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'm at or let me know when is a good time for me to call you. Thanks, Amanda Amanda Ens Director Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated One Bryant Park, 5th Floor, New York, NY 10036 From: jeffrey E. [mailto:[email protected] Sent: Friday, August 05, 2016 11:54 AM To: Ens, Am
ccount for a good portion of job growth generally. Only mining and logging (-7k) and information services (Ok) were weak. Post Q2 earnings results, Health Care is now in a strong position to outperform <http://rsch.baml.com/r?q=-- f3Kv0H2hhlw6fcYbuRtA&e=jeevacation%40gmail.com&h=7Ws4Wg> . The sector saw more
unting and Finance from the University of New South Wales in Sydney, Australia. Amanda Ens Director Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated EFTA_R1_01556440 EFTA02454603 One Bryant Park, 5th Floor, New York, NY 10036 Phoneme Mobile: The power of global connections" From: jeffrey E
ccount for a good portion of job growth generally. Only mining and logging (-7k) and information services (Ok) were weak. Post Q2 earnings results, Health Care is now in a strong position to outperform <http://isch.baml.com/r?q=-- f3Kv0H2hhlw6fcYbuRtA&e=jeevacation%40gmail.com&h=7Ws4Wg> . The sector saw more
Investment Strategy
mberg European equities: switch to outright long Healthcare We switch our European sector pair trade preferr
nch Global Research policies relating to conflicts of interest are described at http://go.bofa.com/coi. "BofA Merrill Lynch" includes Merrill Lynch, Pierce, Fenner & Smith Incorporated (‘MLPF&S’) and its affiliates. Investors should contact their BofA Merrill Lynch representative or Merrill Lynch Global Wealth Management financial a
Page: HOUSE_OVERSIGHT_014457 →higher oil would make Oil’s high DY sustainable. Healthcare is too cheap vs an improving sector growth outloo
nch Global Research policies relating to conflicts of interest are described at http://go.bofa.com/coi. "BofA Merrill Lynch" includes Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S’) and its affiliates. Investors should contact their BofA Merrill Lynch representative or Merrill Lynch Global Wealth Management financial a
Page: HOUSE_OVERSIGHT_014496 →is one of the nation's largest managed care organizations, covering roughly 23 million members. The company focuses on three main business segments: Health Care (health insurance, dental, behavioral health and pharmacy benefit Bankof America <> Merrill Lynch Top 10 US Ideas Quarterly | 03 January 2017 3 HOU
Page: HOUSE_OVERSIGHT_014624 →nch Global Research policies relating to conflicts of interest are described at http://go.bofa.com/coi. "BofA Merrill Lynch" includes Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S’) and its affiliates. Investors should contact their BofA Merrill Lynch representative or Merrill Lynch Global Wealth Management financial a
Page: HOUSE_OVERSIGHT_014650 →nce in the health system in order to enhance % of Healthcare facilities reporting comprehensive % 10 100 NA 10
nch Global Research policies relating to conflicts of interest are described at http://go.bofa.com/coi. "BofA Merrill Lynch" includes Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S’) and its affiliates. Investors should contact their BofA Merrill Lynch representative or Merrill Lynch Global Wealth Management financial a
Page: HOUSE_OVERSIGHT_016193 →Quantitative Analysis
tax of overseas earnings of US firms’ subsidiaries at reduced rates. Non-Financials in the S&P hold at least $1.2tn in overseas cash (mostly Tech and Health Care). If half was used for buybacks, this could add 3% ($4) to S&P 500 EPS. A redux of 2004 where companies used 80% of cash for buybacks may be less lik
Page: HOUSE_OVERSIGHT_023069 →nch Global Research policies relating to conflicts of interest are described at http://go.bofa.com/coi. "BofA Merrill Lynch" includes Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S’) and its affiliates. Investors should contact their BofA Merrill Lynch representative or Merrill Lynch Global Wealth Management financial a
Page: HOUSE_OVERSIGHT_023094 →Entities connected to both Pierce, Fenner & Smith Incorporated and Health Care

Jeffrey Epstein
PERSON
Richard Kahn
PERSONAmanda
PERSONAmanda Ens
PERSON
Marc Rich
PERSON
Bank of America Corporation
ORGANIZATION
Merrill Lynch
ORGANIZATION
Bloomberg L.P.
ORGANIZATION
Donald Trump
PERSON
Bank of America
ORGANIZATIONUtilities
ORGANIZATION
Michael Bloomberg
PERSON
United Kingdom
LOCATIONMerrill Lynch International Bank Limited
ORGANIZATION
Frankfurt
LOCATIONMerrill Lynch Canada Inc
ORGANIZATIONthe Dubai Financial Services Authority
ORGANIZATIONMerchant Bank
ORGANIZATIONthe Central Bank of Ireland
ORGANIZATION
Merrill Lynch Global Wealth Management
ORGANIZATION