Epstein Secrets

From: Ike Groff Subject: Early Tour 11.28.12 Date: Wed, 28 Nov

off 80% since IPO) (All Things Digital) • Costco to pay investors $3B with special $7/shr dividend (total November comp sales +6% vs 5.5% ests) • Smith & Nephew to buy Healthpoint (private) for $782 million in cash (SN/ LN trading -0.90%) • ARM: Daily Mail speculation that Intel may bid for company (specula

From: Ike Groff Subject: Early Tour 5.3.12 Date: Thu, 03 May 20

ntained, committed to FY guidance (trading +0.22%) Hannover Re Q1 ahead driven by investment income, April renewals seen positive (trading +3.9%) Smith & Nephew 01 sales inline, EPS and EBIT ahead, guidance unchanged (trading +3.4%) BG Group in line with no surprises, confirms COMGAS stake sale (trading -3.

From: Ike Groff Subject: Early Tour 8.1.13 Date: Thu, 01 Aug 20

d, raising 2013 profit guidance (trading +0.21%) • RSA Insurance revs beat, EBIUT better, EPS ahead, on track to meet guidance (trading +0.60%) • Smith & Nephew revs light, EBIT miss, maintain outlook , positive tone for H2 (trading -0.50%) • Continental O2 revs & EBITDA inline, EPS beats, maintains revenue