Company Sponsored Research: Sidoti & Company, LLC

Analysts

Biographies of selected Sidoti & Company's securities analysts.

Sidoti Analysts

 
Coverage as of 3/19/18
 
 

Greg Burns

Greg Burns joined Sidoti in September 2008 and currently covers stocks with a focus on technology and telecommunications.  Prior to joining Sidoti, Mr. Burns worked on the American Stock Exchange as an option market maker and specialist for Kellogg Capital.  Greg holds a BS in business from the State University of New York at Albany (1999) and an MBA from New York University (2009).

Coverage

*Digi International (DGII)
*Federal Signal (FSS)
*Herman Miller (MLHR)
*HNI Corporation (HNI)
*Iridium Communications (IRDM)
*j2 Global (JCOM)
*Knoll (KNL)
*Mitel Networks (MITL)
*Plantronics (PLT)
*Sify Technologies (SIFY)
*Steelcase (SCS)
*Universal Electronics (UEIC)

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Frank Camma, CFA

Frank Camma, CFA has covered consumer companies for Sidoti since 2012.  Mr. Camma has over 20 years of Wall Street experience in both investment banking and research working at NatWest markets, Paine Webber, UBS and CIBC World Markets.   In addition to consumer, Mr. Camma has extensive experience covering healthcare companies. He has a BS in Finance from Villanova University, where he graduated Summa Cum Laude. 

COVERAGE

*Helen of Troy (HELE)
*iRobot Corp (IRBT)
*Lancaster Colony (LANC)
*Lifetime Brands (LCUT)
*Medifast (MED)
*Movado (MOV)
*Nautilus (NLS)
*Nutrisystem (NTRI)
*Prestige Brands (PBH)
*RCI Hospitality (RICK)
*Trex Company (TREX)
*Tupperware Brands (TUP)
*USANA Health Sciences (USNA)
*Weight Watchers (WTW)


Franceso Faiella III

Francesco Faiella joined Sidoti in June 2017 after working as a small cap equity analyst at Alexander Capital Advisors from July 2014 to June 2017.  Francesco holds a Bachelor’s and Master’s degree in Finance from Fairfield University and is a level II CFA candidate.

COVERAGE

*OSI Systems (OSI)

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John Franzreb

John Franzreb is a Senior Equity analyst with Sidoti & Company, LLC.  He has been with the firm since 1999 and covers stocks in the Industrial Machinery, Capital Equipment and Electronic Components sectors.  Prior to Sidoti, Mr. Franzreb was an analyst at Forbes Investors Advisory Institute and an analyst/specialist at Value Line.  Mr. Franzreb is a 3-time winner of the Wall Street Journal’s ‘Best on The Street’ and was cited by BuySide magazine for accuracy in the Automotive sector for both earnings accuracy and recommendations.  Mr. Franzreb is a graduate of Bernard M. Baruch College. 

COVERAGE

*Albany Intl (AIN)
*Alta Industrial Motion (AIMC)
*AZZ Inc. (AZZ)
*CIRCOR Intl (CIR)
*CTS Corporation (CTS)
*EnerSys (ENS)
*Gorman-Rupp (GRC)
*Hillenbrand (HI)
*Littelfuse (LFUS)
*Matrix Service (MTRX)
*MTS Systems (MTSC)
*Powell Industries (POWL)
*Vishay Precision (VPG)

Matthew Galinko

Matthew Galinko joined Sidoti in August 2010 and covers a universe of small cap technology companies, predominantly in software or companies in transition from hardware products to software.  He has provided sell side coverage of the technology industry for a decade.  Prior to Sidoti, Mr. Galinko was an analyst at Battle Road Research, where he built a universe of enterprise software, early SaaS, internet, and industry specific software companies. Mr. Galinko earned a B.A. in Economics at Brandeis University and provided technical support to students and faculty prior to joining the sell side.

