EFTA01458547.pdf

Deutsche Bank Securities Inc. Figure 31: What to buy now (large caps)? DB Buy-rated S&P 500 stocks in our OW industries with market cap > $10bn. PE on 2015 EPS c 22, 2015 EPS C 9) O growth > 0% .0 0 ° DO Freon 2018 2016 tamdend 2015 NM OB Price Mkt Cap 2015 EPS EPS Payout DPS Buyback Total -7 `' Ticker Company Name GICS Sector GIGS leduSgy Rating Target Pace Din) EPS Growth Growth Ratio Grovith Div Yield Yield 'Meld = r3.3 in. O Bank of Amarca Coro man-.0 Bay 58 163.490 110 58% 13% .ht .22% .09% AM a:Wore/in Chase I Co Financials Barks Buy 75 60 97 226,534 108 8% 12% 30% 9% 29% 33% -0 4% a pi KEY KEVCCRP Feanctals Barks Buy 17 1301 10940 119 6% 13% 24% 16% 23% 35% 56% ;1 . MIS MST sank Cara Financials Barks Buy 150 12196 16.248 158 6% 23% 33% 0% 23% 31% -0 9% PNC PNC Finarcial Sem ems Group Inc Fmancran Barks Buy 105 8920 45813 121 1% 3% 20% 7% 23% 05% 27% STI SunTnet Flanks Inc Financials Bares Buy 50 38 24 19657 113 5% 7% 22% 31% 25% 09% 34% Use U 5 BANCORP F,nanouls Banks Buy 47 4101 73 361 130 3% 7% 31% 5% 25% 16% 40% WFC Wets FarDOS CO Fmancials Banks 13/47 eo 51 36 263,598 123 2% 0% 33% 9% 29% 03% 32% AMP Arnorpreo Financial Inc F nano,' Is Cape* Matkots Buy ISO 10913 10449 116 10% 18% X% 15% 25% 70% 95% 8K Bank of New Yak Mellon Cap Financials [metal Markets Buy ea 3815 41320 140 16% 12% 27% 3% 17% 19% 36% TROW T Ra* Rice Grow) Inc F nancwls Cave/ Markets Buy 82 6950 17107 147 4% 5% 36% 132% 30% 05% 3.5% AXP Arnoncan Earns CO Fmancials Consumer Finance Bay 74 13 74225 134 1% 6% 18% 12% 16% 44% 59% AST ABBOTT LABORATORIES Health Care Heath Care Eqacntent & Sumner. Buy sa 40 22 50.948 187 9% 12% 4A% 9% 24% 31% 55% MOT Medico me Health Care Heath Caro Equotent S Siswhas Buy 90 0694 91.827 156 12% 2% 29% 9% 23% 13% 36% SVK Stryker Corp Health Care Heath Care Equrnment & Suppres Buy 112 94 10 35.434 185 8% 10% 2'$% 10% 15% 02% 1.7% AGN Megan* Health Can Pharmacouteels Buy 343 27181 106.994 148 91% 22% 0% 00% 03% 03% ENCP Endo Intetrahonal PLC Health Care Pharmacoutcala Buy 88 89 28 15.885 151 7% 28% 0% 00% .05% .05% MYL Myren Inc Health Care Phonate:A/cars Buy 86 4028 19.790 98 18% 13% 0% 00% 20% 2.0% PRGO Peng° Company PLC Health Care Phatmacemcan Buy 165 157 27 23.021 206 22% 6% 6% 10% 03% .01% 03% AM. Anearcan Airlines Group Inc Industrials Aylines Buy 50 98 83 26.057 47 44% 7% 100% 10% 01% 11% DAL Dena Ar L nes trio Industrials Amines Buy 50 44 87 35890 104 32% 7% 7% 20% 12% 14% 26% LUV Southeast Airlines Co [Mamas Aalmee Buy 52 3804 25.082 109 74% 4% 11:64 19% 08% 23% 31% UAL United Contrnental Holing/ Inc Irdegnaio Airlines Buy 72 5305 27.040 48 119% 1% 0% 00% 05% 0.5% CSOD Cisco Systems Inc Information Technology Commtricatons Equgnsent Sly 35 2625 132.1360 150 18% .5% 48% 11% 32% 40% 78% APH Arrpnend Corp retamaton Technology Es/et/cent Eqapmem iretrumerts. r Buy Lu 5098 15 754 208 9% 11% 20% 18% 11% 18% 29% GOOG Google Inc triumphal Technology Internet Software 8 Semmes Buy 8.40 608 42 429129 210 15% 18% 0% 00% .05% -0 5% AGN Accerture PLC InformabOn Technology IT Sem ern Buy 107 9326 61609 204 7% 8% 36% 10% 22% 22% 44% ADS Alums Data Systems Cap Intormaton Technology IT SeNces Buy 341 25896 11910 172 19% 13% 0% 00% 09% 09% GISH Cognizant Tech, Sormens Corp Intconaton TechoMergy IT Sonya. Buy 60 6281 35163 203 19% 12% 0% 00% .02% .07% AMAT Applied Mattiors Inc Iricematran Technology Semconducton 8 SefrICCOMXtf Eq Buy 23 14% 17.637 124 11% 18% 37% 0% 27% 07% 2.0% LRCX Lam Relearn', Corp in/ ormatron Technology Senwprdxtors& Semiconductor Eq Buy 100 65 33 10 355 129 14% 28% 4% 102% 1 9% 26% 44% AEP Arnencan Ewen< Poirot Company Inc la s Eledno Utilities Buy 63 5668 27,893 160 4% 7% 50% 8% 37% .09% 26% EXC Ewen Corp Uhlegs Eleorric Vanes Buy 42 29 70 25.590 12 4 0% 6% 52% C% 4 7% .0 6% 3 5% NEE NeetEm Energy Inc Mates Elactrc Wl41ee Buy 115 97 56 45,450 173 7% 8% 55% 6% 32% .15% 17% PEG Public Service Enterprise Group Inc U1ittres MulthUttihes Buy 46 4216 21 328 145 5% 2% 54% 5% 37% 05% 3.3% Sc.,t• DaticAt Br4 ComatuVe. 7nrson Antra Arch r a svin ss 'NO avyboat 130:1a cWoulard as IVWang 12,exneft &lbw& emeneclures lass °peon *morose nosed. owl!au StIXA Coen sprint/ Movie Cep Note: The list has the following changes from our previous US Equity Insights report based on the screening rules: addition (ENDP, PliGO), deletion (NZ). DB's Ross Sandler reiterated a good outlook and Buy ratings on GOOG, AMZN, FB. WM this week. Please refer to his notes: "Half-Way Home", "Looking At Another Solid Print From AMZN", "Strong 3Q & Investing Aggressively" and 'The 'Moment' May Be Just Around" (October 2). a, -t c3 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0118512 CONFIDENTIAL SDNY_GM_00264696 EFTA01458547