Technology >> Sector Roundtables >> August 10, 2009
Jennifer Fritzsche is a Managing Director in the equity research department at
Wells Fargo Securities, LLC, where she focuses on the telecommunications
services sector. She started in telecom equity research in 1996 with EVEREN
Securities. At EVEREN, she was promoted to Senior Analyst after serving two
years as an Associate Analyst on the telecom research team. In 1999, She joined
the First Union/Wachovia research platform following First Union's acquisition
of EVEREN. In 2000, she tied for second in the Best Up and Comers category in
Institutional Investor's annual vote. She was ranked eighth (of 60 firms) in the
Reuters 2001 Survey of Fund Managers in the category of wireless telecom
services and was selected as the top wireless analyst by Starmine, a leading
provider of objective ratings of equity securities analysts. In 2004, she placed
sixth on the Top Ten Analyst list in the annual Forbes.com Wall Street's Top
Analysts annual stock-picking survey. Also in 2004, she placed second among
wireless services analysts in The Wall Street Journal Best of the Street survey.
More recently, for 2006, Forbes magazine recognized Ms. Fritzsche and her team
as the number one stock picker in the wireless industry, and number two stock
picker for the wireline industry. She was also ranked number two overall on the
Top Ten Analyst list in the annual Forbes.com Wall Street's Top Analysts annual
stock-picking survey for 2006. Within this survey, she was recognized as one of
the top 10 stock pickers from a universe of 4,500 sellside analysts across all
industry sectors. Most recently, in May 2007, she was recognized as the number
two wireless analyst for 2006 by The Wall Street Journal. She has a BA degree in
history from the College of the Holy Cross in Worcester, Massachusetts, and an
MBA degree from Northeastern University in Boston, Massachusetts where she
graduated summa cum laude. Profile
Donna Jaegers joined D.A. Davidson, where she is a Senior Analyst covering telecom services, in September 2008. She previously worked for Janco Partners, where she was the Director of Research for the Telecom and Media Research Boutique. Ms. Jaegers has been an Analyst both on the buy side and sell side since the early 1980s. She worked at PaineWebber and Janco Partners on the sell side, and at Bank of America Capital Management, Mississippi Valley Advisors and Invesco Funds Group on the buy side. She has a master's degree in economics from the University of Missouri. Profile
TWST: Donna, how have the communication services stocks performed in the first half of this year, relative to what you had anticipated?
Ms. Jaegers: It's ironic, the telecom stocks