EFTA00367439.pdf

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 LYONDELLBASELL INDU-CL A LYB OW $109.00 WESTLAKE CHEMICAL CORP WLK OW $80.00 U.S. Defense Contractors (10%) Name Ticker Rating JPMS Target LOCKHEED MARTIN CORP LMT N $144.00 BOEING CO/THE BA OW $167.00 NORTHROP GRUMMAN CORP NOC N $108.00 RAYTHEON COMPANY RTN N $88.00 GENERAL ELECTRIC GE N $27.00 Cable Consolidation (10%) Name Ticker Rating JPMS Target VERIZON COMMUNICATIONS INC VZ OW $55.00 DIRECTV DTV N $87.00 DISH NETWORK CORP-A DISH OW $72.00 T-MOBILE US INC TMUS OW $36.00 Travel Consolidation (10%) Name Ticker Rating JPMS Target HERTZ GLOBAL HOLDINGS INC HTZ OW $32.00 AVIS BUDGET GROUP INC CAR OW $59.00 DELTA AIR LINES INC DAL OW $54.50 AMERICAN AIRLINES GROUP INC AAL OW $57.50 STARWOOD HOTELS & RESORTS HOT OW $87.00 MARRIOTT INTERNATIONAL -CL A MAR OW $70.00 EuroStoxx Banks Index (SX7E) Market Plus Note (10%) Improving outlook for European bank lending and net interest income with new TLTRO program which allows banks to borrow up to €400 bn in first wave and up to 3x the increase in net lending in the second wave. Tenor: 2yr Issuer: CS Barrier at expiry: 15% Coupon: 6% Max Return: Uncapped Paul Barrett I Managing Director I Global Investment Opportunities Group 17.P. Morgan Securities LLC I 3.P. Morgan Private Bank I LP. Morgan Chase Bank N.A. 320 Park Avenue, 14th Floor, New York, NY 10022 I T: I F: NOT AN OFFICIAL CONFIRMATION For informational purposes only. This report does not represent an official account of the holdings, balances, or transactions made in your account and is being provided at your request. Please refer to your monthly account statement for the official record of all of your account activities. For question, please call your J.P. Morgan representative. EFTA00367440 This email is confidential and subject to important disclaimers and conditions including on offers for the purchase or sale of securities, accuracy and completeness of information, viruses, confidentiality, legal privilege, and legal entity disclaimers, available at http://www.jpmorgan.com/pages/disclosures/email. IRS Circular 230 Disclosure: WMorgan Chase & Co. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with WMorgan Chase & Co. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties. The following structured product information is being provided for informational purposes only and/or in response to your specific request. Information contained in this message and any accompanying documentation, including but not limited to any research, term-sheets, market valuations, statements, confirmations, calculations or estimates, is believed to be reliable, but we do not warrant its completeness or accuracy. Opinions and estimates constitute our judgment and are subject to change without notice. Past performance is not indicative of future results. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The broker-dealers and/or their affiliates and employees may hold a position or act as market maker in the financial instruments of any issuer discussed herein or act as underwriter, placement agent, advisor or lender to such issuer. Valuations provided reflect price estimates on the date(s) specified. This email is confidential and subject to important disclaimers and conditions including on offers for the purchase or sale of securities, accuracy and completeness of information, viruses, confidentiality, legal privilege, and legal entity disclaimers, available at http://www.jpmorgan.com/pages/disclosuresiemail. EFTA00367441