Basic Materials – Paper & Packaging: Second

Mark WildeDeutsche Bank Securities

In second place for a second straight year is Mark Wilde of Deutsche Bank Securities. Supporters continue to praise the analyst for upgrading P.H. Glatfelter Co. from hold to buy back in August 2009, at $10.29, on its strong balance sheet — including an overfunded pension plan — stable margins, and disciplined use of cash flow to grow and diversify the business. In the 12 months through August 2012, shares of the York, Pennsylvania–based specialty-paper maker leaped 19.8 percent, from $14.02 to $16.80, and bested the broad market by 4.4 percentage points. Wilde, who follows 24 companies, still recommends it. “Mark is extremely well connected, and his constant dialogue with the trade informs his thinking and gets him out ahead of his peers,” declares a devotee.