EFTA01192010.pdf

From: Tazia Smith •t: a> To: "jeffrey epstein" <jeevacation®gmail.com> Cc: "richardkahn12" , "Jean Anne Wiebracht (Jeanie)" Paul Morris , Vahe Stepanian Subject: Re: 5 US Liquid Stocks (GILD, HCA, CMCSA, FFIV, XOM) [C] Date: Mon, 10 Mar 2014 14:20:28 +0000 Importance: Normal Inline-Images: graycol.gif; 09140580.gif; 09826814.gif; 09269571.gif; 09378349.gif; dblink.gif; 09064333.gif; 09424972.gif; 09802086.gif Classification: Confidential Good Morning Jeffrey - Just called to follow up on the below. Also, we do have your IMPAC rmbs working at 74 or better. Be Back, Tazia Tazia Smith Director Key Client Partners - US Deutsche Bank Securities, Inc. Deutsche Asset & Wealth Management 345 Park Avenue - 26th Floor New York, NY 10154 Tel: (212) 454-2889 Mobile: (917) 318-4852 Fax: (646) 257-3131 E-mail: Tazia Smith Original Message From: Tazia Smith Sent: 03/07/2014 06:35 PM EST To: 'eevacation@ mail.com Cc: ; Paul Morris; Vinit Sahni; Hav Gupta; vane Stepanian Subject: 5 US Liquid Stocks (GILD, HCA, CMCSA, FFIV, 34O14) [C] Classification: Confidential Jeffrey - Per your request, concentrating on 5 liquid, US equities we really like. Targeting Healthcare, Energy and Tech sectors: Gilead (GILD) HCA holdings (HCA) Comcast (CMCSA) F5 Networks (FFIV) Exxon (XOM) EFTA01192010 Put $3mm in each, total $15mm to work. More detail below. Have a great weekend, Tazia Gilead (GILD) - trades avg 10mm shs/day Biotech was beat-up today. There is a lot of market chatter on stretched valuations, especially on upcoming IPOs. Understand that you have a bullish outlook on the group. ADD to your Gilead (GILD). After today's trade, you're long 8.1k shares at $78.90. DB price target $132 (65% implied upside). Chart below, report from this week defending vs a voluntary recall (392k bottles only) attached. GILD lyr Price History 79.46 79.47_, 2x21 Vol 17,022,064 81.210 S1.3.5P treffi L 77.811) Val 1.343B V/ Save As t® lini MMEW =I air on3re "t"' Avc', =MIMI lr 5,, max Daley Y El e securiwndy + Track- /2 1%nm:hat* -g•News. - 0; Zoom 79.465 1 • Last Price 79.465 T High on 02/25/14 83.95 -0- Average 62.9757 / Low-on.03/19/13 44.38 [attachment "GILD - defend 3.6.14.pdr deleted by Tazia Smith/db/dbcom] HCA Holdings (HCA) - Trades avg 3mm shs/day "Best in breed" hospital co; strong operating follow-through in 4Q after a positive preannouncement. DB Price target: $58 (17% implied upside). HCA lyr Price History EFTA01192011  IHCA us s 1 49.55 - 07 H49.55 /49.57N 4 x4 .4 At 15:23 Vol 2 145,962 0 49.99N H SO 52D L 49.45D Val 107.174M tCA US Equity n save ASWapilieu. • ,w-tevre One Chart 03 07 2013 C3 07 2014 E MMEa ltialin- It)Cdaspare MDF Ay:tin= E:=1: 19 EU" 10 30 1M 6M no 1Y SY Max Daily V C securiedstA. •• Event 0 +Track. .s_ Annotate News• ©;--Zoom 0-52.00 (f • Last Price 49.55 aggill p-48.00 T High on 03/03/14 51.69 7. 7 Average 42.6682 ►46.00 1 Low on 07/03/13.35.49 P-44.4Xl P-42.4N) P-40.09 4; Pin liiik AliL a ha P-38.09 Irr Ili Volume 2.146M 100 L .