Documents tagged "Amanda Ens"
Found 3 documents with this tag
HOUSE_OVERSIGHT_029458.txt
Richard Kahn is forwarding an email from Amanda Ens about trading in Saudi Arabia. The document mentions key places such as Tadawul and Riyadh, and topics like foreign inflows, Crown Prince MBS's visit to the US, and OPEC's efforts to rebalance the oil market.
HOUSE_OVERSIGHT_023069.txt
The document discusses the potential impacts of corporate tax reform on equity markets. It focuses on four key components that could have significant equity implications and assesses their impact at a market, sector, and industry level. The authors suggest that there could be a near-term boost to EPS but that the long-term impact would vary depending on the specific reforms implemented. They also discuss how cutting the corporate tax rate could add $8 to EPS and estimate that repatriation of overseas earnings could lead to buybacks that could boost EPS by 3%. The document is intended for Amanda Ens from BAML and unauthorized redistribution is prohibited.
HOUSE_OVERSIGHT_014523.txt
The document discusses the US Healthcare Year Ahead and recommends buying stocks in ACAD, AGN, ANTM, CELG, CVS, DHR, EW, EVHC, RARE, REGN, WBA. It highlights key people such as Richard Kahn from HBRK Associates Inc. and Amanda Ens, who are involved in the analysis of the healthcare sector. The document also addresses topics like the Washington DC backdrop, a review of various scenarios related to the ACA, and the views by analysts on biotech and specialty pharma sectors.