Andrew Kaplowitz Barclays Capital The buy side says: “Good recommendations, good service — the guy to go to.”
This year, Barclays Capital’s Andrew Kaplowitz, who turns 38 this month, marks his third straight No. 1. Clients applaud the “encyclopedically knowledgeable” researcher for having “his finger on the pulse of the industry.” For example, in August 2010, Kaplowitz launched coverage on MasTec — an energy-infrastructure construction company headquartered in Coral Gables, Florida — with an overweight rating, at 10.16. He underscored MasTec’s recent inroads into the rapid-growth areas of natural gas and renewable energy. Earnings soared; in February the company reported that year-over-year revenue shot up 42.2 percent, to $2.3 billion, in 2010. The stock followed suit, catapulting 118.5 percent, to $22.20, and pummeling the sector by 103.8 percentage points, through August. In October 2010, Kaplowitz reiterated his long-standing overweight on Chicago Bridge & Iron Co., at $25.22, largely on its new liquefied-natural-gas projects. Shares of the company — which is registered in the Netherlands, with administrative headquarters in the Woodlands, Texas — gushed to $44.51 in July before drifting down to $35.75 in late August. Even so, the stock outpaced the sector by 36.4 percentage points.