< The 2014 All-America Research TeamSteven FisherUBSFirst-Place Appearances: 0
Total Appearances: 5
Analyst Debut: 2009For a fourth straight year, UBS’s Steven Fisher wins third place, earning praise from one client for providing “an aggregation of industry data that I find differentiated [because] it helps us to step back from individual company analysis and understand what is happening more broadly in the sector.” Other investors applaud the analyst for his tracking of Tutor Perini Corp., a Sylmar, California–based nonresidential builder. In August 2013, deeming the company at an earnings inflection point, largely on the growth of its backlog and recent awards for future projects, Fisher reiterated his buy rating. Sure enough, by the middle of last month, Tutor Perini’s stock had soared to $28.97, climbing 52.5 percent while the sector was flat, and he pegs the shares at $35. “Steve’s earnings models are reliable and accurate,” attests another fund manager. Another favorite among the 14 stocks under his coverage is Pasadena, California–based Jacobs Engineering Group, a provider of technical professional and construction services to a wide range of industries, which the researcher deems well positioned to benefit from increased Gulf Coast spending.