From: Tazia Smith •t: a> To: "jeffrey epstein" <jeevacation®gmail.com> Cc: "richardkahn12" Paul Morris , "Jean Anne Wiebracht (Jeanie)" , Vahe Stepanian Subject: Re: 5 US Liquid Stocks (GILD, HCA, CMCSA, FFIV, XOM) [C] Date: Mon, 10 Mar 2014 14:20:28 +0000 Importance: Normal Inline-Images: graycol.gif; 09140580.gif; 09826814.gif; 09269571.gif; 09378349.gif; dblink.gif; 09064333.gif; 09424972.gif; 09802086.gif Classification: Confidential Good Morning Jeffrey - Just called to follow up on the below. Also, we do have your IMPAC rmbs working at 74 or better. Be Back, Tazia Tazia Smith Director Key Client Partners - US Deutsche Bank Securities, Inc. Deutsche Asset & Wealth Management 345 Park Avenue - 26th Floor New York, NY 10154 Tel: (212) 454-2889 Mobile: (917) 318-4852 Fax: (646) 257-3131 E-mail: Tazia Smith Original Message From: Tazia Smith Sent: 03/07/2014 06:35 PM EST To: 'eevacation@ mail.com Cc: ; Paul Morris; Vinit Sahni; Hav Gupta; vane Stepanian Subject: 5 US Liquid Stocks (GILD, HCA, CMCSA, FFIV, 34O14) [C] Classification: Confidential Jeffrey - Per your request, concentrating on 5 liquid, US equities we really like. Targeting Healthcare, Energy and Tech sectors: Gilead (GILD) HCA holdings (HCA) Comcast (CMCSA) F5 Networks (FFIV) Exxon (XOM) EFTA01192010 Put $3mm in each, total $15mm to work. More detail below. 1 • Last Price 79.465 T High on 02/25/14 83.95 -0- Average 62.9757 / Low-on.03/19/13 44.38 Have a great weekend, Tazia Gilead (GILD) - trades avg 10mm shs/day Biotech was beat-up today. There is a lot of market chatter on stretched valuations, especially on upcoming IPOs. Understand that you have a bullish outlook on the group. ADD to your Gilead (GILD). After today's trade, you're long 8.1k shares at $78.90. DB price target $132 (65% implied upside). Chart below, report from this week defending vs a voluntary recall (392k bottles only) attached. GILD lyr Price History 79.46 79.47_, 2x21 Vol 17,022,064 81.210 S1.3.5P L 77.811) Val 1.343B V/ Save As t® treffi lini MMEW =I air on3re "t"' Avc', =MIMI lr 5,, max Daley Y El e securiwndy + Track- /2 1%nm:hat* -g•News. -0; Zoom 79.465 [attachment "GILD - defend 3.6.14.pdr deleted by Tazia Smith/db/dbcom] HCA Holdings (HCA) - Trades avg 3mm shs/day "Best in breed" hospital co; strong operating follow-through in 4Q after a positive preannouncement. DB Price target: $58 (17% implied upside). HCA lyr Price History EFTA01192011 VTD 'FM . SY Max Daily 4- Track l • Last Price 51.70 T High on 02/12/14 55.24 -- Average 45.6145 1 Low on 06/20/13"3$.91 IHCA us s 1 49.55 - 07 .4 At 15:23 tCA US Equity Vol 2 145,962 0 49.99N n save ASWapilieu. • 03 07 2013 E MMEa ltialin10 30 1M 6M no 1Y SY Max Daily V C3 07 2014 H49.55 /49.57N 4 x 4 H SO 52D L 49.45D Val 107.174M ,w-tevre One Chart It)Cdaspare MDF Ay:tin= E:=1: 19 EU" C securiedstA. •• Event 0 +Track. .s_ Annotate News• ©;--Zoom 0-52.00 (f • Last Price 49.55 T High on 03/03/14 51.69 7. 