equity research coverage guide

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Equity Research Coverage Guide Zacks Investment Research Analyst Assignments by Business Category COMPANY TICKER ANALYST AEROSPACE-DEFENSE AAR CORP AIR John Simon BE AEROSPACE BEAV John Simon CURTISS WRIGHT CW John Simon DRS TECH INC DRS Jon Kolb Team EMBRAER AIR-ADR ERJ Claudio Freitas,CFA ESTERLINE ESL John Simon GENL DYNAMICS GD Jon Kolb Team HEICO CORP HEI John Simon HEXCEL CORP HXL John Simon LADISH COMPANY LDSH John Simon L-3 COMM HLDGS LLL Jon Kolb Team LOCKHEED MARTIN LMT Jon Kolb Team MOOG INC A MOG.A John Simon NORTHROP GRUMMN NOC Jon Kolb Team PRECISION CASTP PCP John Simon RAYTHEON CO RTN Jon Kolb Team TRANSDIGM GROUP TDG John Simon TRIUMPH GRP INC TGI John Simon APPAREL CROCS INC CROX Rob Plaza,CFA DECKERS OUTDOOR DECK Rob Plaza,CFA GUESS INC GES Rob Plaza,CFA HANESBRANDS INC HBI Steve Ralston,CFA, Team ICONIX BRAND GP ICON Rob Plaza,CFA OXFORD INDS INC OXM Rob Plaza,CFA SKECHERS USA-A SKX Rob Plaza,CFA VOLCOM INC VLCM Steve Ralston,CFA,Team WARNACO GRP INC WRC Rob Plaza,CFA AUTOS-TIRES-TRUCKS AUTOLIV INC ALV Paul Raman,CFA Team ARVINMERITOR ARM Paul Raman,CFA Team ATC TECHNOLOGY ATAC Paul Raman,CFA Team AMER AXLE & MFG AXL Paul Raman,CFA Team BORG WARNER INC BWA Paul Raman,CFA Team CUMMINS INC CMI Paul Raman,CFA Team COOPER TIRE CTB Paul Raman,CFA Team DAIMLER AG DAI Paul Raman,CFA Team FORD MOTOR CO F Paul Raman,CFA Team GENL MOTORS GM Paul Raman,CFA Team GENUINE PARTS GPC Paul Raman,CFA Team GOODYEAR TIRE GT Paul Raman,CFA Team HONDA MOTOR HMC Paul Raman,CFA Team JOHNSON CONTROL JCI Paul Raman,CFA Team LEAR CORP LEA Paul Raman,CFA Team MAGNA INTL CL A MGA Paul Raman,CFA Team

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Page 1: Equity Research Coverage Guide

Equity Research Coverage GuideZacks Investment Research Analyst Assignments by Business Category

COMPANY TICKER ANALYSTAEROSPACE-DEFENSEAAR CORP AIR John SimonBE AEROSPACE BEAV John SimonCURTISS WRIGHT CW John SimonDRS TECH INC DRS Jon Kolb TeamEMBRAER AIR-ADR ERJ Claudio Freitas,CFAESTERLINE ESL John SimonGENL DYNAMICS GD Jon Kolb TeamHEICO CORP HEI John SimonHEXCEL CORP HXL John SimonLADISH COMPANY LDSH John SimonL-3 COMM HLDGS LLL Jon Kolb TeamLOCKHEED MARTIN LMT Jon Kolb TeamMOOG INC A MOG.A John SimonNORTHROP GRUMMN NOC Jon Kolb TeamPRECISION CASTP PCP John SimonRAYTHEON CO RTN Jon Kolb TeamTRANSDIGM GROUP TDG John SimonTRIUMPH GRP INC TGI John SimonAPPARELCROCS INC CROX Rob Plaza,CFADECKERS OUTDOOR DECK Rob Plaza,CFAGUESS INC GES Rob Plaza,CFAHANESBRANDS INC HBI Steve Ralston,CFA, TeamICONIX BRAND GP ICON Rob Plaza,CFAOXFORD INDS INC OXM Rob Plaza,CFASKECHERS USA-A SKX Rob Plaza,CFAVOLCOM INC VLCM Steve Ralston,CFA,TeamWARNACO GRP INC WRC Rob Plaza,CFAAUTOS-TIRES-TRUCKSAUTOLIV INC ALV Paul Raman,CFA TeamARVINMERITOR ARM Paul Raman,CFA TeamATC TECHNOLOGY ATAC Paul Raman,CFA TeamAMER AXLE & MFG AXL Paul Raman,CFA TeamBORG WARNER INC BWA Paul Raman,CFA TeamCUMMINS INC CMI Paul Raman,CFA TeamCOOPER TIRE CTB Paul Raman,CFA TeamDAIMLER AG DAI Paul Raman,CFA TeamFORD MOTOR CO F Paul Raman,CFA TeamGENL MOTORS GM Paul Raman,CFA TeamGENUINE PARTS GPC Paul Raman,CFA TeamGOODYEAR TIRE GT Paul Raman,CFA TeamHONDA MOTOR HMC Paul Raman,CFA TeamJOHNSON CONTROL JCI Paul Raman,CFA TeamLEAR CORP LEA Paul Raman,CFA TeamMAGNA INTL CL A MGA Paul Raman,CFA Team

Page 2: Equity Research Coverage Guide

NISSAN ADR NSANY Paul Raman,CFA TeamPACCAR INC PCAR Paul Raman,CFA TeamSTANDARD MOTOR SMP Paul Raman,CFA TeamSTONERIDGE INC SRI Paul Raman,CFA TeamSUPERIOR INDS SUP Paul Raman,CFA TeamTENNECO INC TEN Paul Raman,CFA TeamTOYOTA MOTOR CP TM Paul Raman,CFA TeamTRW AUTOMTV HLD TRW Paul Raman,CFA TeamVISTEON CORP VC Paul Raman,CFA TeamWONDER AUTO TEC WATG Paul Raman,CFA TeamBANKS & THRIFTSBOK FINL CORP BOKF Eric Rothmann TeamCOMMERCE BANCSH CBSH Neena MishraHUNTINGTON BANC HBAN Eric Rothmann TeamHUDSON CITY BCP HCBK Eric Rothmann TeamNEWALLIANCE BCS NAL Neena MishraREGIONS FINL CP RF Eric Rothmann TeamTEXAS CAP BCSHS TCBI Eric Rothmann TeamWESTAMER BANCP WABC Neena MishraWASH MUTUAL INC WAMUQ Eric Rothmann TeamWASH FEDL INC WFSL Neena MishraWILMINGTON TRST WL Neena MishraZIONS BANCORP ZION Neena MishraBANKS-MAJORALLIED IRISH BK AIB Ann Heffron,CFA, TeamBANCO BRADESCO BBD Ann Heffron,CFA, TeamBB&T CORP BBT Neena MishraBANCO BILBAO VZ BBV Ann Heffron,CFA, TeamBARCLAY PLC-ADR BCS Ann Heffron,CFA, TeamCOMERICA INC CMA Neena MishraCREDIT SUISSE CS Ann Heffron,CFA, TeamDEUTSCHE BK AG DB Ann Heffron,CFA, TeamFIFTH THIRD BK FITB Eric Rothmann TeamHSBC HOLDINGS HBC Ann Heffron,CFA, TeamHDFC BANK LTD HDB Ann Heffron,CFA, TeamICICI BANK LTD IBN Ann Heffron,CFA, TeamIRELAND BK-ADR IRE Ann Heffron,CFA, TeamBANCO ITAU -ADR ITU Ann Heffron,CFA, TeamKB FINL GRP-ADR KB Ann Heffron,CFA, TeamKEYCORP NEW KEY Neena MishraLLOYDS TSB GRP LYG Ann Heffron,CFA, TeamMITSUBISHI-UFJ MTU Ann Heffron,CFA, TeamNATL AUS BK LTD NABZY Ann Heffron,CFA, TeamNATL CITY CORP NCC Neena MishraROYAL BK SC-ADR RBS Ann Heffron,CFA, TeamBANCO SANT -ADR SAN Ann Heffron,CFA, TeamBANCO SANTAN SA STD Ann Heffron,CFA, TeamUNIBANCO-GDR UBB Ann Heffron,CFA, TeamUBS AG UBS Ann Heffron,CFA, TeamUS BANCORP USB Eric Rothmann TeamWELLS FARGO-NEW WFC Neena MishraBEVERAGES

