EFTA00379188.pdf

From: ==l > To: Bruce Galloway clIMMIIMMI=> Subject: Re: Date: Mon, 25 Nov 2013 14:31:20 +0000 Thanks Bruce...will relay On Nov 25, 2013, at 9:29 AM, Bruce Galloway < > wrote: > Yes in the power point we highlight 5 activist positions but the portfolio will include upto 20 names which we feel have at least 5X upside. In the 5 the tech co is +45 , the 600mm asset co is +40. The Billion dollar alt energy co is flat. The micro cap cloud co is flat and the 5 bn transport co is -45. On average +5-8 percent. I expect 5 percent per mos returns. Bruce. EFTA00379188