Epstein Secrets

esearch: Janney downgrades NWY, CLSA initiates ARW/AVT/TECD (op) & IM (uw) Key Research: UBS initiates PANW (neut) & upgrades MCRO LN and ELN (buy), Piper initiates KYAK (neut) Key Research: DB downgrades SGMS & initiates KYAK (buy), Bofa downgrades VALE, GS cuts DOM LN Key Research: Nomura upgrades

Earnings (DLTR, GME, ROST, SHLD, GPS, MRVL) Friday: Options Expiry, U. of Michigan Confidence, Leading Indicators, Earnings (SJM) Key Events on the Horizon August 20 - €3.2 billion Greek state bond held by ECB expires August 27-30 - Republican National Convention begins (Tampa, FL) August 31-Sep 1 - F

Secondaries (announced/priced): KIPS, TEG GY IPO's: N/A Key Research: Barcap upgrades DUK/NI/OFS & initiates BSMX (ew), Evercore initiates T (ew), Piper cuts CF & upgrades CF, Key Research: GS upgrades EV and DELL (buy) & downgrades JNS/ELYJQLGC (sell's), DB upgrades IGT/TOT (buys), MS upgrades WSM

igan Confidence, Earnings (BNS CN) EFTA00400429 Saturday: China CPI & PPI Sunday: China retail sales/industrial production/FAI Key Events on the Horizon December 12 - FOMC rate decision December 22-January 20 - US Congress scheduled to adjourn January 30 — Launch date for RIM's Blackberry 10 Ike G

(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 upgrad

endent save-the-eurozone-7999340.html> Key Events This Week Friday: July Employment Report, Earnings (NYX, PPL, VIAB, WPO, BPO) Key Events on the Horizon August 20 - Tentative date for ESM to become operational, C3.2 billion Greek state bond held by ECB expires August 23/24/25 - Fed's Annual Economi

ates WWD (hold), JPM downgrades FN/TTMI Stifel initiates XRAY (hold) and ALCO (buy), UBS cuts PSSI/DVN & upgrades EXC/LLTC DB initiates PENN (buy), Piper downgrades CORT/CNQR, Raja upgrades AMNB & cuts CLH Bofa reinstates BX/LM/MS (neut's) and TROW/BEN/GS/KKR (buy's), Evercore cuts CBS, BMO upgrades

Key Events This Week Friday: U. of Michigan Confidence, Earnings (COV, WAVX, JCP) Sunday: Greek Parliament votes on 2013 budget Key Events on the Horizon November 12 — Eurogroup Meeting November 22/23 — EU Leaders Summit November 25 — Catalonia regional election in Spain Ike Groff 1680 Washington B

NT/SUPN (hold) ••• KBW upgrades LION, Raja initiates ERIC (mp), Roth initiates GSVC (buy) ••• Stifel initiates EVDY (buy), Citi upgrades AZN (buy), Piper assumes RKUS (ow) EFTA00370850 • Stifel cuts CWH (sell), Raja upgrades MAIN/RUTH and GRGI (strong buy) and cuts DFRG • Roth initiates GSVC (buy),

DNKN, GM, HSY, LO, MMM, UPS, WM, CB, MSFT, V, SBUX) Friday: Markit US PMI, Michigan Confidence, Earnings (CI, F, MCO, VFC, WHR) Key Events on the Horizon May 5 - Ira Sohn Conference NYC 9 (link) May 17 — Portugal exits bailout program Ike Groff 1680 Washington Blvd 'Stamford, CT 069011 EFTA00370853

uy) • Jefferies initiates BAC/JPM (buy) & C (hold), MLV initiates ORMP (buy) EFTA00376743 • MS cuts NBIX/ZTS & upgrades VRX & initiates MNK (ow), Piper initiates MNK (ow) & cuts SHOO RBC downgrades RIG/BH/CAMI & upgrades NBFt/NOV/Oll/PTEN, Roth resumes GLUU (buy), • Wells upgrades PDCE/MCD/PNRA, UB

allenger Job Cuts, Raja Government Services & Tech Summit (DC), Earnings (AA, PSMT, SVU, AYI) Friday: December Employment Report Key Events on the Horizon EFTA00376746 Jan 13-15 — ICR Retail Xchange (Orlando) (link) Jan 13-26 — North American International Auto Show ft ) Jan 20 — MLK Day in the US

cap reinstates NDAQ (ow), Citi downgrades MOSNHS, DB initiates ADS (buy) ••• Jefferies upgrades ADBE (buy), JPM upgrades BSAC & downgrades RBCN ••• Piper upgrades ARMH, Roth adds DGIT to focus list, Stifel upgrades MLNX (buy) ••• SunTrust initiates APD/PX (buys) & upgrades ADS (buy) & cuts AXLL, GS cu

lance on close, Chicago PMI, U. of Michigan Consumer Confidence, Earnings (BBRY, FINL) Sunday: China NBS/HSBC manufacturing PMIs Key Events on the Horizon July 1 — Mark Carney takes over as BOE Governor July 4 — BOE/ECB rate decisions July 10 — Fed Minutes from June 18/19 FOMC meeting July 11 — BOJ

Research: • Cowen initiates AMAT/ASMUBRCM/IMOSTTER (op's) & INTC/KLAC/LRCX/SNDK/TN (neut's) ••• GS reinstates AXLUPPG (neut's), ISI upgrades LIFE, Piper assumes VCLK (neut), Bofa upgrades ZNGA (buy) EFTA00396307 ••• Lazard initiates RPRX/NBIXNNDA (buy's), Mizuho upgrades APKT, Opco upgrades CFR & c

, Wholesale Inventories, Earnings (ETR, MCO, LH, BPL) Sunday: Chinese New Year (closed for a week starting Feb 11) EFTA00396310 Key Events on the Horizon February 10 — Chinese New Year February 19/20/21/22 — CAGNY Conference in Boca Raton (Consumer Staples) February 24/25 — Italian elections Februa