EFTA01459646.pdf

Deutsche Bank Securities Inc. Figure 61: What to buy now (mid and small caps)? DB Buy-rated non-S&P 500 stocks in our OW industries with market cap > St300m, PE on 2015 EPS < 25, 2015 EPS growth > 8%, net debt/market cap c 30%, price upside > 5% 0S t OS Mee Mo NMI C9 WI Pa l fan 7015 EPS 2016 EPS OW euyeick TONI TIcker ConVeTY NOM GCS Senor GICSIndustry Rating Tame Utes104 DS Analyse Pnc• 15m) Mkt Coo 2015 IPS Growth 00141h TWO TWO Yield LOPE Grand Colly01 EdieScs It Can.,,., Corrincenne Ore441.1102COSuTer Seven Buy 45 0 71% Pahl CS8448.0 CFA 35 42 1 721 128 6% 00% 06% -06% L004 1.1800CM IM (30•Lretlw 010001/010 ohninonotiCaMmor Stowe. Guy 230 91% Ilender MMII 12 04 1.130 -26% 191 34% 11% 00% 4% -34% CIRP OM Can Interntllma LIO OwKre/ csc rescrmy memet 6 Co so; Re/ co sly 557 35% Own Erlawen 41 11 16225 2% 24 70% 00% 0214 -02% LAPS Vence Holelngs ud Carnet Cucialecnary Mere 6 Catang Reel Guy 181 50% AM Keane 12 24 7.020 35 69% 4314 00% -06% -0 6% Fl. Era I. Arra Inc °awns Enchercrary SPrnsis Raw Sly 81 0 19% Paul Teacen 6605 9.401 19 0 24% 20% 15% 32% •7% RH Ranomban Hvelow•NclOrgi Me Comma Oneteimary SPOCrey Redel eery 850 52% Fenn Snentr 5606 2243 12% 179 33% 7% 00% -20% -20% WOA Wirgreers NW s Nance Inc Contemn/ 9 non Ford 6 Ranen Reno no Gu y 950 23% Of/Or 10 77 19 82 659 15% 19 9 le% 14% 19% 09% 28% JAZZ Jan Pnanninett00 PE NMI,. Owe PhermiecnAnols 941E 167.0 34% Grine Oitere 124 67 7.592 6% 15 1 1216 34% 00% -14% FIT ton Inc Techmkey ElccOme: Ecnommt 'TV/wrens 6 Cron Guy 500 195% Ron Sander 10 93 3 373 14% 177 09% 0% 00% -0 7% -0 7% RADA Aleibli &CUP HolOng Ltd temalim TnMdo9y Interne Sclbree 61NnKea Sty 160.0 57% NMI Hellawe 64 86 159.353 .7% 50 10% 32% 00% 49% GORY 044141/dy Inc ~nem Todworgy Eocene Scream 6 Ram.. Eery 34 0 19% Deeps* LI M I 79 16% 24 5 28% 32% 00% 08% -08% NTES St een St 0ra:a Techr0011y Inlyne4 Scene. 6 Sewn, Buy 121.0 47% Hirwon Km 150 69 19.673 26 50% 30% 14% 03% 0.9% HAWK SEWS* Semen 1100,171 Inc tiornatem lectr000/ Stnocei Sly 540 46% Dryer Keane 31 09 2 031 11% 16 2 29% 14% 00% -16% -1 0% FLT hem Technokqes Inc Woman:in Tecliaciogy IT Sences Boy 1500 20% Mat Sabodr• 12475 11234 25% 20 1 20% 7% 00% -07% -0.7% W/16 Wen thadrw, LIO rv.rmnew Tectracw IT Serycn Ray 340 15% Wyse Keane 23 49 1 526 8% 16 4 26% 10% 00% Oa% 04% MAL MixInear Inc Woman, Tech/Wow Sernanleacts 6 Serleireludot Enc.:nem Roy 20.0 41% Ron Sera* 14 14 650 160 100% 27% 00% -30% -30% NKR etep Serns44n0s104 ricrmorr Two eceocy Semccom. own L. Semcowx to/ Cowymy Ouy 110 0 44% SAS 3471,410 76 31 17 819 15% 161 12% 2% 00% 36% 38% SPIM 6010•44 nIcerns1Kr TOCIwOogy Sencmd.da.6 Serriconericc tOutenee OW 41.0 60% VS1191411 25 65 3.315 6% 12$ 54% -11% 00% -0 3% -0 9% 04KP Crock Poet Softer. TechnOccres Mo-rnsirn TC4480SIS Senate sly 95 0 19% PC/1 /40711081 19 69 14 421 9% 73 7 11% 00% 5 214 52% /ASIR 1. 0010440YMF 41111011119:11 11141170110(111 Sollwre 170 200.0 19% Kati Knew] 167 04 1949 16 2 520% 1% 00% -11% %CR Synchrowee Temnomon rno 1114011•101 Technology Scenew Roy 500 174% flan do Anise. 2234 1 171 0% 10 0 25% 5% 00% -54% 90 VRNT Vein, %%ern PK Mcmnalern Technenogy Scene. evy 50.0 43% Amon 35 03 2217 105 111% 2% 00% -3 4% -3 4% Scone Oared* beat Commas% Thcenscn Rearm Note: The list has the following changes from our previous US Equity Insights report based on the screening rules: addltbn (GDDY, NXPQ, Medan (COW). For screening purpose, our over-weight industries for mid and smell ceps ere all industries in Consumer Discretionary, Consumer Staples, Health Care, and Tech. CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0120221 CONFIDENTIAL SDNY_GM_00266405 EFTA01459646