Page 3: Equity Research Coverage Guide

AMBEV-PR ADR ABV Claudio Freitas,CFAEMBOT ANDINA-A AKO.A Claudio Freitas,CFAANHEUSER BUSCH BUD Steve Ralston,CFA, TeamCOCA-COLA ENTRP CCE Steve Ralston,CFA, TeamCOCA COLA HELNC CCH Steve Ralston,CFA, TeamDIAGEO PLC-ADR DEO Duong Vuong,CFADR PEPPER SNAPL DPS Steve Ralston,CFA, TeamNATL BEVERAGE FIZZ Steve Ralston,CFA, TeamFOMENTO ECO-ADR FMX Claudio Freitas,CFAJONES SODA CO JSDA Steve Ralston,CFA, TeamCOCA COLA CO KO Steve Ralston,CFA, TeamCOCA-COLA FEMSA KOF Claudio Freitas,CFAPEPSI BOTTLING PBG Steve Ralston,CFA, TeamPEETS COFFE&TEA PEET Steve Ralston,CFA, TeamPEPSICO INC PEP Steve Ralston,CFA, TeamCASTLE BRANDS ROX Steve Ralston,CFA, TeamMOLSON COORS-B TAP Steve Ralston,CFA, TeamBUILDING PRODUCTSAAON INC AAON John SimonCEMEX SA ADR CX Claudio Freitas,CFAMASCO MAS Mario RicchioNCI BLDG SYSTEM NCS Mario RicchioUNIVL FST PRODS UFPI Mario RicchioVALSPAR CORP VAL Paul Raman,CFA TeamWATSCO INC WSO Mario RicchioBUSINESS SERVICEAVIS BUDGET GRP CAR Steve Ralston,CFA, TeamCRA INTL INC CRAI Sean P. SmithCONVERGYS CORP CVG David Weissman,CFA TeamDST SYSTEMS DST Ian Gilson,PhD,CFA,Team EQUIFAX INC EFX Ian Gilson,PhD,CFA,Team CORP EXEC BRD EXBD Sean P. SmithFIRST ADV CORP FADV Sean P. SmithFTI CONSULTING FCN Sean P. SmithFACTSET RESH FDS Ian Gilson,PhD,CFA,Team HEWITT ASSOC HEW Steve Ralston,CFA, TeamBLOCK H & R HRB Sean P. SmithINTERACTV DATA IDC Ian Gilson,PhD,CFA,Team IRON MOUNTAIN IRM Ian Gilson,PhD,CFA,Team MANPOWER INC WI MAN Steve Ralston,CFA, TeamMOODYS CORP MCO Ian Gilson,PhD,CFA,Team NAVIGANT CONSLT NCI Steve Ralston,CFA, TeamPORTFOLIO RCVRY PRAA Neena MishraPEOPLESUPPORT PSPT Steve Ralston,CFA, TeamROBT HALF INTL RHI Steve Ralston,CFA, TeamTHOMSON RTS-ADR TRIN John SimonTOWER GROUP INC TWGP Eric Rothmann TeamCHEMICALS & FERTILIZERAGRIUM INC AGU Paul Raman,CFA TeamBAYER A G -ADR BAYRY Grant Zeng,CFACELANESE CP-A CE Paul Raman,CFA TeamCF INDUS HLDGS CF Paul Raman,CFA Team

Page 4: Equity Research Coverage Guide

DU PONT (EI) DE DD Paul Raman,CFA TeamDOW CHEMICAL DOW Paul Raman,CFA TeamEASTMAN CHEM CO EMN Paul Raman,CFA TeamGEORGIA GULF GGC Paul Raman,CFA TeamMETHANEX CORP MEOH Paul Raman,CFA TeamNOVA CHEMICALS NCX Paul Raman,CFA TeamPOTASH SASK POT Paul Raman,CFA TeamSHANGHAI PETROC SHI Paul Raman,CFA TeamCOALARCH COAL INC ACI Neil MalkinPEABODY ENERGY BTU Neil MalkinCONSOL ENERGY CNX Neil MalkinNATURAL RSRC LP NRP Neil MalkinPENN VA RESRC PVR Neil MalkinCOMPUTER SOFTWARE-SERVICESACXIOM CORP ACXM Abdul SalehAKAMAI TECH AKAM Ian Gilson,PhD,CFA,Team ALADDIN KNOWLED ALDN John SimonAMER PUB EDUCAT APEI Steve Ralston,CFACACI INTL A CAI Abdul SalehCALLIDUS SOFTWR CALD Abdul SalehCADENCE DESIGN CDNS Ian Gilson,PhD,CFA,Team CDC CORP CHINA Ian Gilson,PhD,CFA,Team CONCUR TECH INC CNQR John SimonCOMPUWARE CORP CPWR Abdul SalehCOREL CORP CREL Ian Gilson,PhD,CFA,Team SALESFORCE.COM CRM Ian Gilson,PhD,CFA,Team COGNIZANT TECH CTSH Abdul SalehDASSAULT SY-ADR DASTY John SimonDIGITAL RIVER DRIV Abdul SalehEPICOR SOFTWARE EPIC Abdul SalehEQUINIX INC EQIX Ian Gilson,PhD,CFA,Team FISERV INC FISV Abdul SalehHARRIS INTERACT HPOL Abdul SalehINTERNAP NETWRK INAP Ian Gilson,PhD,CFA,Team INFOSYS TEC-ADR INFY Abdul SalehINTUIT INC INTU Abdul SalehJ2 GLOBAL COMM JCOM David Weissman,CFA TeamJUPITERMEDIA CP JUPM Abdul SalehKENEXA CORP KNXA Ian Gilson,PhD,CFA,Team KONGZHONG-ADR KONG David Weissman,CFA TeamLIONBRIDGE TECH LIOX John SimonLAWSON SOFTWARE LWSN Abdul SalehMARCHEX INC MCHX Ian Gilson,PhD,CFA,Team MONSTER WWD INC MNST Abdul SalehMOVE INC MOVE Abdul SalehNAPSTER INC NAPS Abdul SalehNESS TECH INC NSTC Ian Gilson,PhD,CFA,Team NETEASE.COM-ADR NTES Ian Gilson,PhD,CFA,Team OPNET TECH INC OPNT Ian Gilson,PhD,CFA,Team PHASE FWD INC PFWD Abdul SalehPATNI COMPUTER PTI Abdul Saleh

Page 5: Equity Research Coverage Guide

PERVASIVE SOFTW PVSW Abdul SalehRIGHTNOW TECH RNOW Abdul SalehSAP AG ADR SAP John SimonSATYAM COMP SVC SAY Abdul SalehSHUTTERFLY INC SFLY Sean P. SmithSCIENTIFIC GAME SGMS Steve Ralston,CFA, TeamSINA CORP SINA Ian Gilson,PhD,CFA,Team SMITH MICRO SOF SMSI Ian Gilson,PhD,CFA,Team SYNOPSYS INC SNPS Ian Gilson,PhD,CFA,Team SONIC FOUNDRY SOFO Ian Gilson,PhD,CFA,Team SOHU.COM INC SOHU Ian Gilson,PhD,CFA,Team GREENFLD ONLINE SRVY John SimonPLATO LEARNING TUTR Steve Ralston,CFA, TeamUNISYS UIS Abdul SalehULTIMATE SOFTWR ULTI Abdul SalehVALUECLICK INC VCLK Ian Gilson,PhD,CFA,Team VOCUS INC VOCS Ian Gilson,PhD,CFA,Team VERISIGN INC VRSN Abdul SalehWIPRO LTD-ADR WIT Abdul SalehWEBSITE PROS WWWW Ian Gilson,PhD,CFA,Team COMPUTER-OFFICE EQUIPMENTAPPLE INC AAPL Ian Gilson,PhD,CFA,Team AGILYSYS INC AGYS Ian Gilson,PhD,CFA,Team ALLOT COMM LTD ALLT John SimonALVARION LTD ALVR David Weissman,CFA TeamCANON INC ADR CAJ Ian Gilson,PhD,CFA,Team 3COM CORP COMS Ian Gilson,PhD,CFA,Team DELL INC DELL Ian Gilson,PhD,CFA,Team ECHELON CORP ELON Ian Gilson,PhD,CFA,Team HEWLETT PACKARD HPQ Ian Gilson,PhD,CFA,Team INTL BUS MACH IBM Ian Gilson,PhD,CFA,Team IPASS INC IPAS Ian Gilson,PhD,CFA,Team LOGITECH INTL LOGI John SimonMICROS SYS MCRS Abdul SalehNCR CORP-NEW NCR Ian Gilson,PhD,CFA,Team NDS GROUP -ADR NNDS John SimonNVIDIA CORP NVDA Ian Gilson,PhD,CFA,Team NOVATEL WIRELES NVTL David Weissman,CFA TeamVERIFONE HLDGS PAY Abdul SalehRACKABLE SYSTMS RACK Ian Gilson,PhD,CFA,Team SIERRA WIRELESS SWIR David Weissman,CFA Team3D SYSTEMS CORP TDSC Ian Gilson,PhD,CFA,Team TRIDENT MICROSY TRID Ian Gilson,PhD,CFA,Team CONGLOMERATESHITACHI HIT Ian Gilson,PhD,CFA,Team RAVEN INDS INC RAVN Mario RicchioUTD TECHS CORP UTX John SimonCONS PROD-MISC STAPLESENERGIZER HLDGS ENR Steve Ralston,CFA, TeamKIMBERLY CLARK KMB Steve Ralston,CFA, TeamCONSTRUCTION-BUILDING SERVICESABM INDUSTRIES ABM Mario Ricchio

