Epstein Secrets

and horrifically bad balance sheets." all, but Vancouver, which is very hard to play publicly, is the money laundering mecca of North America. Toronto real estate is also really something. short Toronto/Canadian/ Alberta real estate through being short Home Capital Group (I CC). Last July, they

low price- to-book valuation? MC: Well. I think their book is overstated and unstable and with that being said it trades at I .8x book here with Wells Fargo at I.4x and Bank of America at 0.9x. The company is sitting on $50.80 million in losses of short-term investments they've made that the won't ru

ht - 5pm est*** ***CCL, WAG, BKS report pre-open / ADBE & JBL l's after close*** ***Jefferies Consumer Conf. (Nantucket) & RBC Metals Mining Conf. (Toronto)*** Foster's rejects unsolicited $10B bid from SABMiller (SAB to engage board) (FGL AU closed +13.5%) WellPoint reaffirms full year eps of at leas

$10B bid from SABMiller (SAB to engage board) (FGL AU closed +13.5%) WellPoint reaffirms full year eps of at least $6.70 (street = $7.06) ahead of Wells Fargo HC conference Paulson liquidates Sino-Forest holdings (TRE CN), Pentwater reports 9.3% stake in Harbin Electric (HRBN) Renren (RENN) reports a narrow

ference (NYC), Earnings (CMCSA, DE, DPS, DUK, LO, AMAT, CSCO, MDLZ, WFM) Thursday: G20 Fin Min/CB meeting (Feb 14-15), BMO Auto Finance Conference (Toronto), Earnings (APA, BWA, DISCA, GM, PEP, TAP, WM) Friday: Empire Manufacturing, US IP, Michigan Consumer Confidence, TIC Flows, Earnings (AEP, CPB, SJ

Secondaries (announced/priced): N/A IPO's (filed/priced): Cerberus Mortgage Capital (1562457) files $150M IPO through Citigroup, Deutsche Bank and Wells Fargo US Key Research: ••• Citi downgrades SCHW (sell), Atlantic cuts S, DB cuts POWI & upgrades GPK (buy) ••• GS downgrades 3-month view on equities (n