Consumer >> Sector Roundtables >> May 19, 2003
MARK D. KALINOWSKI, a Director at Smith Barney, began covering the
restaurant industry in March 2000. Prior to this he assisted in covering
the photography and imaging industry for Smith Barney from May 1996
until November 1999. In 2001, He was cited as a Next Generation analyst
by Institutional Investor magazine, which highlights the best up and
coming analysts on Wall Street. In 2002, Institutional Investor awarded
him a ranked position, as a Runner-Up within the restaurant category.
Also, together with Michael Rietbrock, lodging analyst at Smith Barney,
Mr. Kalinowski was voted number one in the 2001 Reuters survey in the
hotels, restaurants and leisure category. He secured his Master's in
Business Administration degree and Bachelor's of Science in Mechanical
Engineering degree from the University of Michigan. Profile
JANICE L. MEYER is a Managing Director at Credit Suisse First Boston
Equity Research Group, where she focuses on the restaurant sector. She
joined the firm from Donaldson, Lufkin & Jenrette, which CSFB acquired
in November 2000, where she was a Vice President in DLJ's Equity
Research group. Prior to joining DLJ, she was at Prudential Securities
from 1991 to 1996. Ms. Meyer has been named to the Institutional
Investor All-America Research Team for restaurants 10 times. She has
been ranked number one for four of the last eight years. Ms. Meyer, a
Chartered Financial Analyst, is also a member of the New York Society of
Security Analysts. She has a BS in Accounting from the State University
of New York at Albany and an MBA in Finance from Northeastern
University. Profile
HOWARD PENNEY, an Analyst with SunTrust Robinson Humphrey Capital
Markets, covers restaurants and small cap strategy. Prior to joining the
firm, he was with Wyper Capital, where he worked for the past year.
Prior to joining Wyper Capital, he was an Analyst at Morgan Stanley for
14 years, covering the restaurant industry. He also became the Small Cap
Strategist in conjunction with his duties as a Restaurant Analyst. In
2000, he received rankings in two sectors in the Institutional Investor
poll, both restaurants and small cap companies. In 1998, he was the
number one ranked Restaurant Analyst, according to Institutional
Investor. He holds a BA in Business Administration from Florida Southern
College. Profile
TWST: Janice, how have these stocks done over the past six months inlight of the war and the generally lousy economy?
Ms. Meyer: I'd like to take a little longer time frame than that