The Winning Analysts: In Their Own Words
#2 LiAll itemsnda Bolton Weiser
Industry covered: Household & Personal Products
What Was Your Single Best Call During 2011 And Why?
Sticking with Estee Lauder (EL) as a buy rating through the whole year: company posted upside earnings surprises as the turnaround under new CEO Fabrizio Freda continued–stock was a significant outperformer.
What Was Your Single Worst Call During 2011 And Why?
I didn’t have any really bad calls in 2011, but I regret missing the run from $11 to $16 that Newell Rubbermaid (NWL) had from early October 2011 to the end of the year.
What Stock Or Market Trend Intrigues You Now And Why?
Still high growth in emerging markets for consumer product companies that have high exposure there, especially the direct sellers (Herbalife, Tupperware). Consumers seeking health and wellness and related products. Products for the aging demographic and obesity.
What Is The Biggest Change In Being An Analyst Now Compared With 10 Years Ago?
Companies are less open with sell-side analysts and grant fewer meetings with operating managers, so analysts have to seek data points apart from the companies themselves, like channel checks/store visits. Also, more companies are moving away from giving guidance, which creates opportunities in stocks for diligent analysts who can accurately estimate earnings.
If Hollywood Made A Movie On Stock Analysis, What Would The Title Be?
True Grit, Survivor, Deep Dive