Epstein Secrets

/b>December 15, 2016 at 10:59:39 =M EST To: =/b>"Rich Kahn' Reply-To: =/b>"Ens, Amanda" The =S team i

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

Date: December 15, 2016 at 10:59:39 AM EST To: "Rich Kahn" Pd Reply-To: "Ens, Amanda" co The US team

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

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

ge cap US oils. We view Hess as the most catalyst rich large cap US E&P for 2017 with a return to growth