|After falling to runner-up last year, John DiFucci returns to the No. 3 spot he held in 2010 and 2009. The J.P. Morgan researcher does deep analytical work, according to one client, and isnt afraid to take a contrarian stance, declares another. His weekly What Price Is Right? report is a must-have valuation work in a rapidly consolidating sector, adds a third investor. DiFucci has been bullish on Palo Alto, Californiabased Tibco Software since June 2008 a stance he has highlighted repeatedly, on the belief that the business-optimization software developers shares are undervalued. The stock bolted 33.7 percent and bested the sector by 19.5 percentage points in the 12 months through August. The analyst predicted that the second half of the year would start with a rally the sector advanced 5.8 percent in July and August but that it wouldnt last, owing to increasingly weak financial services and uncertainty out of Washington. Were telling investors you can make money on both sides if you can also short but if youre a long-only, you should buy the dips because you may be able to pick up some names you didnt think you would be able to.|
Goldman, Sachs & Co.
Philip Winslow Jr.