Coverage

*American Sofware (AMSWA)
*Avid Technology (AVID)
*Blucora (BCOR)
*ePlus (PLUS)
*Fair Isaac (FICO)
*Harmonic (HLIT)
*Immersion (IMMR)
*Interdigital (IDCC)
*Pegasystems (PEGA)
*Progress Software (PRGS)
*QAD Inc. (QADA)
*Ribbon Communications (RBBN)
*RPX Corporation (RPXC)
*Socket Mobile (SCKT)
*Vasco Data Security (VDSI)
*Xperi (XPER)

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Brian Hollenden, CFA

Brian Hollenden, CFA, joined Sidoti in 2013 as an equity research analyst covering special situation, small cap companies.  Before joining Sidoti, he was an equity analyst at activist hedge fund Starboard Value LLC.  Prior to Starboard, Mr. Hollenden was a Vice President at Ramius Capital Group.  Brian holds his BSBA from Shippensburg University and attended Columbia Business School’s value investing program.  Mr. Hollenden is a CFA charter holder.

Coverage

*America’s Car Mart (CRMT)
*Atlas Financial Hldgs (AFH)
*Bassett Furniture (BSET)
*Capital Senior Living (CSU)
*Cavco Industries (CVCO)
*Federal Agricultural Mortgage Corp (AGM)
*HCI Group
*Hexindia Inc. ADR (HX)
*Mesa Laboratories (MLAB)
*Navigators Group (NAVG)
*Oppenheimer Hldgs (OPY)
*United Fire (UFCS)

Daniel Jacome, CFA

Daniel Jacome, CFA, joined Sidoti in April 2014 as an equity research analyst covering small cap paper, packaging, and forest product companies. Since then, he has expanded his research to include building materials, homebuilders, and newsprint publishing companies. Before joining Sidoti, he was a sell-side research associate at Oppenheimer & Co, Collins Stewart, and FTN Midwest (from 2008-2013) covering healthcare and consumer industries.  He earned his BA degree from Tufts University and his MBA from the Kelley School of Business at Indiana University.  Mr. Jacome is a CFA charter holder and on the Advisory Board of Directors for Indiana University’s Reese Investment Fund, a student-led investment vehicle. 

COVERAGE

*Boise Cascade (BCC)
*Clearwater Paper (CLW)
*Greif (GEF)
*Kadant (KAI)
*Mercer Intl (MERC)
*Neenah Paper (NP)
*PH Glatfelter (GLT)
*Quad/Graphics (QUAD)
*Rayonier Advanced Materials (RYAM)
*Schweitzer-Mauduit Intl (SWM)
*tronc (TRNC)
*Universal Forest Products (UFPI)

Anthony C. Lebiedzinski

Anthony Lebiedzinski is a senior equity research analyst who joined Sidoti in June 2001 who largely covers specialty retail companies.  In 2004, Lebiedzinski received a “Best on the Street” award from the Wall Street Journal for his stock recommendations in the specialty retail sector. Prior to joining Sidoti, Lebiedzinski was a research associate with Netfolio, Inc., an investment advisor.  Lebiedzinski received his BS degree in Economics and Global Business Studies from Manhattan College.

*1-800-FLOWERS (FLWS)
*Casey’s General Stores (CASY)
*FTD Companies (FTD)
*Haverty Furniture (HVT)
*Hooker Furniture (HOFT)
*Johnson Outdoors (JOUT)
*Kirkland’s (KIRK)
*La-Z-Boy (LZB)
*OurPets (OPCO)
*PC Connection (CNXN)
*PetMed Express (PETS)
*Pool Corporation (POOL)
*Systemax (SYX)

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Edward Marshall

For over 15 years, Ed Marshall has been a Senior Equity Research Analyst at Sidoti & Co. LLC covering Industrials, Aerospace, and Basic Materials.  Prior to joining Sidoti, Mr. Marshall was employed by AIG Sun America Mutual Funds.  He received his BA in Economics from Rutgers, The State University of New Jersey-New Brunswick.

COVERAGE

*Barnes Group (B)
*DMC Global (BOOM)
*Ducommun (DCO)
*Franklin Electric (FELE)
*Haynes Intl (HAYN)
*Kaiser Aluminum (KALU)
*Kaman Corp (KAMN)
*Lydall (LDL)
*Materion (MTRN)
*Mistras Group (MG)
*MSA Safety (MSA)
*OMNOVA Solutions (OMN)
*Park-Ohio Hldgs (PKOH)
*Quaker Chemical (KWR)

Christopher McGinnis

Chris P. McGinnis has been a special situation equity analyst at Sidoti since 2009.   Prior to joining Sidoti, Mr. McGinnis was employed as a Research Analyst by Ahab Capital Management, Inc.  He also served on the board at Chelsea Piers LP. Mr. McGinnis received his BA of Literature degree from New England College.

