EFTA02131300Dataset 10
2013-08-0610p2,632w
Subject: Early Tour 8.6.13
…CHRW, CSC, DIS, DVA, EOG, FSLR, MRO, NU, PLT, Z earnings after close"' • American Eagle Outfitters slashed Q2 outlook on weak sales & margins (trading -14%) EFTA_R1_00775722 EFTA02131300 • Macerich posted best same-store not growth since 2007 & boosted forecast (trading up small) • Jamba profit up 51% on stronger sales at company owned stores (positive view) (trading +2.5%) • Vornado Q2 earnings more than quadrupled, ffo/rev beat ests as profit surged on real estate gains (trading up) • Jeff Bezos…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02131300.pdf
EFTA02155955Dataset 10
2012-11-017p1,651w
Subject: Early Tour 11.1.12
From: Henry Higdon
…NH, IA). SPA's -4 handles = 1402.60 last. `••ADP Employment © 8:15am, Jobless Claims @ 8:30am, ISM & Construction Spending••• ***Consumer Confidence © 10am, Retail Comps, Merkel hosts Ireland PM Kenny in Berlin" ***Auto Sales out today / APA, FSLR, K, XOM, AIG, CHK, HIG, PCLN, SBUX Ws today"' • Visa Q4 eps and revenue beats estimates and starts new $1.5 billion buyback (trading +1.6%) • New Mountain close to deal for JDA Software ($45/share = 18% premium…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02155955.pdf
EFTA02113512Dataset 10
2014-02-258p2,046w
…HD, M, TMUS, TOL Ws pre-open / AVGO, EIX, FSLR, MIDD, RRC, SBAC Ws after close*" • Stifel Financial reports Q4 adj eps ahead of estimates, FY results increased 24% yoy (trading +5.9%) • Tenet Healthcare reports better eps but slowing rev per admit growth, joins CommonWell (trading - 4.1%) • Sina beats eps estimates on increased advertising on Weibo which more than doubled its revs (trading -2.4%) • Mineral Technologies (MTX) increases offer to buy Amcol Intl (ACO) to $42.50…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02113512.pdf
EFTA02123847Dataset 10
2013-10-3110p2,550w
Subject: Early Tour 10.31.13
…DISCA, MA, TWC, XOM pre-open"" AIV, FLR, FSLR, NEM, NU, PSA, RSG, SWN reports after close"' EFTA_R1_00759679 EFTA02123847 • Facebook crushed #'s on mobile ads but young teens leaving (now eligible for S&P 500) (trading +2.5% was +10%) • Expedia Q3 beat across board (ebitda,eps,revs,bookings) (NAmerica drove upside) (trading +20%) • JDS Uniphase solid O1 but forecast revenues below estimates ($420M-$440M vs $457.8M) (trading -8%) • Kraft profit +7.3% bolstered by cost savings…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02123847.pdf
EFTA02147503Dataset 10
2013-02-268p2,062w
…M, PCS earnings pre-open / AVGO, FSLR, PCLN, DWA Ws post close••• •••Italy's Bersani to hold press conference © 5pm CET in Rome (11am EST)'•• • Autodesk mixed O4 results (revs up but margins light) gave weak guidance (trading -2%) • Stifel eps/revs beat (profit up 48%) on strong gains in wealth mgmt & institutional biz • Apollo (University of Phoenix) moves from being on notice to probation (trading -3%) • Carlyle Group hires banks to sell Arinc (Aerospace & Defense) for $1.2B…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02147503.pdf
EFTA00414089Dataset 9
2012-05-036p2,104w
Subject: Early Tour 5.3.12
From: Ike Groff
…ISM Non-Manufacturing @ 10am*** ***VIAB, MGM report pre-open / AIG, FSLR, KFT, LNKD 4's after close*** Green Mountain cut profit forecast on slowing sales (more private label competition) (trading -39%) JDS Uniphase posted Q3 net loss (reversing year ago profit) as revs fell due to late orders (trading -4%) Visa Q2 eps/revs beat estimates & boosts yr eps growth view from Feb 8 outlook (trading +2%) Acme Packet Ql net income dropped sharply hurt by higher op expenses but…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00414089.pdf
EFTA00598426Dataset 9
2013-01-024p1,153w
…Harvest Power: Harvest Power, based in Waltham, Mass., is a developer of mulch and fertilizer products from organic waste. The firm closed a $110 million financing led by True North Venture Partners and American Refining and Biochemical. True North is helmed by Michael Ahearn, the founder of First Solar (Nasdaq:FSLR). Harvest raised a $51.7 million round B from Generation Investment Management, DAG Ventures, Keating Capital, Kleiner Perkins Caufield & Byers, Waste Management, Munich Venture Partners, and TriplePoint Capital in…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00598426.pdf
