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William Greene Jr.
Morgan Stanley
First-place appearances: 2

Total appearances: 5

Analyst debut: 2009

Leading the lineup for a second consecutive year is William Greene Jr. Among the 27 stocks in his sector portfolio, the Morgan Stanley analyst has named Genesee & Wyoming and Canadian Pacific Railway his top picks. Darien, Connecticut–based Genesee he upgraded from equal weight to overweight in July 2012, at $56.33, after it announced it would acquire Florida’s RailAmerica. Greene thought the deal, which closed in October, will increase the short-line and regional operator’s customer mix and geographical scope, among other benefits. Through August the stock climbed 53.7 percent, to $86.48, against the sector’s 11.7 percent rise. He resumed coverage of CP, a Canadian transcontinental train operator, in September 2012 with an overweight on its New York–listed shares, at $80.99 — thanks largely to new CEO E. Hunter Harrison’s record of turning around flagging railroads and boosting operating revenues. CP advanced 45.7 percent, to $118.03, besting the sector by 27.2 percentage points, through August. “Bill’s recommendations and estimates are accurate and reliable,” avers one backer. Greene, 44, still considers both stocks bargains. — Ben Mattlin