COVERAGE

*ACCO Brands (ACCO)
*Carriage Services (CSV)
*Core-Mark Holding (CORE)
*Douglas Dynamics (PLOW)
*Essendant (ESND)
*InnerWorkings, INc. (INWK)
*John bean Technologies (JBT)
*Libbey Inc. (LBY)
*Multi-Color Corp (LABL)
*Myers Industries (MYE)
*OTC Markets Group (OTCM)
*ScanSouce (SCSC)
*Standex Intl (SXI)
*Unifi, Inc. (UFI)

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Joe Mondillo

Joe Mondillo joined Sidoti in 2007 as a small cap equity analyst at covering the Industrial sector.   In that time, he has formally covered over 25 companies in the space and followed 50-75 intermittently.   Prior to working for Sidoti & Co., Joe’s background consists of portfolio consulting at NEPC, LLC and fund accounting at State Street Corp.  Joe graduated from Bentley University in 2004 with a B.S. degree in Finance.

COVERAGE

*AAON, Inc. (AAON)
*Alamo Group (ALG)
*Brady Corp (BRC)
*Briggs & Stratton (BGG)
*Columbus McKinnon (CMCO)
*Comfort Systems (FIX)
*CSW Industrials (CSWI)
*DXP Enterprises (DXPE)
*EnPro Industries (NPO)
*Graham Corp. (GHM)
*Hyster-Yale Materials Handling (HY)
*LIndsay Corp (LNN)
*LSB Industries (LXU)
*Sun Hydraulics (SNHY)
*The Toro Company (TTC)
*Tital Intl (TWI)

Stephen O'Hara

Stephen O’Hara joined Sidoti in 2007 and currently covers stocks that are in the transportation and industrial sectors.  Prior to joining Sidoti, Mr. O’Hara worked on the NYSE from 1996 to 2007.  From 2002 to 2007, Mr. O’Hara worked as a NYSE Specialist for Bank of America.  He graduated from St. Bonaventure University with a Bachelor degree in Finance (1993). 

COVERAGE

*Air Transport Services (ATSG)
*Alexander & Baldwin (ALEX)
*Allegiant Travel (ALGT)
*GATX Corp (GATX)
*Hawaiian Holdings (HA)
*LCI Industries (LCII)
*Matson (MATX(
*Monarch Casino & Resort (MCRI)
*Patrick Industries (PATK)
*SkyWest (SKYW)
*Spartan Motors (SPAR)
*Thor Industries (THOR)
*Viad (VVI)
*Winnebago Industries (WGO)

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Greg Pendy

Greg Pendy joined Sidoti in 2015 as a consumer analyst and is currently focused on names in the discretionary space including retail softlines, hardlines and apparel.  Previously, he spent over five years at Nomura with research roles focused on both consumer retail and consumer staples coverage.  Prior to that, he worked at Bank of America as a consumer analyst on the cash equity trading desk.  He holds an M.B.A. from Rice University and a B.S. from Babson College. 

COVERAGE

*Barnes & Noble Education (BNED)
*Barnes & Noble (BKS)
*Brinks (BCO)
*Daktronics (DAKT)
*EZCORP Class A (EZPW)
*International Speedway Corp (ISCA)
*Lindblad Expeditions (LIND)
*Oxford Industries (OXM)
*Perry Ellis Intl (PERY)
*Shoe Carnival (SCVL)
*Sotheby’s (BID)
*Takung Art Co. (TKAT)

Mitra Ramgopal

Mitra Ramgopal has more than 15 years of experience as a healthcare sell-side analyst. He was one of the original analysts when Sidoti & Company, LLC was founded in March 1999.  Prior to that, Mr. Ramgopal was an analyst at Schroders Plc, (1997-1998), NatWest Plc (1996-1997), and Value Line, Inc (1994-96).  He has a BA in Economics from Brandeis University (1986) and a Masters in Accounting & Finance from the London School of Economics (1992).

