EFTA Document EFTA01467620

Subject: Re: 5 US Li uid Stocks GILD, HCA, CMCSA, FFIV, XOM) [C] From: Tazia Smith < Date: Mon, 10 Mar 2014 11:14:05 -0400 To: Paul Morris < Classification: Confidential RMBS bond is being worked as agent (open architecture). Looking for buyer at 74. On Friday, JP's own agency desk (not the JP trader, the private bank's agency desk) was in touch with a market in the -74 context according to Paul B. Our agency desk could not get in touch with that market; DB agency desk not covered by the same brokers broker. We're working again today to get in touch with that 74 bid. Tazia Smith Director Key Client Partners - US Deutsche Bank Securities, Inc. Deutsche Asset a Wealth Management 345 Park Avenue - 26th Floor New York, NY 10154 Tel: Mobile: Fax: E-mail: Original Message From: Paul Morris Sent: 03/10/2014 10:55 AM EDT To: Tazia Smith Subject: Re: 5 US Liquid Stocks (GILD, HCA, CMCSA, FFIV, XOM) [C] Classification: Confidential the rmbs is through JP? Paul Morris Managing Director Deutsche Bank Private Bank 345 Park Avenue, 27th Floor New York, NY 10154 Office: Cell: From: Tazia Smith/db/dbcom To: "jeffrey epstein" <[email protected]>, Cc: "richardkahnl2" < Paul Morris/db/dbcomQDBAMERICAS, Vahe Stepanian/db/dbcomQDBAmericas Date: 03/10/2014 10:20 AM >, "Jean Anne Wiebracht (Jeanie)" < Subject: Re: 5 US Liquid Stocks (GILD, HCA, CMCSA, FFIV, XOM) [C] EFTA01467620 Classification: Confidential Good Morning Jeffrey - Just called to follow up on the below. Also, we do have your IMPAC rmbs working at 74 or better. Be Back, Tazia Tazia Smith Director Key Client Partners - US Deutsche Bank Securities, Inc. Deutsche Asset a Wealth Management 345 Park Avenue - 26th Floor New York, NY 10154 Tel: Mobile: Fax: E-mail: Original Message From: Tazia Smith Sent: 03/07/2014 06:35 PM EST To: eevacation@ mail.com Cc: ; Paul Morris; Vinit Sahni; Nav Gupta; Vahe Stepanian Subject: 5 US Liquid Stocks (GILD, HCA, CMCSA, FFIV, XOM) (C) Classification: Confidential Jeffrey - 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 (Embedded image moved to file: pic01576.gif) (attachment "GILD - defend 3.6.14.pdf" deleted by Tazia Smith/db/dbcom) 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 (Embedded image moved to file: pic00763.gif) EFTA01467621 (attachment "HCA 2.4.14.pdf" deleted by Tazia Smith/db/dbcomj Comcast (CMCSA) - trades avg 12mm shs/day Finalization of TimeWarner Cable acquisition pending. DB price target of $64 (23% implied upside). CMCSA lyr Price History (Embedded image moved to file: pic29598.gif) F5 Networks (FFIV) - Trades -1.8mm shs/day Growth in Telco and Next-Gen Security. F5 provides solutions for internet traffic management to the big Telcos. Fundamental tailwinds in demand, and following a 2yr R&D 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 (Embedded image moved to file: pic24335.gif) (attachment "FFIV LTE 3.2.14.pdf" deleted by Tazia Smith/db/dbcom) Exxon(XOM) - Trades 12.7mm shares per day Like on higher oil and momentum up through $100 near-term. Note: DB does not cover. KUM lyr Price History (Document link: Tazia Smith)(Embedded image moved to file: pic19616.gif) (Embedded image moved to file: pic31857.gif) 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 Tel. Fax Melba Email (Embedded image moved to file: pic10980.gif) EFTA01467622