From: Tazia Smith •t: a>
From: Tazia Smith •t: a>
To: "jeffrey epstein" <jeevacation®gmail.com>
Cc: "richardkahn12"
Paul Morris , "Jean Anne Wiebracht (Jeanie)"
, Vahe Stepanian
Subject: Re: 5 US Liquid Stocks (GILD, HCA, CMCSA, FFIV, XOM) [C]
Date: Mon, 10 Mar 2014 14:20:28 +0000
Importance: Normal
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Classification: Confidential
Good Morning Jeffrey - Just called to follow up on the below. Also, we do have your IMPAC rmbs working at 74 or better.
Be Back,
Tazia
Tazia Smith
Director
Key Client Partners - US
Deutsche Bank Securities, Inc.
Deutsche Asset & Wealth Management
345 Park Avenue - 26th Floor
New York, NY 10154
Tel: (212) 454-2889
Mobile: (917) 318-4852
Fax: (646) 257-3131
E-mail:
Tazia Smith
Original Message
From: Tazia Smith
Sent: 03/07/2014 06:35 PM EST
To: 'eevacation@ mail.com
Cc: ; Paul Morris; Vinit Sahni; Hav Gupta; vane Stepanian
Subject: 5 US Liquid Stocks (GILD, HCA, CMCSA, FFIV, 34O14) [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)
EFTA01192010
Put $3mm in each, total $15mm to work. More detail below.
1 • Last Price 79.465
T High on 02/25/14 83.95
-0- Average 62.9757
/ Low-on.03/19/13 44.38 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 $78.90. 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
79.46 79.47_, 2x21
Vol 17,022,064 81.210 S1.3.5P L 77.811) Val 1.343B
V/ Save As t® treffi lini MMEW
=I air on3re "t"' Avc', =MIMI lr 5,, max Daley Y El e securiwndy
+ Track- /2 1%nm:hat* -g•News. -0; Zoom
79.465
[attachment "GILD - defend 3.6.14.pdr deleted by Tazia Smith/db/dbcom]
HCA Holdings (HCA) - Trades avg 3mm shs/day
"Best in breed" hospital co; strong operating follow-through in 4Q after a positive preannouncement. DB Price target: $58 (17% implied
upside).
HCA lyr Price History
EFTA01192011
VTD 'FM. SY Max Daily
4- Track
l• Last Price 51.70
T High on 02/12/14 55.24
-- Average 45.6145
1 Low on 06/20/13"3$.91 IHCA us s 1 49.55 - 07
.4 At 15:23
tCA US Equity Vol 2 145,962 0 49.99N
n save ASWapilieu. •
03 07 2013 E ltialin- MMEa
10 30 1M 6M no 1Y SY Max Daily V C3 07 2014 H49.55 /49.57N 4 x 4
H SO 52D L 49.45D Val 107.174M
,w-tevre One Chart
It)Cdaspare MDF Ay:tin= E:=1: 19 EU" C securiedstA. •• Event 0
+Track . .s_ Annotate News• ©;--Zoom 0-52.00
(f • Last Price 49.55
T High on 03/03/14 51.69
7.7 Average 42.6682
1 Low on 07/03/13.35.49
liiik AliL
Irr4; Pin a ha
Ili Volume 2.146M
L .•
nitta iLfigainag lIIWITWIPIRT IrMffirrTri lrer aggill p-48.00
►46.00
P-44.4Xl
P-42.4N)
P-40.09
P-38.09
Jun
2013 Sep
2014 100
fl
[attachment "HCA 2.4.14.pdf" deleted by Tazia Smith/db/dbcom]
Comcast (CMCSA) - trades avg 12mm shs/day
Finalization of TimeWamer Cable acquisition pending. DB price target of $64 (23% implied upside).
CMCSA lyr Price History
....--.— 51.70 51.71, 18 .18
vol 8 421 756 0 52 .32i> H52.37I L 51.44Z Val 436.40711
r-,-, c ,10•••-r;—.. ibtr use (Mart
0 n) cl0000ro Mar AvCt ===
. El g Securiy/steety It ovent--0
.! Annotate = -News C Zoom
FS Networks (FFI% - Trades —1.8mm shs/day
Growth in Telco and Next-Gen Security. FS provides solutions for Internet traffic management to the big Telcos. Fundamental tailwinds in
demand, and following a 2yr investment. DB just raised price target to $130 (14% implied upside). Believe momentum in shares
continues, reports Q2 on 4/23.
FEW lyr Price History
EFTA01192012
IFFIV US I 114.40 -.37 s„..—•—"'"-- P114.40 /114.44B 1 x 1
Vol 1,437,007 C 115.95Q H 116.707D L 113.97D Val 165.847M At 15:45
.11
X011 L5 Ec,c5
1D 3D IM FF1V US Equity
03,107/20/3 —93-Save e Line Chart
03.107/2011. -311. Cl IJ 3D 1.,1 6M UD . 11. 5Y Max Dany •
+ Track Annotaté a) <we "N 1,0 MMM .a)": IIEW1 Ei CS Security/Suidy h Event 0
News C; Zoom
• Last Price 114.40
1 T High on 03/06/14 114.77
-e- Average 86.8413
^ 1 Low on 06/24/13 68.02
tiv
tolume 1 437M
L • MAVf (15) 1 288M
Mar S. tr Jun
2013 Dec
I 2014 110
100
90
80
70
10M
[attachment "PPR, LTE 3.2.I4.pdf' deleted by Tazia Smithldbldbcom]
Exxon(XOM) - Trades I2.7mm shares per day
Like on higher oil and momentum up through $100 near-term. Note: DB does not cover.
XOM Fyr Price Historv
XDM US $ 194.84 .08 11"--- N94.83 /94.84T 5 x84
At 15:51 Vol 9,978,142 0 94.37K H 94.99T L 93.99N Val 944.51M
tune Chart
Engissz ) orrose mor. mus MMM • :..ru Usa
611 lY MI Max Dany • C Security/Study h Evert 0
4--Track- 2--Annotaté- -News. 0, Zoon?, 0,102.00 D: D7 ::.1‘
• Last Price 94.83
T High on 12/27/13'10151
Average 91:58 1
1 Low. on 10/09/13-- £5.1.
.1Liliwiesk 9.97
Mar Jun Sep
2013 I 2014 B-100.00
B-98.00
ii-C14.
•
"-92.00
»-90.00
»-88.00
1"00
.7nm
EFTA01192013
Tazia Smith Director I Key Client Partners - US
Deutsche Bank Securities Inc
Deutsche Asset 8 Wealth Management
345 Park Avenue, 26th Floor
New York, NY 10154
Tel. +1 (212)454-2889
Fax +1 (646)2574131
Mobile +1 917 327-4107
Email
Para-io-4..fr Peiftrent
This communication may contain confidential and/or privileged information.
If you are not the intended recipient (or have received this communication
in error) please notify the sender immediately and destroy this
communication. Any unauthorized copying, disclosure or distribution of the
material in this communication is strictly forbidden.
Deutsche Bank does not render legal or tax advice, and the information
contained in this communication should not be regarded as such.
EFTA01192014
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