Epstein Secrets

EUTRAL INDEPENDENT RATING:3 STAR - Hold PROVIDER:Standard & Poor's 03 72,460 (S) HCC INSURANCE HOLDINGS INC 32.49000 2,354,225.40- 01 3,277 MASCO CORP 27.41000 89,822.57 •CSSU RATING :NEUTRAL INDEPENDENT RATING:4 STAR - Accumulate PROVIDER:Standard & Poor's 03 113,825 (S) PPL CORP 34.9700

DER:Standard & Poor's 03 113,825 (S) PPL CORP 34.97000 3,980,460.25- 03 57,090 (S) RPM INCORPORATED 18.81000 1,073,862.90- 03 9,965 (S) UNISOURCE ENERGY CORP HLDG CO 34.51000 343,892.15- 01 2,000,000 AMERICAN FINL GROUP INC OHIO SR 55.00000 1,100,000.00 01 2,000,000 NT CV1. 01.4861 06/02/2033 AMGEN INC N

INDEPENDENT RATING:2 STAR - Avoid PROVIDER:Standard 6 Poor's 03 70,080 IS) HCC INSURANCE HOLDINGS INC 32.19000 2,255,875.20- 03 24,073 IS) MASCO CORP 31.19000 750,836.87- •CSSU RATING :OUTPERFORM INDEPENDENT RATING:4 STAR - Accumulate PROVIDER:Standard 6 Poor's 03 109,990 IS) PPL CORP 31.

COMPANIES INC NEN 24.49000 1,808,096.70- •CSSU RATING :OUTPERFORM INDEPENDENT RATING:3 STAR - Hold PROVIDER:Standard 6 Poor's 03 8,665 IS) UNISOURCE ENERGY CORP HLDG CO 30.41000 263,502.65- 03 4,312 (S) VALASSIS COMMUNICATION INC 27.55000 118,795.60- CREDIT SUISSE •CSSU RATING :NEUTRAL INDEPENDENT RATING:Hol

G:3 STAR - Hold PROVIDER:Standard & Poor's 03 73,460 (S) HCC INSURANCE HOLDINGS INC 33.66000 2,4/2,663.60- 29,384.00- 1.188 03 1,103 (S) MASCO CORP 27.65000 30,497.95- 970.64- 3.183 *CSSU RATING :UNDERPERFORM INDEPENDENT RATING:4 STAR - Accumulate PROVIDER:Standard & Poor's 03 116,180

PL CORP 34.52000 4,010,533.60- 127,798.00- 3.187 03 56,490 (S) RPM INCORPORATED 19.15000 1,081,783.50- 39,543.00- 3.655 03 10,215 (S) UNISOURCE ENERGY CORP HLDG CO 35.58000 363,449.70- 8,580.60- 2.361 li!t CREDIT SUISSE CREDIT SUISSE SECURITIES (USA) LLC ELEVEN MADISON AVENUE NEW YORK NY 10010-3629 TEL

:2 STAR - Avoid PROVIDER:Standard 6 Poor's 03 72,460 IS) HCC INSURANCE HOLDINGS INC 30.69000 2,223,797.40- 28,984.00- 1.303 03 14,723 IS) MASCO CORP 31.02000 456,707.46- 12,956.24- 2.837 •CSSU RATING :NEUTRAL INDEPENDENT RATING:4 STAR - Accumulate PROVIDER:Standard 6 Poor's 03 105,422 IS

NEW 23.71000 343,225.96- 4,053.28- 1.181 •CSSU RATING :OUTPERFORM INDEPENDENT RATING:3 STAR - Hold PROVIDER:Standard 6 Poor's 03 8,665 IS) UNISOURCE ENERGY CORP HLDG CO 30.30000 262,549.50- 7,278.60- 2.772 03 1,602 (S) VALASSIS COMMUNICATION INC 28.99000 46,441.98- *CSSU RATING :NEUTRAL INDEPENDENT RATING:

INDEPENDENT RATING:3 STAR - Hold PROVIDER:Standard & Poor's 03 72,460 (S) HCC INSURANCE HOLDINGS INC 30.49000 2,209,305.40- 03 2,723 (S) MASCO CORP 26.73000 72,785.79- "CSSU RATING :NEUTRAL INDEPENDENT RATING:4 STAR - Accumulate PROVIDER:Standard & Poor's 03 113,265 (S) PPL CORP 34.020

ORATED 18.74000 1,052,063.60- 01 1,700 SUPERVALU INC 27.11000 46,087.00 03 8,307 (S) SUPERVALU INC 27.11000 225,202.77- 03 9,965 (S) UNISOURCE ENERGY CORP HLDG CO 33.36000 332,432.40- 03 15,783 (S) VORNADO REALTY TR 104.55000 1,650,112.65- 01 2,000,000 'CSSU RATING • INDEPENDENT RATING:3 STAR - Hold

's 03 70,080 IS) HCC INSURANCE HOLDINGS INC 31.06000 2,176,684.80- 21,024.00- .966 01 1 INVITROGEN CORP 68.88000 68.88 03 24,073 (S) MASCO CORP 29.65000 713,764.45- 19,258.40- 2.698 'CSSU RATING :OUTPERFORM INDEPENDENT RATING:4 STAR - Accumulate PROVIDER:Standard 6 Poor's 03 109,990

25.53000 1,706,680.50- 16,044.00- .940 'CSSU RATING :OUTPERFORM INDEPENDENT RATING:3 STAR - Hold PROVIDER:Standard 6 Poor's 03 8,665 IS) UNISOURCE ENERGY CORP HLDG CO 30.93000 268,008.45- 6,585.40- 2.457 03 5,252 IS) VALASSIS COMMUNICATION INC 27.90000 146,530.80- 'CSSU RATING :NEUTRAL INDEPENDENT RATING:

RATING:2 STAR - Avoid PROVIDER:Standard 6 Poor's 03 73,030 (S) HCC INSURANCE HOLDINGS INC 33.49000 2,445,774.70- 21,909.00- .896 01 1,200 MASCO CORP 31.90000 38,280.00 1,056.00 2.759 •CSSU RATING :NEUTRAL INDEPENDENT RATING:4 STAR - Accumulate PROVIDER:Standard 6 Poor's 03 17,673 (S) MAS

NEN 24.13000 863,274.88- 10,017.28- 1.160 •CSSU RATING :OUTPERFORM INDEPENDENT RATING:3 STAR - Hold PROVIDER:Standard 6 Poor's 03 8,665 (5) UNISOURCE ENERGY CORP HLDG CO 30.25000 262,116.25- 7,278.60- 2.777 03 2,812 (S) VALASSIS COMMUNICATION INC 29.27000 82,307.24- •CSSU RATING :NEUTRAL INDEPENDENT RATING:Ho