Document Mentions (4 shared documents)

EFTA00400348

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ate decisions, Challenger Job Cuts, RBC Consumer & Retail Investor Day (NYC), Earnings (HRB, LULU, TD CN, PANW) Friday: November Employment Report, Michigan Confidence, Earnings (BNS CN) Saturday: China CPI & PPI Sunday: China retail sales/industrial production/FAI Key Events on the Horizon December 1

initiates COP/MRO/MUR (op's) & HES/OXY (mp's) & upgrades ULTA Citi initiates FRX/AGN/LLY/PFE (buy's) and BMY/MRK (neut's), Key initiates CTS (hold) Mizuho upgrades STJ (buy) & initiates QCOR (neut), KBW upgrades WAC, Raja & UBS cuts YUM Longbow initiates UPIP (mp) and CBM/SWK (neut's), Macquarie upgrad

EFTA00402020

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(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 •

ff upgrades MNT/MOH Key Research: Nomura upgrades MMM, Raja initiates ABMD (mp) & upgrades CCOI, Piper cuts MDRX Key Research: Baird upgrades FAST, Mizuho initiates FRX (buy), JPM upgrades MRO & downgrades CSCO Key Research: Wells initiates PVTB (mp), BB&T initiates WWW (hold), Steme Agree upgrades OZR

EFTA00409089

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Independent<http://www.independent.co.uk/news/business/news/spending-fall-raises-new-fears- over-economy-7936488.html> Key Events This Week Friday: Michigan Confidence, PPI, Earnings (JPM, WFC) (focus on additional details around JPM CIO trading loss) Key Events on the Horizon July 17/18 - Bernanke giv

y Research: ADTN Key Research: cuts PRGO Key Research: cuts HRL (sell) Key Research: ISI initiates CVS/MCK/ABC (ow) & CAH/ESRX (mw) & WAG (uw), Mizuho downgrades ADTN Key Research: Stifel initiates TRN/GBX (buys) & ARII/RAIL (hold) & downgrades ADTN, BMO initiates AMZN (mp) Key Research: Raja do