Cy Deutsche Bank Securities Inc PE on 2015 EPS c 22. 2015 EPS ammo zon mit Payout DPS Buyback Total Rano Gram, Div Title Yield Yield C Co .c c 40 -n o c- c Figure GO: What to buy now (large caps)? DB Buy-rated S&P 500 stocks in our OW industries with market cap > S1Obn, growth › um Piton 2015 MIS DB Price Mkt Cap 2015 EPS EPS Ticker Company Name GIGS Sector GIGS Industry Rating Target Polar (Sm) EPS Growth Growth co 0 MPH DELPHI AUTOMOTIVE PLC Ca nunw Dacectorory Auto Comp:meets Buy 103 02 73 17520 120 8a% 00 Dollar General Corp Consume OitAreeonary Mataleill Retail Buy 80 7286 21.849 208 9% 12% 27% 12% 32% 44% GY AAP Atrance Aiso Parts Inc Consumer Ci5CrebOna'Y Spec.a5y Retail Buy 190 147 85 10 835 139 1% 3% 02% .03% 01% Er7 BAG Danko! America Corp Financials Balks Buy 17 13 25 136564 108 252% 18% 34% 67% 15% .99% -8 4% Jam JP-Morgan Chase 8 Co Financials Banks Buy 70 :840 212 442 07 13% 30% 9% 31% .11% 20% MTB MST Bank Corp Financials Bank*. Buy 128 10619 19576 142 3% 11% 38% 0% 26% .10% 16% plc PNC Firtancia Seri, ices Group Inc F.narc als Banks Buy 99 8489 42.550 114 2% 0% 28% 7% 24% 48% 7% STI SunTnat Banks Inc Financials Banks Buy 43 34 87 17.581 et 11% 22% 31% 28% 00% 2.8% US9 U S SANCORP F-narc ols Banks Buy 46 4011 60.882 127 3% 4% 31% 5% 26% 22% 48% WPC Woes Fag° 8 Co Financials Banks Buy 59 482$ 243,132 117 1% 4% 33% 9% 32% 08% 40% AMP Arnenionse F,nancial Inc Ana-cats Capra PartiNs Buy 114 LV)47 14768 92 9% 3% 2614 15% 32% 93% 124% E64 Bank cl NowYork Mahn Cap Financials Capital Markets Buy 44 3496 37.532 122 19% 8% 27% 3% 20% 15% 35% BLOC Sac kRock Inc Financials Cepa; Makers Buy 338 313 70 50.351 158 3% .5% 40% 13% 30% 15% 46% TROW 7 Rowe Pros Grow Inc Financial, Caged Medea Buy 77 69 78 17.235 152 1% 1% 39% 132% 30% 28% 58% ABT ABBOTT LABORATORIES Health Care Heath Care Equipment S Surat*, Puy 49 3601 56715 177 9% 0% 44% 9% 27% 11% 39% MOT Medtronic Inc Health Care Heat Care Equipment 8 Supplies Buy 90 76 20 107,079 178 12% 2% 29% 9% 20% 05% 2.5% SYK ankei Corp Health Care Heath Care Equipment 8 Staples Buy 113 99 54 37.313 194 .3% 10% 26% 10% 15% 06% 23% TMO Thermo Fisher Scathe Inc Heath Care L4e dances Tools II Spry rtes Buy 152 127 80 50,306 173 6% 9% 9% 05% 05% 10% AGN Mogan plc Health Care Pna rmaceJe cars Buy 308 272 45 109.720 171 13% .4% 0% 00% .89% 69% LLY d Lilly and Co Health Care Plus maceAcots Buy 99 74 28 84.314 21.8 10% 3% 63% 2% 27% 1.0% 3.7% ENCP Endo hear-mond PLC Health Care Pharrnaceatcah Buy 84 `54 30 12341 118 7% 34% 0% 00% .196% .19.6% MYL Mytan Inc Health Care lahalInaCtrabat Buy 66 5231 25,703 122 21% 1519 