| William Greene Jr. debuted as a runner-up in 2009 and has climbed one rung every year since, finally reaching the top this year; the Morgan Stanley analyst also ranks third in Airlines. Greene covers 42 companies across both sectors and has “a good sense of how every stock behaves in the market, beyond the fundamentals,” as one portfolio manager puts it. In October 2011 he initiated coverage on Old Dominion Freight Line with an overweight rating, at $30.48, owing to its earnings growth, successful cost-slashing effort, stable balance sheet and attractive valuation. The Thomasville, North Carolina–based shipper’s stock had chugged to $44.78 by late August, for a gain of 46.9 percent that sped past the sector by 38.1 percentage points. “Bill draws thoughtful conclusions while most other analysts simply tell you what you already know,” explains one buy-side backer. Greene, 43, joined Morgan Stanley in 1998 from Salomon Brothers; he holds a bachelor’s degree in econo-mics from Ithaca, New York’s Cornell University. |
Capital Goods/Industrials – Airfreight & Surface Transportation: First
October 16, 2012
