EFTA01459646

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