4
Shared Docs
4
Same-Page
4 / 4
Mentions
S (hold) Mizuho upgrades STJ (buy) & initiates QCOR (neut), KBW upgrades WAC, Raja & UBS cuts YUM Longbow initiates UPIP (mp) and CBM/SWK (neut's), Macquarie upgrades BRO, Wedbush initiates LNKD UBS cuts KGF LN, UBS upgrades BWY LN, Nomura upgrades TDC DC & cuts TLSN SS Citi cuts Insurance & Basic Res &
LN (h), MS cuts BZU IM Reporting Pre-Open: GCO, JOUT, SBLK, SOL, UNFI Economic Data: Personal Income & Spending @ 8:30am, NAPM-Milwaukee PMI @ 9am, Chicago PMI @ 9:45am Fed Speakers: Kocherlakota @ 5pm (Boston) Conferences: No major conferences Analyst/Investor Days: WWD Non-Deal Roadshows: AMAT, ARMH, C
OG (op) and EBAY/IACUNFLXNHOO (neut's) DB upgrades 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, M
ts This Week Thursday: GDP, Retailers SSS, Kansas City Fed Manufacturing Index, Earnings (KR, TIF, NJR, ZUMZ) Friday: Personal Income and Spending, Chicago PMI, China Manufacturing PMI (8pm), MSCI Semi-Annual Index Rebalance Key Events on the Horizon December 3 — Eurogroup meeting, Eurozone PMI's, US ISM
$100M ADS through Bofa & Citi, Responsys (MKTG) priced 6.62M shares at $12.00 Key Research: BMO initiates food/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)
IRM, MHS, MSI, NBL, OXY, PG, PHM, S, SWY, TWC, TYC, XOM, CLF, EXPE, MSFT, MWW, VRSN) Friday: Personal Income S, Consumption, Employment Cost Index, Chicago PMI, Michigan Confidence, Earnings (AIV, AON, CAT, CVH, CVX, DHI, ETR, FLIR, GT, ITT, MRK, NEE, NWL,SPG, VFC, WY) This e-mail and any files transmitte
des CPHD (buy) & MYGN & downgrades DGX (sell) & reinstates TMO (buy) FBR initiates EIX (op) & downgrades AHT/DRH, MBlair initiates ALTR/XLNX (op's) Macquarie initiates EXPE (neutral) & PCLN (op), CLSA upgrades SREV (buy) KeyBanc initiates VECO & AIXG (holds), Piper upgrades AMRS, KBW upgrades ASBC Opco i
Activity, China HSBC Manufacturing PMI, Japan CPI & Industrial Production, Earnings (MU) Friday: Month/Quarter End, Personal Income & Consumption, Chicago PMI, Michigan Confidence, China PMI, US gas tax expires, Deadline for Bank of Spain announcement on Spanish bank recapitalization Saturday: China's Na
Entities connected to both Macquarie and Chicago PMI

Lesley Groff
PERSONIke Groff
PERSON
Bloomberg L.P.
ORGANIZATION
Barron
PERSON
Barack Obama
PERSON
Horizon
ORGANIZATIONBaird
PERSONNomura
ORGANIZATION
Wells
ORGANIZATIONJefferies
ORGANIZATION
Michigan
LOCATIONBarcap
ORGANIZATION
Stanford University
LOCATIONKepler
PERSON
David Cameron
PERSON
Angela Merkel
PERSONUtilities
ORGANIZATION
Wedbush
ORGANIZATIONStifel
ORGANIZATION
François Hollande
PERSON