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efta-efta01189185DOJ Data Set 9OtherFrom: Tazia Smith •tt
Date
Unknown
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DOJ Data Set 9
Reference
efta-efta01189185
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2
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From: Tazia Smith •tt
>
To: [email protected]
, Vahe Stepanian
,
Cc: Paul Morris
Vinit Sahni
Nay Gupta
Subject: Technology (last email!) [C]
Date: Mon, 03 Mar 2014 19:32:04 +0000
Inline-Images: unnamed; unnamed(1); unnamed(2)
Classification: Confidential
* • prepared exclusively for Jeffrey Epstein - KCP US • *
Jeffrey -
Last one for the day - I promise!
Consider adding here (below is modified from within your the previously discussed basket based on current levels - example
increasing weight of Adobe (ADBE) on macro weakness and ahead of Morgan Stanley Tech Conference tomorrow (3/4) and
earnings on the 18th.
For the XLK risk reversal, consider the following:
XLK pot ref 35.92
Sell Jan15 36 put -$2.51
Buy Jan15 36 call -$1.80
Net Credit: $0.71/sh (-2%)
Indicative levels only, subject to market movement. Source: Bloomberg, 3/3/14.
EFTA01189185
TechnologyrnAn
Equity
Apple (AAPL)
Facebook (Fa)
Twitter (TWTR)
Samsung Electronics (non-US)
$
1.00 ADR listed in London, USD denom
Comcast (CMCSA)
$
0.50
Criteo (CRTO)
$
0.50
Yelp (YELP)
$
0.25
Amazon (AMZN)
$
0.25
Mastercard (MA)
$
0.25 Consider ITM Risk Reversal
Vodafone NOD)
$
0.25 Just went ex-Verizon Wireless
Juniper (1NPR)
$
0.25
Cisco (CSCO)
$
0.25
Adobe (ADBE)
$
0.50
KtuakomKtCOMH
$
-
[Ayago (AVGO)]
$
-
[F5 Networks (FFIV)]
S
%LK Ja n15 ITM Risk Revers a I
S
20:
Technology Sub Total $
5.00
DI
Tazia Smith
Director I Key Client Partners - US
Deutsche Bank Securities Inc
Deutsche Asset & Wealth Management
345 Park Avenue, 26th Floor
New York. NY 10154
Email
Panin.47 Peepon't
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.
EFTA01189186
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