7 Average 42.6682 1 Low on 07/03/13.35.49 liiik AliL Irr 4; Pin a ha Ili Volume 2.146M L .• nitta iLf igainag l I I WITWIPIRT IrMffirrTri lrer aggill p-48.00 ►46.00 P-44.4Xl P-42.4N) P-40.09 P-38.09 Jun 2013 Sep 2014 100 fl [attachment "HCA 2.4.14.pdf" deleted by Tazia Smith/db/dbcom] Comcast (CMCSA) - trades avg 12mm shs/day Finalization of TimeWamer Cable acquisition pending. DB price target of $64 (23% implied upside). CMCSA lyr Price History ....--.— 51.70 51.71, 18 .18 vol 8 421 756 0 52 .32i> H52.37I L 51.44Z Val 436.40711 r- ,-, c , 10• • •-r; —.. ibtr use (Mart 0 n) cl0000ro Mar AvCt === . El g Securiy/steety It ovent-- 0 .! Annotate = -News C Zoom FS Networks (FFI% - Trades —1.8mm shs/day Growth in Telco and Next-Gen Security. FS provides solutions for Internet traffic management to the big Telcos. Fundamental tailwinds in demand, and following a 2yr investment. DB just raised price target to $130 (14% implied upside). Believe momentum in shares continues, reports Q2 on 4/23. FEW lyr Price History EFTA01192012 IFFIV US I 114.40 -.37 s„..—•—"'"-- P114.40 /114.44B 1 x 1 At 15:45 Vol 1,437,007 C 115.95Q H 116.707D L 113.97D Val 165.847M .11 X011 L5 Ec,c5 1D 3D IM FF1V US Equity 03,107/20/3 — 93-Save e Line Chart 03.107/2011. -311. Cl IJ 3D 1.,1 6M UD . 11. 5Y Max Dany • + Track Annotaté a) <we "N 1,0 MMM .a)": IIEW1 Ei CS Security/Suidy h Event 0 News C; Zoom • Last Price 114.40 1 T High on 03/06/14 114.77 -e- Average 86.8413 ^ 1 Low on 06/24/13 68.02 tiv tolume 1 437M L • MAVf (15) 1 288M Mar S. tr Jun 2013 Dec I 2014 110 100 90 80 70 10M [attachment "PPR, LTE 3.2.I4.pdf' deleted by Tazia Smithldbldbcom] Exxon(XOM) - Trades I2.7mm shares per day Like on higher oil and momentum up through $100 near-term. Note: DB does not cover. XOM Fyr Price Historv XDM US $ 194.84 .08 11"--- N94.83 /94.84T 5 x84 At 15:51 Vol 9,978,142 0 94.37K H 94.99T L 93.99N Val 944.51M tune Chart Engissz ) orrose mor. mus MMM • :..ru Usa 611 lY MI Max Dany • C Security/Study h Evert 0 4--Track- 2 --Annotaté- -News. 0, Zoon?, 0,102.00 D: D7 ::.1‘ • Last Price 94.83 T High on 12/27/13'10151 Average 91:58 1 1 Low. on 10/09/13-- £5.1. .1Lil iwi esk 9.97 Mar Jun Sep 2013 I 2014 B-100.00 B-98.00 ii-C14. • "-92.00 »-90.00 »-88.00 1"00 .7nm EFTA01192013 Tazia Smith Director I Key Client Partners - US Deutsche Bank Securities Inc Deutsche Asset 8 Wealth Management 345 Park Avenue, 26th Floor New York, NY 10154 Tel. +1 (212)454-2889 Fax +1 (646)2574131 Mobile +1 917 327-4107 Email Para-io-4..fr Peiftrent This communication may contain confidential and/or privileged information. If you are not the intended recipient (or have received this communication in error) please notify the sender immediately and destroy this communication. Any unauthorized copying, disclosure or distribution of the material in this communication is strictly forbidden. Deutsche Bank does not render legal or tax advice, and the information contained in this communication should not be regarded as such. EFTA01192014