EFTA01459087.pdf

Figure 69: What to buy now (large caps)? DB Buy-rated S&P 500 stocks in our OW industries with market cap n S1Obn. PE on 2015 E F'S < 22. 2.015 EPS C cn 0 m Z growth e. Cic!•Fi .0 0 UV Pit on 20i0 SSG unomeno 2018 NM 00 Price Mkt Cap 2015 EPS EPS Payout DPS Buyback Tots 3 Ticker Company Name GIGS Sector GIGS Industry Rang Target PAM rite) EPS Growth Growth Rano Growth Olv Yield Yield Yield g BAC Bark 44 Anienca Corp Financials Barns Buy 19 1789 188826 128 297% 10% 34% 67% .73% .81% JPM JPMor9an Chia &CO Financials earn Buy 72 87.68 249.385 113 13% 0% 30% 9% 28% -0 9% 1.7% C = M113 Mar Bank Corp Fenanoals Barks Buy 132 12543 22.277 167 1% 14% 36% 0% 22% .09% 14% PNC PNC Financial Services Group Inc Financials Barka Buy 101 95 10 48,297 129 1% -1% 26% 7% 21% 42% 84% STI SunT rust Banks Inc Financols Barks Buy 49 4300 22.306 123 10% 0% 7.2% 31% 22% 00% 22% 1758 V S BANCORP Financials Barks Buy 47 44 15 77924 140 2% 5% 31% 5% 23% 20% 43% WFC Wel% Fargo & CO Financ,als Banks Buy CO 55 97 264.352 134 2% 4% 33% 9% 27% 07% 34% AMP Arrogant* Financial Inc Financials Copra Mahlon Buy 138 11407 20105 124 9% 14% 20% 15% 23% 68% 91% BK Bark of New Yak Moron Cap Finarctals Capes Va•kets Buy 49 43 83 45 COO 154 17% 12% 27% 3% 15% 12% 27% BLK 8144kRack Inc Financials Carta, Ltahliets Buy 393 359 CB 59.141 188 0% 8% 40% 8% 24% 13% 37% ROW T Nova Price Group Inc Firanc.als Caotai Ma-'hets Buy ea 76 33 19206 16 7 094 8% 132% 2 7% 2 5% 5:96 ABT ABBOTT LABORATORIES Health. Caro Heath Care Equipment Et Supplies Buy 53 45 73 68.321 213 9% 10% 44% 9% 21% 09% 30% SOT Medtronic Inc Heath Care Heath Care Equrarert & Supplies Buy CO 75 75 109640 177 12% 2% 29% 9% 20% 05% 24% SYK Stryker Corp Heath Care Heath Care Equipment $ Supplies Buy 112 9641 36.530 187 8% 10% 33% 10% 14% 08% 22% AGN /Mercian plc Haan Care Ponrnaccut Buy 306 30205 122.494 190 13% 0% 00% .79% .79% ENDP Endo Intetnaborol PLC Heat" Care PlosmacouboalS Buy 84 59 41 13.435 131 8% 27% 0% 00% •180% .18.0% MYL hlytan Inc Heath Care PhaerroeCtiet Call Buy 66 5122 25571 119 21% 12% 0% 00% .0 6% 06% PRGO Pomp Cant/any PLC Heath Care Phatmaceubcais Buy 187 154 83 22,786 202 22% 22% 8% 03% 4 7% 44% AAL Amer can Aitanes Group Inc Irduona 'kith ran Buy 54 42 30 23049 47 57% 7% 1CO% 10% 38% 47% DAL Delta AK Lines Inc IndustnOs Ashros Buy 56 48 51 37.554 10.5 41% 0% 7% 50% 1.1% 54% 8.5% LUV Sodnwes goy Co iedustma s Airlines Buy 54 4687 30118 131 78% 10% 19% 08% 32% 36% UAL United Contoolal Headings Inc Industrla% AilIONOS Buy 74 58 50 21,515 49 137% 40% 0% 00% 28% 26% CSCO C4CO Systems Inc intormacon Techrology CaTmuncatons Equomert Buy 35 27 37 137.964 157 17% 4% 46% 11% 31% 10% 41% ADS A5ance Data Systems Corp Irionnabon Tetley:4m IT Services 341 286 07 17.589 190 19% 13% 0% 00% 37% 37% CT SH Cortzant Technology Scouoons Corp Inramaton TeanclogY iT Services Buy 60 65 24 39683 214 17% 14% 0% 00% 00% 00% AMAT Applied MiKettale Inc Intenroton TechnO1097 Senteakluctors &Sernocaldutar Eq Buy 20 18 20 21.767 153 12% 0% 37% 0% 22% 20% 4.2% LRCX Lam Research Cap intainacon Technology SomcCodulors & Semecondoctoe Eq Buy 95 7792 12423 154 14% 23% 4% 30C% 15% 29% 45% AEP Amor can Electric Pavel Company Inc Unites Electric mimes Buy 82 58 32 27,196 150 9% .1% 59% 8% 40% .13% 27% EXC Exton Cap Uhilnes Electric lit Ines Buy 37 2816 25.658 113 4% 52% 0% 44% .06% 38% NEE NextEre Energy Inc Vibes Electric Lmlmes Buy 112 11;099 46.450 179 7% 9% 56% 6% 31% .30% 01% San. Onesens Sank Crows: Tho-ncn Pour StIrboCi wow ?neon; r:-rim Cott. .µmain:m in,r,:e ens:.. yxemrt rows took ems, cotenn / mono C.O Note: The list has the following changes from our previous US Equity Insights report based on the screening rules: additions (CTSH), deletions (ACN). 'Cul SeqpnGog 4ueg apSinaa CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0119309 CONFIDENTIAL SDNY_GM_00265493 EFTA01459087