Page 6: Equity Research Coverage Guide

CHINA ARCHITECT CAEI Mario RicchioCHICAGO BRIDGE CBI John SimonD R HORTON INC DHI Mario RicchioFOSTER WHLR LTD FWLT John SimonRYLAND GRP INC RYL Mario RicchioCONTAINERS & GLASSAPOGEE ENTRPRS APOG Mario RicchioBALL CORP BLL Mario RicchioOWENS-ILLINOIS OI Mario RicchioPACTIV CORP PTV Mario RicchioSEALED AIR CORP SEE Mario RicchioSILGAN HOLDINGS SLGN Mario RicchioSONOCO PRODUCTS SON Mario RicchioDRUGSABBOTT LABS ABT Jason Napodano,CFA, TeamACADIA PHARMA ACAD Jason Napodano,CFA, TeamALCON INC ACL Jason Napodano,CFA, TeamACORDA THERAPT ACOR Jason Napodano,CFA, TeamACUSPHERE INC ACUS Jason Napodano,CFA, TeamATHEROGENICS AGIX Jason Napodano,CFA, TeamALLERGAN INC AGN Jason Napodano,CFA, TeamALKERMES INC ALKS Grant Zeng,CFAALNYLAM PHARMA ALNY Grant Zeng,CFAALPHARMA INC ALO Jason Napodano,CFA, TeamALLOS THERAPEUT ALTH Grant Zeng,CFAALEXZA PHARMACT ALXA Jason Napodano,CFA, TeamALEXION PHARMA ALXN Grant Zeng,CFAAMGEN INC AMGN Jason Napodano,CFA, TeamAMYLIN PHARMA AMLN Jason Napodano,CFA, TeamANADYS PHARMACT ANDS Grant Zeng,CFAANESIVA INC ANSV Jason Napodano,CFA, TeamAMER ORIENT BIO AOB Grant Zeng,CFAARENA PHARMA ARNA Jason Napodano,CFA, TeamARRAY BIOPHARMA ARRY Grant Zeng,CFAAUXILIUM PHARMA AUXL Jason Napodano,CFA, TeamASTRAZENECA PLC AZN Jason Napodano,CFA, TeamBIOGEN IDEC INC BIIB Jason Napodano,CFA, TeamBELLUS HEALTH BLUS Jason Napodano,CFA, TeamBIOMARIN PHARMA BMRN Grant Zeng,CFABRISTOL MYR SQB BMY Jason Napodano,CFA, TeamBARR PHARMACEUT BRL Jason Napodano,CFA, TeamCLEVELAND BIOLB CBLI Grant Zeng,CFACELGENE CORP CELG Grant Zeng,CFACEPHALON INC CEPH Jason Napodano,CFA, TeamCELERA CORP CRA Grant Zeng,CFACURAGEN CORP CRGN Grant Zeng,CFACRITICAL THERAP CRTX Grant Zeng,CFACOMBINATORX INC CRXX Jason Napodano,CFA, TeamCELL THERAPEUT CTIC Jason Napodano,CFA, TeamCV THERAPEUTICS CVTX Jason Napodano,CFA, TeamCYCLACEL PHARMA CYCC Grant Zeng,CFACYTORI THERAPEU CYTX Jason Napodano,CFA, Team

Page 7: Equity Research Coverage Guide

DECODE GENETICS DCGN Grant Zeng,CFAGENENTECH INC DNA Jason Napodano,CFA, TeamDENDREON CORP DNDN Grant Zeng,CFADURECT CORP DRRX Jason Napodano,CFA, TeamDYNAVAX TECH CP DVAX Grant Zeng,CFAENZON PHARMA ENZN Grant Zeng,CFAEURAND NV-ORD EURX Grant Zeng,CFAAMICUS THERAPT FOLD Grant Zeng,CFAFOREST LABS A FRX Jason Napodano,CFA, TeamGENOMIC HEALTH GHDX Grant Zeng,CFAGILEAD SCIENCES GILD Jason Napodano,CFA, TeamGENTA INC GNTA Grant Zeng,CFAGLAXOSMITHKLINE GSK Jason Napodano,CFA, TeamHUMAN GENOME HGSI Grant Zeng,CFAHANA BIOSCIENCE HNAB Grant Zeng,CFAINTEGRA LIFESCI IART Chris TitusINCYTE CORP INCY Grant Zeng,CFAINFINITY PHARMA INFI Grant Zeng,CFAISIS PHARMACEUT ISIS Jason Napodano,CFA, TeamINSPIRE PHARMA ISPH Grant Zeng,CFAJOHNSON & JOHNS JNJ Jason Napodano,CFA, TeamKING PHARMACEUT KG Jason Napodano,CFA, TeamLILLY ELI & CO LLY Jason Napodano,CFA, TeamLEXICON PHARMA LXRX Grant Zeng,CFAMETABASIS THERA MBRX Jason Napodano,CFA, TeamMEDICINES CO MDCO Jason Napodano,CFA, TeamMONOGRAM BIOSCI MGRM Grant Zeng,CFAMICROMET INC MITI Chris KallosMANNKIND CORP MNKD Grant Zeng,CFAMERCK & CO INC MRK Jason Napodano,CFA, TeamMYRIAD GENETICS MYGN Grant Zeng,CFAMYLAN INC MYL Jason Napodano,CFA, TeamNEUROCRINE BIOS NBIX Jason Napodano,CFA, TeamNEUROGESX INC NGSX Jason Napodano,CFA, TeamNUVELO INC NUVO Jason Napodano,CFA, TeamONYX PHARMA INC ONXX Grant Zeng,CFAOPTIMER PHARMAC OPTR Grant Zeng,CFAORCHID CELLMARK ORCH Grant Zeng,CFAOSCIENT PHARMA OSCI Jason Napodano,CFA, TeamOSI PHARMA INC OSIP Grant Zeng,CFAOSIRIS THERAPTC OSIR Jason Napodano,CFA, TeamPFIZER INC PFE Jason Napodano,CFA, TeamPOZEN INC POZN Jason Napodano,CFA, TeamPAIN THERAPEUT PTIE Jason Napodano,CFA, TeamQIAGEN NV QGEN Grant Zeng,CFAARDEA BIOSCIENC RDEA Grant Zeng,CFADOCTOR REDDYS RDY Jason Napodano,CFA, TeamREPLIDYNE INC RDYN Grant Zeng,CFAREGENERON PHARM REGN Grant Zeng,CFASCIELE PHARMA SCRX Jason Napodano,CFA, TeamSEPRACOR INC SEPR Jason Napodano,CFA, TeamSANGAMO BIOSCI SGMO Grant Zeng,CFA

