C. Stephen Tusa Jr.
J.P. Morgan
First-place appearances: 1

Total appearances: 7

Team debut: 2007

C. Stephen Tusa Jr. holds on to No. 2. The J.P. Morgan analyst informally monitors some 300 companies, he says — including suppliers, competitors and customers of the 25 on which he maintains ratings. “Steve keeps a lot of balls in the air,” one fund manager attests, “but never misses a trick.” Tusa currently favors Honeywell International, a Morristown, New Jersey–based diversified industrial giant. He upgraded the stock from neutral to overweight in August 2010, at $42.39, and has restated his position periodically, believing the company is benefiting from increasing earnings visibility and a recent string of strategic acquisitions. For example, in 2008, Honeywell acquired laser-imaging supplier Metrologic Instruments and the following year picked up RMG Group, a manufacturer of measurement and control equipment for the natural-gas industry. For the 12 months through August, the shares advanced 40.1 percent, from $56.79 to $79.57, and outpaced the sector by 16.8 percentage points. Tusa insists they remain a good value. — Ben Mattlin