From: To: • =<1 Subject: Fwd: Equity ideas Date: Mon, 23 Jun 2014 10:36:51 +0000 Attachments: Healthcare.zip; Defense.zip; Cable.zip; European_Banks_06102014.pdf; M468_- _SG_I8M_SPX_Market_Plus_062014.pdf; Travel.zip; Energy.zip; M481_- CS 24M SX7E Market_Plus_062014.pdf did you print this out for JE? Begin forwarded message: From: "Barrett, Paul S" Subject: Equity ideas Date: June 19, 2014 2:37:10 PM EDT To: " = I" cl Please print out for JE. Thx As a proposal for $50,000,000 equity investment, please find our top seven themes below with the recommended allocation. Would only average in over a 4 week period to take advantage of any summer volatility. SPX Market Plus Note (20%) Tenor: 18 month Issuer: SocGen Contingent Barrier: 19.90% Coupon: 0% Max Return: Uncapped Healthcare (20%) Name Ticker Rating 1PMS Target MERCK & CO. INC. MRK OW $64.00 ROCHE ROG OW $280.00 HUMANA HUM OW $150.00 BRISTOL-MYERS SQUIBB CO BMY OW $60.00 GILEAD SCIENCES GILD OW $100.00 Energy (20%) Name Ticker Rating JPMS Target CONTINENTAL RESOURCES INC/OK CLR OW $154.00 CABOT OIL & GAS CORP COG OW $45.00 HALLIBURTON CO HAL OW $78.00 SCHLUMBERGER LTD SLB OW $125.00 EFTA00367439