Page 8: Equity Research Coverage Guide

SCHERING PLOUGH SGP Jason Napodano,CFA, TeamSHIRE PLC-ADR SHPGY Jason Napodano,CFA, TeamSALIX PHARM-LTD SLXP Jason Napodano,CFA, TeamSUNESIS PHARMA SNSS Grant Zeng,CFASANTARUS INC SNTS Jason Napodano,CFA, TeamSANOFI-SYNT-ADR SNY Jason Napodano,CFA, TeamSOMAXON PHARMAC SOMX Jason Napodano,CFA, Team3SBIO INC-ADS SSRX Grant Zeng,CFATHERAVANCE INC THRX Grant Zeng,CFATRUBION PHARMAC TRBN Grant Zeng,CFATRIMERIS INC TRMS Grant Zeng,CFATRANSITN THERAP TTHI Jason Napodano,CFA, TeamUTD THERAPEUTIC UTHR Jason Napodano,CFA, TeamVIROPHARMA VPHM Jason Napodano,CFA, TeamVERTEX PHARM VRTX Jason Napodano,CFA, TeamWYETH WYE Jason Napodano,CFA, TeamXENOPORT INC XNPT Jason Napodano,CFA, TeamXOMA LTD XOMA Jason Napodano,CFA, TeamZYMOGENETICS ZGEN Grant Zeng,CFAELECTRONICSAMPHENOL CORP-A APH Abdul SalehARROW ELECTRONI ARW Abdul SalehAVNET AVT Abdul SalehBENCHMARK ELETR BHE Ian Gilson,PhD,CFA,Team COGO GROUP INC COGO John SimonGREATBATCH INC GB Chris KallosGARMIN LTD GRMN Ken Nagy,CFA,TeamHUBBELL INC -B HUB.B Ken Nagy,CFA,TeamITRON INC ITRI Mario RicchioJABIL CIRCUIT JBL Ian Gilson,PhD,CFA,Team KLA-TENCOR CORP KLAC Ken Nagy,CFA,TeamKYOCERA CP ADR KYO Ian Gilson,PhD,CFA,Team LTX-CREDENCE CP LTXC Ken Nagy,CFA,TeamPHOTRONICS INC PLAB Ken Nagy,CFA,TeamPLEXUS CORP PLXS Ian Gilson,PhD,CFA,Team SANMINA-SCI CP SANM Ian Gilson,PhD,CFA,Team SIEMENS AG-ADR SI John SimonSONIC SOLUTIONS SNIC Ken Nagy,CFA,TeamSRS LABS INC SRSL Ken Nagy,CFA,TeamTYCO ELECTR-LTD TEL Ken Nagy,CFA,TeamTRIMBLE NAVIGAT TRMB Ken Nagy,CFA,TeamWESCO INTL INC WCC Ken Nagy,CFA,TeamELECTRONIC-SEMICONDUCTORSADV ANALGC TECH AATI Ken Nagy,CFA,TeamACTEL CORP ACTL Ken Nagy,CFA,TeamACTIONS SEMICON ACTS Ken Nagy,CFA,TeamANALOG DEVICES ADI Ken Nagy,CFA,TeamALTERA CORP ALTR Abdul SalehAPPLD MICRO CIR AMCC Abdul SalehADV MICRO DEV AMD Ken Nagy,CFA,TeamAMKOR TECH INC AMKR Ken Nagy,CFA,TeamANADIGICS CORP ANAD Abdul Saleh

Page 9: Equity Research Coverage Guide

ARM HOLDNGS ADR ARMH Ken Nagy,CFA,TeamASM INTL NV ASMI Ken Nagy,CFA,TeamATHEROS COMM ATHR Abdul SalehATMEL CORP ATML Abdul SalehBOOKHAM INC BKHM Abdul SalehBROADCOM CORP BRCM Abdul SalehCHARTERED SEMI CHRT Ken Nagy,CFA,TeamCONEXANT SYS CNXT Abdul SalehCREE INC CREE Ken Nagy,CFA,TeamCIRRUS LOGIC CRUS Ian Gilson,PhD,CFA,Team CYPRESS SEMICON CY Ken Nagy,CFA,TeamEXAR CORP EXAR Ken Nagy,CFA,TeamFORMFACTOR INC FORM Ken Nagy,CFA,TeamHITTITE MICROWV HITT Ian Gilson,PhD,CFA,Team INTEGR DEVICE IDTI Ken Nagy,CFA,TeamINFINEON TECH IFX John SimonINTEL CORP INTC Ken Nagy,CFA,TeamINTL RECTIFIER IRF Ken Nagy,CFA,TeamINTERSIL CORP ISIL Ken Nagy,CFA,TeamINTELLON CORP ITLN Ken Nagy,CFA,TeamLINEAR TEC CORP LLTC Ken Nagy,CFA,TeamLATTICE SEMICON LSCC Ken Nagy,CFA,TeamLSI CORP LSI Abdul SalehMICROCHIP TECH MCHP Abdul SalehMIPS TECH INC MIPS Ken Nagy,CFA,TeamMICROSEMI CORP MSCC Ken Nagy,CFA,TeamMAXIM INTG PDTS MXIM Ken Nagy,CFA,TeamNATL SEMICON NSM Ken Nagy,CFA,TeamO2MICRO INT LTD OIIM Ken Nagy,CFA,TeamON SEMICON CORP ONNN Ken Nagy,CFA,TeamOMNIVISION TECH OVTI Ken Nagy,CFA,TeamPMC-SIERRA INC PMCS Ken Nagy,CFA,TeamPOWER INTGRATIO POWI Ken Nagy,CFA,TeamSIRF TECH HLDGS SIRF Ken Nagy,CFA,TeamSILICON LAB INC SLAB Ken Nagy,CFA,TeamSEMICON MFG-ADR SMI Ken Nagy,CFA,TeamSEMTECH CORP SMTC Ken Nagy,CFA,TeamSANDISK CORP SNDK Ian Gilson,PhD,CFA,Team SPANSION INC-A SPSN Ken Nagy,CFA,TeamSTMICROELECTRON STM John SimonSUPERTEX INC SUPX Abdul SalehSKYWORKS SOLUTN SWKS Abdul SalehTRIQUINT SEMI TQNT Abdul SalehTAIWAN SEMI-ADR TSM Ken Nagy,CFA,TeamTECHWELL INC TWLL Ken Nagy,CFA,TeamTEXAS INSTRS TXN Ken Nagy,CFA,TeamUTD MICROELECTR UMC Ken Nagy,CFA,TeamMEMC ELEC MATRL WFR Ken Nagy,CFA,TeamXILINX INC XLNX Abdul SalehZORAN CORP ZRAN Ian Gilson,PhD,CFA,Team ENERGY-ALTERNATE SOURCESAVENTINE RENWBL AVR Jon Kolb Team

Page 10: Equity Research Coverage Guide

BIOFUEL ENERGY BIOF Jon Kolb TeamCANADIAN SOLAR CSIQ Jon Kolb TeamENERGY CONV DEV ENER Jon Kolb TeamEVERGREEN SOLAR ESLR Jon Kolb TeamFIRST SOLAR INC FSLR Jon Kolb TeamGUSHAN ENVIRMNT GU Jon Kolb TeamHOKU SCIENTIFIC HOKU Jon Kolb TeamJA SOLAR HOLDGS JASO Jon Kolb TeamPAC ETHANOL INC PEIX Jon Kolb TeamRENESOLA LT-ADR SOL Jon Kolb TeamSUNPOWER CORP-A SPWRA Jon Kolb TeamSUNTECH PWR HLD STP Jon Kolb TeamVERASUN ENERGY VSE Jon Kolb TeamFINANCEAMER CAP LTD ACAS Eric Rothmann TeamAMER PHYSICIANS AMPH Eric Rothmann TeamCME GROUP INC CME Neena MishraDOLLAR FINL CP DLLR Neena MishraFINL FED CORP FIF Neena MishraFREDDIE MAC FRE Neena MishraHERCULES TECH HTGC Neena MishraMCG CAPITAL MCGC Neena MishraMONEYGRAM INTL MGI Neena MishraMARLIN BUS SVCS MRLN Neena MishraNELNET INC CL-A NNI Neena MishraOCWEN FINL CORP OCN Neena MishraPATRIOT CAP. FUND. PCAP Neena MishraPRIMUS GUARANTY PRS Neena MishraRENT-A-CENTER RCII Rob Plaza,CFASLM CORP SLM Neena MishraMEDALLION FINL TAXI Neena MishraFOODANDERSONS INC ANDE Mario RicchioCAMPBELL SOUP CPB Steve Ralston,CFA, TeamCOSAN LTD-A CZZ Claudio Freitas,CFADEAN FOODS CO DF Steve Ralston,CFA, TeamDEL MONTE FOODS DLM Steve Ralston,CFA, TeamDIAMOND FOODS DMND Steve Ralston,CFA, TeamREDDY ICE HLDGS FRZ Steve Ralston,CFA, TeamGENL MILLS GIS Steve Ralston,CFA, TeamHAIN CELESTIAL HAIN Steve Ralston,CFA, TeamHEINZ (HJ) CO HNZ Steve Ralston,CFA, TeamHERSHEY CO/THE HSY Steve Ralston,CFA, TeamKELLOGG CO K Steve Ralston,CFA, TeamKRAFT FOODS INC KFT Steve Ralston,CFA, TeamSANDERSON FARMS SAFM Steve Ralston,CFA, TeamSARA LEE SLE Steve Ralston,CFA, TeamSYNGENTA AG-ADR SYT Santiago Burgaleta,CFATEJON RANCH TRC Steve Ralston,CFA, TeamUNILEVER PLC UL Steve Ralston,CFA, TeamUNILEVER N V UN Steve Ralston,CFA, TeamFOOD/DRUG-RETAIL/WHOLESALE