• nitta i Lf igainag l I I WITWIPIRT IrMffirrTri lrer fl Jun Sep 2013 2014 [attachment "HCA 2.4.14.pdf" deleted by Tazia Smith/db/dbcom] Comcast (CMCSA) - trades avg 12mm shs/day Finalization of TimeWamer Cable acquisition pending. DB price target of $64 (23% implied upside). CMCSA lyr Price History ....--.— 51.70 51.71, 18 .18 vol 8 421 756 0 52 .32i> H52.37I L 51.44Z Val 436.40711 r- ,-, c , 10• • •-r; —.. ibtr use (Mart 0 n) cl0000ro Mar AvCt === VTD 'FM . SY Max Daily . El g Securiy/steety It ovent-- 0 4- Track .! Annotate = -News C Zoom • Last Price 51.70 l T High on 02/12/14 55.24 -- Average 45.6145 1 Low on 06/20/13"3$.91 FS Networks (FFI% - Trades —1.8mm shs/day Growth in Telco and Next-Gen Security. FS provides solutions for Internet traffic management to the big Telcos. Fundamental tailwinds in demand, and following a 2yr investment. DB just raised price target to $130 (14% implied upside). Believe momentum in shares continues, reports Q2 on 4/23. FEW lyr Price History EFTA01192012  IFFIV US I 114.40 -.37 s„..—•—"'"-- P114.40 /114.44B 1 x1 At 15:45 Vol 1,437,007 C 115.95Q H 116.707D L 113.97D Val 165.847M FF1V US Equity — 93-Save e Line Chart 03,107/20/3 03.107/2011. -311. Cl a) <we "N 1,0 MMM .a)": IIEW1 IJ 3D 1.,1 6M UD . 11. 5Y Max Dany • Ei CS Security/Suidy h Event 0 + Track Annotaté News C; Zoom • Last Price 114.40 110 T High on 03/06/14 114.77 -e- Average 86.8413 100 ^ 1 1 Low on 06/24/13 68.02 tiv 90 80 70 tolume 1 437M 10M L• MAVf (15) 1 288M S. tr Mar Jun Dec 2013 I 2014 [attachment "PPR, LTE 3.2.I4.pdf' deleted by Tazia Smithldbldbcom] Exxon(XOM) - Trades I2.7mm shares per day Like on higher oil and momentum up through $100 near-term. Note: DB does not cover. XOM Fyr Price Historv XDM US $ 194.84 .08 11" --- N94.83 /94.84T 5 x84 At 15:51 .11 Vol 9,978,142 0 94.37K H 94.99T L 93.99N Val 944.51M X011 L5 Ec,c5 tune Chart D: D7 ::.1‘ Engissz ) orrose mor. mus MMM • :..ru Usa 1D 3D IM 611 lY MI Max Dany • C Security/Study h Evert 0 4--Track- 2 --Annotaté- -News. 0, Zoon?, 0,102.00 B-100.00 • Last Price 94.83 T High on 12/27/13'10151 B-98.00 Average 91:58 1 ii-C14. 1 Low. on 10/09/13-- £5.1. • "-92.00 »-90.00 »-88.00 1"00 .1Lil iwi esk 9.97 .7nm Mar Jun Sep 2013 I 2014 EFTA01192013 Tazia Smith Director I Key Client Partners - US Deutsche Bank Securities Inc Deutsche Asset 8 Wealth Management 345 Park Avenue, 26th Floor New York, NY 10154 Tel. +1 (212)454-2889 Fax +1 (646)2574131 Mobile +1 917 327-4107 Email Para-io-4..fr Peiftrent This communication may contain confidential and/or privileged information. If you are not the intended recipient (or have received this communication in error) please notify the sender immediately and destroy this communication. Any unauthorized copying, disclosure or distribution of the material in this communication is strictly forbidden. Deutsche Bank does not render legal or tax advice, and the information contained in this communication should not be regarded as such. EFTA01192014