< The 2014 All-America Research TeamGlen SantangeloCredit SuisseFirst-place appearances: 1

Total appearances: 10

Team debut: 2001Repeating in third place is Credit Suisse researcher Glen Santangelo, who “does a great job of simplifying a complicated space and explaining it in a way that makes sense,” one advocate reports. Santangelo monitors 26 stocks and expects to increase that number by three to six names next year. He is generally positive on the group: “While this sector encompasses a variety of subsectors, the largest — the pharmaceuticals supply channel — has outperformed over the past six months,” the analyst advises. “In light of the favorable fundamentals, we see continued strength into 2015.” Among his preferred names is San Francisco–based McKesson Corp., the U.S.’s largest wholesale drug distributor. “The company is benefiting from a favorable fundamentals backdrop,” explains Santangelo, “including an accelerating generics launch calendar, favorable brand and generics pricing, and improving prescription trends, while simultaneously being poised to benefit from its recent Celesio acquisition.” (McKesson bought a majority stake in its German rival in February.) The shares were trading at $191.78 in the middle of September, and Santangelo projects a rise to $220.