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From: Ike Groff Subject: Early Tour 5.15.13 Date: Wed, 15 May 20
B, Longbow cuts MOLX ••• Raja downgrades BC, CS cuts CLX & upgrades RBC, Evercore initiates MHP (ew) Europe Key Research: • UBS downgrade ATLN VX, ENG SM, upgrade MS IM, Nomura upgrade CBK GY, ULVR LN • JPM upgrade ACA FP, HYDR RM, IRAO RM, initiate DCC LN (n), Nordea upgrade PNDORA DC • RBC downgrad
From: Ike Groff Subject: Early Tour 2.8.13 Date: Fri, 08 Feb 201
ngrade LMI LN, upgrade DNB NO, ARM LN, JPM upgrade SLHN VX, downgrade UBM LN, OUT1V FH • Citi downgrade ENI IM, MS upgrade ALU FP, GAS SM, downgrade ENG SM, DB upgrade G1A GY, RI FP, RCO FP EFTA00396067 • Numis upgrade ASHM LN, RAT LN, NVA LN, downgrade POLR LN, SocGen upgrade AKBNK TI, downgrade TRN
From: Ike Groff Subject: Early Tour 10.4.12 Date: Thu, 04 Oct 2
ment - AMAT workforce restructuring HMAY guidance light - VC cfo resignation - JAKK new credit agreement Secondaries (announced/priced): STWD, BWP, ENG SM IPO's (filed/priced): Berry Plastics Group (BERY) 29.4M-shares priced at $16 Key Research: DB initiates LAMR (buy) & downgrades ECA (sell) & lowers
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