Screen

Bang Without the Buck Stock Screen

Austin Burkett, CFA Director of Equity Analytics (212) 201-2335 [email protected]

Casey Lea Senior Equity Analyst (617) 571-0362 [email protected]

July 25, 2013

[email protected] www.evadimensions.com/equityresearch 4

3 Bang Without the Buck 10

+7 +10 +11 +8

Mkt. Cap. Performance Risk Valuation PRVit Prime PRVit Company Ticker GICS Sector GICS Industry Region Country ($B) Change Change Change Change Score

CENTAMIN PLC CEY LN Materials Metals & Mining North America United States $0.7 +97 -3 -88 +99 99 UNIVERSAL ENTERTAINMENT CORP 6425 JP Consumer Discretionary Leisure Equipment & Products Asia Japan $1.6 +95 +5 -42 +89 92 MEITEC CORP 9744 JP Industrials Professional Services Asia Japan $0.9 +93 -62 -11 +82 83 AUXILIUM PHARMA INC AUXL Health Care Pharmaceuticals North America United States $0.9 +91 +18 -33 +79 79 CAIRN INDIA CAIR IN Energy Oil, Gas & Consumable Fuels Asia India $10.0 +91 -44 -41 +91 99 AQUILA RESOURCES LTD (AUST) AQA AU Energy Oil, Gas & Consumable Fuels Asia Australia $0.8 +90 +3 -50 +86 88 SOLLERS JSC SVAV RU Consumer Discretionary Automobiles Europe Russia $0.7 +90 -20 -37 +81 85 GANGER ROLF A/S GRO NO Energy Oil, Gas & Consumable Fuels Europe Norway $0.8 +87 -10 -7 +80 86 ALON USA ENERGY INC ALJ Energy Oil, Gas & Consumable Fuels North America United States $0.8 +85 -37 -13 +87 98 UNILEVER NV UNA NA Consumer Staples Food Products Europe Netherlands $70.5 +85 -30 -14 +76 76 SIAS SOCIETA INIZIATIVE AUTO SIS IM Industrials Transportation Infrastructure Europe Italy $2.0 +82 +39 -10 +57 99 HOLLYFRONTIER CORP HFC Energy Oil, Gas & Consumable Fuels North America United States $8.8 +77 -64 -23 +90 99 SURGUTNEFTEGAZ SNGS RU Energy Oil, Gas & Consumable Fuels Europe Russia $29.4 +77 -18 -19 +64 96 SINGAMAS CONTAINER HLDGS LTD 716 HK Industrials Machinery Asia China $0.5 +75 +0 -29 +80 96 SHIN KONG FINANCIAL HLDG CO 2888 TT Financials Insurance Asia Taiwan $3.1 +73 -33 -25 +87 91 BLUESCOPE STEEL LTD BSL AU Materials Metals & Mining Asia Australia $2.6 +73 -30 -25 +73 97 KIYO HOLDINGS INC 8415 JP Financials Commercial Banks Asia Japan $1.1 +73 -18 -7 +54 89 CC LAND HOLDINGS LTD 1224 HK Financials Real Estate Management & Development Asia China $0.7 +71 +1 -10 +63 98 EVOLUTION MINING LTD EVN AU Materials Metals & Mining Asia Australia $0.6 +71 -5 -78 +92 97 PACIFIC RUBIALES ENERGY CORP PRE CN Energy Oil, Gas & Consumable Fuels North America Canada $6.5 +70 +33 -43 +75 81 MORGUARD CORP MRC CN Financials Real Estate Management & Development North America Canada $1.4 +70 +9 -33 +79 99 ANADOLU CAM ANACM TI Materials Containers & Packaging Middle East and Africa Turkey $0.6 +69 +47 -19 +69 95 TOKYO SEIMITSU CO LTD 7729 JP Information Technology Semiconductors & Semiconductor Equipment Asia Japan $0.9 +68 +2 -22 +65 81 OMRON