EFTA01453073.pdf

E-mail: -- Original Message — From: Tazia Smith Sent: 03/07/2014 06:35 PM EST To: [email protected] Cc: Paul Morris; Vinit Sahni; Nay Gupta; Vahe Stepanian Subject: 5 US Liquid Stocks (GILD, HCA, CMCSA, FFIV, XOM) [C] 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) F5 Networks (FFIV) Exxon (XOM) Put $3mm in each, total $15mm 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 578.90. DB price target $132 (65% implied upside). Chart below, report from this week defending vs a voluntary recall (392k bottles only) attached. GILD lyr Price History CONFIDENTIAL — PURSUANT TO FED. R. GRIM. P. 6(e) DB-SDNY-0110481 CONFIDENTIAL SDNY_GM_00256665 EFTA01453073