EFTA02383715.pdf

From: Richard Kahn Sent: Tuesday, June 20, 2017 5:52 PM To: Jeffrey E. Subject: Fwd: To do please advise if ok to proceed with XLF position and MU per =aul below thank you Richard Kahn HBRK Associates Inc. Begin forwarded message: From: =/b>Paul Barrett AlS> Subject: =/b>Re: To do Date: =/b>June 20, 2017 at 1:49:06 PM =DT To: =/b>Richard Kahn < Just XLF and MU for today. =MD up too much. Sent from my =Phone On Jun 20, 2017, at 1:10 PM, Richard Kahn < wrote: did jee reply? Richard Kahn HBRK Associates Inc. EFTA_R1_01400576 EFTA02383715 On Jun =0, 2017, at 8:23 AM, Paul Barrett < > =rote: I think we should consider the =ollowing ideas: $500K in XLF (financials) =argeting $1mm over the coming weeks. FICC expectations are low and =ates have come down so bar is pretty low right now. $250K =n AMD and $250K in MU. Both of these are tech names that will benefit =rom greater cloud investment, loT and large market share gains. Paul Sent from my iPhone 2 EFTA_R1_01400577 EFTA02383716