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From: Ike Groff Subject: Early Tour 8.2.12 Date: Thu, 02 Aug 2012 10:23:46 +0000 Good Morning European Markets up 15-75bps Nikkei +0.13%, HSI -0.66%, China -0.5
ales in June matched the biggest advance since April 2011 (+1.0% m/m) Leading European Sectors: Banks +1.32%, Autos/Parts +0.86%, Oil & Gas +0.79% Lagging European Sectors: Basic Res -0.25%, Media -0.27%, Telco -0.19% WLT beats estimates - MANT guidance light - DVA earnings better D0X inline results - MET profit rises
From: Ike Groff Subject: Early Tour 4.22.14 Date: Tue, 22 Apr 2014 09:50:50 +0000 Inline-Images: image00 1 jpg; image002.png ID:Description: Description: Good M
yes sacked at Manchester United (currently 7th in the EPL table) Leading European Sectors: Healthcare +2.75%, Chemicals +1.41%, Fin Services +1.38% Lagging European Sectors: Basic Res -0.17%, Oil & Gas +0.26%, Tech +0.37% Secondaries (announced/priced): ALSN, PLUS, AGIO IPO's (lock-up expiration): Aerie Pharma (AERI),
From: Ike Groff Subject: Early Tour 9.25.14 Date: Thu, 25 Sep 2014 09:51:24 +0000 Inline-Images: image001.jpg: image002.png u,:pescription: Description: Good Mo
ngs for citizens in Turkey amid IS strikes, no new specific threat (AP) Leading European Sectors: Trav/Les +1.20%, Autos/Parts +1.06%, Telco +0.97% Lagging European Sectors: Basic Res -1.13%, Retail -0.40%, Real Estate -0.27% Secondaries (announced/priced): SCTY (convert), WPC, CNNX, NYR BB rump placement, HMSO LN IPO'
From: Ike Groff Subject: Early Tour 11.21.13 Date: Thu, 21 Nov 2013 10:54:43 +0000 Inline-Images: image001.jpg: image002.png L :Description: Description: Good M
prices +4.3% from a year earlier versus estimate +4.5% and +4.6% prior Leading European Sectors: Healthcare +0.25%, Banks +0.20%, Utilities +0.20% Lagging European Sectors: Basic Res -0.92%, Tech -0.53%, Retail -0.52% JCI raised buyback & dividend — BV ceo to step down — FFHL earnings light RT to take charge cut jobs
From: Ike Groff Subject: Early Tour 6.26.13 Date: Wed, 26 Jun 2013 09:55:50 +0000 Inline-Images: image001.jpg; image002.png u,:pescription: Description: Good Mo
of 186-day bills at an average yield of 1.052% versus 0.538% on May 29 Leading European Sectors: Tech +2.23%, Real Estate +2.17%, Healthcare +2.13% Lagging European Sectors: Basic Res -0.56%, Autos/Parts +0.49%, Oil & Gas +0.80% MG guides FY13 ebitda lower — SNX eps forecast below — FCFS cuts outlook BNZL LN inline —
From: Ike Groff Subject: Early Tour 5.14.13 Date: Tue, 14 May 2013 09:53:30 +0000 Wine-Images: image00 1 .jpg; image002.png Description: Description: Good Morn
rate eases to a 41-m,onth low at +4.89% vs median estimate +5.45% Leading European Sectors: Autos/Parts +0.61%, Food/Bev +0.26%, Real Estate +0.21% Lagging European Sectors: Basic Res -1.88%, Media -1.03%, Retail -1.02% RUTH amended credit agreement —ALOG restructuring — CI cfo leaving GSM cfo appointed — WX guides up
From: Ike Groff Subject: Early Tour 1.25.13 Date: Fri, 25 Jan 2013 10:51:44 +0000 Inline-Images: image00 1 jpg; image002.png Description: Description: Good Mor
nsion of long-term unemployment benefits until rate < 20% (ABC) Leading European Sectors: Chemicals +1.29%, Autos/Parts +0.71%, Construction +0.57% Lagging European Sectors: Basic Res -1.53%, Oil & Gas -0.14%, Healthcare -0.03% FLEX guides eps lower — WY earnings beat — MXIM penny better INFA rev view midpts above ests
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