EFTA01367811.pdf

Deutsche Bank Securities Inc C ifj; ire 37 . ' Ling )tr P ')OCI r.thckr: Eh CA Ic I) 'like! <;,)r) Ulm, PP on A;15 t:P2. rr .0 0. C -c growth tots rft on m14 ZU1) VIWRIO0 iv, Net DB Price Mkt Cap 2015 EPS EPS Payout DPS Buyback Total FA 01 Ticker Company Name GIGS Sector GIGS Industry Rating Target Perm (km EPS Growth Growth Ratio Growth Div Yield Yield Yield C dEC Um* al Amerce Corp r nancol lair ks Buy 19 1674 176683_ -- 123 6" ...54% 34% 67% 2 WS 06% C Cmgoup Inc Friar oils Ranks Buy 56 5489 168544 107 .40% 1D1% 2% 3W% 04% .42% .30% a JPIVorgan Chase 8 Co F nancals Backs Buy 66 4848 246 713 11 4 22% 10% "MY% 9% 28% .35% .04% KEY KEYCCRP Fneacels Banks Boy 18 1497 12699 134 12% 8% 24% 16% 20% 30% 5.0% MID MST Bank Corp F narcols Banks Buy 136 123 58 16 432 160 .10% 4% 33% 0% 3% .31% .06% STi Sunni/al Banks Inc Enamels Banks Buy 46 42 97 22182 130 34% 2% 22% 31% 22% 08% 3.0% AVG Anthated Manages Group Inc F narcals Caput Ma-trite Buy 257 22571 12 152 167 11% 16% 0% 00% .05% .0 5% AMP BLK Amenproe Fmarcol Inc Financials Capes! Markets Buy 145 12648 23.300 135 25% 11% 28% 15% 21% 58% 79% BackRock Inc Fnencals Cara Meirets Buy 410 370 25 60.949 185 16% 4% 40% 10% 24% 15% 36% GS Goldman Sachs Cuoup Inc Frnancials Canal Marker. Buy' 206 20506 88596 107 10% 13% 13% 11% 13% 32% 45% I142 Irryesco Ltd Enancals Capra( Mricots Buy 46 4091 17620 155 18% 40% 5% 28% 24% 50% TROW T. Rove Price Grow Inc Financials Captal Markets Buy ZS 81.79 21.313 187 17% 8% 39% 132% 25% 04% 2.9% AXP American Express Co F.nancals Gamine, Finance Buy 90 8095 82 239 147 13% 0% 18% 12% 14% 39% 54% COF Capeal One Financial Corp Fnancials Condone Finance Buy 92 85 15 46.637 112 5% 0% 16% 25% 19% 32% 50% AVGN Amgen Inc Health Care Botechnoki% Buy 200 163 98 124.678 168 16% 13% 28% 25% 19% 02% 2.1% GILD Gelled Sciences Inc Health Care 19444ohnotIN BUY 125 110 17 1011700 99 274% 37% 21% 16% 09% 2.5% MOT klearonic Inc Health Care FlOatri Care EqUIPerent & Surplice Buy 90 78 79 112281 198 2% 29% 9% 15% 11% 27% SYK Stryker Corp Health Care Heath Care EdUlacent & Supplies Buy 105 96 78 36.622 192 5% 7% 26% 10% 1.4% 02% 1.7% Any AoloVie Inc Health Care Pharmaceuticals Buy 80 65 89 104.988 146 5% 51% 17% 31% 001 3.1% MGT &I've PLC Health Care Phatmaceubcels Buy 338 2`9750 116.849 167 49% 26% 0% 00% 00% 00% MNK Illathriarce plc MOilth Care Pharmacedetaa Buy 140 12904 15094 170 58% 54% 0% 00% .03% .03% MTV Mylan Inc Health Care Phannactecals Buy 82 70 45 34.523 173 23% 14% 0% 00% 11% 11% LW Serb-meet Adireo Co Indastiols Airlines Buy 60 37 19 24.654 110 78% 68% 10% 19% 08% 23% 31% CSCO Coco Systeme Inc informatcw Technology Commemoabons Egagaient Buy 33 79.62 151.202 17.2 20% 16% 48% 5% 28% 41% 69% GOOG Googer Inc intormatcn Technology Internet WNW!. S SON OBS Buy 670 53927 374 850 195 17% 0% 00% .06% .06% ACS Accenture PLC [sonnets:in rect -0:9y IT Screeds Buy at 97 06 641778 205 7% 5% 36% 10% 21% 22% 43% ADS A "Lice Can Systems Corp Ireamaton Technology IT Sony con Buy 341 30000 18 609 201 26% 14% 0% 00% 07% 0.7% AMAT Applied Mater*, Inc IrAymatco Technology Semconouctors 8 Semmcoducla Eq Soy 25 1991 24483 164 81% 13% 37% 0% 20% .05% 1.5% AVGO Avag0 T OCIlf, 0109BS Ltd leformatCri 1001110,0gy Semooroucocm 8 Sormotwoccor Eq Buy 135 129 11 13 129 199 .55% 600% 116% 35% 12% .06% 05% BRCA1 Efroolcom Corp Intarnaacer Technceogy Semiconductors & Sernocceickala Eq Buy 56 4707 28.145 164 49% 134% 44% 17% 12% .25% .1.3% LRCX Lam Research Cap irtormatcn Technology Sem conductors 8 Sernooriattor Ed Buy 100 8036 12 723 160 99% 14% 4% 303% 15% 21% 3.6% EMC EMC Corp Infonnatcn Technology Tealmokty Hardware, Storage& Per Buy 30 2864 51.738 171 3% 0% 29% 3% 17% .17% 01% AEP American Electslc Pane Company Inc Utottes pectic 'monies Buy 63 5592 27.380 160 6% 2% 8% 38% .09% 29% EXC Exelon Corp Vtilbes Electric Weiss Buy 41 34 13 29.505 143 .4% 0% 52% 0% 36% .0 8% 31% NEE Nee ;Era Energy Inc lnares Electric Mows Buy 111 102 52 46.104 181 7% 7% 6% 50% .15% 15% PEG Podit Service Enterprise Group Inc Maar Muti.Ublibea Buy 48 43 33 21.941 152 7% 3% 54% 5% 36% -04% 3.2% Swop. Onawn. M.Y connHw. 7TOmon ',sant 'Nee OwtocA 1,417 n ca4nalsW s, Z-nxvth tme•CA •q”nciston m itprmrmmu CeOCaVI and 4th grout gar•On 061enit)/1.046 Cep Note: The list has the following changes from our previous US Equity Insights report based on the screening rules. deletions (CTSH, ENDP). CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0059424 CONFIDENTIAL SDNY_GM_00205608 EFTA01367811