DS9 Document EFTA01203295

From: To: Cc: Subject: Date: Importance: Attachments: Inline-Images: Tazia Smith a> "jeffrey epstein" cjeevacation®gmail.com> "Paul Morria, "Vinit Sahni" "Vahe Stepanian" 15mm to work + [C] Tue, 11 Mar 2014 19:24:31 +0000 Normal GILD_ defend_3.6.14.pdf; HCA_2.4.14.pdf; FFIV_LTE_3.2.14.pdf graycol.gif; 05880965.gif; 05186894.gif; 05834795.gif; 05586831.gif; dblink.gif; 05267547.gif; 05054981.gif; 05708853.gif Classification: Confidential Re-sending you these US, liquid, upside, equity list. Vinit will have 1-3 to add tomorrow to capture more esoteric asymmetry. But the five stocks above get $15mm to work with an attractive risk/reward profile, as requested. Also consider further downside in Aussie dollar. Example: 3mo 0.85 strike digital AUDput/USDcall. spot ref 0.9, pay 12.5% (9.1 offer vol), if AUDUSD below .85 at maturity, receive 100% (8x premium paid). Max loss: premium paid. Indicative levels only, subject to market movement, source: DB KCP London, 3/10/14. Speak Soon! Tazia Tazia Smith Director Key Client Partners - US Deutsche Bank Securities, Inc. Deutsche Asset & Wealth Management Tazia Smith --- Original Message ---From: Tezie Smith Sent: 03/07/2014 06:35 PM EST To: eevacationH mail.com Co: Paul Morris; Vinit Sahni; Nay Gupta; Vahe Stepanian Subject: 5 US Liquid Stocks (GILD, HCA$ CMCSA, FFIV, %OM) [C] Classification: Confidential Jeffrey - EFTA01203295 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) Put $3mm in each, total $15mm to work. More detail below. 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 1 79.465 -----v-. Vol 17 022 064 ._ 82.21 - ImmirSave As • 91 Ac i so or 1 n .0 Id®® rice u) aM P are Pt,. *,p === YTO SY Max Daily T ■ d security/study - -Track- t --Annotabt -K--News- 0; Zoorn (See attached file: GILD - defend 3.6.14.pdf) 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: $58 (17% implied upside). HCA lyr Price History EFTA01203296 10 3D 1 HCA US i., ..i At 15:23 -.07 '01 2 145 962 ave C3/07/2014 YTD Ls:* Price 1Y sv .4fir•Tradc •Z- Annotate News• 0, Zoom 449.55 /49.57N CI 49.99N H 50.520 L 49.450 Val 107.174$ Daily une chart ilDriDare mrY - 1151 C sccuriedsta • Eve t ■ Last Price 49.55 T High on 03/03/14 51.69 -- Average 42.6682 .1. Low on 07/03/13 35.49 ivv\ • p4 -lm 9W- "I- .52.00 CEM .48.00 .46.00 .44.00 .42.00 .40.00 • .38.00 2013 2014 (See attached file: HCA 2.4.14.pdfi Cornetist (CMCSA) - trades avg 12mm shs/day Finalization of TimeWamer Cable acquisition pending. DB price target of $64 (23% implied upside). CMCSA 1Yr Price History CMCSA US S 151.70 ...---- Q51.70 /51.71Q 18x18 At 14:50 Vol 8,421,756 .: 52.32. N 52.37g L 51.442 Val 436.407M /4 Save As 94 Actions - V/ Wif • w-rante ' Line Chart irls1;;SEZi ' CM iniall in!! :: Oyneyre ••P,. Ave: ffi ffi ffi 4-1,e IIIIDUI• c seaway/stub n Event 0 i 1"56.00 ZOOM; CNCSA US Equity 1D 3D IN 411 YTD 1Y sY Max Daily • Track 11" l • Last Price 51.70 T High on 02/12/14 55.24 le- Average 45.6145 1 Low On 06/20/13 38.91 Annota14"ff'News L Volume 8.427M. L • SMAVG (15). 20.179n haw Kar Jun Sep Dec 2013 2014 .54.00 OEM .50.00 .42.00 .40.00 .38.00 H-50M (Wire FS Networks (FFIV) - Trades —1.8mm shs/day Growth in Telco and Next-Gen Security. FS provides solutions for interne traffic management to the big Telcos. Fundamental tailwinds in demand, and following a 2yr ffi investment. DB just raised price target to $130 (14% implied upside). Believe momentum in shares continues, reports Q2 on 4/23. FFIV lyr Price History EFTA01203297 IFFIV US At 15:45 FFIV US Equity 1 114.40 -.37 P114.40 /114.44B 1 x 1 Vol 1,437,007 C 115.95Q H 116.707D L 113.97D Val 165.84711 95-Save AC iv fltatotn, wc—. ~ 0" . L ne Chart 03f0712033 0310712014 ID 3D 1M 6M a= am= n YTD l• SY Max Daily • 4. Track Annotate n}nnre le Security/Study 4 Eve t • Last Price 114.40 T High on 03/06/14 114.77 -9- Average 86.8413 • 1 Low on 06/24/13 68.02 \Ai News q Zoom glume 1 437M MAVf (15) 1 288M S. Mar Jun 2013 Dec I 2014 110 100 90 80 70 10M (See attached file: FFIVLTE 3.2.14.pd.0 Exxon(XOM) - Trades 12.7mm shares per day Like on higher oil and momentum up through $100 near-term. Note: DB does not coven XOM lyr Price History X0M US $ I 94 .84 694.83 , 94.847 5x84 .Fr At 15:51 Vol 9,978,142 0 94.37K H 94.99T L 93.99N Val 944.51M XOM US Equity 03/07/2033 03/07/201A east a-ice fl ane tnart X) Grose IFir Sy Max Daily • E Securi:y/Saidy h Even: O Track---L--Annotate -News. 10; Zoonl I-102.00 • Last Price 94.83 I High on 12/27/13"101.51 -4- Average 91.5811 1 tow. on 10/49/13 85.1 Voiume 9.97 Inn Mar Jun . 100.00 . 98.00 i.CIA An 2013 2014 0-92.00 .84.00 ..7nm EFTA01203298 Tazia Smith Director I Key Client Partners - US Deutsche Bank Securities Inc Deutsche Asset & Wealth Management Para-io-z,fr ?gift:rein 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. EFTA01203299