CORP 6645 JP Information Technology Electronic Equipment, Instruments & Components Asia Japan $7.0 +66 -4 -17 +58 73 PREMIER OIL PLC PMO LN Energy Oil, Gas & Consumable Fuels Europe United Kingdom $3.0 +66 -2 -26 +76 80 EVERGRANDE REAL ESTATE 3333 HK Financials Real Estate Management & Development Asia China $6.6 +65 -32 -53 +90 92 BANCO PINE SA PINE4 BZ Financials Commercial Banks Latin America Brazil $0.5 +65 -30 -12 +64 84 STARWOOD HOTELS&RESORTS WRLD HOT Consumer Discretionary Hotels, Restaurants & Leisure North America United States $12.4 +65 -47 -3 +78 82 DUKSAN HI-METAL CO 077360 KS Information Technology Semiconductors & Semiconductor Equipment Asia South Korea $0.6 +64 -42 -5 +77 80 SATYAM COMPUTER SERVICES LTD SCS IN Information Technology IT Services Asia India $2.3 +64 -33 -13 +77 86 DICE HOLDINGS INC DHX Information Technology Internet Software & Services North America United States $0.6 +64 +40 -16 +63 70 SPECTRUM PHARMACEUTICALS INC SPPI Health Care Biotechnology North America United States $0.5 +63 +5 -31 +80 84 ZHEJIANG SOUTHEAST ELEC PWR 900949 CH Utilities Independent Power Producers & Energy Traders Asia China $0.5 +62 -9 -2 +30 99 DUNDEE PRECIOUS METLS -CL A DPM CN Materials Metals & Mining North America Canada $0.7 +61 +2 -34 +77 83 BANK OF YOKOHAMA LTD 8332 JP Financials Commercial Banks Asia Japan $7.8 +61 -43 -10 +56 72 DENSO CORP 6902 JP Consumer Discretionary Auto Components Asia Japan $44.0 +59 -30 -4 +55 78 DENBURY RESOURCES INC DNR Energy Oil, Gas & Consumable Fuels North America United States $6.5 +59 -6 -25 +69 74 DANA GAS DANA UH Energy Oil, Gas & Consumable Fuels Middle East and Africa $1.1 +59 +2 -7 +30 95 HISENSE KELON ELECTR HLDGS 921 HK Consumer Discretionary Household Durables Asia China $1.4 +57 -36 -22 +78 81 FUJI ELECTRIC CO LTD 6504 JP Industrials Electrical Equipment Asia Japan $2.8 +57 -43 -20 +69 79 TENAGA NASIONAL BHD TNB MK Utilities Electric Utilities Asia Malaysia $16.2 +57 +7 -15 +63 96 DASHANG CO LTD 600694 CH Consumer Discretionary Multiline Retail Asia China $1.3 +57 -48 -38 +94 98 NEYVELI LIGNITE CORP LTD NLC IN Utilities Independent Power Producers & Energy Traders Asia India $1.6 +57 -5 -73 +82 83 NUFARM LTD NUF AU Materials Chemicals Asia Australia $1.1 +56 -15 -28 +66 93 AERCAP HOLDINGS NV AER Industrials Trading Companies & Distributors Europe Netherlands $2.0 +56 -32 -4 +78 87 JAPAN AVIATION ELECTRONICS 6807 JP Information Technology Electronic Equipment, Instruments & Components Asia Japan $0.9 +56 -20 -2 +46 82 TOSHIBA MACHINE CO LTD 6104 JP Industrials Machinery Asia Japan $0.8 +56 -28 -18 +63 78 SEKISUI HOUSE LTD 1928 JP Consumer Discretionary Household Durables Asia Japan $9.3 +56 -46 -6 +60 71 GRAN TIERRA ENERGY INC GTE Energy Oil, Gas & Consumable Fuels North America United States $1.8 +55 +22 -28 +65 96

