标记mahaney.
标记mahaney.花旗
第二队
Imran Khan.jpmorgan
第三队
Jeffrey Lindsay桑福德伯恩斯坦
赛跑者
Douglas Anmuth.巴克莱;贾斯汀帖子Merrill Lynch.;Benjamin Schachter.瑞银
从第三名跳跃,花旗的Mark Mahaney首次声明了顶部点。42岁的分析师“拨打电话 - 他不仅仅骑了他的评分,”一个投资组合经理观察。一个叫Mahaney在5月128.23美元的价格下,印象深刻的投资者是旅游服务提供商Priceline.com的降级,因为他认为航空旅行的成本上升会促使消费者需求放缓。他是对的。到9月中旬,康涅狄格州的公司股价截至86.24美元,亏损32.7%。在同一时期,该部门下跌了27.6%。Mahaney earned an MBA from the University of Pennsylvania’s Wharton School in 1996 and worked at Morgan Stanley and Galleon Group, a New York–based hedge fund, before joining Citi in 2005. “Detailed and insightful analysis,” in the words of one buy-side enthusiast, help Imran Khan hold second place for a fourth consecutive year. The JPMorgan Securities analyst reiterated his overweight rating on Dice Holdings in February, telling investors that rising unemployment would boost traffic at the New York–based company’s job recruitment Web site. In mid-September the stock was ahead of the sector by 11.6 percentage points. Newcomer Jeffrey Lindsay of Sanford C. Bernstein & Co. is No. 3. Lindsay is “not afraid to go against the consensus,” according to one investor. He proved it when he issued a buy recommendation in May on Amazon.com, at $74.53, reasoning that the market was taking an unnecessarily negative view of the Seattle-based online retailer’s long-term growth prospects. By mid-September, Amazon’s shares had gained 5.1 percent, to $78.30.