EFTA02114290Dataset 10
2014-02-218p2,059w
Subject: Early Tour 2.21.14
…Earnings (PANW, FTR, EOG, OKE, THC, VNO) Tuesday: S&P/Case-Shiller House Price Index, Richmond Fed Manufacturing Idex, Baird Business Solutions Conference (NYC), RBC Healthcare Conference (NYC), Earnings (AMT, BLMN, DPZ, FE, HD, M, TOL, SDRL, AVGO, EIX, FSLR, QEP, RRC, SBAC) Wednesday: MBA Mortgage Applications, New Home Sales, Wells Fargo Real Estate Securities Conference (NYC), Earnings (AES, CHK, CNP, CVC, DLTR, LOW, NFX, TGT, TJX, ADSK, BIDU, LB, RIG) Thursday: Durable & Capital Goods Orders, Kansas City Fed Manufacturing…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02114290.pdf
EFTA02123897Dataset 10
2013-10-288p1,901w
Subject: Early Tour 10.28.13
…EL, HAR, IRM, MA, PPL, PWR, TWC, XOM, AIG, FSLR, RSG, SWN) Friday: Markit US PMI, US Manufacturing ISM Oct, Construction Spending, Global Vehicle Sales, EFTA_R1_00759749 EFTA02123902 Earnings (CVX, NEE, WPO, BLT) Saturday: China NBS non-manufacturing PMI Key Events on the Horizon Nov 7 — BOE & ECB rate decisions Nov 28 — US Thanksgiving (market closed) Dec 5 — BOE & ECB rate decisions Dec 18 — FOMC rate decision Jan 15 — Current CR runs out Feb 7 — Debt ceiling deadline (Treasury…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02123897.pdf
EFTA02114263Dataset 10
2014-02-248p1,984w
Subject: Early Tour 2.24.14
…to avoid a catastrophe CitvAM • The West has killed its entrepreneurs and replaced them with bureaucrats CityAM Key Events This Week Tuesday: S&P/Case-Shiller House Price Index, Richmond Fed Manufacturing Idex, Baird Business Solutions Conference (NYC), RBC Healthcare Conference (NYC), Earnings (AMT, BLMN, DPZ, FE, HD, M, TOL, SDRL, AVGO, EIX, FSLR, QEP, RRC, SBAC) Wednesday: MBA Mortgage Applications, New Home Sales, Wells Fargo Real Estate Securities Conference (NYC), Earnings (AES, CHK, CNP, CVC, DLTR, LOW, NFX, TGT…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02114263.pdf
EFTA02135422Dataset 10
2013-06-128p2,020w
…97%, Utilities +0.86%, Fin Services +0.80% Lagging European Sectors: Autos/Parts -1.61%, Construction -1.03%, Tech -0.17% ULTA profit beats ests - OXM cuts top end yr revs — PRU $16 buyback RMBS patent license agreement — YUM sss drop slowed — CTS buyback Secondaries (announced/priced): CLVS, IEP, NCT, FSLR, CSOD (convert), POR, WDAY (convert), SPR GY, ARCM SS, NEX LN, VOW3 GY (convert) IPO's (filed/priced): Gigamon (GIMO) 6.75M shares priced at $19 (middle of range)…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02135422.pdf
EFTA02123600Dataset 10
2013-10-299p2,436w
Subject: Early Tour 10.29.13
…EL, HAR, IRM, MA, PPL, PWR, TWC, XOM, AIG, FSLR, RSG, SWN) Friday: Markit US PMI, US Manufacturing ISM Oct, Construction Spending, Global Vehicle Sales, Earnings (CVX, NEE, WPO, BLT) Saturday: China NBS non-manufacturing PMI Key Events on the Horizon Nov 7 — BOE & ECB rate decisions Nov 28 — US Thanksgiving (market closed) Dec 5 — BOE & ECB rate decisions EFTA_R1_00759375 EFTA02123607 Dec 18 — FOMC rate decision Jan 15 — Current CR runs out Feb 7 — Debt ceiling deadline (Treasury…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02123600.pdf
EFTA02140417Dataset 10
2013-05-038p2,188w
Subject: Early Tour 5.3.13
From: Ike Groff
…you think of fracking, this isn't the way forward Guardian Comment Key Events Next Week Monday: London Closed for holiday, Japan closed, European services and composite April, Euro retail sales, Draghi speaks, PMIs Earnings (SYY, TSN, APC, EOG, FSLR, FTR, VNO) Tuesday: JOLTS Job Openings, SALT conference in Las Vegas (link), Bofa Smid Cap Conference (Boston), Jefferies TMT Conference (NYC), Baird Growth Stock Conference (Chicago), RBA rate decision, Obama & SKorea's Park meets at White House, Earnings (DISCA, DTV…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02140417.pdf
EFTA01774695Dataset 10
2016-09-203p888w
Subject: Fwd: US Equity Insights - Clinton vs Trump stock baskets
From: Richard Kahn <To: jeffrey E.
