From: "Thomas Jr., Landon"

From: "Thomas Jr., Landon" To: "Jeffrey E." <[email protected]> Subject: Re: Apple! Date: Mon, 12 Jun 2017 16:25:31 +0000 Some are saying financials. Fact for you: of the $1.3 trillion invested in FAANG names now, 82 percent is from likes of blackrock/vanguard etc. This is a retail driven trade — not sure if that is good thing or bad thing. On Mon, Jun 12, 2017 at 12:22 PM, jeffrey E. <[email protected]> wrote: the question is what alternative. defense is far along. the few biotechs robo techs dont carry size On Mon, Jun 12, 2017 at 7:58 AM, Thomas Jr., Landon < > wrote: But no doubt people are nervous about holding this thing right now given how crowded the trade is -- as with all FAANGs. On Mon, Jun 12, 2017 at 9:54 AM, jeffrey E. <[email protected]> wrote: long term large amounts of cash need to go into equities. not only etfs few cos are must owns these are On Mon, Jun 12, 2017 at 7:51 AM, Thomas Jr., Landon > wrote: What are you telling your clients re Apple? hups://www.nytimes.com/2017/06/07/businessidealbook/stock-market-facebook-amazon-apple-google- netflix.html Landon Thomas, Jr. Financial Reporter New York Times http://topics.nyti mes.com /top/reference/ti mestopics/people/t /Landon jr thomas/index.html please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA01043400 Landon Thomas, Jr. Financial Reporter New York Times http://topics.nytimes.com/top/reference/timestopics/people/t /landon jr thomas/index.html please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of WE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved Landon Thomas, Jr. Financial Reporter New York Times http://topics nytimes.com/top/reference/timestopics/people/t/landon jr thomas/index.ht ml EFTA01043401