EFTA01446905.pdf

From: Tazia Smith Sent: 3/7/2014 6:35:36 PM To: [email protected] CC: Paul Morris Vinit Sahni • Nay Gupta • Vahe Stepanian Subject: 5 US Liquid Stocks(GILD, HCA, CMCSA, FFIV, XOM C Attachments: pic06880.gif; GILD - defend 3.6.14.pdf; pic29466.gif; HCA 2.4.14.pdf; pic08398.gif; pic178S1.gif; FFIV LIE 3.2.14.pdf; pic06475.gif; pic12870.gif; pic23619.gif 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) FS Networks (FFIV) Exxon (XOM) Put S3mm in each, total SlSnim 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 (6S% 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: pic06880.gif) (see attached file: GILD - defend 3.6.14.pdf) 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 (Embedded image moved to file: pic29466.gif) (see attached file: HCA 2.4.14.pdf) Comcast (CMCSA) - trades avg 12mm shs/day Finalization of Timewarner Cable acquisition pending. DB price target of $64 (23% implied upside). CMCSA lyr Price History (Embedded image moved to file: pic08398.gif) FS Networks (FFIV) - 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 MO investment. DB just raised price target to $130 (14% implied upside). Believe momentum in shares continues, reports 02 on 4/23. CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0 101339 CONFIDENTIAL SDNY_GM_00247523 EFTA01446905