Page 11: Equity Research Coverage Guide

ALLION HEALTHCR ALLI Chris KallosEINSTEIN NOAH BAGL Ann Northrop,CFABIOSCRIP INC BIOS Chris KallosBJ'S RESTAURANT BJRI Ann Northrop,CFABURGER KING HLD BKC Ann Northrop,CFABUFFALO WLD WNG BWLD Ann Northrop,CFAPAO ACUCAR-GDR CBD Claudio Freitas,CFACOSI INC COSI Ann Northrop,CFACALIF PIZZA KIT CPKI Ann Northrop,CFACVS CAREMARK CP CVS Steve Ralston,CFA, TeamFAMOUS DAVES DAVE Ann Northrop,CFADARDEN RESTRNT DRI Ann Northrop,CFABRINKER INTL EAT Ann Northrop,CFAGREEN MTN COFFE GMCR Steve Ralston,CFA, TeamJAMBA INC JMBA Ann Northrop,CFAKROGER CO KR Rob Plaza,CFAMCDONALDS CORP MCD Ann Northrop,CFAALLSCRIPTS HLTH MDRX Chris TitusMORTONS RESTRNT MRT Ann Northrop,CFAMCCORMICK&SCHMK MSSR Ann Northrop,CFANASH FINCH CO NAFC Rob Plaza,CFARITE AID CORP RAD Steve Ralston,CFA, TeamRED ROBIN GOURM RRGB Ann Northrop,CFASAFEWAY INC SWY Rob Plaza,CFAUTD NATURAL FDS UNFI Steve Ralston,CFA, TeamWALGREEN CO WAG Steve Ralston,CFA, TeamWENDYS/ARBYS GP WEN Ann Northrop,CFAWHOLE FOODS MKT WFMI Rob Plaza,CFAYUM! BRANDS INC YUM Ann Northrop,CFAHOME FURNISHING-APPLIANCEDTS INC DTSI Ann Northrop,CFAPANASONIC CORP PC Ian Gilson,PhD,CFA,Team KONINKLIJKE PHL PHG John SimonSELECT COMFORT SCSS Rob Plaza,CFASONY CORP ADR SNE Ian Gilson,PhD,CFA,Team INDUSTRIAL PRODUCTS-SERVICESCHINA FIRE&SEC CFSG Mario RicchioCINTAS CORP CTAS Mario RicchioCORRECTIONS CRP CXW Sean SmithFUSHI COPPERWLD FSIN Mario RicchioHOUSTON WIRE&CB HWCC Mario RicchioMETABOLIX INC MBLX Jason Napodano,CFA, TeamURS CORP URS John SimonVISTAPRINT LTD VPRT Sean SmithINSURANCEAMBAC FINL INC ABK Eric Rothmann TeamAMER PHYSCN CAP ACAP Eric Rothmann TeamACE LIMITED ACE Eric Rothmann TeamAEGON N.V. AEG Duong Vuong,CFAAFFIRM INS HLDG AFFM Eric Rothmann TeamAFLAC INC AFL Neena MishraASSURANT INC AIZ Eric Rothmann Team

Page 12: Equity Research Coverage Guide

AMERISAFE INC AMSF Neena MishraAON CORP AOC Neena MishraAXA SA -SP ADR AXA Duong Vuong,CFAAXIS CAP HLDGS AXS Eric Rothmann TeamALLIANZ AG-ADR AZ Duong Vuong,CFACATALYST HEALTH CHSI Tom ParkCONSECO INC CNO Neena MishraCASTLEPOINT HLD CPHL Eric Rothmann TeamDELPHI FINL GRP DFG Eric Rothmann TeamDONEGAL GRP -A DGICA Eric Rothmann TeamFPIC INSURANCE FPIC Neena MishraHALLMARK FINL HALL Eric Rothmann TeamHARTFORD FIN SV HIG Neena MishraIPC HLDGS LTD IPCR Eric Rothmann TeamLOEWS CORP L Eric Rothmann TeamCHINA LIFE INS LFC Neena MishraLINCOLN NATL-IN LNC Eric Rothmann TeamMBIA INC MBI Eric Rothmann TeamMETLIFE INC MET Neena MishraMANULIFE FINL MFC Eric Rothmann TeamMARSH &MCLENNAN MMC Neena MishraMONTPELIER RE MRH Eric Rothmann TeamMGIC INVSTMT CP MTG Eric Rothmann TeamMAX CAPITAL GRP MXGL Eric Rothmann TeamNATIONWIDE FIN NFS Eric Rothmann TeamPRINCIPAL FINL PFG Eric Rothmann TeamPROGRESSIVE COR PGR Eric Rothmann TeamPMI GROUP PMI Neena MishraPHOENIX CMPNIES PNX Eric Rothmann TeamPROASSURANCE CP PRA Neena MishraPARTNERRE LTD PRE Neena MishraEVEREST RE LTD RE Eric Rothmann TeamREINSURANCE GRP RGA.A Eric Rothmann TeamRLI CORP RLI Eric Rothmann TeamRENAISSANCERE RNR Neena MishraSCOR ADR SCRYY Neena MishraSEABRIGHT INSUR SEAB Eric Rothmann TeamSTANCORP FNL CP SFG Eric Rothmann TeamSTATE AUTO FINL STFC Eric Rothmann TeamTOKIO MARINE HL TKOMY Eric Rothmann TeamTORCHMARK CORP TMK Eric Rothmann TeamUNUM GROUP UNM Eric Rothmann TeamBERKLEY (WR) CP WRB Eric Rothmann TeamWILLIS GP HLDGS WSH Eric Rothmann TeamXL CAP LTD-A XL Eric Rothmann Team

INTERACTIVE BRK IBKR Neena MishraINVESCO LTD IVZ Neena MishraNOMURA HLDG-ADR NMRSCHWAB(CHAS) SCHW Neena MishraWADDELL&REED -A WDR Neena Mishra

INVEST BKRS-MGRS

LEISURE SERVICE

Page 13: Equity Research Coverage Guide

CARNIVAL CORP CCL Sean SmithCHURCHILL DOWNS CHDN Sean SmithCARMIKE CINEMA CKEC Sean SmithTOWN SPORTS INT CLUB Sean SmithCARNIVAL PLC CUK Sean SmithSTARWOOD HOTELS HOT Sean SmithINTERSTATE HTLS IHR Sean SmithMARRIOTT INTL-A MAR Sean SmithMONARCH CASINO MCRI Sean SmithROYAL CARIBBEAN RCL Sean SmithMACHINERYAGCO CORP AG Mario RicchioASTEC INDS INC ASTE Mario RicchioCATERPILLAR INC CAT Mario RicchioDOVER CORP DOV Mario RicchioFLOWSERVE CORP FLS Mario RicchioGRAINGER W W GWW Mario RicchioINGERSOLL RAND IR Mario RicchioJOY GLOBAL INC JOYG Neil MalkinLINCOLN ELECTRC LECO Mario RicchioLINDSAY CORP LNN Mario RicchioMANITOWOC INC MTW Mario RicchioSTRATASYS INC SSYS Mario RicchioTEREX CORP TEX Mario RicchioMACHINERY-ELECTRICALRASER TECH INC RZ Jon Kolb TeamMEDIACBS CORP CBS Ann Northrop,CFACUMULUS MEDIA CMLS Ann Northrop,CFACOX RADIO INC CXR Ann Northrop,CFADIRECTV GRP INC DTV Ann Northrop,CFAEMMIS COMM CL A EMMS Ann Northrop,CFAENTERCOM COMMUN ETM Ann Northrop,CFALIBERTY GLBL-A LBTYA Ann Northrop,CFALIONS GATE ETMT LGF Ann Northrop,CFALIBERTY M INT-A LINTA Ann Northrop,CFANET SVCS DE COM NETC Claudio Freitas,CFAROGERS COMM CLB RCI Ann Northrop,CFARADIO ONE -CL D ROIAK Ann Northrop,CFASHAW COMMS-CL B SJR Ann Northrop,CFATIVO INC TIVO Ann Northrop,CFAGRUPO TELEVISA TV Claudio Freitas,CFAVIRGIN MEDIA VMED Ann Northrop,CFAMEDICAL CAREAETNA INC-NEW AET Chris KallosAMERIGROUP CORP AGP Chris KallosALLIANCE IMAGNG AIQ Chris KallosAMSURG CORP AMSG Chris KallosCHEMED CORP CHE Chris KallosCOVENTRY HLTHCR CVH Chris KallosCOMMNTY HLTH SY CYH Chris KallosDAVITA INC DVA Chris Kallos

