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From: jeffrey E. <[email protected]> Sent: Monday, June 25, 2018 6:20 PM To: Paul Barrett Cc: Richard Kahn Subject: Re: New Idea for your approval how many shares of each do we own . sosr=y this is extraordiarily silly On Mon, Jun 25, 2018 at 8:18 PM,
25, 2018 6:20 PM To: Paul Barrett Cc: Richard Kahn Subject: Re: New Idea for your approval how ma
e). 5213K; P/L +$112K. I think KRE is well positioned given the regulato=y tailwinds, strength on Main Street, no FICC reliance etc. Just to mainta=n Fins exposure. It would top KRE up to $2MM. 3. MSFT, AVGO and Equinix — part of the data center theme. I think thi= theme has legs but MSFT and EQIX po
From: jeffrey E. <[email protected]> Sent: Monday, June 25, 2018 6:55 PM To: Richard Kahn Subject: Re: New Idea for your approval ok On Mon, Jun 25, 2018 at 8:52 PM, Richard Kahn wrote: only stock with real gain is BAC which you =oug
ent: Monday, June 25, 2018 6:55 PM To: Richard Kahn Subject: Re: New Idea for your approval ok On
re). $213K; P/L +$112K. I think KRE is well positioned given the regulato=y tailwinds, strength on Main Street, no FICC reliance etc. Just to mainta=n Fins exposure. It would top KRE up to $memn. 3. MSFT, AVGO and Equinix — part of the data center theme. I think thi= theme has legs but MSFT and EQIX p
, NY 10019 =u> =U> From: Jeffrey E. <[email protected] <mailto:[email protected]» Sent: Monday, June 25, 2018 1:53 PM To: Paul Barrett Richard Kahn Su ject: Re: New I ea or your approval sorry, you need to include position size= unrelaixzed gain or loss. if bac is small w=y allocate to Small kre 2
25, 2018 6:45 PM To: Paul Barrett Cc: Richard Kahn Subject: Re: New Idea for your approval wait t
e). 5213K; P/L +$112K. I think KRE is well positioned given the regulato=y tailwinds, strength on Main Street, no FICC reliance etc. Just to mainta=n Fins exposure. It would top KRE up to $2MM. 3. MSFT, AVGO and Equinix — part of the data center theme. I think thi= theme has legs but MSFT and EQIX po
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