Epstein Secrets

(trading +2.2%) Schlumberger first quarter profit rose 40% benefitting from efforts to expand in EFTA00434602 North America but missed estimates Nokia profit beat estimates but declined 1.4% y/y and forecast operating margins will fall this qtr (signed pact with MSFT) DuPont reported double digit

XXIA Economic Data: Jobless Claims @ 8:30am, Bloomberg Economic Expectations & Consumer Comfort @ 9:45am, House Price Index / Leading Indicators / Philadelphia Fed Index @ 10am, RPX Composite Index @ 4pm EIA Natural Gas Inventories @ 10:30am Conferences: No major conferences Analyst/Investor Days: WNS Non-D

als, NAO says Telegraph<http://www.telegraph.co.uk/finance/economics/9072574/State-pays-too-much-to-build- PFI-schools-and-hospitals-NAO-says.html> Nokia, Motorola and Sony likely to increase handset orders to Taiwan ODMs DigiTimes<http://www.digitimes.com/news/a20120209PD215.html> Key Events Next We

lobal Healthcare Conference (NYC), Earnings (ANF, CMCSA, DE, DPS, DVN, TEVA, A, CBS, CF, CLF, MAR, NTAP, NVDA, VMC, Thursday: PPI, Housing Starts, Philadelphia Fed Index, KBW Cards/Payments/Financial Tech Symposium (NYC), Earnings (APA, DISCA, DTE, DTV, DUK, PCG, PGN, SJM, TAP, VFC, WM, BIDU, DVA, FTR, JWN) F

Q3 demand same as O2 (trading +2.5%) • Ziggo O2 revs inline, increasing capex by investing more to combat churn, cuts guidance (trading -3.8%) • Nokia numbers scheduled to be released at 6am EST (currently trading €3.07 last -0.77%) • Ericsson O2 sales/net/EPS/gross margins miss, SEK900mn divestme

T, HUBG, ICUI, MATW, OCFC, PGI, SWKS, WAL, WHG Economic Data: Jobless Claims @ 8:30am, Bloomberg Consumer Comfort & Economic Expectations @ 9:45am, Philadelphia Fed / Leading Indicators @ 10am EIA natural gas storage @ 10:30am, Treasury auction in 10yr TIPS @ 1pm ($15B) Conferences: No major conferences Analys