Epstein Secrets

tion 2-7-10yr, Challenger Job Cuts, RBC Consumer & Retail Investor Day (NYC), Earnings (HRB, LULU, TD CN, PANW) Friday: November Employment Report, Michigan Confidence, Earnings (BNS CN) EFTA00400429 Saturday: China CPI & PPI Sunday: China retail sales/industrial production/FAI Key Events on the Hori

al $1.52 div — DAL talks to buy Singapore Air Virgin stake — TESS cfo leaves Secondaries (announced/priced): KIPS, TEG GY IPO's: N/A Key Research: Barcap upgrades DUK/NI/OFS & initiates BSMX (ew), Evercore initiates T (ew), Piper cuts CF & upgrades CF, Key Research: GS upgrades EV and DELL (buy) & do

China Industrial Production/CPI/PPI/Retail Sales/GDP, Earnings (CHKP, HAS, PGR, SW, GOOG) Friday: CPI, Empire Manufacturing, Industrial Production, Michigan Confidence, Japan Industrial Production, Earnings (BAC, GPC, INFY, MAT) This e-mail and any files transmitted with it are confidential and intended

Staples Retailers (uw) Key Research: BMO downgrades AA, JMP downgrades AMMD & initiates BX (op), UBS downgrades ELN & upgrades LVLT Key Research: Barcap initiates US retail softlines industry (ew) & TDSC (ew), DB initiates WES (buy), GS downgrade TX Key Research: MS downgrades FTE & initiates lodgin

(538 last). SPA's were slightly higher overnight but now rolling back over -3 handles = 1372 last = lows of morning. "'Import Price Index @ 8:30am, Michigan Confidence @ 9:55am, Wholesale Inventories @ 10am*** • Priceline.com to buy Kayak $1.8B ($40-shr cash/stock) = 29% premium to yesterdays close •

and $0.25. Secondaries (announced/priced): ARRY, PSLV, PVR, LMI LN (rights), PRGX, LGCY, TUMI, PAA IPO's: N/A Key Research: Janney downgrades DIS, Barcap upgrades HFC & downgrades CTXS, Jeff upgrades MNT/MOH Key Research: Nomura upgrades MMM, Raja initiates ABMD (mp) & upgrades CCOI, Piper cuts MDRX

rsday: GDP, Kansas City Fed Manufacturing, EU Summit in Brussels, Earnings (FDO, CAN, NKE, RIMM) Friday: Personal Income and Spending, Chicago PMI, Michigan Confidence, EC qtrly report on EFTA00410736 Euro area, Earnings (STZ) Ike Groff 1680 Washington Blvd Stamford, CT 069011 • (203) 302-7300 1• mai

TNAV cfo resigns - GTAT increases facility - BMTI study meets goal Secondaries (announced/priced): CNDO, CNCO, HIS, AEC IPO's: N/A Key Research: Barcap downgrades CIM, Imperial initiates TPC (op), Nomura initiates FB (buy), Piper upgrades TFM Key Research: Canaccord initiates SWKS (buy) & TQNT/RFMD

, NBL, OXY, PG, PHM, S, SWY, TWC, TYC, XOM, CLF, EXPE, MSFT, MWW, VRSN) Friday: Personal Income S, Consumption, Employment Cost Index, Chicago PMI, Michigan Confidence, Earnings (AIV, AON, CAT, CVH, CVX, DHI, ETR, FLIR, GT, ITT, MRK, NEE, NWL,SPG, VFC, WY) This e-mail and any files transmitted with it

es at $12.00 Key Research: BMO initiates food/beverage (RAH/DF/MJN/THS/FLO/HAIN), Macquarie initiates US Chemicals (KRA/FMC/ROC/SOA) Key Research: Barcap upgrades NOVN.VX, Baird downgrades PII, Wells downgrades NVE, JPM initiates CRR (ow) & LG FP (neutral) Key Research: GS downgrades SINA (sell) & up