Page 14: Equity Research Coverage Guide

EMERGENCY MEDIC EMS Chris KallosGENTIVA HEALTH GTIV Chris KallosHEALTHSOUTH CP HLS Chris KallosHEALTH NET INC HNT Chris KallosHUMANA INC NEW HUM Chris KallosMEDCO HLTH SOL MHS Chris KallosMOLINA HLTHCR MOH Chris KallosNOVAMED INC NOVA Chris KallosODYSSEY HLTHCR ODSY Chris KallosUNIVL HLTH SVCS UHS Chris KallosWELLPOINT INC WLP Chris KallosMEDICAL PRODUCTSABAXIS INC ABAX Chris TitusABIOMED INC ABMD Chris TitusANIMAL HLTH INT AHII Chris KallosALIGN TECH INC ALGN Chris TitusAMAG PHARMA INC AMAG Grant Zeng,CFAAMER MED SYS AMMD Chris TitusANGIODYNAMICS ANGO Chris TitusACCURAY INC ARAY Tom ParkARADIGM CORP ARDM Jason Napodano,CFA, TeamARTHROCARE CORP ARTC Chris TitusATRICURE INC ATRC Tom ParkATS MEDICAL INC ATSI Chris TitusBAXTER INTL BAX Chris TitusBARD C R INC BCR Chris TitusBECTON DICKINSO BDX Chris TitusIMMUCOR BLUD Tom ParkBIOSPHERE MED BSMD Tom ParkBOSTON SCIENTIF BSX Tom ParkCONMED CORP CNMD Chris TitusCEPHEID INC CPHD Tom ParkCRYOLIFE INC CRY Tom ParkCYBERONICS INC CYBX Tom ParkDEXCOM INC DXCM Chris KallosECLIPSYS CORP ECLP Tom ParkSYNERON MED LTD ELOS Chris TitusEMAGEON INC EMAG Tom ParkEV3 INC EVVV Chris TitusADV MED OPTICS EYE Tom ParkHAEMONETICS CP HAE Chris TitusHOME DIAGNOSTIC HDIX Chris TitusHANGER ORTHOPED HGR Chris TitusHOLOGIC INC HOLX Tom ParkHOSPIRA INC HSP Tom ParkI-FLOW CORP IFLO Tom ParkINTUITIVE SURG ISRG Tom ParkMEDTRONIC MDT Chris TitusMICRUS CORP MEND Tom ParkMENTOR CORP MNT Tom ParkMERGE HEALTHCAR MRGE Chris TitusMWI VET SUPPLY MWIV Tom Park

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NEUROMETRIX INC NURO Chris TitusOMNICELL INC OMCL Chris TitusQUALITY SYS QSII Tom ParkSYMMETRY MEDICL SMA Chris TitusSONIC INNOVATNS SNCI Tom ParkSMITH & NEPHEW SNN Duong Vuong,CFASURMODICS SRDX Grant Zeng,CFAST JUDE MEDICAL STJ Chris TitusSTRYKER CORP SYK Chris TitusTRANS1 INC TSON Chris TitusVITAL SIGNS VITL Chris TitusVNUS MED TECH VNUS Chris TitusVOLCANO CORP VOLC Tom ParkVITAL IMAGES VTAL Tom ParkWRIGHT MEDICAL WMGI Chris TitusXTENT INC XTNT Chris TitusZIMMER HOLDINGS ZMH Chris TitusZOLL MEDICAL CO ZOLL Tom ParkMETALS-NON FERROUSANGLO AMER -PLC AAUK Duong Vuong,CFABARRICK GOLD CP ABX Paul Raman, CFA,TeamALUMINUM CP-ADR ACH Paul Raman, CFA,TeamAGNICO EAGLE AEM Mario RicchioBHP BILLITN LTD BHP Mario RicchioCENTURY ALUM CO CENX Mario RicchioDRDGOLD LTD DROOY Paul Raman, CFA,TeamFREEPT MC COP-B FCX Mario RicchioHARMONY GOLD HMY Paul Raman, CFA,TeamKINROSS GOLD KGC Paul Raman, CFA,TeamNEWMONT MINING NEM Paul Raman, CFA,TeamVALE RIO DO-ADR RIO Claudio Freitas,CFARIO TINTO-ADR RTP Mario RicchioMISC TECHNOLOGYABB LTD-ADR ABB John SimonASML HOLDING NV ASML Ken Nagy,CFAAVANEX CORP AVNXCALIPER LIFE SC CALP Tom ParkCIENA CORP CIEN Ian Gilson,PhD,CFA,Team CUTERA INC CUTR Chris TitusCYMER INC CYMI Ken Nagy,CFAELECTROGLAS INC EGLS Ken Nagy,CFAEAGLE TEST SYS EGLT Ken Nagy,CFAFINISAR CORP FNSR Ian Gilson,PhD,CFA,Team INTEVAC INC IVAC Ian Gilson,PhD,CFA,Team OPLINK COMMNCTN OPLK Abdul SalehOPNEXT INC OPXT Abdul SalehROCKWELL AUTOMT ROK Mario RicchioRUDOLPH TECH RTEC Ken Nagy,CFASYCAMORE NTWKS SCMR David Weissman,CFA TeamSILICONWARE-ADR SPIL John SimonSPECTRANETICS SPNC Tom ParkTESSERA TEC INC TSRA Ken Nagy,CFA

Page 16: Equity Research Coverage Guide

ULTRA CLEAN HLD UCTT Ken Nagy,CFAVARIAN SEMI VSEA Ken Nagy,CFANONFOOD RETAIL-WHOLESALEADVANCE AUTO PT AAP Paul Raman, CFA,TeamAUTONATION INC AN Paul Raman, CFA,TeamAUTOZONE INC AZO Paul Raman, CFA,TeamBEACON ROOFING BECN Mario RicchioBIG 5 SPORTING BGFV Rob Plaza,CFABJ'S WHOLESALE BJ Rob Plaza,CFABUILDERS FIRSTS BLDR Rob Plaza,CFACABELAS INC CAB Rob Plaza,CFACACHE INC CACH Rob Plaza,CFACHARLOTTE RUSSE CHIC Rob Plaza,CFACOST PLUS INC CPWM Rob Plaza,CFACITI TRENDS INC CTRN Rob Plaza,CFACTRIP.COM INTL CTRP Rob Plaza,CFADILLARDS INC-A DDS Rob Plaza,CFADRUGSTORE.COM DSCM Rob Plaza,CFAEBAY INC EBAY Rob Plaza,CFAFREDS INC FRED Rob Plaza,CFAGAMESTOP CORP GME Rob Plaza,CFAGANDER MTN CO GMTN Rob Plaza,CFAHHGREGG INC HGG Rob Plaza,CFAHIBBET SPORTS HIBB Rob Plaza,CFAINGRAM MICRO IM Rob Plaza,CFAPENNEY (JC) INC JCP Rob Plaza,CFANORDSTROM INC JWN Rob Plaza,CFAKIRKLANDS INC KIRK Rob Plaza,CFACARMAX GP (CC) KMX Paul Raman, CFA,TeamLOOPNET INC LOOP Sean SmithO REILLY AUTO ORLY Paul Raman, CFA,TeamOVERSTOCK.COM OSTK Rob Plaza,CFAPENSKE AUTO GRP PAG Paul Raman, CFA,TeamPRICELINE.COM PCLN Rob Plaza,CFAPETSMART INC PETM Rob Plaza,CFAPETMED EXPRESS PETS Rob Plaza,CFAUS AUTO PARTS PRTS Rob Plaza,CFAREGIS CORP/MN RGS Sean SmithSCHOOL SPECIALT SCHS Rob Plaza,CFASAKS INC SKS Rob Plaza,CFATECH DATA CORP TECD Rob Plaza,CFATRACTOR SUPPLY TSCO Rob Plaza,CFAWET SEAL INC -A WTSLA Rob Plaza,CFAZUMIEZ INC ZUMZ Rob Plaza,CFAOIL MACHINERY-SERVICES-DRILLINGACERGY SA ACGY Sheraz Mian,TeamBAKER-HUGHES BHI Sheraz Mian,TeamBJ SERVICES BJS Sheraz Mian,TeamCAMERON INTL CAM Sheraz Mian,TeamCORE LABS NV CLB Sheraz Mian,TeamDIAMOND OFFSHOR DO Sheraz Mian,TeamDRIL-QUIP INC DRQ Sheraz Mian,Team

