kann i Subject: RE: Financials: buy XLF call spreads Attachments: image001.png Importance: High We continue to see further upside in financials. ° Erika Najarian, BAML financials research analyst, just returned from a marketing trip. Bottom line: North American investors are very bullish the banks (long only A

call spreads lets try, 250k premium On Fri, Dec 9, 2016 at 11:46 AM, Ens, Amanda EE wrote: We continue to see further upside in financials. e —_ Erika Najarian, BAML financials research analyst, just returned from a marketing trip. Bottom line: North American investors are very bullish the banks (long only A

portance: — High lets try, 250k premium On Fri, Dec 9, 2016 at 11:46 AM, Ens, Amanda wrote: We continue to see further upside in financials. e —_ Erika Najarian, BAML financials research analyst, just returned from a marketing trip. Bottom line: North American investors are very bullish the banks (long only A

positioning in US financials vs. other sectors. (Erika Najarian) From: Ens, Amanda Sent: Monday, November 14, 2

imestamp: 17 November 2016 06:24AM EST Bankof America Merrill Lynch Equity | 17 November 2016 Corrected United States Banks US Financials MLPF&S Erika Najarian Research Analyst MLPF&S +1 646 855 1584 [email protected] Michael Carrier, CFA Research Analyst MLPF&S +1 646 855 5004 michael.carrier@baml

ill Lynch Investment rating Company ticker Bloomberg symbol Analyst BUY BankUnited, Inc. BKU BKU US Ebrahim H. Poonawala BB&T Corporation BBT BBT US Erika Najarian Capital Bank Financial Corp. CBF CBF US Erika Najarian Citigroup Inc. C CUS Erika Najarian Citizens Financial Group CFG CFG US Erika Najarian East We

call spreads lets try, 250k premium On Fri, Dec 9, 2016 at 11:46 AM= Ens, Amanda We continue to see further upside in financials.<=u> wrote: * • Erika Najarian, BAML financials re=earch analyst, just returned from a marketing trip. Bottom line: North American investors are very bullish the banks (lo=g only

larly as new supervisory leadership can come with the new administration; and 3) relatively lighter positioning in US financials vs. other sectors. (Erika Najarian) Trades Gaining Momentum: Finance-Related Assets vs. S&P 500 In the period since the US presidential election, the three top-performing S&P sectors