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3 Bang Without the Buck 10

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Mkt. Cap. Performance Risk Valuation PRVit Prime PRVit Company Ticker GICS Sector GICS Industry Region Country ($B) Change Change Change Change Score

KULIM (MALAYSIA) BHD KUL MK Consumer Staples Food Products Asia Malaysia $1.5 +55 -37 -15 +73 99 CNH GLOBAL NV CNH Industrials Machinery North America United States $10.8 +55 -10 -1 +65 80 FUJI SOFT INC 9749 JP Information Technology Software Asia Japan $0.7 +55 -28 -15 +65 96 BARCO NV BAR BB Information Technology Electronic Equipment, Instruments & Components Europe Belgium $1.0 +55 +26 -9 +48 89 MEDIA PRIMA BHD MPR MK Consumer Discretionary Media Asia Malaysia $1.0 +55 -31 -19 +69 72 SUZUKI MOTOR CO LTD 7269 JP Consumer Discretionary Automobiles Asia Japan $14.2 +55 -14 -29 +62 93 DERICHEBOURG DBG FP Industrials Commercial Services & Supplies Europe France $0.6 +54 -15 -24 +82 93 SUMITOMO METAL MINING CO LTD 5713 JP Materials Metals & Mining Asia Japan $7.7 +54 -9 -27 +64 87 MELCOR DEVELOPMENT LTD MRD CN Financials Real Estate Management & Development North America Canada $0.6 +54 +9 -28 +75 98 HAKUHODO DY HLDGS 2433 JP Consumer Discretionary Media Asia Japan $2.8 +54 +1 -3 +25 95 ORASCOM TELECOM HOLDING ORTE EY Telecommunication Services Wireless Telecommunication Services Middle East and Africa $3.3 +54 -15 -4 +59 70 MAJOR DRILLING GRP INTL INC MDI CN Materials Metals & Mining North America Canada $0.6 +53 -16 -43 +85 93 NITSBA HOLDINGS 1995 LTD NTBA IT Financials Real Estate Management & Development Middle East and Africa Israel $0.7 +52 -11 -9 +56 96 COMERICA INC CMA Financials Commercial Banks North America United States $8.0 +52 -10 -9 +61 87 RESOURCES CONNECTION INC RECN Industrials Professional Services North America United States $0.5 +52 -35 -3 +69 76 PATTERSON-UTI ENERGY INC PTEN Energy Energy Equipment & Services North America United States $3.1 +52 +10 -2 +54 86 MEDCO ENERGI INTL TBK PT MEDC IJ Energy Oil, Gas & Consumable Fuels Asia Indonesia $0.6 +52 -3 -45 +67 98 NANJING PANDA ELECTRONICS CO 553 HK Information Technology Communications Equipment Asia China $1.0 +51 +0 -39 +79 91 CIRRUS LOGIC INC CRUS Information Technology Semiconductors & Semiconductor Equipment North America United States $1.3 +51 +28 -45 +72 97 ACRON JOINT STOCK CO AKRN RU Materials Chemicals Europe Russia $1.5 +51 -32 -10 +52 87 ALLIED NEVADA GOLD CORP ANV Materials Metals & Mining North America United States $0.7 +50 +31 -65 +73 75 EDP RENOVAVEIS SA EDPR PL Utilities Independent Power Producers & Energy Traders Europe Spain $4.4 +50 +25 -10 +58 85 ENCE ENERGIA & CELULOSA ENC SM Materials Paper & Forest Products Europe Spain $0.8 +50 -2 -9 +58 95 BANK OF NEW YORK MELLON CORP BK Financials Capital Markets North America United States $36.6 +50 -29 -15 +69 75 SISTEMA JSFC AFKS RU Telecommunication Services Wireless Telecommunication Services Europe Russia $8.4 +50 -24 -24 +70 92 MEIDENSHA CORP 6508 JP Industrials Machinery Asia Japan $0.8 +50 -23 -24 +63 86 LONMIN PLC LMI LN Materials Metals & Mining Europe United Kingdom $2.7 +50 +10 -59 +74 76 MARUICHI STEEL TUBE LTD 5463 JP Materials Metals & Mining Asia Japan $2.2 +50 -3 -9 +32 93 CIR-COMPAGNIE INDUSTR CIR IM Industrials Industrial Conglomerates Europe Italy $1.1 +50 +83 -16 +38 70 SUMITOMO RUBBER INDUSTRIES 5110 JP Consumer Discretionary Auto Components Asia Japan $4.6 +50 -27 -6 +40 77 SONY CORP 6758 JP Consumer Discretionary Household Durables Asia Japan $23.1 +50 +5 -11 +48 82 NIPPON SYSTEM DEVELOPMENT CO 9759 JP Information Technology Software Asia Japan $0.5 +49 +1 -15 +38 97 TOKAI RIKA CO LTD 6995 JP Consumer Discretionary Auto Components Asia Japan $2.1 +49 -30 -9 +43 93 SANDVIK AB SAND SS Industrials Machinery Europe Sweden $15.8 +49 -23 -19 +72 78 SAF HOLLAND SA SFQ GR Consumer Discretionary Auto Components Europe Luxembourg $0.5 +49 -20 -9 +60 74 JSR CORP 4185 JP Materials Chemicals Asia Japan $4.6 +49 -1 -25 +56 87 PKC GROUP OYJ PKC1V FH Industrials Electrical Equipment Europe Finland $0.6 +48 -3 -10 +58 80 GREENTOWN CHINA HOLDINGS 3900 HK Financials Real Estate Management & Development Asia China $4.1 +48 +27 -23 +49 90 UNITED THERAPEUTICS CORP UTHR Health Care Biotechnology North America United States $3.6 +48 +9 -34 +78 94 COUNTRY GARDEN HOLDINGS CO 2007 HK Financials Real Estate Management & Development Asia China $10.0 +48 +51 -16 +32 79 DNO INTERNATIONAL ASA DNO NO Energy Oil, Gas & Consumable Fuels Europe Norway $2.2 +48 -7 -10 +58 70 MILLER (HERMAN) INC MLHR Industrials Commercial Services & Supplies North America United States $1.7 +48 -8 -8 +70 89 ERG SPA ERG IM Energy Oil, Gas & Consumable Fuels Europe Italy $1.4 +47 +58 -13 +27 95 CATCHER TECHNOLOGY CO LTD 2474 TT Information Technology Computers & Peripherals Asia Taiwan $3.4 +47 +45 -7 +45 70 UIC-UNITED INDUST CORP LTD UIC SP Financials Real Estate Management & Development Asia Singapore $3.3 +47 +17 -17 +60 85 TELIASONERA AB TLSN SS Telecommunication Services Diversified Telecommunication Services Europe Sweden $31.3 +47 +52 -18 +44 96 CATERPILLAR INC CAT Industrials Machinery North America United States $55.5 +47 +2 -28 +74 88 BEIJING CAPITAL RETAILING GR 600723 CH Consumer Discretionary Multiline Retail Asia China $0.6 +47 -9 -47 +83 99 FRANSHION PROPERTIES (CHINA) 817 HK Financials Real Estate Management & Development Asia China $2.9 +47 -5 -43 +75 94

