team debut: 2001

    Robin Farleyof UBS seizes second place on this lineup for a fourth year running. She reports on 17 U.S. leisure names and additional companies in Gaming & Lodging, where she garners a fifth straight runner-up position. “Robin is the first to send out a note about a key topic, which helps investors make informed decisions faster,” one asset manager reports. Since initiating coverage on Polaris Industries in July 2013, at $93.35, Farley has maintained a positive outlook on the Medina, Minnesota–based sport vehicles manufacturer. She reiterated her buy rating on the stock in May, boosting her target price from $142 to $149. Polaris was benefiting from the growing popularity of side-by-side off-road vehicles among maturing power-sports enthusiasts, she advised, as well as its successful relaunch of the Indian motorcycle brand it acquired in 2011. The shares had jumped to $147.05 by mid-September, gaining 12.5 percent since May while the sector was nearly flat. Farley continues to favor Polaris, citing its pipeline of new products. “Robin has differentiated opinions and is always open to maintaining good dialogue between investors and third-party resources,” affirms another supporter.