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From: Barrett, Paul S < Sent: Monday, November 14, 2011 10:00 PM To: Jeffrey Epstein Cc: Giuffrida, David Subject: Retailers =p class=MsoNormal>Jeffrey <=0:p> Below is a table showing both the beaten do=n basket as well as the reta
: Barrett, Paul S < Sent: Monday, November 14, 2011 10:00 PM To: Jeffrey Epstein Cc: Giuffrida, David Subject: Retailers =p class=MsoNormal>Jeffrey <=0:p> Below is a table showing both the beaten do=n basket as well as the retailing names that we like as a trade going into=Thanksgiving. We lik
Monday, November 14, 2011 10:00 PM To: Jeffrey Epstein Cc: Giuffrida, David Subject: Retailers =p c
on) has had a nice run and we would wait before entering that tr=de. 22-Jul=2011 </=d> Ticker</=:p> Name Industry =b>Market Cap S&P 500 INDEX JPMS LLC Ratings <=pan style=lont-size:10.0ptfont-family:"Arial Narrow","sans-serifm>1=,715,870 1,254.86 -7% <= class=MsoNormal align=right style='text-al
From: Barrett, Paul S Sent: Wednesday, February 13, 2013 5:41 PM To: Jeffrey Epstein Cc: Weissend, Renee E; Ens, Amanda Subject: An idea <=iv class="WordSectionl"> Jeff=ey &=bsp; I do not =hink we have enough equity risk in the po
ednesday, February 13, 2013 5:41 PM To: Jeffrey Epstein Cc: Weissend, Renee E; Ens, Amanda Subject: A
Sent: Wednesday, February 13, 2013 5:41 PM To: Jeffrey Epstein Cc: Weissend, Renee E; Ens, Amanda Sub
omnia, anacetrapib - cholesterol, PD-1 -oncolog=, BACE - Alzheimers) as well as healthy core product portfolio (Janu=ia -diabetes and vaccines). — JPMS LLC expects strong EPS growth of -8% thro=gh 2020 • &nb=p; Valuation a=tractive both versus peers and historical averages; high dividend should s=pport
From: Jeffrey Epstein <[email protected]> Sent: Wednesday, February 13, 2013 5:48 PM To: Barrett, Paul S Subject: Re: An idea ok On Wed, Feb 13, 2013 at 12:41
ruary 13, 2013 5:48 PM To: Barrett, Paul S Subject: Re: An idea ok On Wed, Feb 13, 2013 at 12:41 PM, Bar=ett, Paul S <I <mailto > wrote:<=r> Jeffrey I do not think we have enough equity ri=k in the portfolio right now. While we feel very good about our mortgages =nd credit exposure, the upside i
From: Jeffrey Epstein <[email protected]> Sent: Wednesday, Februa
mnia, anacetrapib - cholesterol, PD-1 - oncology,=BACE - Alzheimers) as well as healthy core product portfolio (Januvia -diabetes and vaccines). - JPMS LLC expects strong EPS gro=th of - 8% through 2020 • Valuation attractive both versus peers and historical averages; high dividend should support the s
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