From: Tazia Smith a> To: jeevacationggmail.com Cc: Paul Morris a, Subject: Fw: percentages get a read from your team [C] Date: Tue, 18 Feb 2014 17:49:55 +0000 Inline-Images: unnamed; unnamed(1); unnamed(2); unnamed(3); unnamed(4); unnamed(5); unnamed(6); unnamed(7); unnamed(8); unnamed(9) Classification: Confidential Jeffrey- Would love to run through details of implementation. Could you give me a call when you have a moment? Or if you're back in NY I can run up and go through it in person. Market rally last week (and Japan overnight. +3%) makes for a less opportune entry points on some of your asset classes. Healthcare's on a tear: you may have seen. Actavis. which is in the Healthcare basket we're looking to buy. is up -8% after announcing a bid for Forrest Labs. Tech and Energy look attractive for entry. Ex: XLK currently 536.15. XLK Jan15 36 risk reversal, collect -50.40 net premium and create a synthetic long for 535.60 (giving up dividends, of course) Have details of tech and energy baskets we can review (single names and options) Best. Tazia EFTA01177931