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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
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
2 mentions1 same-page
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really like. Targeting Healthcare, Energy and Tech sectors: EFTA01467665 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
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
2 mentions1 same-page
Page ?Same page
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 EFTA01467661 Gilead (GILD) - trades avg 10mm shs/da
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
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Mutual Connections (18)
Entities connected to both Exxon and Telcos
Jeffrey Epstein
PERSON22 w/ Exxon·3 w/ Telcos
Comcast
ORGANIZATION6 w/ Exxon·3 w/ Telcos
Paul Morris
PERSON6 w/ Exxon·3 w/ Telcos
VS
Vahe Stepanian
PERSON5 w/ Exxon·3 w/ Telcos
Tazia Smith
PERSON5 w/ Exxon·3 w/ Telcos
Deutsche Bank Securities, Inc.
ORGANIZATION4 w/ Exxon·3 w/ Telcos
Nav Gupta
PERSON4 w/ Exxon·3 w/ Telcos
Vinit Sahni
PERSON4 w/ Exxon·2 w/ Telcos
Deutsche Bank Private Bank
ORGANIZATION3 w/ Exxon·3 w/ Telcos
HCA Holdings
ORGANIZATION3 w/ Exxon·3 w/ Telcos
TimeWarner Cable
ORGANIZATION3 w/ Exxon·3 w/ Telcos
Next-Gen Security
ORGANIZATION3 w/ Exxon·3 w/ Telcos
Deutsche Asset & Wealth Management
ORGANIZATION3 w/ Exxon·2 w/ Telcos
KCP London
ORGANIZATION2 w/ Exxon·2 w/ Telcos
AUDUSD
ORGANIZATION2 w/ Exxon·2 w/ Telcos
Vinit
ORGANIZATION2 w/ Exxon·2 w/ Telcos
Sahni
PERSON2 w/ Exxon·2 w/ Telcos
AUDput/USDcall
ORGANIZATION2 w/ Exxon·2 w/ Telcos