Industry & Services >> Sector Roundtables >> December 2, 2002
JAMES F. WILSON, CFA, is a Managing Director at JMP Securities.
He was previously associated with Jefferies & Company and
Montgomery Securities. From 1986 to 1989, Mr. Wilson followed
stocks in the financial services, business services and real
estate industries as a Research Analyst at Sutro & Company. He
received a BA in Economics from Whitman College. Profile
DAVID L. JARRETT joined the U.S. Equity Research Depart-ment of
Credit Lyonnais Securities in June 2000 as a Vice President,
Senior Analyst covering the consumer sector, inclusive of
building and building products. Prior to joining Credit Lyonnais,
Mr. Jarrett covered the business service companies at Josephthal
& Co. From 1993 to 1996, while at Gerard Klauer Mattison & Co.,
Mr. Jarrett was the Special Situations Analyst where he
successfully completed two investment banking deals ' an IPO and
a secondary offering. In the 1980s he successively worked at
A.G. Becker, Paribas, Tucker Anthony & R.L. Day, and Dean Witter
as a Special Situations Analyst. He began his sell-side career
in the early 1970s at Goldman Sachs where he did research on
investment banking clients for 11 years. Mr. Jarrett holds a
Bachelor of Science degree in Business from the University of
Colorado. Profile
TWST: Homebuilding is in one of the few sectors that have donewell this year. Jim, how has it managed to stay such a hot growth
area?
Mr. Wilson: I think it's been a combination of factors.