Page 3 of 8 4

3 Bang Without the Buck 10

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Mkt. Cap. Performance Risk Valuation PRVit Prime PRVit Company Ticker GICS Sector GICS Industry Region Country ($B) Change Change Change Change Score

RAMIRENT OYJ RMR1V FH Industrials Trading Companies & Distributors Europe Finland $1.0 +46 -27 -13 +69 83 CONZZETA AG CZH SW Industrials Machinery Europe Switzerland $0.8 +46 +3 -5 +36 97 YARA INTERNATIONAL ASA YAR NO Materials Chemicals Europe Norway $12.6 +46 -28 -30 +81 88 NEW ZEALAND REFINING CO LTD NZR NZ Energy Oil, Gas & Consumable Fuels Asia New Zealand $0.5 +46 -13 -37 +70 78 KFORCE INC KFRC Industrials Professional Services North America United States $0.5 +46 +12 -4 +57 77 DAILY MAIL & GENERAL TRUST DMGT LN Consumer Discretionary Media Europe United Kingdom $4.5 +45 +21 -17 +61 87 FINANSBANK FINBN TI Financials Commercial Banks Middle East and Africa Turkey $4.2 +45 -31 -49 +87 95 ARIAKE JAPAN CO LTD 2815 JP Consumer Staples Food Products Asia Japan $0.7 +45 -10 -8 +56 85 ATRIUM LJUNBERG AB LJGRB SS Financials Real Estate Management & Development Europe Sweden $1.7 +45 -2 -26 +64 72 NITTA CORP 5186 JP Industrials Machinery Asia Japan $0.6 +44 -8 -2 +31 72 ALL AMERICA LATINA LOGISTICA ALLL3 BZ Industrials Road & Rail Latin America Brazil $2.7 +44 -6 -52 +65 70 MANILA ELECTRIC CO MER PM Utilities Electric Utilities Asia Philippines $7.4 +44 +4 -8 +76 86 SINO LAND CO LTD 83 HK Financials Real Estate Management & Development Asia Hong Kong $8.5 +44 +38 -42 +64 92 SLC AGRICOLA SA SLCE3 BZ Consumer Staples Food Products Latin America Brazil $0.8 +44 -20 -61 +85 87 ZERIA PHARMACEUTICAL CO LTD 4559 JP Health Care Pharmaceuticals Asia Japan $0.7 +44 -39 -12 +58 88 FIRST CAPITAL REALTY INC FCR CN Financials Real Estate Management & Development North America Canada $3.5 +43 +21 -39 +69 74 MAX CO LTD 6454 JP Industrials Machinery Asia Japan $0.6 +43 -2 -12 +30 89 AIRPORT CITY LTD ARPT IT Financials Real Estate Management & Development Middle East and Africa Israel $0.5 +43 +5 -8 +58 76 TIETO CORP TIE1V FH Information Technology IT Services Europe Finland $1.4 +43 +3 -21 +69 82 TOEI CO LTD 9605 JP Consumer Discretionary Media Asia Japan $1.0 +43 -24 -6 +34 94 JINGWEI TEXTILE MACHY CO LTD 350 HK Industrials Machinery Asia China $0.8 +43 -54 -39 +86 97 COSMO OIL CO LTD 5007 JP Energy Oil, Gas & Consumable Fuels Asia Japan $1.6 +43 -3 -14 +36 71 BENDIGO AND ADELAIDE BANK BEN AU Financials Commercial Banks Asia Australia $4.0 +42 -34 -16 +44 87 TESCO CORP TESO Energy Energy Equipment & Services North America United States $0.5 +42 -3 -23 +66 92 SINOFERT HOLDINGS LTD 297 HK Materials Chemicals Asia China $1.2 +42 +43 -55 +63 78 MISUMI GROUP INC 9962 JP Industrials Trading Companies & Distributors Asia Japan $2.5 +42 +5 -21 +42 80 