…=WM, KBE. Rep: XPH, IHI, XOP, IGF, ITA, IYZ, VGT, XLF 2 EFTA_R1_00088252 EFTA01774696 Clinton 15 stock basket (DBUSCLNT): UNH, HUM, =CK, ACM, PWR, XOM, AA, NEE, CREE, FSLR, FB, NFLX, PRU, C, UNP Trump 15 stock basket (DBUSTRMP): JNJ, PFE, MDT, =OC, ILL HAL, DOW, DUK, F, MLM, VZ, CMCSA, SCHW, WFC, DAL David Bianco +1=12-250-8169 - [email protected] <mailto:[email protected]> Ju Wang +1=12-250-7911 - [email protected] <mailto…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01774695.pdf
EFTA02107535Dataset 10
2014-05-057p1,601w
Subject: Early Tour 5.5.14
…Balance, Australia rate decision, Eurozone Retail Sales / PMIs, Baird Growth Stock Conference (Chicago), Jefferies Global TMT (Miami), Earnings (AME, DISCA, DTV, EMR, FE, IFF, MOS, NRG, VMX, XRAY, ALL, ATVI, DIS, EA, FMC, FSLR, FTR) Wednesday: Yellen testifies to Joint Economic Committee (10am), MBA Mortgage Applications, Nonfarm Productivity & Unit Labor Costs, Consumer Credit, German Factory Orders, Bofa Transportation Conference (Boston), DB Health Care Conference (Boston), Eamings (AGN, CHK, DUK, DVN, EXPD, HUM, MDLZ, POM, TAP, CF, FOXA, GMCR, KIM, PRU…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02107535.pdf
EFTA00407579Dataset 9
2012-08-026p1,928w
Subject: Early Tour 8.2.12
From: Ike Groff
…priced): BWP, SRDX (dutch auction), SLTM IPO's (filed/priced): Eloqua (ELOQ) 8M shares priced at $11.50 Key Research: DB downgrades DRYS & upgrades RNR, Stifel initiates EXAR (buy), Bofa downgrades FMS Key Research: Piper downgrades HRC/HOTT, Baird upgrades FSLR & downgrades ANF, Citi downgrades AGP Key Research: Wells upgrades MANT & initiates MCRL (op), Bofa upgrades EA & downgrades VE, GS initiates AVGO (neut) Key Research: RBC downgrades OC, CS upgrades RAH, BMO upgrades WMGI, Macquarie upgrades LPL, Bofa cuts MGM…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00407579.pdf
EFTA00407720Dataset 9
2012-07-317p2,168w
Subject: Early Tour 7.31.12
From: Ike Groff <Ma
…of-scandals-7968039.html> Eurozone hope Independent<http://www.independent.co.uk/news/business/news/eurozone- hope-7966123.html> Key Events This Week Wednesday: FOMC Rate Decision, Vehicle Sales, ISM PMI, Construction Spending, Eurozone Manufacturing PMI, French financial transaction tax (FTT) effective today, Earnings (ADP, AMT, AVP, CMCSA, HOG, ICE, MA, MRO, PSX, TWX, FSLR, MET, PRU TSO) Thursday: Challenger Job Cuts, Factory Orders, BOE/ECB rate decision, Earnings (APA, BEAM, CLX, DUK, K, SEE, AIG, ATVI, KFT, CBS, SUN, ZIP…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00407720.pdf