0% 00% -08% 416% PRGO Peingo Company PLC Health Care Pharmacemecais Bay 187 144 11 21.328 188 22% 29% 8% 03% .50% .4 7% DAL Amencan Airlines Croup Inc Inclusbials Airlines Buy 55 38 21 25200 42 03% 7% IX% 11% 4% 5% DAL Data Ae Lines Inc Industrials Airlines Buy 68 44 04 34.448 95 42% 32% 7% SC% 1% 59% 71% Sartain, Alan,* CO Marc WI; MUM. Buy 57 37 56 23.506 107 75% 15% 10% 35% 08% 41% 49% UAL Untoci Continental Wrongs Inc Industrials Airlines Buy 75 48 41 17.735 41 135% .31% 0% 00% 34% 34% coSC Ctsco Systems Inc InSonmatcn Tedinalagy Canmuncabons Equipmere Buy 35 2354 117257 135 17% 1% 48% 11% 38% 1% 48% APH Amonenci Cap Irramaten Technology Electronic Eo.roment, Instruments &. Buy 52 40 57 15.120 204 8% 7% 30% 18% 11% 21% 32% ACN Acceptors PLC IntormattOn TeChnOtagY IT Sena* Buy 117 10273 64,110 213 7% 8% 38% 10% 2% 19% 41% ADS Askance Data Systems Corp inrcirmat.cn Technology IT Seri, ces Buy 291 197 41 11.904 131 19% 12% 0% 00% 54% 54% CTSN Cordell Technotgy Sputa, Corp Itioanaben Teraina:9y IT Services Buy 89 5082 38,948 19.8 17% 14% 0% 00% 00% 0.0% AMAT ypited Materials Inc Information Technokigy Sern,coriductas 8 dm ,ccerthstoe Eq Buy 20 17 58 19.728 148 12% 0% 37% 0% 23% 2% 45% AVGO Awn* lechnoktas Ltd INartnabon Technology Semconductors 8 Sernaandutta Be Buy 157 136 12 38,320 148 85% 6% 20% 37% 1 3% -1 2% 01% 'WIC into: Cap Infiaanabon Technology SamcereluCtcrs S Sem oacC‘ccen Eq Buy 38 29 77 138,455 128 1% 3% 7% 35% 50% 85% LRCX Lam Research Cap Intortnatial Technokogy Sem iconductors 8 Serrncencloster Eq Buy 05 71 47 11,347 142 14% 20% 4% 303% 17% 3% 49% HPO tienied.Packeed Co inkanaticn Technology Technologi Hardware, StOWC S Per Buy 16 986 17.291 56 2% .8% :9% 51% 137% 189% AEP American Electric Power Company Inc Utribes Ekarc tmlnias 63 82 29 31.074 189 8% 0% 50% 6% 35% -11% 24% EXC Exact, Corp taboos E 'eche litimes Buy 38 32 25 29.067 129 4% 0% 52% 0% 39% .06% 33% NEE NettEni Energy 109 MSG Electra MOOS Buy 118 113 52 53,432 199 8% 7% 55% 6% 27% -7 6% 0.1% CMS CMS Energy Corp 1.)10Ceb Buy 40 3926 10.960 209 6% 6% 61% 31% .03% 2.9% WEC Energy Cap 1.10005 MUIO-UbIllaPS Buy 56 :040 17.884 209 4% 9% 60% 17% 35% 4) 1% 34% Sauce Oyerseny Sent Convoys. Thcinucn enters Wet swami nos ts *shank hos entry ticswe encore annerwes ins meat irliMOW groomads enclJes stool aoten averse Pc having Note: The list has the following changes from our previous US Equity Insights report based on the screening rules: additions (LLY, AVGO), deletions (TJX). CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL DB-SDNY-0 120220 SDNY_GM_00266404 EFTA01459645