Consumer: Restaurants - 2010 3rd

John Ivankoe, who spent the past two years in second place, slips to third, but he continues to win praise for his deep industry knowledge.

John Ivankoe J.P. Morgan

John Ivankoe, who spent the past two years in second place, slips to third, but he continues to win praise for his deep industry knowledge. “He knows his companies inside and out, right down to the ingredients in the secret sauce,” is how one money manager puts it. The J.P. Morgan analyst has long been bullish on McDonald’s Corp., and he highlighted his overweight rating last October, at $55.03, as the Oak Brook, Illinois–based fast-food chain’s share price languished amid investor concerns about rising unemployment and increased competition from rival Burger King. The stock had shot up 32.8 percent, to $73.06, by the end of August and outperformed the sector by 13.4 percentage points over the period.

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