From: Tazia Smith •t: > To: [email protected] Cc: Paul Morris , Nav Gupta , Vahe Stepanian Subject: 5 US Liquid Stocks (GILD, HCA, CMCSA, FFIV, XOM) [C] Date: Fri, 07 Mar 2014 23:35:36 +0000 Attachments: HCA_2.4.14.pdf; GILD_ defend_3.6.14.pdf; FFIV_LTE_3.2.14.pdf Inline-Images: unnamed; unnamed(1); unnamed(2); unnamed(3); unnamed(4); unnamed(5); unnamed(6) 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) Put $3mm in each, total $15mm to work. More detail below. 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 1 yr Price History EFTA01132984