Thomas Gilbert & team UBS
second teamTimothy Jones & team Deutsche
third teamAndrew Stott & team BofA Merrill Lynch
Its the second straight year at No. 1 for Thomas Gilbert and the fourth for the UBS quartet he heads. The Zurich-based team impressed investors by reiterating its buy recommendation on Germanys Bayer in March, at 32.90, following a sell-off sparked when the U.S. Food and Drug Administration expressed concerns about quality control at one of companys facilities. The UBS researchers insisted that investors were overreacting, and they were right. By December 31 the agricultural products manufacturers stock had rallied 70.1 percent, to 55.96, and was ahead of the sector by 14.9 percentage points. Gilbert, 38, is helpful with stock selections and is the first to highlight downside risks, according to one client.
The Deutsche trio captained by Timothy Jones takes second place for a second consecutive year. In October 2008 the team issued a contrarian buy rating on Germanys BASF as a bargain at 24.50. The call was early shares of the diversified plastics makers stock slid to 20.59 in March but the analysts stuck to their guns, and by the end of the year, the stock had catapulted 77.4 percent since the upgrade, to 43.46.
Andrew Stott and his three-member BofA team, who capture third place for a second year running, demonstrate a winning knack for bringing the news flow into perspective, in the words of one investor. In April they upgraded Clariant from neutral to buy, at Sf5.41, citing the Swiss paint and dye developers debt-reduction plans. The stock had soared an eye-popping 125.9 percent, to Sf12.22, by the end of the year.
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