Epstein Secrets

From: Ike Groff Subject: Early Tour 4.16.14 Date: Wed, 16 Apr 2

tations were low into #'s (trading +2.1%) • Credit Suisse O1 net income misses ests, investment bank weaker on fixed income (trading -2.0%) • BHP Billiton production update decent, core divisions performed well, non-core weaker (trading -0.16%) • ASML O1 sales inline, gm's better, cuts H1 sales foreca

From: Ike Groff Subject: Early Tour 1.23.13 Date: Wed, 23 Jan 2

eigh on O2 (trading +0.35%) • SAP O4 inline (pre-announced last week), SSRS guidance light, 2015 margin guidance reiterated (trading +2.3%) • BHP Billiton production numbers in line, Escondida ahead, maintaining guidance & cost savings (trading +0.85%) • Novartis good O4, Bayer's Reinhardt replaces Va

From: Ike Groff <MI > Subject: early tour 10.19.11 Date: Wed, 1

liance with Anadolu Efes (trading +0.57%) Diageo reports sales growth that tops estimates led by gains in LatAm, Asia, Africa (trading +3.5%) BHP Billiton record iron ore production on Asia demand & expansions in Australia (trading -0.45%) Software AG (Germany's 2nd largest maker of business software)