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ENSCO INTL INC ESV Sheraz Mian,TeamGREY WOLF INC GW Sheraz Mian,TeamHALLIBURTON CO HAL Sheraz Mian,TeamNABORS IND NBR Sheraz Mian,TeamNATL OILWELL VR NOV Sheraz Mian,TeamPRIDE INTL INC PDE Sheraz Mian,TeamPATTERSON-UTI PTEN Sheraz Mian,TeamTRANSOCEAN INC RIG Sheraz Mian,TeamSMITH INTL SII Sheraz Mian,TeamSCHLUMBERGER LT SLB Sheraz Mian,TeamWEATHERFORD INT WFT Sheraz Mian,TeamOIL&GAS PRODUCTION-PIPELINEBUCKEYE PARTNRS BPL Neil MalkinENBRIDGE EGY PT EEP Sheraz Mian,TeamEL PASO CORP EP Neil MalkinENTERPRISE PROD EPD Sheraz Mian,TeamENERGY TRAN PTR ETP Sheraz Mian,TeamKINDER MORG ENG KMP Sheraz Mian,TeamMAGELLAN MDSTRM MMP Sheraz Mian,TeamNUSTAR ENERGY NS Sheraz Mian,TeamTC PIPELINES TCLP Sheraz Mian,TeamTEPPCO PARTNERS TPP Neil MalkinULTRAPAR PA-ADR UGP Claudio Freitas,CFAWILLIAMS COS WMB Sheraz Mian,TeamOIL-EXPLORATION&PRODUCTIONAMER OIL & GAS AEZ Neil MalkinCHESAPEAKE ENGY CHK Sheraz Mian,TeamCABOT OIL & GAS COG Sheraz Mian,TeamCOMSTOCK RESOUR CRK Sheraz Mian,TeamWILLIAMS(C)ENGY CWEI Neil MalkinDOUBLE EAGLE PE DBLE Neil MalkinDENBURY RES INC DNR Sheraz Mian,TeamENCANA CORP ECA Sheraz Mian,TeamEOG RES INC EOG Sheraz Mian,TeamFOREST OIL CORP FST Sheraz Mian,TeamKODIAK OIL&GAS KOG Neil MalkinQUICKSILVER RES KWK Neil MalkinNEWFIELD EXPL NFX Sheraz Mian,TeamNEXEN INC NXY Sheraz Mian,TeamPETROLEUM DEVL PETD Neil MalkinPLAINS EXPL&PRD PXP Neil MalkinSTONE ENERGY CP SGY Sheraz Mian,TeamWARREN RSRCS WRES Neil MalkinXTO ENERGY INC XTO Sheraz Mian,TeamOIL-INTEGRATEDCNOOC LTD ADR CEO Sheraz Mian,TeamCONOCOPHILLIPS COP Sheraz Mian,TeamCHEVRON CORP CVX Sheraz Mian,TeamENI SPA-ADR E Santiago Burgaleta,CFAHESS CORP HES Sheraz Mian,TeamMARATHON OIL CP MRO Sheraz Mian,TeamMARKWEST EGY PT MWE Sheraz Mian,Team

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PETROBRAS-ADR C PBR Claudio Freitas,CFAPETROCHINA ADR PTR Sheraz Mian,TeamROYAL DTCH SH-A RDS.A Sheraz Mian,TeamREPSOL SA-ADR REP Sheraz Mian,TeamCHINA PETRO&CHM SNP Sheraz Mian,TeamSTATOIL ASA-ADR STO Sheraz Mian,TeamTOTAL FINA SA TOT Santiago Burgaleta,CFAEXXON MOBIL CRP XOM Sheraz Mian,TeamOIL-MISCFERRELLGAS -LP FGP Neil MalkinSUNOCO LOGISTIC SXL Sheraz Mian,TeamSYNTHESIS ENRGY SYMX Neil MalkinTESORO CORP TSO Sheraz Mian,TeamVALERO ENERGY VLO Sheraz Mian,TeamOTHER CONSUMER DISCRETIONARYATA INC-ADR ATAI Sean SmithCHINAEDU CP-ADR CEDU Steve Ralston,CFA,Team CENTRAL GARDEN CENT Steve Ralston,CFA,Team CAPELLA EDUCATN CPLA Steve Ralston,CFA,Team DEVRY INC DV Steve Ralston,CFA, TeamITT EDUCATIONAL ESI Steve Ralston,CFA, TeamHASBRO INC HAS Sean SmithJAKKS PACIFIC JAKK Sean SmithLAMAR ADVER CO LAMR Steve Ralston,CFA, TeamLEAPFROG ENTRPS LF Steve Ralston,CFA, TeamMATTEL INC MAT Sean SmithMARVEL ENTERTMT MVL Ann Northrop,CFAOMNICOM GRP OMC Steve Ralston,CFA, TeamPOOL CORP POOL Sean SmithRC2 CORP RCRC Sean SmithRH DONNELLY CRP RHD Sean SmithSNAP-ON INC SNA Steve Ralston,CFA, TeamSTRAYER EDUC STRA Steve Ralston,CFA, TeamUNIVL TECH INST UTI Steve Ralston,CFA, TeamWPP GRP PLC WPPGY Duong Vuong,CFAPAPERARACRUZ CEL-ADR ARA Claudio Freitas,CFASAPPI LTD -ADR SPP Mario RicchioVOTORANTIM CEL VCP Claudio Freitas,CFAPHOTO EQUIPMENT & SUPPLIESFUJI PHOTO FILM FUJI Sean SmithPOLLUTION CONTROLCALGON CARBON CCC Paul Raman, CFA,TeamHERITAGE-CRYSTL HCCI Mario RicchioPUBLISHING51JOBS INC-ADR JOBS Sean SmithJOURNAL COMM-A JRN Ann Northrop,CFAMEREDITH CORP MDP Ann Northrop,CFAMCGRAW-HILL COS MHP Ann Northrop,CFAMCCLATCHY CO-A MNI Ann Northrop,CFAMARTHA STWT LIV MSO Ann Northrop,CFANEWS CORP INC NWS Chris Kallos

Page 19: Equity Research Coverage Guide

PRIMEDIA INC PRM Ann Northrop,CFAEW SCRIPPS CO SSP Ann Northrop,CFAWASHINGTON POST WPO Ann Northrop,CFAREAL ESTATEAMER CAP AGENCY AGNC Greg SukenikANTHRACITE CAP AHR Greg SukenikAPARTMENT INVT AIV Greg SukenikAMB PROPERTY AMB Greg SukenikAVALONBAY CMMTY AVB Greg SukenikBRE PROPERTIES BRE Greg SukenikBOSTON PPTYS BXP Greg SukenikMACK CALI CORP CLI Greg SukenikCARE INVESTMENT CRE Greg SukenikCOUSIN PROP INC CUZ Greg SukenikDEV DIVERFD RLT DDR Greg SukenikDUKE REALTY CP DRE Greg SukenikEQUITY RESIDENT EQR Greg SukenikFED RLTY INV FRT Greg SukenikFRANKLIN ST PPT FSP Greg SukenikGAFISA SA-ADR GFA Claudio Freitas,CFAGENL GRWTH PPTY GGP Greg SukenikHCP INC HCP Greg SukenikHIGHWOODS PPTYS HIW Greg SukenikHILLTOP HLDGS HTH Neena MishraINVESTORS RL ES IRET Greg SukenikJONES LANG LASL JLL Greg SukenikST JOE CO JOE Greg SukenikKIMCO REALTY CO KIM Greg SukenikLIBERTY PPTY TR LRY Greg SukenikMID-AMERICA APT MAA Greg SukenikMACERICH CO MAC Greg SukenikMAGUIRE PPTYS MPG Greg SukenikNEWCASTLE INV NCT Greg SukenikNTWDE HEALTH PR NHP Greg SukenikPROLOGIS PLD Greg SukenikPOST PPTYS INC PPS Greg SukenikPUBLIC STORAGE PSA Greg SukenikPS BUSINESS PKS PSB Greg SukenikRAIT FINL TRUST RAS Greg SukenikREGENCY CTRS CP REG Greg SukenikRESOURCE CAPITL RSO Greg SukenikSIMON PROPERTY SPG Greg SukenikTAUBMAN CENTERS TCO Greg SukenikTHORNBURG MTG TMA Greg SukenikUDR INC UDR Greg SukenikVORNADO RLTY TR VNO Greg SukenikSOAPS-COSMETICSAVON PRODS INC AVP Steve Ralston,CFA, TeamCOLGATE PALMOLI CL Steve Ralston,CFA, TeamESTEE LAUDER EL Steve Ralston,CFA, TeamPHYSICIANS FORM FACE Steve Ralston,CFA, TeamINTER PARFUMS IPAR Steve Ralston,CFA, Team