COVERAGE

*Addus HomeCare (ADIS)
*AMN Healthcare Services (AMN)
*BioTelemetry (BEAT)
*Cantel Medical (CMD)
*Cross Country Healthcare (CCRN)
*Healthcare Services Group (HCSG)
*ICU Medical (ICUI)
*Inogen (INGN)
*Omnicell (OMCL)
*RadNet (RDNT)
*Steris (STE)
*Tactile Systems Tech. (TCMD)
*U.S. Physical Therapy (USPH)

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Mark Riddick, CFA

Marc Riddick, CFA became  a Business/Consumer Services Analyst at Sidoti in April 2016.  Previously, Mr. Riddick was a Senior Analyst at The Williams Capital Group LP, a Vice President at Advent Capital Management LLC, a Principal at Mutual of America Capital Management LLC, an Analyst at Scudder Stevens & Clark Inc, an Analyst at Zurich Scudder Investments, Inc., a Principal at Paine Webber Development Corp., and a Research Analyst at Value Line, Inc. Mr. Riddick received his undergraduate degree from Pennsylvania State University.

COVERAGE

*ABM Industries (ABM)
*Colliers Intl (CIGI)
*CRA Intl (CRAI)
*Exponent (EXPO)
*FirstService Corp (FSV)
*FTI Consulting (FCN)
*ICF Intl (ICFI)
*Jones Lang Lasalle (JLL)
*Korn/Ferry International (KFY)
*McGrath RentCorp (MGRC)
*Mobile Mini(MINI)
*Navigant Consulting (NCI)
*SP Plus (SP)

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Edgar Roesch

Ed Roesch joined Sidoti in 2016 to predominantly cover the semiconductor industry.  Previously he worked as an analyst at Nomura Securities covering the retail industry and Bank of America covering the US food and agriculture sector.  He also worked at Soleil Securities.   Mr. Roesch is a graduate of the University of Virginia, with a BS degree in commerce and accounting.  He is a fully licensed CPA and completed Level II of the CFA program.  

COVERAGE

*Alpha and Omega Semiconductor (AOSL)
*Diodes Incorporated (DIOD)
*FormFactor (FORM)
*InTest Corporation (INTT)
*Power Integrations (POWI)

Julio Romero

Julio Romero is an equity analyst at Sidoti & Co, covering building products. He joined the firm in April 2014. Before Sidoti, Julio was a private client banker at JPMorgan Chase. He is currently a CFA Level III Candidate. He obtained his B.S. in Finance from Binghamton University in 2009.

COVERAGE

*Apogee Enterprises (APOG)
*Encore Wire (WIRE)
*Griffon Corp (GFF)
*InSteel Industries (IIIN)
*Quanex Building Products (NX)
*Simpson Manufacturing (SSD)

James Sidoti

Jim Sidoti has covered Medical Devices at Sidoti & Company since 2002.   Prior to that he worked for 15 years as a project engineer designing sensors and controls for the medical device and semiconductor industries.  Jim has initiated coverage of more than 30 medical device names with more than a dozen acquired in the last ten years.  He as a BS in Physics from Rensselaer Polytechnic Institute and a Master in Business Administration from Dowling college.  

COVERAGE

*Abaxis (ABAX)
*Anika Therapeutics (ANIK)
*Cutera (CUTR)
*Haemonetics (HAE)
*Heska Corp (HSKA)
*Integer Holdings (ITGR)
*Invacare (IVC)
*LeMaitre Vascular (LMAT)
*Merit Medical Systems (MMSI)
*Orthofix Intl (OFIX)
*STAAR Surgical (STAA)
*Surmodics (SRDX)
*Trinity Biotech (TRIB)

Tate Sullivan

Tate Sullivan joined Sidoti & Co. in September 2015 from brokerage firm CLSA, where he spent four years focusing on oilfield services and Engineering & Construction (E&C) companies.  Tate also has former experience on the sell side working for Lazard Capital Markets, J.P. Morgan and Bear Stearns. Another previous job includes working in pension management for utility Consolidated Edison in New York City.  Tate holds a BA in journalism from the University of North Carolina at Chapel Hill (1999) and a MBA from Fordham University (2006).

COVERAGE

*Aegion Corp (AEGN)
*Argan, Inc. (AGX)
*Badger Meter (BMI)
*BWX Technologies (BWXT)
*Chesapeake Utilities (CPK)
*Deep Down (DPDW)
*EMCOR Group (EME)
*Herc Holdings (HRI)
*Natural Fuel Gas (NFG)
*Natural Gas Services (NGS)
*Norhtwest Natural Gas (NWN)
*NV5 Global (NVEE)
*Otter Tail Corp. (OTTR)
*Primoris Services (PRIM)
*South Jersey Industries (SJI)
*Tetra Tech (TTEK)