Epstein Secrets

-1-7 BUY 75.19 85.00 1,921.00 General Dynamics GD Epstein,Ronald J. B-1-7 BUY $173.21 $200.00 57,215.00 Hes

blish performance quarterly Table 1: Top 10 US Ideas List - 1Q17 Company Ticker Analyst Rating Recommendation Price PO Mkt Cap (bn) Aetna Inc AET _ Fischbeck,Kevin B-1-7 BUY $124.45 $149.00 44 657.00 Dover Corp DOV = Obin,Andrew B-1-7 BUY 75.19 85.00 1,921.00 General Dynamics GD Epstein,Ronald J. B-1-7 BUY

xter, Kevin Fischbeck, CFA, Nat Schindler, Ronald J. Epstein, Shaun C. Kelley and Vivek Arya, hereby certify t

From: Richard Kahn Sent: Thursday, December 15, 2016 5:46 PM To: Jeffrey E. Subject: Fwd: US Healthcare Year Ahead...Buy ACAD, AGN, ANTM, CELG, CVS, DI-IR, EW, EVHC, RARE, REGN, WBA attached are equity healthcare ideas Ric

Sent: Thursday, December 15, 2016 5:46 PM To: Jeffrey E. Subject: Fwd: US Healthcare Year Ahead...Buy

ts a mixed bag in 2017 w/ stocks trading close to =yr valuation lows; EW top pick given best growth / purest innovation =tory. Facilities (-) 4>=93 Fischbeck notes that uncertainty will =emain an overhang for hospitals as repeal/replace a negative for the =roup (est losing 2-3mm Medicaid lives =amp; 2-3mm

From: Richard Kahn Sent: 12/15/2016 5:46:20 PM To: jeffrey E. [[email protected]] Subject: Fwd: US Healthcare Year Ahead...Buy ACAD, AGN, ANTM, CELG, CVS, DHR, EW, EVHC, RARE, REGN, WBA Attachments: image00

g close to 5yr valuation lows; EW top pick given best growth / purest innovation story. HOUSE_OVERSIGHT_014523 --- PAGE BREAK --- Facilities (-) — Fischbeck notes that uncertainty will remain an overhang for hospitals as repeal/replace a negative for the group (est losing 2-3mm Medicaid lives & 2-3mm exch