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2014年全美研究团队:食物,3号:Eric Katzman

    <2014年全美研究团队 ERIC KATZMANDEUTSCHE银行证券展开展览:0

    总出现:13

    分析师首次亮相:2002年

    捕获第三名是德意志银行证券'埃里克卡茨曼,谁爬上亚军。作为一个支持者描述了Katzman的“面向数字”分析师,通常是在美国包装的食品生产商上是中立的,这归功于市场基础薄弱和高估值。具体而言,他一直在建立“米德约翰逊[营养有限公司的成长公司的投资,如牛皮纸[食品集团],如牛皮纸[食品集团],使得最大的投资感。”In early January he named Mead Johnson a top pick, pointing to the Glenview, Illinois–based pediatric products manufacturer’s share gains in emerging markets and strong performance in the U.S. On the same day, he upgraded Kraft, a Northfield, Illinois–headquartered food and beverages giant, from hold to buy, heartened by modest market-share improvements, cost savings and solid payouts to shareholders. By the end of July, when he downgraded Kraft because of industrywide headwinds and slipping fundamentals, the stocks had risen 9.8 percent and 8.1 percent, respectively, to $91.08 and $57.24. During the same period the sector gained 5.3 percent. Subsequently, Mead Johnson advanced 6.1 percent further, to close at $96.62 in mid-September, while Kraft inched up 1.1 percent, to $57.87. The broader group was up 2.3 percent.

    跑步者
    David Driscoll.
    花旗

    Alexia Howard.
    桑福德伯恩斯坦&Co.

    布莱恩Spillane.
    美国银行Merrill Lynch


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