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From: Ike Groff Subject: Early Tour 5.8.12 Date: Tue, 08 May 2012 10:17:42 +0000 Good Morning ... European Markets off 45-120 bps (CAC -1.9%, MIB -1.8%, FTSE -0.2
1.30 again. Copper getting hit -2.08%. Note India's Sensex -2.2% into the close on heavy foreign selling. S&P futures -7 handles = 1358.20 last. ***DISCA, DTV, WEN, MCD comps pre-open / DIS reports after close*** ***Fed's Fisher speaks at 12:45pm on ways to strengthen economy*** ***Conferences: UBS F
From: Ike Groff Subject: Early Tour 5.4.12 Date: Fri, 04 May 2012 10:22:20 +0000 Good Morning European Markets off 40-90 bps (Spain +1.1%, Italy +0.06%) Nikkei
s Optimism, UBS Financial Services Conference (NYC), Bofa Global Tech Conference (SF), Wells Industrial and Construction Conference (NYC), Earnings (DISCA, FOSL, IFF, LINTA, TAP, THC, DIS) Wednesday: MBA Mortgage Applications, Wholesale Inventories, III. Davidson Financial Services Conference (Seattl
From: Ike Groff <MI > Subject: early tour 4.21.11 Date: Thu, 21 Apr 2011 10:38:05 +0000 Good Morning ... European Markets up 5-70 bps (Italy +1.5%)... Nikkei Clos
I, WIN, AFL, ALL, BIDU, FLEX, FLS, LOGI, NSC, NVLS, OI, SBUX) Thursday: GDP, Pending Home Sales, BOJ Target Rate, Earnings (ABC, AET, BMY, CCE, CL, DISCA, DOW, HOT, IP, IRM, MHS, MSI, NBL, OXY, PG, PHM, S, SWY, TWC, TYC, XOM, CLF, EXPE, MSFT, MWW, VRSN) Friday: Personal Income S, Consumption, Employ
From: Ike Groff Subject: Early Tour 8.1.12 Date: Wed, 01 Aug 2012 10:22:29 +0000 Good Morning European Markets mixed (FTSE +0.73%, IBEX -0.84%) Nikkei -0.61%, H
dbush downgrades ADVS, JPM downgrades ABFS/BDX Key Research: Lazard downgrades CBI/DNDN/EMN & initiates WSO (neut), Baird downgrades PPO, Citi cuts DISCA (sell) Key Research: Dalhman Rose cuts Airlines Sector to cautious & downgrades DAL/UAL and JBLU/SKYW (sells) Key Research: Nomura downgrades BOSS
rata EGM to vote on Glencore deal September 12 - Germany's Constitutional Court ruling on ESM S, Fiscal Pact November 6 - US Presidential Election Ike Groff Stamford, CT 069011 e• mailto: (Description: Description: cid:[email protected]) This e-mail and any files transmitted with it are c
last. ***Person Income & Spending 0 8:30am, CaseShiller Home Price Index 0 10am*** ***Chicago PMI 0 9:45am, Consumer Confidence 0 10am*** ***COH, DISCA, PFE, TYC, X i's pre-open** Seagate eps & revs miss ests (trading -8%) (no mention deal with OCZ trading -15%) Former interim CEO Ross Levinsohn wi
From: Ike Groff Subject: Early Tour 5.7.13 Date: Tue, 07 May 2013 09:56:44 +0000 Inline-Images: image001.jpg: image002.png G Description: Description: Good Morn
ade GKP LN, downgrade IFL LN, Beren downgrade TEL NO ▪ RAYJ downgrade ADP FP, Investec upgrade AFR LN, downgrade FPM LN, AOI SS Reporting Pre-Open: DISCA, DTV, EMR, FE, FOSL, HCN, HSIC, NRG, PRGO, TAP, ACM, AER, AFAM, AKRX, ALLT, AMRI, ARCC, ARIA, AVIV, BABY, BLT, BR, CCOI, CHTR, CKP, CLVS, CMLP, CMLS
From: Ike Groff Subject: Early Tour 2.8.13 Date: Fri, 08 Feb 2013 10:56:38 +0000 Inline-Images: image001.jpg: image002.png Le:Description: Description: Good Mor
A, DE, DPS, DUK, LO, AMAT, CSCO, MDLZ, WFM) Thursday: G20 Fin Min/CB meeting (Feb 14-15), BMO Auto Finance Conference (Toronto), Earnings (APA, BWA, DISCA, GM, PEP, TAP, WM) Friday: Empire Manufacturing, US IP, Michigan Consumer Confidence, TIC Flows, Earnings (AEP, CPB, SJM, VFC, WBC) Key Events on
From: Ike Groff Subject: Early Tour 2.11.13 Date: Mon, 11 Feb 2013 10:57:49 +0000 Inline-Images: image001.jpg; image002.png :"_,Description: Description: Good M
A, DE, DPS, DUK, LO, AMAT, CSCO, MDLZ, WFM) Thursday: G20 Fin Min/CB meeting (Feb 14-15), BMO Auto Finance Conference (Toronto), Earnings (APA, BWA, DISCA, GM, PEP, TAP, WM) Friday: Empire Manufacturing, US IP, Michigan Consumer Confidence, TIC Flows, Earnings (AEP, CPB, SJM, VFC, WBC) Key Events on
From: Ike Groff Subject: Early Tour 3.6.13 Date: Wed, 06 Mar 2013 11:03:06 +0000 Inline-Images: image00 1 .jpg; image002.png Description: Description: Good Mor
g below the $13.00 level in the next two weeks, otherwise the put seller would need to buy 2mm shares for $13.00 Secondaries (announced/priced): O, DISCA, MTG, ARI, MHO, EDEN FP, DANSKE DC IPO's: Tetraphase Pharmaceuticals (TTPH) pricing 3/19, Enanta Pharmaceuticals (ENTA) pricing 3/20 US Key Researc
Entities connected to both Ike Groff and DISCA

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