Grade The Analysts: Conservative Bankers Trounce Exuberant Specialists

Bertel Schmitt
by Bertel Schmitt

This was tough month for the panel of analysts polled by Bloomberg: Analysts who previously monopolized the top ranks of the list blew this one. February was won by three bankers: Peter Nesvold in first, followed by Brian Johnson, and Patrick Archambault.

Top Ranked Analysts, February 2013RankAnalyst GMFord Chrysler SAARSAAR DiffOEM DiffOverall1Peter Nesvold (Jefferies)5.0%9.4%5.9%15.30.52%4.03%4.54%2Brian Johnson (Barclays)4.0%9.2%3.2%15.30.52%4.21%4.73%3Patrick Archambault (Goldman)6.3%7.6%2.3%15.30.52%4.41%4.93%4Alec Gutierrez (Kelley Blue Book)4.2%7.5%4.1%15.30.52%4.81%5.33%5Rod Lache (Deutsche Bank)5.0%6.4%4.3%15.30.52%5.28%5.80%6Joseph Spak (RBC)5.3%9.7%0.2%15.30.52%6.16%6.67%7John Sousanis (Wards)6.0%11.0%8.0%15.40.13%6.73%6.86%8Emmanuel Rosner (CLSA)2.7%12.0%4.9%15.40.13%7.93%8.06%9Chris Ceraso (Credit Suisse)5.1%7.2%-1.1%15.21.17%9.41%10.58%10Jesse Toprak (TrueCar.com)5.6%12.0%9.1%15.72.08%9.23%11.31%11Jessica Caldwell (Edmunds.com)4.6%16.0%7.6%15.50.78%12.73%13.51%12George Magliano (IHS)NANANA15.30.52%300.00%300.52%13Alan Baum (Baum & Associates)NANANA15.30.52%300.00%300.52%14Ryan Brinkman (JPMorgan)NANANA15.21.17%300.00%301.17%15Jeff Schuster (LMC Automotive)NANANA15.21.17%300.00%301.17%Average4.9%9.8%4.4%15.30.52%3.03%3.54%Actual7.2%9.3%4.1%15.4

The specialists of TrueCar and Edmunds find themselves at the bottom of the list of bona-fide guessers. What were you thinking, Jesse, a 15.7 SAAR? Jessica, Jessica: Too low for GM, way too high for Ford and Chrysler. Better luck next time.

Bertel Schmitt
Bertel Schmitt

Bertel Schmitt comes back to journalism after taking a 35 year break in advertising and marketing. He ran and owned advertising agencies in Duesseldorf, Germany, and New York City. Volkswagen A.G. was Bertel's most important corporate account. Schmitt's advertising and marketing career touched many corners of the industry with a special focus on automotive products and services. Since 2004, he lives in Japan and China with his wife <a href="http://www.tomokoandbertel.com"> Tomoko </a>. Bertel Schmitt is a founding board member of the <a href="http://www.offshoresuperseries.com"> Offshore Super Series </a>, an American offshore powerboat racing organization. He is co-owner of the racing team Typhoon.

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 6 comments
  • Marcelo de Vasconcellos Marcelo de Vasconcellos on Mar 02, 2013

    I like it when Ms Caldwell. When she does, the pic is always much better.

    • See 1 previous
    • Redliner Redliner on Mar 02, 2013

      I was going to make a joke about how Mr. Nesvold "does it" for another group of people involving certain social and age groups. However, I decided that would be in poor taste, so use your imagination. My point being, I'm sure there is someone who enjoys seeing Mr. Nesvold over Ms. Caldwell.

  • Lorenzo Lorenzo on Mar 02, 2013

    We need something to match the Chinese New Year excuse. There were blizzards and meteors, but they're not very regular. How about Valentine's Day occurring during the week? Is that why Jessica missed?

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