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ced): New Mountain Finance 7.273M shares priced at $13.75 Key Research: Macquarie initiates MMI (op), Stifel initiates JPM (hold) & downgrades ARO, Wells downgrades KNX Key Research: Citadel upgrades UTHR & downgrades SVNT, Piper assumes AHII (ow) & TOMO (neutral) Key Research: Piper initiates LH/MW
earlier this week - Cinco Dias Key Events Next Week Monday: Chicago Fed Index, Janney Consumer Conference (Boston), Earnings (CPB, SOLR) Tuesday: New Home Sales, Richmond Fed Manufacturing Index, MS Cloud Computing Symposium, Wells Fargo Consumer/Gaming/Lodging Conference (NYC), Earnings (AZO, MDT, AMAT, CPW
PM initiates VFC (ow), MS upgrades ONYX, Think initiates MASI (buy), Baird initiates SHW (neut) Key Research: Bofa upgrades JACK, BMO upgrades AIV, Wells downgrades R/RFMD & initiates RDEN/EL (op's) Key Research: MainFirst initiates construction sector (GEBN VX, AFGN SW, SIK SW, WIE AV, STR AV) Key
n ODMs DigiTimes< Key Events Next Week Monday: Supreme Court ruling on ObamaCare expected this week, Chicago Fed Index, Dallas Fed Manufacturing, New Home Sales, GHS 100 Energy Conference (SF), Earnings (APOL) Tuesday: III/CaseShiller Home Price Index, Richmond Fed Manufacturing Index, Consumer Confidence,
beverage (RAH/DF/MJN/THS/FLO/HAIN), Macquarie initiates US Chemicals (KRA/FMC/ROC/SOA) Key Research: Barcap upgrades NOVN.VX, Baird downgrades PII, Wells downgrades NVE, JPM initiates CRR (ow) & LG FP (neutral) Key Research: GS downgrades SINA (sell) & upgrades CRH (conviction buy) and ACH, Benchmark
kely to be 1470B vs forecast of 1540B - Nikkei Mitsubishi UFJ Morgan Stanley Securities FY net to be (1140B) - Nikkei Key Events Next Week Monday: New Home Sales, Dallas Fed Manufacturing, Earnings (KMB, SIAL, AMP, ESRX, JEC, MAS, NFLX) Tuesday: Case-Shiller Home Price Index, Consumer Confidence, Richmond Fe
RBC, Canaccord, and BMO US Key Research: • Ascendiant initiates JCI (buy), Barcap initiates AXTA (ew) & reinstates FLT (ow), CS initiates FUN (op), Wells initiates SONS (op) • Drexel initiates CRM (hold), JMP initiates ITCI (mp), Topeka initiates CCC (buy), Webush assumes PTCT (op) ••• Baird downgra
oliday. SPA's — flat = 2072.60 last. ***Durable Goods Orders & GDP @ 8:30am, FHFA House Price Index @ 9am*** ***Michigan Confidence, Richmond Fed, New Home Sales, Personal Income @ 10am*** • Family Dollar special shareholder vote on the proposed merger • Gemalto to issue up to 5% capital over five years to
CPB & CLX (sell) & upgrades AA (buy), Imperial initiates NVGS (op) • ISI downgrades BRCD, JPM initiates CRZO (ow), Stifel initiates CRTO (buy) ••• Wells initiates UMBF (mp), Citi initiates LEAF (buy), KBW initiates LEAF/ESNT (op) RBC downgrades AOL & upgrades HTLD, Raja upgrades BLMN/JBLU, UBS initia
Richmond Fed Manufacturing Index, Earnings (HRL, PLL, TIF, ADI, HPQ, ZLC) Wednesday: Italy Senate to vote on expelling Berlusconi from Parliament, New Home Sales, Mortgage Applications, U. of Michigan Confidence, Leading Indicators, China October Industrial Profits, Earnings (AN, RENN) Thursday: Thanksgiving
Entities connected to both Wells and New Home Sales
Ike Groff
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Lesley Groff
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Bloomberg L.P.
ORGANIZATION
Barack Obama
PERSON
Barron
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Michigan
LOCATIONBarcap
ORGANIZATION
David Cameron
PERSONBaird
PERSONStifel
ORGANIZATIONJefferies
ORGANIZATION
Piper
PERSON
Samantha Power
PERSONNomura
ORGANIZATION
Stanford University
LOCATION
Horizon
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François Hollande
PERSON
Angela Merkel
PERSONCanaccord
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Las Vegas
LOCATION