EFTA01458548.pdf

-o {7 C 4/3 O •2 Figure 32: What to buy now (mid and small caps)? DB Buy-toted non-S&P 500 stocks in our OW industries with market $800m. PE or, 2015 EPS •: ° c, E 25, 2015 EPS growth > 8%, net debt/market cap c 30%, price upside > 5% -c 0S Nel = DB 11t• Prke MM Cap 14% 0•14 PE on /Olt EPS 7016 EPS B411.444 TSA 0 T9& Camps% Nam* GIGS beat OIGS %Outs/ Rating Vega 41P49:14 0111Analy% Mee llen) MM Cap 2015 EPS Womb &own Div Geld Gold Gold to al LEA Lear Cot Learn D.:rosary A-co Corp:nous B.9 1190 96 Rod Lathe 106 74 8 144 2% 110 22% 9% 09% 12% 21% 7, LOPE Grant Corm &Psalm Inc C44,11.13W D.4%477004/ Olversatorlansanet Senates Sn 500 32% &Menne GUY 3799 1.191 4% 140 14% 00% -0 7% -0 7% LOCK Of•Lock Conant C'toetgraes Command Coitme• 34%4C41 SIy 150 71% Piandan Anao 8 76 835 .26% 148 28% 42% 00% -43% -4 3% FL Foci Lean Inc Canarner DiCter•rihy ENNIty Res, FIN B00 11% Poi Tniudl 7197 10.031 .8% 201 24% 15% 14% 2 1% 35% FLO Goners Fos% in: Covey Stye, Fond NalAts Dn 270 9% Ent KAmen CFA 24 74 52 47 16% 24 1 14% 2 3% -03% 21% JAZZ Jen rtmintalltali PLC Hean Cot Pharrnmeati 1030 38% Gregg Cited 13241 0.146 11% 154 %I% 37% 00% 00% 00% PRGO Pearce GorK4ny PIC Hee, Cate frtirm•ze,hcal4 an 1450 18% Negg Gee0 157 27 23021 11% 206 22% 4% 03% -01% 026 LAO lACANTERACTIVECORP MIAnitne Tetheclegy If04, 441Soltielte & PAY 000 38% Ron 880(le 6527 5.361 0% 100 35% 36% 21% OS% 3014 HAWK Moms* tietscit Holarg, IMInorm Nchnclogy IT :intones 500 Is% M)18 Kase 42 39 2,314 147 28% 14% 00% GAN GIctel %%men% MK Smarm Technology IT State% Sn 1220 Evan Kase 11473 2451 20% 220 22% 13% 0 1% 51% six 'VHS 1101$01cidng% Lie Hi-Anson Gehncloss IT Servces Sri 310 II% ofAn Keane 1795 1,456 lel 2,3% 1% 00% 46% -0 0% 111(1 NEP Sereeconastos IN 1%m& TNININN Sting0CrOXI4t4 6 Sten0OXigta EOUPc0404 Es/ 1250 44% Ross Sconce. 8707 21.920 13% 164 26% 12% 00% 31% 3 1% CAH4 ON Senrcantlsto Cap Inimscn lechnclogy tienc4rd0000. 6 Sonto•N:14474444, 44e 160 70% 940 3.881 0% 99 27% 77% 00% 14% 14% POW, Power Rikustion Inc hilmsece Tatnclogy Sanmdrtlal6 Sernatelnla ECp0Ment Sn 460 14% Rots Nana* 42 17 1.227 17% 224 207% 26% 11% •13% -0 2% SFYIR StsPose Cap isemance TNNKNOT 34, 40:raxtr44 6 Sern4400..nto Eaurnert 430 II ansli 20 04 2)M 4% 121 5'6% 11% 00% 00% 00% IASTR lAstantNy Ire issmaixe Talsclogy San/. Sn 2400 22% Kart Kt0106141 196 47 2.233 .16% 249 1754% 00% -0 3% -0 3% AllAn 'Nyco Cormoncsons Islonnson Tedsclogy Set-me Big 2550 53% Handal Icv4a, 1637 5 071 29% 134 0% 6% 00% .22% .22% Sl1CR Sperosota Tedoslom Mt home- TNIM0 0% 9.00w4r4 81.7/ 650 98% Hanlon MSS 3280 1.43* -5% 147 25% 12% 00% -31% 4.w VFMT VFFnl SYlmn Inc Moms Technology Soesare Buy 660 53% Handal, haled 43 15 2,661 17% 179 18% 3% 00% -125% -125% Snot Damara.* amps. Thyme,awns Paces as a9O012015 Note: The list has the following changes from our previous US Equity Insights report based on the screening rules: addition (ASTA). For screening purpose, our over-weight industries for mid and small caps are all industries in Consumer Discretionary, Consumer Staples, Health Care, and Tech. Deutsche Bank Securities Inc. CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0118513 CONFIDENTIAL SDNY_GM_00264697 EFTA01458548