EFTA02143854Set 10
7p1,691w
Services +0.23%, TravlLes +0.20%
Lagging European Sectors: Autos/Parts -0.73%, Food/Bev -0.56%, Utilities -0.53%
ULTA lowers forecast — PRXL $50M accelerated buyback — CKEC ebidta better
ZUMZ O1 outlook below — STEC Ws light ... initiates PLG (neut), Jeff cuts RIG & upgrades INFY (buy)
• KBW downgrades PGR/EWBC/BSRR/BBCN, Oppenheimer downgrades ULTA
• Roth initiates RGDX/CPST (buy), Citi initiates SXCP (neut), Wells upgrades NDAQ
JPM downgrades RDS.A, Longbow
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02143854.pdf
EFTA00413694Set 9
2012-05-086p2,161w
profit down - DTSI reaffirms view - DNB cuts forecast
GA strength in ZT online - ULTA boosts guidance - NUS raises view
Notable Options Activity Yesterday:
ANF (49.00 -3%) opening cust bought ... next
at the end of June.
Secondaries (announced/priced): PMT, KKD, SAVE (block trade), ULTA & WWWW (holders), CLMT
IPO's (filed/priced): N/A
Key Research: Barcap upgrades VECO & downgrades BP & initiates
https://www.justice.gov/epstein/files/DataSet%209/EFTA00413694.pdf
EFTA01144207Set 9
2013-11-2214p8,791w
ULTA 2,700 Ulta Salon Cosmetics 8 Fragr Consumer, Cyclical 0.00% ($226,400) $231,725 10-May-12 84.00 85.82 $4.925
14-Nov-12 MWE 3,000 Markwest Energy Partners
https://www.justice.gov/epstein/files/DataSet%209/EFTA01144207.pdf
EFTA01121630Set 9
2013-11-2215p10,820w
ULTA 2.700 Ulta Salon Cosmetics 8 Fragr USD Consumer, Cyclical 0.00% ($226,800) $231,725 10-May-12 84.00 85.82 54,925
14-Nov-12 MWE 3.000 Markwest Energy Partners
https://www.justice.gov/epstein/files/DataSet%209/EFTA01121630.pdf
EFTA02105372Set 10
2014-06-067p1,595w
Piper Consumer Conf (NYC), William Blair Growth Conf (Chicago),
Earnings (BURL, HDS, RSH, ULTA, UNFI)
Wednesday: MBA Mortgage Applications, Treasury's monthly budget statement, Bofa Housing Summit
(Boston), Earnings
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02105372.pdf
EFTA02153650Set 10
2012-11-296p1,638w
SHIP
Reporting Post-Close: AVGO, CBK, CISG, FIVE, MENT, MITL, OVTI, PSUN, SPLK, ULTA, YOKU,
ZUMZ
EFTA_R1_00819394
EFTA02153652
Economic Data: GDP / Jobless Claims @ 8:30am, Bloomberg Consumer Comfort
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02153650.pdf
EFTA00599823Set 9
2013-04-2313p9,237w
financial 19037% 0120581 1125,721 11-54n.12 9.17 9.16 ($137)
10-544942 ULTA 2,70) Uke Solon Cosmetics 4 Tug, Consumer. Cyclical 0.00% 02268001 1231,725 104M9.12
https://www.justice.gov/epstein/files/DataSet%209/EFTA00599823.pdf
EFTA02097378Set 10
2014-09-118p2,083w
LULU, MBUU, PTSX, RSH, RFIL
Reporting Post-Close: CHKE, GNBC, ICD, PCYG, SPKE, ULTA
Economic Data: Jobless Claims @ 8:30am, Bloomberg Consumer Comfort @ 9:45am, Monthly
Treasury Budget Statement
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02097378.pdf