安德鲁斯坦曼
J.P. Morgan
买方说：“安德鲁占据了空间，只会随着时间的推移好。”
It’s six years in a row at No. 1 for J.P. Morgan’s Andrew Steinerman, 42. “Andrew publishes incredibly thoughtful and timely proprietary surveys of the services subsectors,” observes one satisfied client, who emphasizes Steinerman’s “Education Services Data Book,” a quarterly primer launched in January (it was an annual compendium in previous years), and the “Steinerman Staffing Study,” a monthly look at temp-hiring trends based on interviews with staffing professionals. In November the analyst reiterated his overweight rating on Robert Half International, when the Menlo Park, California–based staffer’s shares dipped to $21.85. Steinerman argued that temp help would pick up before overall employment. The stock catapulted to $31.81 in April before slumping to $21.58 by late August, but it still managed to lead the sector by 3.2 percentage points over the period. “Andrew is one of the last of the stock-picking analysts. He knows his industries stone cold and isn’t afraid to make an out-of-consensus call on an individual stock — we need more like him,” avers one buy-side supporter.