EFTA01459645.pdf

Figure GO: What to buy now (large caps)? DB Buy-rated S&P 500 stocks in our OW industries with market cap > S1Obn, PE on 2015 EPS c 22. 2015 EPS C 40 Cy Co -n o growth › .c c- um Piton 2015 MIS ammo zon mit c c DB Price Mkt Cap 2015 EPS EPS Payout DPS Buyback Total Ticker Company Name GIGS Sector GIGS Industry Rating Target Polar (Sm) EPS Growth Growth Rano Gram, Div Title Yield Yield MPH DELPHI AUTOMOTIVE PLC Ca nunw Dacectorory Auto Comp:meets Buy 103 02 73 17520 120 8a% co 0 00 Dollar General Corp Consume OitAreeonary Mataleill Retail Buy 80 7286 21.849 208 9% 12% 27% 12% 32% 44% GY AAP Atrance Aiso Parts Inc Consumer Ci5CrebOna'Y Spec.a5y Retail Buy 190 147 85 10 835 139 1% 3% 02% .03% 01% Er7 BAG Danko! America Corp Financials Balks Buy 17 13 25 136564 108 252% 18% 34% 67% 15% .99% -8 4% Jam JP-Morgan Chase 8 Co Financials Banks Buy 70 :840 212 442 07 13% 30% 9% 31% .11% 20% MTB MST Bank Corp Financials Bank*. Buy 128 10619 19576 142 3% 11% 38% 0% 26% .10% 16% plc PNC Firtancia Seri, ices Group Inc F.narc als Banks Buy 99 8489 42.550 114 2% 0% 28% 7% 24% 48% 7% STI SunTnat Banks Inc Financials Banks Buy 43 34 87 17.581 et 11% 22% 31% 28% 00% 2.8% US9 U S SANCORP F-narc ols Banks Buy 46 4011 60.882 127 3% 4% 31% 5% 26% 22% 48% WPC Woes Fag° 8 Co Financials Banks Buy 59 482$ 243,132 117 1% 4% 33% 9% 32% 08% 40% AMP Arnenionse F,nancial Inc Ana-cats Capra PartiNs Buy 114 LV)47 14768 92 9% 3% 2614 15% 32% 93% 124% E64 Bank cl NowYork Mahn Cap Financials Capital Markets Buy 44 3496 37.532 122 19% 8% 27% 3% 20% 15% 35% BLOC Sac kRock Inc Financials Cepa; Makers Buy 338 313 70 50.351 158 3% .5% 40% 13% 30% 15% 46% TROW 7 Rowe Pros Grow Inc Financial, Caged Medea Buy 77 69 78 17.235 152 1% 1% 39% 132% 30% 28% 58% ABT ABBOTT LABORATORIES Health Care Heath Care Equipment S Surat*, Puy 49 3601 56715 177 9% 0% 44% 9% 27% 11% 39% MOT Medtronic Inc Health Care Heat Care Equipment 8 Supplies Buy 90 76 20 107,079 178 12% 2% 29% 9% 20% 05% 2.5% SYK ankei Corp Health Care Heath Care Equipment 8 Staples Buy 113 99 54 37.313 194 .3% 10% 26% 10% 15% 06% 23% TMO Thermo Fisher Scathe Inc Heath Care L4e dances Tools II Spry rtes Buy 152 127 80 50,306 173 6% 9% 9% 05% 05% 10% AGN Mogan plc Health Care Pna rmaceJe cars Buy 308 272 45 109.720 171 13% .4% 0% 00% .89% 69% LLY d Lilly and Co Health Care PlusmaceAcots Buy 99 74 28 84.314 21.8 10% 3% 63% 2% 27% 1.0% 3.7% ENCP Endo hear-mond PLC Health Care Pharrnaceatcah Buy 84 `54 30 12341 118 7% 34% 0% 00% .196% .19.6% MYL Mytan Inc Health Care lahalInaCtrabat Buy 66 5231 25,703 122 21% 1519 0% 00% -08% 416% PRGO