Refiners: What’s going on with Refining in 2017: potential benefits in a Trump
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Energy:
Refiners: What’s going on with Refining in 2017: potential benefits in a Trump
administration 05 January 2017
Industrials / Materials:
Industrials/Multi-Industry: DEM#217: The Year Ahead; Resetting for higher US growth
and inflation 09 January 2017
Engineering & Construction: 2017 view: energy backlog more 2H story, own
infrastructure & federal 12 January 2017
Transportation - Railroads: 2017 Rail Year Ahead: Macro factors favor group; 1H comps
set stage for growth 12 January 2017
Business, Education & Professional Services: 2017 year ahead: INFO top pick in
Business Services 12 January 2017
Basic Materials & Industrials 2017 Year Ahead: Buy America and inflation, but watch the
US dollar and interest rates 12 December 2016
Global Chemicals: Potential tax reform could be more meaningful than infrastructure
spending 15 December 2016
Tech:
Apple Inc.: Deep Dive - Benefit from lower U.S. tax rate, but border tax could be onerous
13 January 2017
Server & Enterprise Software: Tax reform +ve for INTU, CRM; Cash repatriation +ve for
ORCL, MSFT, VMW_12 December 2016
Semiconductor Capital Equipment: Tax sensitivity analysis. Repatriation a bigger deal
than taxes for Semicaps, EDA 02 December 2016
Telecom Equipment: New administration appears likely to drive spending on
infrastructure & cyber security 18 January 2017
Internet/e-Commerce: Top 2017 US Internet Sector Drivers — Trump Act One 17 January
2017
Telecom:
Wireline & Wireless Telecom Services: For AT&T, Verizon and CenturyLink, the telco tax
trade could be ‘Huge’ 19 December 2016
Wireline & Wireless Telecom Services: 2017 Year Ahead — Fiscal forces, regulation, and
video migration to mobile 10 January 2017
Media:
Media & Entertainment: 2017 year ahead - living the stream 11 January 2017
Cable/Satellite: 2017 year ahead - reform, relief_and resilience 11 January 2017
Utilities:
Utilities: 2017 Year Ahead: Washington DC will likely cast a long shadow on utilities 06
January 2017
Bankof America <>
Merrill Lynch Equity Strategy Focus Point | 29 January 2017.23
HOUSE_OVERSIGHT_023091
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