EFTA Document EFTA01458547

Deutsche Bank Securities Inc. a, -t c3 Figure 31: What to buy now (large caps)? DB Buy-rated S&P 500 stocks in our OW industries with market cap > $10bn. PE on 2015 EPS c 22, 2015 EPS growth > 0% DO Freon 2018 2016 tamdend 2015 NM OB Price Mkt Cap 2015 EPS EPS Payout DPS Buyback Total Ticker Company Name GICS Sector GIGS leduSgy Rating Target Pace Din) EPS Growth Growth Ratio Grovith Div Yield Yield 'Meld C 9) O ° .0 0 -7 `' = r3.3 in. O a pi AM Bank of Amarca Coro man-.0 a:Wore/in Chase I Co Financials Bay Barks Buy 75 58 60 97 163.490 226,534 110 108 58% 8% 13% 12% .ht 30% 9% 29% .22% 33% .09% -0 4% KEY KEVCCRP Feanctals Barks Buy 17 1301 10940 119 6% 13% 24% 16% 23% 35% 56% ;1. MIS MST sank Cara Financials Barks Buy 150 12196 16.248 158 6% 23% 33% 0% 23% 31% -0 9% PNC PNC Finarcial Sem ems Group Inc Fmancran Barks Buy 105 8920 45813 121 1% 3% 20% 7% 23% 05% 27% STI SunTnet Flanks Inc Financials Bares Buy 50 38 24 19657 113 5% 7% 22% 31% 25% 09% 34% Use U 5 BANCORP F,nanouls Banks Buy 47 4101 73 361 130 3% 7% 31% 5% 25% 16% 40% WFC Wets FarDOS CO Fmancials Banks 13/47 eo 51 36 263,598 123 2% 0% 33% 9% 29% 03% 32% AMP Arnorpreo Financial Inc F nano,' Is Cape* Matkots Buy ISO 10913 10449 116 10% 18% X% 15% 25% 70% 95% 8K Bank of New Yak Mellon Cap Financials [metal Markets Buy ea 3815 41320 140 16% 12% 27% 3% 17% 19% 36% TROW T Ra* Rice Grow) Inc F nancwls Cave/ Markets Buy 82 6950 17107 147 4% 5% 36% 132% 30% 05% 3.5% AXP Arnoncan Earns CO Fmancials Consumer Finance Bay 74 13 74225 134 1% 6% 18% 12% 16% 44% 59% AST ABBOTT LABORATORIES Health Care Heath Care Eqacntent & Sumner. Buy sa 40 22 50.948 187 9% 12% 4A% 9% 24% 31% 55% MOT Medico me Health Care Heath Caro Equotent S Siswhas Buy 90 0694 91.827 156 12% 2% 29% 9% 23% 13% 36% SVK Stryker Corp Health Care Heath Care Equrnment & Suppres Buy 112 94 10 35.434 185 8% 10% 2'$% 10% 15% 02% 1.7% AGN Megan* Health Can Pharmacouteels Buy 343 27181 106.994 148 91% 22% 0% 00% 03% 03% ENCP Endo Intetrahonal PLC Health Care Pharmacoutcala Buy 88 89 28 15.885 151 7% 28% 0% 00% .05% .05% MYL Myren Inc Health Care Phonate:A/cars Buy 86 4028 19.790 98 18% 13% 0% 00% 20% 2.0% PRGO Peng° Company PLC Health Care Phatmacemcan Buy 165 157 27 23.021 206 22% 6% 6% 10% 03% .01% 03% AM. Anearcan Airlines Group Inc Industrials Aylines Buy 50 98 83 26.057 47 44% 7% 100% 10% 01% 11% DAL Dena Ar L nes trio Industrials Amines Buy 50 44 87 35890 104 32% 7% 7% 20% 12% 14% 26% LUV Southeast Airlines Co [Mamas Aalmee Buy 52 3804 25.082 109 74% 4% 11:64 19% 08% 23% 31% UAL United Contrnental Holing/ Inc Irdegnaio Airlines Buy 72 5305 27 .040 48 119% 1% 0% 00% 05% 0.5% CSOD Cisco Systems Inc Information Technology Commtricatons Equgnsent Sly 35 2625 132.1360 150 18% .5% 48% 11% 32% 40% 78% APH Arrpnend Corp retamaton Technology Es/et/cent Eqapmem iretrumerts. r Buy Lu 5098 15 754 208 9% 11% 20% 18% 11% 18% 29% GOOG Google Inc triumphal Technology Internet Software 8 Semmes Buy 8.40 608 42 429129 210 15% 18% 0% 00% .05% -0 5% AGN Accerture PLC InformabOn Technology IT Sem ern Buy 107 9326 61609 204 7% 8% 36% 10% 22% 22% 44% ADS Alums Data Systems Cap Intormaton Technology IT SeNces Buy 341 25896 11910 172 19% 13% 0% 00% 09% 09% GISH IT Sonya. Buy 60 6281 35163 203 19% 12% 0% 00% .02% .07% Cognizant Tech, Sormens Corp Intconaton TechoMergy AMAT Applied Mattiors Inc Iricematran Technology Semconducton 8 SefrICCOMXtf Eq Buy 23 14% 17.637 124 11% 18% 37% 0% 27% 07% 2.0% LRCX Lam Relearn', Corp in/ ormatron Technology Senwprdxtors& Semiconductor Eq Buy 100 65 33 10 355 129 14% 28% 4% 102% 1 9% 26% 44% AEP Arnencan Ewen< Poirot Company Inc la s Eledno Utilities Buy 63 5668 27,893 160 4% 7% 50% 8% 37% .09% 26% EXC Ewen Corp Uhlegs Eleorric Vanes Buy 42 29 70 25.590 12 4 0% 6% 52% C% 4 7% .0 6% 3 5% NEE NeetEm Energy Inc Mates Elactrc Wl41ee Buy 115 97 56 45,450 173 7% 8% 55% 6% 32% .15% 17% PEG Public Service Enterprise Group Inc U1ittres MulthUttihes Buy 46 4216 21 328 145 5% 2% 54% 5% 37% 05% 3.3% Sc.,t• DaticAt Br4 ComatuVe. 7nrson Antra Arch r a svin ss 'NO avyboat 130:1 a cWoulard as IV Wang 12,exneft &lbw& emeneclures lass °peon *morose nosed. owl !au StIXA Coen sprint/ Movie Cep Note: The list has the following changes from our previous US Equity Insights report based on the screening rules: addition (ENDP, PliGO), deletion (NZ). DB's Ross Sandler reiterated a good outlook and Buy ratings on GOOG, AMZN, FB. WM this week. Please refer to his notes: "Half-Way Home", "Looking At Another Solid Print From AMZN", "Strong 3Q & Investing Aggressively" and 'The 'Moment' May Be Just Around" (October 2). CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL SDNY_GM_00264696 DB-SDNY-0118512 EFTA01458547