Epstein Secrets

affech Intl cut 2014 Ebitda, operating cash flow & capex (new restructuring) (trading -23%) • Steelcase profit rose in Q2 on higher revenues in the Americas (eps view below) (trading higher) • AAR Corp earnings light (eps/revs missed) & guidance below ests (trading -3.5%) • KCG to cut workforce by 4%

iced @ $18/share, Rocket Internet price range set €35.50-€42.50 (books covered within range), XXL NO books covered within range (books close Oct 7) US Key Research: ••• B. Riley initiates FARM (buy), CS initiates RNA (neut) and SRPT (op), Brean initiates WGBS (buy) ••• GS downgrades MDVN/ASNA & upgrades SAGE/W

eps/revs tops ests & outlook edged up plus additional buyback up to $1.5B (trading +5%) • F5 Networks Q2 eps/revs better, Q3 guide up (solid growth Americas, EMEA, Japan) (trading 1.5%) • E'Trade swings to Q1 profit & tops ests as net income jumps 2x (WFC upgrades) (trading +3.2%) EFTA00370756 • Che

BV FH #'s light — KCR1V FH #'s weak Secondaries (announced/priced): CTXS ($1.25B convert), HEAR, NSLP, AGIO, HASI, SXCP, YGE, TNP, SRPT IPO's: N/A US Key Research: DB upgrades MTB/MSTR (buy), Maxim initiates YY (buy), KBW upgrades CFR ir Key downgrades FR, Opco upgrades HMSY, BMO initiates NXPI (op) ••• Bofa

er net up as higher fees helped top line but missed ests (trading unch) • Weatherford International loss narrowed on fewer charges and revs outside NAmerica grew (trading inline) • Cubist Pharma acquires Trius Therapeutics (TSRX) & Optimer Pharma (OPTR) for up to $1.626 • BNP O2 net income beats, reta

s missed QCOR sales gained — RVBD sees eps/revs below — SIMG topped Secondaries (announced/priced): NLCH, TRS, STNG, BCRX, CUZ, FER SM IPO's: N/A US Key Research: ••• Atlantic downgrades XYL, Jefferies downgrades OPTR, Wells cuts NVDA/ROK & upgrades TVL ••• BMO cuts DCI, RBC upgrades GGP, SunTrust initiates