|
Joseph Grefff.
Joseph Grefff.jpmorgan
第二队
Celeste Mellet Brown.摩根士丹利
第三队
史蒂文肯特高盛
赛跑者
罗宾法利斯瑞银;威廉·勒纳德意志
连续第三年的顶部位置是Joseph Greff，谁根据一笔货币经理，“已经定罪并清楚地沟通。”Greff, 38, joined JPMorgan Securities in June, when it absorbed Bear, Stearns & Co., and among his first calls was a recommendation to sell Las Vegas Sands Corp., at $50.19, on concerns about earnings at the Nevada-based casino operator’s holdings in the U.S. and China. The stock had plunged 24.9 percent, to $37.71, from the downgrade through mid-September. During the same period the sector gained 6.0 percent. Also in June, Greff downgraded MGM Mirage to neutral, at $38.90, following a disappointing second-quarter earnings report. By mid-September shares of the Las Vegas–based resort operator had fallen to $31.72. “His downgrade hit that stock right at the top,” marvels one investor. Celeste Mellet Brown of Morgan Stanley leaps from runner-up to second place. Clients hail her as much for her deep understanding of fundamentals as for the speed of her calls. Brown downgraded Scientific Games Corp., a New York–based lottery ticket manufacturer, to underweight in January, at $28.15, citing increased competition. Two weeks later, after the stock had fallen 26.8 percent, to $20.61, she upgraded it to equal weight, on valuation. In mid-September the share price was back up to $26.72. “She’s been all over that stock,” cheers one backer. Repeating at No. 3 is Steven Kent, who “really explains the gaming industry,” says one buy-side fan. In January the Goldman, Sachs & Co. analyst reiterated his sell rating on Shuffle Master, on declining demand. Shares of the Las Vegas–based gaming equipment manufacturer had plunged 52.3 percent by mid-September.