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Stephen Sakwa&Team |
ISI集团 |
“史蒂夫和他的队友很快更新他们的型号及其价格目标。” |
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这是第三年的第三年,首先是ISI集团的五个由Stephen Sakwa,45岁队的团队。Credited by one fund manager with being “on top of all the issues — all the time,” the researchers follow 34 real estate investment trusts, including Brandywine Realty Trust. They initiated coverage of the Radnor, Pennsylvania–based outfit in October 2011 with a buy rating, at $7.69, on valuation and the strength of the mid-Atlantic office developer’s increasingly diverse portfolio of properties. The shares had bolted 58.6 percent, to $12.20, by the end of August. In November they upgraded Equity One from hold to buy, at $15.43, thanks to its acquisitions in California and Connecticut. Shares of the North Miami Beach, Florida–based operator of shopping centers soared 37.4 percent, to $21.20, through August. “I find Steve and his team to be good, contrarian stock pickers, with incredible access to management teams,” says one investor. Adds another: “Steve is personable and highly approachable; he communicates effectively and always treats clients and his team with kindness and respect.” |