John Healy

Managing Director, Equity Research Analyst

John joined Northcoast Research in May 2009 as Managing Director and Equity Research Analyst. 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, equipment auction operators and auto auction operators, automotive and powersport dealers and live event venue operators. 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, Monthly Auto Auction and Powersport Dealer Sentiment 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 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

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
Insurance Auto Auctions, Inc – IAA
KAR Auction Services, Inc. – KAR
LKQ Corporation – LKQ
Lyft, Inc. – LYFT
Monro Muffler Brake Inc. – MNRO
Penske Automotive Group, Inc. – PAG
Uber Technologies, Inc. – UBER

 

INDUSTRIAL SERVICES

Companies covered

Herc Holdings, Inc. – HRI
Ritchie Bros. Auctioneers – 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
World Wrestling Entertainment, Inc. – WWE

Accolades

Contact information

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