< The 2014 All-America Research Team

Total Appearances: 10

Analyst Debut: 2005“When a stock is under pressure, Lisa is the first person I call to get a sense of what is truly going on with the name,” reports one admirer of J.P. Morgan researcher Lisa Gill, who earns her tenth straight appearance on this list — the past five in first place. Going into 2015, as portfolio managers begin to focus on the growth of specialty drugs, Gill says, she is looking most favorably on large pharmacy benefit management services providers, including St. Louis–based Express Scripts Holding Co. “I believe there is a disconnect between investor sentiment and the future outlook and valuation on this stock,” explains the analyst. “We continue to believe in the longer-term fundamentals of the company and the industry, while the market is focused on near-term retention rates that have been below Street expectations. We also believe that, based on their breadth of offering, they will improve retention over time.” Her price target for Express Scripts is $82, which implies an 11.7 percent upside to the stock’s mid-September trading value. Gill, 45, also recommends that clients buy McKesson Corp., a San Francisco–headquartered distributor of pharmaceuticals and surgical supplies. The company’s management team is impressive, she advises, and its valuation is reasonable. McKesson traded at $191.78 in mid-September; she forecasts a rise to $216.