Epstein Secrets

& gave weak guidance (trading -3%) • Groupon Board discussing CEO change given growth slowdown (shares off 80% since IPO) (All Things Digital) • Costco to pay investors $3B with special $7/shr dividend (total November comp sales +6% vs 5.5% ests) • Smith & Nephew to buy Healthpoint (private) for $7

pgrades HERO/NBR/PES/PTEN (buy's) & cuts ESV/RDC/SDRL & makes BHI top pick Raja initiates DKUSXE (op's), Macquarie upgrades ETR, Bofa upgrades SCHN, Nomura cuts SHW Citi upgrades VNO (buy), Baird initiates VOD (op), DB initiates IDIX (buy) JEFF upgrade CPG LN, MS upgrade KRKA PW, RBC upgrade SVT LN, Ke

, Factory Orders @ 10am, FOMC Meeting Minutes @ 2pm*** Marriot beat on N American strength (lower G&A) & gave stronger revpar view (trading +1.5%) Costco Q4 total sss +5% (September total comp store sales +6% vs +5.2% ests) 3M & Avery Dennison terminate plan for $550M Avery unit sale on US Antitrust

, Piper EFTA00403752 initiates QDEL Key Research: (sell), Baird Key Research: Key Research: pt PSM GY Key Research: upgrade TOD IM) (ow), Nomura upgrades EBAY (buy), CS initiates ELX (up), Axiom downgrades PWER cuts S SocGen downgrades REE SM, Panmure downgrades AZN LN, MainFirst upgrades MA

ployment @ 8:15am, US PMI & Constructing Spending @ 10am*** ***CMCSA, ICE, MA, TWX 11"s pre-open / SLR, HIG, GMCR, LNC, MET, PRU 11"s post close*** Costco July US comps sales +5.0% y/y (ex gas +8%) vs estimates +4.2% Dreamworks Q2 earnings off 62% y/y = $12.8M net / revs off 25% (trading -10%) WebMD l

PPO, Citi cuts DISCA (sell) Key Research: Dalhman Rose cuts Airlines Sector to cautious & downgrades DAL/UAL and JBLU/SKYW (sells) Key Research: Nomura downgrades BOSS GR, Macquarie downgrades LLOY LN, Wells upgrades ABFS Key Research: Nomura initiates FUR NA/PGS NO/ SDRL (buy's) & HTG LN/TGS NO (ne

e Goods @ 8:30am, House Price Index @ 10am*** * AIG prices 300M shares @ $29 (Treasury sold 200M shares vs $28.72 average cost - stake now 77%) * Costco Q3 profit rises as company expands in Mexico but eps misses estimates (Q3 comps +12.0%) * Toll Brothers Q1 loss wider than estimated (some clients

ey Research: Bofa upgrades CNW/RMD (buys) & downgrades KNX & reinstates CHA/CHU (buys) / CHL (neutral) Key Research: Davenport upgrades SCHN (buy), Nomura downgrades VOD.LN, JPM upgrades NTLS, BofA upgrades DMND Reporting Pre-Open: COST, HRL, RL, AEO, BMO, BWS, CONN, FRO, LTXC, MDCI, NPD, PTNR, SCMR,