Peingo Company PLC Health Care Pharmacemecais Bay 187 144 11 21.328 188 22% 29% 8% 03% .50% .4 7% DAL Amencan Airlines Croup Inc Inclusbials Airlines Buy 55 38 21 25200 42 03% 7% IX% 11% 4% 5% DAL Data Ae Lines Inc Industrials Airlines Buy 68 44 04 34.448 95 42% 32% 7% SC% 1% 59% 71% Sartain, Alan,* CO Marc WI; MUM. Buy 57 37 56 23.506 107 75% 15% 10% 35% 08% 41% 49% UAL Untoci Continental Wrongs Inc Industrials Airlines Buy 75 48 41 17.735 41 135% .31% 0% 00% 34% 34% coSC Ctsco Systems Inc InSonmatcn Tedinalagy Canmuncabons Equipmere Buy 35 2354 117257 135 17% 1% 48% 11% 38% 1% 48% APH Amonenci Cap Irramaten Technology Electronic Eo.roment, Instruments &.Buy 52 40 57 15.120 204 8% 7% 30% 18% 11% 21% 32% ACN Acceptors PLC IntormattOn TeChnOtagY IT Sena* Buy 117 10273 64,110 213 7% 8% 38% 10% 2% 19% 41% ADS Askance Data Systems Corp inrcirmat.cn Technology IT Seri, ces Buy 291 197 41 11.904 131 19% 12% 0% 00% 54% 54% CTSN Cordell Technotgy Sputa, Corp Itioanaben Teraina:9y IT Services Buy 89 5082 38,948 19.8 17% 14% 0% 00% 00% 0.0% AMAT ypited Materials Inc Information Technokigy Sern,coriductas 8 dm,ccerthstoe Eq Buy 20 17 58 19.728 148 12% 0% 37% 0% 23% 2% 45% AVGO Awn* lechnoktas Ltd INartnabon Technology Semconductors 8 Sernaandutta Be Buy 157 136 12 38,320 148 85% 6% 20% 37% 1 3% -1 2% 01% 'WIC into: Cap Infiaanabon Technology SamcereluCtcrs S Sem oacC‘ccen Eq Buy 38 29 77 138,455 128 1% 3% 7% 35% 50% 85% LRCX Lam Research Cap Intortnatial Technokogy Sem iconductors 8 Serrncencloster Eq Buy 05 71 47 11,347 142 14% 20% 4% 303% 17% 3% 49% HPO tienied.Packeed Co inkanaticn Technology Technologi Hardware, StOWC S Per Buy 16 986 17.291 56 2% .8% :9% 51% 137% 189% AEP American Electric Power Company Inc Utribes Ekarc tmlnias 63 82 29 31.074 189 8% 0% 50% 6% 35% -11% 24% EXC Exact, Corp taboos E 'eche litimes Buy 38 32 25 29.067 129 4% 0% 52% 0% 39% .06% 33% NEE NettEni Energy 109 MSG Electra MOOS Buy 118 113 52 53,432 199 8% 7% 55% 6% 27% -7 6% 0.1% CMS CMS Energy Corp 1.)10Ceb Buy 40 3926 10.960 20 9 6% 6% 61% 31% .03% 2.9% WEC Energy Cap 1.10005 MUIO-UbIllaPS Buy 56 :040 17.884 209 4% 9% 60% 17% 35% 4) 1% 34% Sauce Oyerseny Sent Convoys. Thcinucn enters Wet swami nos ts *shankhos entry ticswe encore annerwesins meat irliMOW groomads enclJes stool aoten aversePc having Note: The list has the following changes from our previous US Equity Insights report based on the screening rules: additions (LLY, AVGO), deletions (TJX). Deutsche Bank Securities Inc CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0 120220 CONFIDENTIAL SDNY_GM_00266404 EFTA01459645