Consumer >> Sector Roundtables >> October 26, 1998
JOHN M. O'NEIL is an Executive Director at UBS Warburg. He was
previously associated with BT Alex. Brown and Oppenheimer & Co. Mr.
O'Neil has been cited for his stock picking and earnings estimate
accuracy. He is quoted in trade journals and has provided televised
industry commentary on CNN and CNBC. Mr. O'Neil has been a featured
speaker at the World Wide Food Expo, the IDFA Dairy Forum and the GNPD
New Products Conference, and he also is a member of CAGNY, the consumer
analyst group of New York. He received an MBA from Georgetown
University, studied International Finance at Oxford University and
graduated from Dartmouth College with a double major in Economics and
Government. In his spare time he enjoys hiking and adventure traveling. Profile
JEFFREY G. KANTER is a Senior Food Analyst and Vice President with
Prudential Securities. Previously, he was associated with Salomon
Brothers and Smith Barney. Mr. Lazar holds a Bachelor's degree from SUNY
at Oswego and an MBA from Fordham University. A Chartered Financial
Analyst, he is a member of the NYSSA and the Consumer Analyst Group of
New York. Mr. Kanter is married and enjoys triathlons and road bike
racing in his free time. He is also a member of the United States
Cycling Federation. Profile
ANDREW LAZAR is a Research Analyst in the Packaged Food Sector at Lehman
Brothers. Previously, he was associated with Unilever in strategic
planning and with Mars and Company in management consulting. A member of
the Consumer Analyst Group of New York, Mr. Lazar received his
Bachelor's degree in Finance from the Wharton School of the University
of Pennsylvania and an MBA from the Columbia School of Business. Mr.
Lazar is married, has one daughter, and includes sports and travel among
his personal interests. Profile
TWST: We should start with the review of the performance of the brandsand packaged food stocks in 1998, year to date. To what extent have
these stocks moved with the overall market?
Mr.