John Healy

Managing Director, Equity Research Analyst

John joined Northcoast Research in May 2009 as Managing Director and Equity Research Analyst covering the Industrial Services and Mobility sector, with specific emphasis on the Auto, Labor and Commercial Services. 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 equipment rental operators, equipment auction operators and auto auction operators, private uniform rental operators, private document management operators, private U.S. and international professional, industrial, and commercial staffing operators.

Additionally, John has developed a proprietary Weekly Car Rental Pricing Monitor, Monthly Accident Monitor, Monthly Concert/Venue/Ticketing Survey, Quarterly Tradeshow Manager Survey and Weekly Staffing Hiring Index. 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. In additional to providing proprietary equity research and custom research data to institutional investors, John has been quoted, and has had his work cited, by The Wall Street Journal, Barron’s, Bloomberg, CNBC, Reuters, USA Today, and a number of industry trade publications. He also he presented his research findings to a number of private employment/staffing operators and Automotive and Travel industry trade groups.

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

CAR RENTAL & INDUSTRIAL SERVICES

Companies Covered

AutoNation, Inc. – AN
Avis Budget Group – CAR
CarMax, Inc. – KMX
Copart, Inc. – CPRT
Herc Holdings, Inc. – HRI
Hertz Global Holdings – HTZ
Insurance Auto Auctions, Inc – IAA 
KAR Auction Services, Inc. – KAR
LKQ Corporation – LKQ
Lyft – LYFT
Penske Automotive Group, Inc. – PAG
Ritchie Bros. Auctioneers – RBA
Uber – UBER
United Rentals – URI

 

STAFFING

Companies covered

Kelly Services, Inc. – KELYA
Kforce, Inc. – KFRC
Manpower, Inc. – MAN
Robert Half International, Inc. – RHI
TrueBlue, Inc. – TBI

 

COMMERCIAL SERVICES

Companies Covered

Cintas – CTAS
Live Nation – LYV
Unifirst – UN

TIRE & RUBBER MANUFACTURERS

Companies Covered

Cooper Tire & Rubber Co. – CTB
Goodyear Tire & Rubber Co. – GT

AUTOMOTIVE AFTERMARKET RETAILERS

Companies Covered

Monro Muffler Brake Inc. – MNRO

Accolades

Contact information

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