EFTA01411427Set 10
2015-05-31202p28,772w
upgrade OXY to BUY and downgrade HES
to HOLD. Other preferred names include MRO, DVN, EOG.
Date
31 May 2015
FITT Research
Ryan Todd
Research Analyst
Igor Grinman
Research Anal ... MRO Avg
CFO=Capex
CFO=120% Capex
Source: Deutsche Bank
By late 2017, hold on to your hats
By late 2017, rising declines and deferred FIDs will drive a rapidly ... cash return to shareholders at the
current strip). Other preferred names include: DVN, MRO, EOG.
IIOXY: We upgrade OXY to Buy (from Hold) on its advantaged
combination of growth
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01411427.pdf
EFTA00797409Set 9
2018-10-105p1,178w
life large transport category aircraft, aftermarket
part sales, asset management, maintenance, repair, and overhaul (MRO) services, and aircraft
modifications.
AerSale provides high quality 14 CFR Part 145 Federal Aviation Administration ... certified
Maintenance, Repair, and Overhaul (MRO) services to a broad range of commercial and governmental
organizations. Our customers include world-class passenger and cargo airlines, aircraft and engine
lessors, government ... Manufacturers (OEMs).
AerSale owns and operates three (3) 14 CFR Part 145 FAA/EASA approved MRO Facilities located
throughout the Southwest region of the United States.
AerSale's Goodyear
https://www.justice.gov/epstein/files/DataSet%209/EFTA00797409.pdf
EFTA00605232Set 9
2016-03-2363p15,373w
rate of 2.3% annually. Additionally, the 10-year demand for
maintenance, repair and overhaul (MRO) in the business market is expected to be $121.8
billion. The 2016 forecast expectations show ... that the North American market will dominate
the world sales and MRO demand for years to come; and will also have a vibrant fleet
replacement cycle with nearly ... China, with a small base fleet, will grow the fastest fleet at 9% and MRO
requirements despite economic and political pressures; the largest market,
North America, will grow
https://www.justice.gov/epstein/files/DataSet%209/EFTA00605232.pdf
EFTA01367348Set 10
2015-05-311p442w
value) vs CF/DAS growth (2015-
2017, ex hedging) basis, we find that MRO and COP look particularly cheap,
with most of the other names hovering in the expected relative value ... rrOG e
e • Net
•
01
A Ox i
5a 1
Ar*
„pc •
• 14ES MRO
G
r, 6 Ox
g
Cl A
APC •
Myymy
4, •
OX
OYCOP
KS
. •
MRO
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01367348.pdf
EFTA01367347Set 10
2015-05-311p341w
downgrade HES
to HOLD (additional color within). Other preferred names include MRO, DVN,
EOG.
Figure 471 Key metrics for the group ... multiple, CF/DAS growth, and
liquids leverage (the lower the better) - we find that OXY, MRO, APA, COP and
DVN round out the top five. Interestingly, we find that MRO
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01367347.pdf
EFTA02131300Set 10
2013-08-0610p2,632w
DISH, KORS, STWD, VSI #'s pre-open***
***CF, CHRW, CSC, DIS, DVA, EOG, FSLR, MRO, NU, PLT, Z earnings after close"'
• American Eagle Outfitters slashed Q2 outlook on weak sales ... WILC, WMC,
WPC
Reporting Post-Close: CF, CHRW, CSC, DIS, DVA, EOG, FSLR, MRO, NUAN, ACAD, AFAM, AGII,
ALCO, ALDW, AU, AMRE, AMTG, ARC, ATEC, ATO, AVNR, BID, BIO, BKEP
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02131300.pdf
EFTA00396443Set 9
2013-02-067p2,142w
beginning of the EU
leaders summit. SPA's — flat = 1506.80 last.
***CVS, GAS, MRO, PLD, RL, TWX, ICE, MPEL earnings pre-open".
***AKAM, ALL, NWSA, PRU, TSO, V, ATML, GMCR ... upgrade WMN SW, ABN upgrade MHG NO
Reporting Pre-Open: CMI, CVH, CVS, GAS, MRO, PLD, RL, TWX, ICE, MPEL, ABMD, AINV, ARX, ATMI, BIOC, CFX,
CGX, CMP, CSTE
https://www.justice.gov/epstein/files/DataSet%209/EFTA00396443.pdf
EFTA00604538Set 9
2015-04-164p811w
Center
8201 Lemmon Avenue
Dallas, TX 75209
Gene L Carter Jr
Vice President, MRO Sales
Patricio Altuna
EVP, Sales, Marketing & Product Support
EFTA00604538
a
GS G0579 Associated
April ... Export Tasks.
Note: AAC Planning Utilizing Sales Generic Bid to Accomplish Export
Actions and MRO Planning Generic Pre-Buy Items.
Materials Are Generated From Restrap Tasking, Tail Number Change
https://www.justice.gov/epstein/files/DataSet%209/EFTA00604538.pdf
EFTA00390873Set 9
2013-05-078p2,555w
Conference begins in Las Vegas (link) '••
"*BMC, CA, CHRW, DIS, DVA, EA, MCK, MDLZ, MRO, SYMC, TRIP, WFM, WMB, Z #'s post close*"
• First Solar earnings missed but revs beat ... WRES, XEC
Reporting Post-Close: BMC, CA, CHRW, DIS, DVA, EA, MCK, MDLZ, MRO, SYMC, TRIP, WFM, WMB, ACAD, ACTS,
AEZS, AMRE, ANDE, ARAY, ARB, ARC, ARTC, ASEI, AWK, AXLL
https://www.justice.gov/epstein/files/DataSet%209/EFTA00390873.pdf
EFTA02129741Set 10
2013-08-228p2,017w
Wells initiates BCRX (op) & upgrades PCP, SocGen downgrades CRH/TI
• Longbow downgrades FUL, Raja upgrades MRO, Stephens initiates MOV (ow), RBC cuts VHS
ar William Blair downgrades TGT, MS downgrades NIHD
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02129741.pdf