Capital Goods/Industrials: Aerospace & Defense Electronics

Ronald Epstein lands in third place for a second straight year.

Ronald Epstein BofA Merrill Lynch Global Research

Ronald Epstein lands in third place for a second straight year. In January the BofA Merrill Lynch Global Research analyst observed that small-cap commercial-aerospace suppliers had lagged their large-cap counterparts in the previous year, and he judged them due for share-price appreciation. He upgraded Triumph Group from neutral to buy, as a bargain at $50.20. Shares of the Wayne, Pennsylvania–based designer of aircraft components had soared 32.2 percent, to $66.38, by late August. “Ron is the dean of the industry,” cheers one follower.

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