Research & Analytical Highlights
Click on bold text to access documentation.
➢ 2020 (Jan) – Coronavirus economic impact: Identified risk by Jan 25th w/first definitive downgrade Feb. 5th.
➢ 2018 (Nov) – The New Two Power World – 8 Big Calls – 7 right, 1 TBD (Apr. ‘20) Google “CFA Dayton Langenberg.”
➢ 2017 (Jan) – Sea Change: Right Full Rudder – 10 Big Calls – 8 right, 1 TBD, US growth > expected through Mar ’19.
➢ 2016 (Jun) – Brexit: UK not destroyed by Germany/France and EU would not break up.
➢ 2016 (Jan) – Batten down hatches. 5 of 5 correct macro calls. OSK +52, WCC +50, CAT +35.
➢ 2014 (Oct) – identified oil sector downturn 3-6 months before industry or competitors.
➢ 2014 (Mar) – Watch Out For Crap FX analysis avoided CAT (17%), WCC (17%), PCAR (5%), SDVKF (27%).
➢ Starmine Top Analyst Award – #3 Estimate Accuracy, 2012.
➢ 2011 (Aug) – Best 1Y performance one year after bullish call in face of S&P downgrading U.S and market off (11%).
➢ 2011 (Feb) – 6 of 6 correct calls with bullish stance in a spooked market – $, oil, food, China, labor costs, stocks.
➢ 2009-2010 – Buy side Alpha – 750 documented basis points in transportation, aerospace defense and industrial.
➢ Starmine Top Analyst Award – #1 Estimate Accuracy, 2005.
➢ Wall Street Journal All-Star – #2 Stock-picking, 2001.
➢ Multi-Industry Grey Book. Authored most comprehensive Diversified Sector analysis (985 pages) in Wall Street history.
➢ Institutional Investor All-America Research Team – Runner up, 2000.
➢ Institutional Investor All-America Research Team – Best up-and-comer, 1999.