.com/news/a20120314PD220.html> Key Events This Week EFTA00417994 Friday: S&P Quarterly Rebalance, Options Expiration, CPI, Industrial Production, Michigan Confidence ii.............. (203) 302-7300 l• (Description: Description: cid:[email protected]] This e-mail and any files transmitt

26.1M shares priced @ $23, M/a-com Technology (MTSI) 6M shares priced at $19 Key Research: JOY Key Research: (buy) Key Research: Key Research: Barcap upgrades UNP & downgrades NSC, GS downgrades WMS (sell), UBS downgrades Brean Murray downgrades HOGS, Jefferies downgrades XCO/DLR & upgrades AMD C

e wind farms if Tories win election Telegraph • Warren Buffett disagrees with Coke pay plan Telegraph Key Events This Week Friday: Markit US PMI, Michigan Confidence, Earnings (CI, F, MCO, VFC, WHR) Key Events on the Horizon May 5 - Ira Sohn Conference NYC 9 (link) May 17 — Portugal exits EU/IMF bail

s ML FP/CA FP/CO FP ••• ING downgrades ARCAD NA, JPM upgrades TKAAV/NCSP LN & downgrades AFLT RU ••• Natixis upgrades MTU FP/ALO FP & cuts NOVN SW, Barcap upgrades DANSKE DC ••• Nomura downgrades ERICB SS, Nordea cuts LUPE SS & upgrades OPERA NO/NETB SS EFTA00370758 ••• Kepler upgrades LNZ AV (buy),

d, Obama visits Japan, Draghi speaks @ 5am EST, Earnings (ABC, AET, BTU, DNKN, GM, HSY, LO, MMM, UPS, WM, CB, MSFT, V, SBUX) Friday: Markit US PMI, Michigan Confidence, Earnings (CI, F, MCO, VFC, WHR) Key Events on the Horizon May 5 - Ira Sohn Conference NYC 9 (link) May 17 — Portugal exits bailout pro

ce Holdings (1598665) files for $100M IPO through Citi, Papa Murphy's Holdings (FRSH) launches IPO (anticipated pricing May 1) US Key Research: • Barcap downgrades QEP, Brean initiates FSLR/SPWR (buy) & SUNE (hold) ••• Cantor upgrades NFLX (buy), Citi upgrades SRPT, CS upgrades FB ••• GS initiates H

, BOE rate decision, ECB monthly report, BOJ minutes, China CPUPPI March, Citi Diamond & Jewelry Conference (NYC), Earnings (FDO, PIR) Friday: PPI, Michigan Confidence, Earnings (JPM, FAST, WFC) Key Events on the Horizon Apr 16 — Yellen speaks at Economic Club of NY @ 12:15pm Apr 18 - US & European mar

(MRD) files $700M IPO through Citi IPO's (lock-up expires): Antero Resources (AR), MacroGenics (MGNX) Western Refining (WNRL) US Key Research: ••• Barcap initiates TRLA (ew), DB upgrades ANNEM & initiates MCHX (buy) ••• GS downgrades CNVR (sell) & initiates AAL (buy) & upgrades ADI, BMO cuts MAT •••

e Bundestag will be voting on the Greece bailout on Feb 27). Meanwhile another 48 hour strike has begun in Athens today. ***Trade Balance @ 8:30am, Michigan Confidence @ 9:55am, Treasury Budget @ 2pm*** ***Bernanke speaks on housing @ 12:30pm, China trade data tonight*** China exports -0.5% and imports

L, EVEP, HALO EFTA00420115 IPO's (filed/priced): Synacor (SYNC) 6.8M shares priced at $5, GSE Holding (GSE) 7M shares priced at $9 Key Research: Barcap intiates GILD (ow) & IDIX (ew), Stifel initiates TIE (hold), SocGen upgrades CS, BB&T initiates MTW (hold) Key Research: Citi downgrades AKS and MA