Top Sell-Side Security Analysts and Special Methods - 2005

Wall Street's Best Stock Pickers

Morgan Keegan & Co.'s Holly Guthrie
SunTrust Robinson Humphrey's Christopher Donaghey
Delafield Hambrecht's Quynh Pham
Ferris Baker's Curtis Trimble
DE Investment Research's James Lee
Banc of America Securities' Kevin McCarthy
Smith Barney Citigroup's Anthony Wible
Miller Johnson's Jay M. Meier
Merrill Lynch's Steven Milunovich
Smith Barney Citigroup's Gregory Badishkanian

Wall Street's Best Earnings Estimators

Credit Suisse First Boston's Ivy Zelman
Smith Barney Citigroup's Charles Boorady
Lehman Brothers' Peter Ruschmeier
Robert W. Baird & Co.'s Robert McCarthy
Lehman Brothers' Paul Cheng
Legg Mason Wood Walker's Jerry R. Herman/Robert Craig
Delafield Hambrecht's Quynh Pham
Goldman Sachs' Matthew Borsch
Friedman, Billings, Ramsey's Matthew Snowling
Prudential Equity Group's Andrew Casey

Smith Barney Citigroup's Anthony Wible

Industry: IT Services, Software

Smith Barney Citigroup's Tony Wible is currently keen on companies that provide electronic payments and digital content distribution. A favorite: Euronet Worldwide (nasdaq: EEFT ), headquartered in Leawood, Kans. Wible, who enjoyed a 44% gain on the stock in 2004, likes the company's penetration in emerging markets such as Eastern Europe and India. In the latter, Euronet provides outsourcing services for automatic teller machines, which number only 30,000 to 50,000 throughout the entire country. Wible estimates that, in the long term, India could have 300,000 ATMs.

Miller Johnson's Jay M. Meier 

Industry: Computers & Peripherals, Electronic Instruments, Aerospace & Defense, Communications Equipment

Meier is now bullish on Identix (nasdaq: IDNX ). The company is the world's largest vendor of biometric technology, used for things like digitally verifying fingerprints or voice. He points to Congress' mandate that all U.S. ports of entry deploy biometrics by next October. "This technology can verify whether a person has clearance to use a computer, enter a doorway, even start your car," he says. "Star Trekkie stuff."

Prudential Equity Group's Andrew Casey 

Industry: Machinery

Casey is bullish on agricultural equipment in 2005. His rationale: Lower crop production coupled with increased global demand for U.S. agricultural products will put more money in American farmers' pockets. Some of that extra income will be spent on new farm equipment. Spurring this year's demand for American farm products are higher demand from a growing ethanol industry and the weakening value of the dollar against foreign currencies.





http://www.forbes.com/2005/05/05/cz_jr_0505starmine_writeup_sp_8.html

http://www.forbes.com/2005/05/05/cz_sr_0505starmine_writeup_ee_10.html

http://www.forbes.com/2005/04/29/05bestanalystsland.html


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