Consumer >> Analyst Interviews >> April 22, 2002

Outlook For Packaging Companies: Scott Davis – Morgan Stanley

SCOTT DAVIS, a Vice President at Morgan Stanley, joined the firm in 1996 and currently covers the packaging and containers industry. Mr. Davis earned a second place ranking in the 2001 Institutional Investor All- America Research Team survey, improving on his "Up and Comer" recognition in 2000. Prior to joining the firm, Mr. Davis worked for Barra RogersCasey as an institutional pension consultant and as a financial consultant in Merrill Lynch's Private Client Group. Mr. Davis earned a BS in Economics from Lehigh University, holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts. Profile
TWST: Scott, to begin, how have the packaging stocks performed over the

last 18 months?

Mr. Davis: Packaging stocks have had a super run ' up 90% over the past

18 months. It's been a great