Consumer >> Sector Roundtables >> February 10, 2003
W. TIMOTHY WALLACE is a Managing Director and a Senior Research
Analyst covering radio and television broadcasting stocks in the
Media and Entertainment Group at Banc of America Securities LLC,
which he joined in 1999. Previously, he served from 1996 as a
Senior Vice President in the Equity Research Department at Lehman
Brothers and he worked at Lehman Brothers from 1991 to 1994. He
was a broadcast media and entertainment analyst at SG Warburg
from 1994 to 1996. Prior to entering the securities business, he
worked in the film industry for 10 years. In 1998 and 1999 he was
recognized for his stock-picking skills in the broadcasting
category by The Wall Street Journal's All-Star survey. In the
1999 Wall Street Journal's All-Star survey he was also recognized
for the accuracy of his earnings estimates. He earned his BA from
New York University's film school in 1976 and an MBA in Finance
and Marketing from Columbia University in 1991. Profile
JONATHAN JACOBY joined SunTrust Robinson Humphrey Capital Markets
in 1999, and is currently a Vice President. He covers radio and
television broadcasters and entertainment companies. Prior to
joining the company, he worked as an investment banker with CIBC
World Markets in its High Yield Group. Mr. Jacoby was selected in
the 2002 Institutional Investor All-America Research Survey as
the 'Next Generation Analyst' in the radio and TV broadcasting
segment. He has appeared on CNBC, CNNfn and Bloomberg Television.
Mr. Jacoby has also been quoted in Barron's, Broadcasting & Cable
and The Hollywood Reporter. He received his Bachelor of Arts
degree in Political Science with Honors from Yeshiva University
and his Master of International Finance degree from Columbia
University. Profile
JAMES C. GOSS is a Vice President and Senior Research Analyst with
Barrington Research Associates, Inc., and Barrington Asset Management,
Inc. He has more than 30 years of experience in the investment
industry, with the last two decades focused on the media and
entertainment industries. Prior to Barrington, Mr. Goss was with Duff &
Phelps and Nesbitt Burns Securities, where his coverage areas, prior to
taking on media and entertainment industry responsibilities in 1985,
included retailing, consumer finance, lodging, restaurants and oil
services. Mr. Goss is a two-time winner of The Wall Street Journal's
'Best on the Street' analysts survey, once in Cable & Broadcasting and
once in Entertainment. He frequently appears in the media, including
The Wall Street Journal, Barron's, Crain's, USA TODAY, various
newspapers and trade publications, Wall Street Week with Fortune, CNBC
and CNN. Mr. Goss received his Bachelor of Arts degree with high honor
in Mathematics from Lewis University and his Master of Business
Administration degree in Finance and Accountancy from the University of
Illinois at Urbana-Champaign. He also holds the Chartered Financial
Analyst designation and has been active in the CFA Institute and its
local affiliate, The Investment Analysts Society of Chicago, having
served as President of the Chicago Society. Profile
JAMES B. BOYLE covers the radio, TV and outdoor industries for Wachovia
Capital Markets, LLC, equity research department, as Managing Director
and Senior Vice President. He is frequently quoted in industry trade
publications and by the national business press, in addition to the
business networks. He came to Wachovia (formerly First Union) from
Alex. Brown, where he had covered the cable TV industry and related
fields. Previously, he worked for 14 years in the cable and radio
industries at companies such as the Cabletelevision Advertising Bureau,
Financial News Network and Eastman Radio. In addition, his family has
owned radio stations and a cable system, enabling him to directly
participate in those operations, a rarity among contemporary Wall Street
media analysts. Mr. Boyle received a Master's degree from Columbia
University (1980) and a Bachelor's degree from Tufts University.
James Marsh jr. is a Managing Director and Senior Research Analyst at SG
Cowen. His research focus is radio and television broadcasting, outdoor
advertising and publishing. Previously, Mr. Marsh covered the
broadcasting and outdoor advertising sectors at Robertson Stephens and
Prudential Securities. He also covered satellite radio companies at
Robertson Stephens and publishing stocks at Prudential Securities and
UBS Securities. Prior to that, he worked at Kidder, Peabody & Co. in its
asset management division. In 2001, he ranked third in earnings
forecasting for publishing stocks in The Wall Street Journal's 'Best on
the Street' analyst survey, and he ranked second in picking publishing
stocks in 2000. During 2000, he was also the third-ranked media and
entertainment analyst by corporations in Reuters' U.S. Mid to Smaller
Company Survey. He holds an MBA in Finance and International Business
from New York University and a BSBA in Accounting from John Carroll
University. He is a Chartered Financial Analyst as well as a Certified
Public Accountant. Profile
broadcasting area and what has gone on over the past year or so?
Mr. Jacoby: Right now our focus is on radio and TV
