Ricky Goldwasser
Morgan Stanley
First-place appearances: 0

Total appearances: 6

Team debut: 2006

Repeating in second place is Ricky Goldwasser of Morgan Stanley. “Ricky does the most thorough work on the drug distributors and has the most detailed models in the sector,” cheers one fan. Through the first half, Goldwasser notes, “the market has rewarded groups that are perceived as beneficiaries of health care reform with no direct exposure to reimbursement risk, such as the drug distributors and health care technology companies, as well as specific turnaround stories.” Looking ahead, she says, the sector’s performance will likely be determined by the impacts of increased insurance plan enrollment and by reform’s affects on health care utilization in ambulatory-care and hospital settings, for example. “Longer term key attributes for success will be efficient sourcing, branding, footprint, access to data and ability to aggregate lives and manage risk,” she explains. One Goldwasser favorite is Allscripts Healthcare Solutions, which the analyst upgraded from equal weight to overweight in April, at $13.79, citing her increased confidence in the Chicago-based information technology provider’s ability to maintain its customer base. The stock closed August at $14.54, for a gain of 5.4 percent that bested the sector by 9.3 percentage points. — Leslie Kramer