分析师

赢家

    多娜•贾基斯

    D.A.戴维森公司

    小就是美。今年，许多知名分析师折戟沉沙，但来自一家小公司（位于美国丹佛的D.A. Davidson公司）的多娜•贾基思却表现最佳。她主要选择的是电信行业的小型公司。《财富》杂志（Fortune）曾要求扎克斯投资研究所（ Zacks Research）根据分析师在2011年前三个季度的预测对八个行业的分析师进行排名，而贾基思在其所在行业中名列前茅，她选择的公司平均估价上涨了20%。她是如何做到的？避开大型公司，成功预测几笔收购交易，其中主要是针对数据管理公司，因为她认为，大型电信与无线企业很难盈利。2010年12月，贾基思将云计算公司Savvis列为主要投资目标，当时公司股价不到27美元；而五个月之后，这家公司被美国电信运营商CenturyLink以每股40美元的价格收购。此外，贾基思还在2010年末圈定了另外一家云服务提供商Terremark公司，并以每股12美元的价格大笔买入。两个月之后，这家公司被威力众公司（Verizon）以每股19美元的价格收购。总之，今年是自2007年以来，贾基思最成功的一年，同时也是业界历年来的最佳表现之一。2012年，她能否延续今年的辉煌？正如她所说：“压力仍将继续存在。”

输家

    迪克•波维

    罗奇代尔证券公司

    标准普尔500中的金融公司今年下跌了24%，但它们至少还有一位最坚定的捍卫者——迪克•波维（英文中与“没门”押韵），即便他的分析精确度差强人意，但他的始终如一也将为他加分。整个2011年，波维始终建议投资者买进银行股，其中包括花旗集团（Citigroup，今年下跌幅度超过40%）和美国银行（Bank of America，下跌幅度约为60%）。波维已有46年从业经历，并且是金融类电视节目的常客。但外界开始质疑，他还能否为投资者带来收益。FusionIQ作者巴里•里萨兹认为：“波维已经落伍，他根本不了解现代银行业的性质。”但波维依然坚持自己的选择。“作为分析师，虽然我在2011年的表现不尽如人意，但这并不能合理衡量出市场的恐惧心理。”他在今年11月对外界表达了自己的歉意，但对于部分投资者来说，这份道歉迟到了将近一年的时间。

WINNER

    Donna Jaegers

    D.A. Davidson

    Small is beautiful. In a year in which a lot of well-known analysts got crunched, the best-performing was Donna Jaegers, who works at a tiny firm (D.A. Davidson in Denver) and picked small-caps in her sector, telecom. Fortune asked Zacks Research to rank analysts in eight sectors based on their calls over the first three quarters of 2011, and Jaegers virtually lapped the field, with picks that were up an average of almost 20%. How'd she do it? Avoiding the giants -- where she says it's hard to make money in telecom and wireless -- and nailing a couple of takeover calls, primarily among data-management companies. Jaegers tabbed Savvis, a cloud-computing company, as a potential target at just under $27 in December 2010; five months later it was bought by CenturyLink (CTL) for $40 a share. Similarly, Jaegers pegged Terremark, another cloud-services provider, as a strong buy in late 2010 when the stock was at $12, and Verizon (VZ) acquired it two months later for $19 a share. In all, Jaegers posted her best year since 2007, and among the best in the analyst world. Will she repeat that success in 2012? As she puts it, "The pressure's on."

LOSER

    Dick Bove

    Rochdale Securities

    Financials on the S&P 500 have fallen 24% this year, but they've had at least one steadfast defender, Dick Bove (rhymes with "No way!"), who gets points for consistency if not accuracy. Throughout 2011, Bove has told investors to buy banks, including Citigroup (C), down more than 40% this year, and Bank of America (BAC), down about 60%. With 46 years in the business, Bove remains a regular on the financial TV shows, but some skeptics question whether he can still make money for investors. "I don't think Dick understands the nature of modern banking any longer," writes Barry Ritholtz of FusionIQ. For his part, Bove stands by his picks. "Where I blew it as an analyst in 2011 was not properly gauging the fear in the market." He issued a mea culpa in November; for some investors, that was about a year too late.