EFTA01453008.pdf

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 ION Original Message From: Tazia Smith Sent: 03/07/2014 06:35 PM EST To: [email protected] Cc: Paul Morris; Vinit Sahni; Nam Gupta; Vahe Stepanian Subject: S US Liquid Stocks (GILD, HCA, CMCSA, FFIV, XOM) [C] Classification: confidential Jeffrey - Per your request, concentrating on S liquid, us equities we really like. Targeting Healthcare, Energy and Tech sectors: Gilead (GILD) HCA holdings (HCA) Comcast (CMCSA) F5 Networks (FFIV) Exxon (XOM) Put 43mm in each, total 415mm 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 S78.90. 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 (Embedded image moved to file: pic01576.gif) [attachment "GILD - defend 3.6.14.pdf" deleted by Tazia smith/db/dbcom] HCA Holdings (HCA) - Trades avg 3mm shs/day CONFIDENTIAL — PURSUANT TO FED. R. GRIM. P. 6(e) DB-SDNY-0 110384 CONFIDENTIAL SDNY_GM_00256568 EFTA01453008