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From: Ike Groff Subject: Early Tour 5.14.13 Date: Tue, 14 May 2
oday: BofA Global Metals/Mining/Steel (Barcelona), UBS Financials (NYC), Citi Global Energy/Utilities (Boston), BofA Global Transportation (Boston), JPM Global TMT (Boston). SPA's -3 handles = 1628.20 last. • Sony: Dan Loeb's Third Point has built 6.5% stake in Sony (seeks break-up) (letter here) • Take-Two
From: Ike Groff Subject: Early Tour 5. Date: Mon, 13 May 2013 09
usiness Optimism, Import Price Index, Eurozone IP & ZEW survey, Bofa Global Metals & Mining Conf, Bofa Health Care Conf, Citi Energy/Utilities Conf, JPM Global TMT, UBS Global Financials, Earnings (A, XONE, CACH) Wednesday: European O1 GDP's, MBA Mortgage Applications, US PPI & IP, NAHB Housing Index, Empire M
From: Ike Groff Subject: Early Tour 5.10.13 Date: Fri, 10 May 2
usiness Optimism, Import Price Index, Eurozone IP & ZEW survey, Bofa Global Metals & Mining Conf, Bofa Health Care Conf, Citi Energy/Utilities Conf, JPM Global TMT, UBS Global Financials, Earnings (A, XONE, CACH) Wednesday: MBA Mortgage Applications, US PPI & IP, NAHB Housing Index, Empire Manufacturing, TIC F
Entities connected to both Lesley Groff and JPM Global TMT
Ike Groff
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Bard College
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