< The 2014 All-America Research TeamNigel CoeMorgan StanleyFirst-place appearances: 0

Total appearances: 5

Team debut: 2010After three straight years in third place, Morgan Stanley’s Nigel Coe rises to No. 2. Clients appreciate his “frequent company visits and surveys of end markets,” as one fund manager reports, and continue to hail his coverage of Honeywell International, a Morristown, New Jersey–based diversified producer of aerospace, automotive and petrochemicals goods. Coe has been bullish on the shares since launching coverage in January 2012, thanks primarily to its exposure to emerging markets. He reiterated his overweight position as recently as June, noting Honeywell’s robust growth and penetration in China, in particular. By the middle of last month, the stock had soared to $94.65, gaining 81.1 percent over the life of the call and pacing the sector by 31.1 percent points. Another long-term favorite among the 23 electrical equipment and multi-industry shares under the analyst’s coverage is United Technologies Corp. He resumed coverage on the Hartford, Connecticut–based building supplier with an overweight rating in March 2013, citing its exposure to increasing construction-related spending. Despite volatile trading and a sell-off late this summer, as of mid-September, United Technologies was up 20.7 percent, at $108.32, against the sector’s gain of 17.1 percent. Coe’s target price for the shares is $129.