EFTA00367630.pdf

From: To: Subject: Fwd: Equity ideas Date: Thu, 19 Jun 2014 18:42:17 +0000 Attachments: Healthcare.zip; Defense.zip; Cable.zip; European_Banks_06102014.pdf; M468_- _SCi_18M_SPX_Market_Plus_062014.pdf; Travel.zip; Energy.zip; M481_- CS 24M SX7E Market_Plus_062014.pdf Sent from my iPhone Begin forwarded message: Front: "Barrett, Paul S" < Date: June 19, 2014, 1:37:10 PM CDT To: "' WI - Subject: Equity ideas Please print out for JE. Thx As a proposal for $50,000,000 equity investment, please find our top seven themes below with the recommended allocation. Would only average in over a 4 week period to take advantage of any summer volatility. SPX Market Plus Note (20%) Tenor: 18 month Issuer: SocGen Contingent Barrier: 19.90% Coupon: 0% Max Return: Uncapped Healthcare (20%) Name Ticker Rating JPMS Target MERCK & CO. INC. MRK OW $64.00 ROCHE ROG OW $280.00 HUMANA HUM OW $150.00 BRISTOL-MYERS SQUIBB CO BMY OW $60.00 GILEAD SCIENCES GILD OW $100.00 Energy (20%) Name Ticker Rating JPMS Target CONTINENTAL RESOURCES INC/OK CLR OW $154.00 EFTA00367630  CABOT OIL & GAS CORP COG OW $45.00 HALLIBURTON CO HAL OW $78.00 SCHLUMBERGER LTD SLB OW $125.00 LYONDELLBASELL INDU-CL A LYB OW $109.00 WESTLAKE CHEMICAL CORP WLK OW $80.00 U.S. Defense Contractors (10%) Name Ticker Rating JPMS Target LOCKHEED MARTIN CORP LMT N $144.00 BOEING CO/THE BA OW $167.00 NORTHROP GRUMMAN CORP NOC N $108.00 RAYTHEON COMPANY RTN N $88.00 GENERAL ELECTRIC GE N $27.00 Cable Consolidation (10%) Name Ticker Rating JPMS Target VERIZON COMMUNICATIONS INC VZ OW $55.00 DIRECTV DTV N $87.00 DISH NETWORK CORP-A DISH OW $72.00 T-MOBILE US INC TMUS OW $36.00 Travel Consolidation (10%) Name Ticker Rating JPMS Target HERTZ GLOBAL HOLDINGS INC HTZ OW EFTA00367631