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Basic Materials - Paper & Packaging: Second

SECOND TEAM Mark Wilde  Deutsche Bank Securities Mark Wilde leaps from runner-up to second place. In August 2010 the Deutsche Bank Securities analyst upgraded Smurfit-Stone Container Corp. from hold to buy, at $18.49, highlighting the strength of the Creve Coeur, Missouri–based containerboard provider’s balance sheet less than two months after the company emerged from bankruptcy. In January rival Rock-Tenn Co. of Norcross, Georgia, tendered a takeover offer at $35 per share. Wilde swiftly downgraded back to hold, at $36.38, capturing a 96.8 percent gain that bested the containers and packaging subsector by 74.1 percentage points. (The deal was completed in May.) “Mark’s empirical approach and long experience give you confidence in his views,” affirms one constituent.

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