John Healy

Managing Director, Research Analyst

John joined Northcoast Research in May 2009 as Managing Director and Research Analyst covering Automotive Retail & Mobility, Industrial Services, and Leisure & Recreation Products sectors. Prior to joining Northcoast Research, John was an Associate and Senior Analyst at FTN Midwest Securities from 2003-2009. John and his team have developed an extensive network of industry contacts to draw from, including private automotive and equipment rental operators, auction operators, automotive and powersport dealers and live event venue operators.
John has been recognized by StarMine in 2011, 2013, 2014 and 2015 as a top 3 stock picker and earnings estimator nationally for both the Professional Services and Commercial Services & Supplies sectors. Recently, John has also been acknowledged by Institutional Investor as a runner up on II’s Best of Independents All American rankings for the Consumer sector. In additional to providing proprietary equity research and custom research data to institutional investors, John has been quoted and referenced by The Wall Street Journal, Barron’s, Bloomberg, CNBC, Reuters, USA Today, and a number of industry trade publications. Additionally, he has presented his research findings to a number of private employment/staffing operators and Automotive and Travel industry trade groups.

John earned a Bachelor of Science in Finance degree from Xavier University and a Master of Business Administration degree from Cleveland State University.

John has been recognized by StarMine in 2011, 2013, 2014 and 2015 as a top 3 stock picker and earnings estimator nationally for both the Professional Services and Commercial Services & Supplies sectors.

INDUSTRIES

AUTOMOTIVE RENTAL & MOBILITY

Companies Covered

ACV Auctions, Inc. – ACVA
AutoNation, Inc. – AN
Avis Budget Group – CAR
CarMax, Inc. – KMX
Carvana Co. – CVNA
Copart, Inc. – CPRT
Goodyear Tire & Rubber Co. – GT
Hertz Global Holdings – HTZ
LKQ Corporation – LKQ
Lyft, Inc. – LYFT
Monro Inc – MNRO
OPENLANE, Inc. – KAR
Penske Automotive Group, Inc. – PAG
Uber Technologies, Inc. – UBER

 

INDUSTRIAL SERVICES

Companies covered

Herc Holdings, Inc. – HRI
RB Global, Inc. – RBA
United Rentals – URI

 

LEISURE & RECREATION PRODUCTS

Companies Covered

BRP Inc. – DOO
Brunswick Corp – BC
Camping World – CWH
Harley-Davidson – HOG
Live Nation – LYV
MarineMax, Inc. – HZO
Polaris Inc. – PII
Thor Industries – THO
Winnebago Industries – WGO
TKO Group Holdings, Inc. – TKO

Accolades

Contact information

W 216.468.6907
M 440.823.4718
E  John.Healy@NorthcoastResearch.com