Consumer >> Sector Roundtables >> September 2, 2002
WILLIAM WARMINGTON JR., a Director in the Equity Research
Department at SunTrust Robinson Humphrey, covers the advertising
and marketing services universe within the media sector and the
marketing and information services universe within the business
and technology services sector. He was ranked the number two
stock picker (out of 43 analysts) in The Wall Street Journal's
Best of the Street Analysts Survey in June 2002 for the general
industrial services category. He received honorable mentions in
the annual Institutional Investor survey in two categories:
advertising agencies and marketing services (2001) and business
and professional services (2000 and 2001), and he was named in
the 2000 Reuters Survey. He has appeared on CNBC, Bloomberg TV,
and in publications such as The Wall Street Journal, The New York
Times, The Financial Times, Barron's, Advertising Age, Credit
Card Management, and Credit Risk & Collections magazine. Prior to
joining SunTrust Robinson Humphrey in February 1998, he worked in
equity research at Alex. Brown and in corporate banking at Chase
Manhattan and Brown Brothers Harriman. He has a BA in History
from Brown University. Profile
DAVID DOFT is an Executive Director and Senior Analyst at CIBC World
Markets specializing in the Advertising & Marketing Services industry.
Before researching the Advertising & Marketing Services industry in
1998, Mr. Doft specialized in entertainment and cable television. In the
past he has been recognized on The Wall Street Journal Analyst All Star
Team, the Reuters Survey of Investment Research, and has consistently
ranked among the top analysts in the annual Institutional Investor poll
for the Advertising & Marketing Services sector. Before joining CIBC
World Markets, Mr. Doft was a Managing Director covering the Advertising
& Marketing Services sector at ABN Amro Securities and its predecessors
ING Barings and Furman Selz. Mr. Doft also provided coverage of retail
companies at Donaldson, Lufkin & Jenerette Securities Corporation. Mr.
Doft has a Bachelor of Science in Economics with a major in Finance from
The Wharton School of the University of Pennsylvania and is a graduate
of the Horace Mann School. Profile
TWST: David, would you start by telling us how you view the stateof the advertising and market services industry today? What are
the indicators that you monitor most closely and what are