< The 2014 All-America Research TeamJamie CookCredit SuisseFirst-place appearances: 0

Total appearances: 6

Team debut: 2009Notching her fourth straight appearance at No. 2 on this list is Credit Suisse’s Jamie Cook, whom one admirer applauds for her “intelligence and honesty.” In mid-July, Cook drew clients’ attention to recent spending spikes in the petrochemicals and liquefied-natural-gas industries, specifically naming Houston-based Quanta Services and McDermott International among her top picks going forward. Quanta, she argued, was a safe haven at $35.01, especially considering its “potential for pipeline upside surprise,” she noted, referring in part to the infrastructure contractor’s October 2013 acquisition of Performance Energy Services, which is headquartered in Houma, Louisiana, and provides production support services to offshore oil and gas operators, primarily in the Gulf of Mexico. Her price objective for the stock is $40, which represents a 9.5 percent premium to its mid-September value. McDermott is an energy services company that she considered a bargain at $7.58 and a possible turnaround story, thanks to changes in its board of directors and new deepwater projects. The shares had slipped to $6.29 by the middle of last month, but she believes that a price of $9 is justified.