Capital Goods/Industrials – Business, Education & Professional Services: 2012 First

Andrew Steinerman

Andrew Steinerman

Andrew Steinerman
J.P. Morgan
“He has the experience you can trust. Why go anywhere else?”

With this year’s first-place finish — his eighth in a row and tenth overall — J.P. Morgan’s Andrew Steinerman joins the All-America Research Team Hall of Fame. Clients praise Steinerman for his “top-notch management contacts” and “long history of covering the sector,” attributes that enable him to be “invariably ahead of the curve.” In April the analyst highlighted his long-standing overweight on Iron Mountain, at $28.98, on the tax benefits of management’s proposal to restructure as a real estate investment trust. In June, when the company did apply for REIT status, the stock sank to $27.19, but Steinerman held his ground. Sure enough, by late August shares of the Boston-based records keeper had rallied to $32.80 — up 13.2 percent and ahead of the sector by more than 15 percentage points since the reiteration. Steinerman, 44, follows 27 companies and recently added coverage of Nielsen Holdings, a media analytics outfit based in the Netherlands, which offers “defensive growth at an attractive valuation,” he says.

Netherlands Andrew Steinerman Nielsen Holdings J.P. Morgan Boston
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