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PROCTER & GAMBL PG Steve Ralston,CFA, TeamSTEELAK STEEL HLDG AKS Paul Raman, CFA,TeamCLEVELAND CLIFF CLF Paul Raman, CFA,TeamGERDAU SA ADR GGB Claudio Freitas,CFAMECHEL STEEL GP MTL Paul Raman, CFA,TeamNUCOR CORP NUE Paul Raman, CFA,TeamPOSCO-ADR PKX Mario RicchioCIA SIDERUR-ADR SID Claudio Freitas,CFAUTD STATES STL X Paul Raman, CFA,TeamTELECOMMUNICATIONS EQUIPMENTADC TELECOMM ADCT David Weissman,CFA TeamALCATEL ADS ALU John SimonANAREN INC ANEN David Weissman,CFA TeamARRIS GROUP INC ARRS David Weissman,CFA TeamCALLWAVE INC CALL David Weissman,CFA TeamBRIGHTPOINT INC CELL David Weissman,CFA TeamAMDOCS LTD DOX David Weissman,CFA TeamERICSSON LM ADR ERIC John SimonCHINA GRENTECH GRRF Ken Nagy,CFAINTERDIGITL INC IDCC David Weissman,CFA TeamJUNIPER NETWRKS JNPR Ian Gilson,PhD,CFA,Team MOTOROLA INC MOT David Weissman,CFA TeamNMS COMMUN CORP NMSS David Weissman,CFA TeamNORTEL NETWORKS NT David Weissman,CFA TeamPALM INC PALM Ian Gilson,PhD,CFAPOLYCOM INC PLCM David Weissman,CFA TeamQUALCOMM INC QCOM David Weissman,CFA TeamRESEARCH IN MOT RIMM David Weissman,CFA TeamSOAPSTONE NTWRK SOAP Ian Gilson,PhD,CFA,Team TEKELEC INC TKLC David Weissman,CFA TeamTOLLGRADE COMM TLGD David Weissman,CFA TeamUTSTARCOM INC UTSI David Weissman,CFA TeamWESTELL TECH-A WSTL David Weissman,CFA TeamTELECOMMUNICATIONS SERVICESAMER TOWER CORP AMT David Weissman,CFA TeamAMER MOVIL-ADR AMX David Weissman,CFA TeamCINCINNATI BELL CBB David Weissman,CFA TeamCROWN CASTLE CCI David Weissman,CFA TeamCHINA MOBLE-ADR CHL David Weissman,CFA TeamCENTENNIAL COMM CYCL David Weissman,CFA TeamNTT DOCOMO -ADR DCM David Weissman,CFA TeamDEUTSCHE TELKOM DT David Weissman,CFA Team8X8 INC EGHT David Weissman,CFA TeamEMBARQ CORP EQ David Weissman,CFA TeamHURRAY HLDG-ADR HRAY David Weissman,CFA TeamLINKTONE LTD LTON David Weissman,CFA TeamMOBILE TELE-ADR MBT David Weissman,CFA TeamMILLICOM INTL MICC David Weissman,CFA TeamNII HLDGS-CL B NIHD David Weissman,CFA TeamORBCOMM INC ORBC David Weissman,CFA TeamPARKERVISION PRKR David Weissman,CFA Team

Page 21: Equity Research Coverage Guide

SPRINT NEXTEL S David Weissman,CFA TeamSK TELECOM CO SKM David Weissman,CFA TeamAT&T INC T David Weissman,CFA TeamTURKCELL IL-ADR TKC John SimonTELEMIG CEL ADR TMB Claudio Freitas,CFATELECELULAR ADR TSU Claudio Freitas,CFATW TELECOM INC TWTC David Weissman,CFA TeamUS CELLULAR USM David Weissman,CFA TeamVIMPEL-COMM-ADR VIP David Weissman,CFA TeamVIVO PARTICIPAC VIV Claudio Freitas,CFAVODAFONE GP PLC VOD David Weissman,CFA TeamVERIZON COMM VZ David Weissman,CFA TeamTOBACCOALTRIA GROUP MO Steve Ralston,CFA, TeamPHILIP MORRIS PM Steve Ralston,CFA, TeamREYNOLDS AMER RAI Steve Ralston,CFA, TeamUST INC UST Steve Ralston,CFA, TeamTRANSPORTATIONGRUPO AEROP-ADR ASR Claudio Freitas,CFABURLNGTN NSF CP BNI Ann Heffron,CFA,TeamCAI INTL INC CAP Ann Heffron,CFA,TeamCDN NATL RY CO CNI Ann Heffron,CFA,TeamCDN PAC RLWY CP Ann Heffron,CFA,TeamCSX CORP CSX Ann Heffron,CFA,TeamDRYSHIPS INC DRYS Ann Heffron,CFA,TeamEUROSEAS LTD ESEA Ann Heffron,CFA,TeamEXCEL MARITIME EXM Ann Heffron,CFA,TeamGATX CORP GMT Ann Heffron,CFA,TeamNORFOLK SOUTHRN NSC Ann Heffron,CFA,TeamGRUPO AEROP-ADS OMAB Claudio Freitas,CFAOVERSEAS SHIPHO OSG Ann Heffron,CFA,TeamGRUPO AEROP-PAC PAC Claudio Freitas,CFASTAR BULK CARRS SBLK Ann Heffron,CFA,TeamTEEKAY CORP TK Ann Heffron,CFA,TeamAMERCO INC UHAL Ian Gilson,PhD,CFA,Team UNION PAC CORP UNP Ann Heffron,CFA,TeamWERNER ENTRPRS WERN Ann Heffron,CFA,TeamTRANSPORTATION-AIRCHINA EASTN-ADR CEA Ann Heffron,CFA,TeamFEDEX CORP FDX Ann Heffron,CFA,TeamGOL LINHAS-ADR GOL Claudio Freitas,CFALAN CHILE-ADR LFL Claudio Freitas,CFATAM SA-ADR TAM Claudio Freitas,CFAUAL CORP UAUA Ann Heffron,CFA,TeamUTD PARCEL SRVC UPS Ann Heffron,CFA,TeamCHINA SOUTH-ADR ZNH Ann Heffron,CFA,TeamUTILITY-ELEC PWRAMER ELEC PWR AEP Jon Kolb TeamALLEGHENY ENGY AYE Jon Kolb TeamCEMIG SA -ADR CIG Claudio Freitas,CFACPFL ENERGI-ADR CPL Claudio Freitas,CFADPL INC DPL Jon Kolb Team

Page 22: Equity Research Coverage Guide

CONSOL EDISON ED Jon Kolb TeamEDISON INTL EIX Jon Kolb TeamCOPEL-ADR PR B ELP Claudio Freitas,CFAENTERGY CORP ETR Jon Kolb TeamHAWAIIAN ELEC HE Jon Kolb TeamHUANENG POWER HNP Jon Kolb TeamKOREA ELEC PWR KEP Jon Kolb TeamPG&E CORP PCG Jon Kolb TeamPUBLIC SV ENTRP PEG Jon Kolb TeamPUGET ENERGY PSD Jon Kolb TeamUTILITY-GAS DISTRSEMPRA ENERGY SRE Jon Kolb TeamUTILITY-TELEPHONEBCE INC BCE David Weissman,CFA TeamBRASIL TELE-ADR BRP Claudio Freitas,CFABT GRP PLC-ADR BT John SimonCHINA TELCM-ADR CHA David Weissman,CFA TeamCHUNGHWA TELECM CHT David Weissman,CFA TeamCHINA UNICOM CHU David Weissman,CFA TeamTELECOM CHILE CTC David Weissman,CFA TeamCENTURYTEL INC CTL David Weissman,CFA TeamFRANCE TELE-ADR FTE Santiago Burgaleta,CFAFRONTIER COMMUN FTR David Weissman,CFA TeamKOREA TELE-ADR KTC David Weissman,CFA TeamNIPPON TELE-ADR NTT David Weissman,CFA TeamPHILIPPINE TEL PHI Peter ChuaTELEPHONE &DATA TDS David Weissman,CFA TeamTELEFONICA S.A. TEF David Weissman,CFA TeamTELECOM ARGENTI TEO David Weissman,CFA TeamTELECOM ITA-ADR TI David Weissman,CFA TeamTELMEX INTL-ADR TII Claudio Freitas,CFATELEKOMUNIK-ADR TLK David Weissman,CFA TeamTELMEX ADR-CL L TMX Claudio Freitas,CFATELENORTE L ADR TNE Claudio Freitas,CFATELESP PART ADR TSP Claudio Freitas,CFATELUS CORP TU David Weissman,CFA TeamUTILITY-WATER SUPPLYSABESP -ADR SBS Claudio Freitas,CFA