SUMITOMO FORESTRY CO LTD 1911 JP Consumer Discretionary Household Durables Asia Japan $2.1 +42 -21 -14 +53 88 WOODSIDE PETROLEUM LTD WPL AU Energy Oil, Gas & Consumable Fuels Asia Australia $28.7 +42 -46 -25 +66 85 ROCKWELL AUTOMATION ROK Industrials Electrical Equipment North America United States $13.0 +41 -7 -2 +55 77 ANTOFAGASTA PLC ANTO LN Materials Metals & Mining Europe United Kingdom $13.4 +41 -49 -31 +82 91 PARKLAND FUEL CORP PKI CN Energy Oil, Gas & Consumable Fuels North America Canada $1.2 +41 -39 -8 +53 96 TOTO LTD 5332 JP Industrials Building Products Asia Japan $4.0 +41 -13 -2 +29 72 CENTRAL JAPAN RAILWAY CORP 9022 JP Industrials Road & Rail Asia Japan $26.6 +41 -12 -8 +33 70 THYSSENKRUPP AG TKA GR Materials Metals & Mining Europe Germany $11.8 +41 +18 -32 +64 79 MIURA CO LTD 6005 JP Industrials Machinery Asia Japan $1.2 +41 -24 -6 +37 84 HANA TOUR SERVICE 039130 KS Consumer Discretionary Hotels, Restaurants & Leisure Asia South Korea $0.8 +41 +16 -4 +54 81 CREDIT IMMOBILIER ET HOTELIE CIH MC Financials Commercial Banks Middle East and Africa Morocco $0.7 +40 +47 -26 +61 71 SUNG KWANG BEND CO LTD 014620 KS Industrials Building Products Asia South Korea $0.7 +40 -46 -5 +74 84 BURSA MALAYSIA BHD BURSA MK Financials Diversified Financial Services Asia Malaysia $1.4 +40 -33 -1 +58 73 CHINA PRECIOUS METAL RESRCES 1194 HK Materials Metals & Mining Asia China $0.7 +40 -14 -65 +84 94 CHINA TRAVEL INTL INVEST HK 308 HK Consumer Discretionary Hotels, Restaurants & Leisure Asia China $1.0 +40 -54 -46 +68 99 STATE BANK OF INDIA SBIN IN Financials Commercial Banks Asia India $20.9 +40 -28 -56 +67 77 FLIGHT CENTRE LTD FLT AU Consumer Discretionary Hotels, Restaurants & Leisure Asia Australia $4.0 +40 -53 -8 +60 79 UNITED STATES STEEL CORP X Materials Metals & Mining North America United States $2.7 +39 -37 -9 +70 91 SINO-OCEAN LAND HLDG LTD 3377 HK Financials Real Estate Management & Development Asia China $3.1 +39 -14 -59 +79 97 QUINENCO SA QUINENC CI Industrials Industrial Conglomerates Latin America Chile $3.5 +39 +18 -26 +66 83 COEUR MINING INC CDE Materials Metals & Mining North America United States $1.2 +39 -5 -12 +61 79 DAIHATSU MOTOR CO LTD 7262 JP Consumer Discretionary Automobiles Asia Japan $8.8 +38 -28 -1 +28 86 HEIDELBERGER DRUCKMASCHINEN HDD GR Industrials Machinery Europe Germany $0.6 +38 -13 -5 +51 73

Page 4 of 8 4

3 Buck Without the Bang 10

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Mkt. Cap. Performance Risk Valuation PRVit Prime PRVit Company Ticker GICS Sector GICS Industry Region Country ($B) Change Change Change Change Score

MESOBLAST LTD MSB AU Health Care Biotechnology Asia Australia $1.6 -96 -13 +19 -85 2 NATIXIS KN FP Financials Commercial Banks Europe France $15.6 -91 -39 +5 -80 15 GF SECURITIES CO LTD 000776 CH Financials Capital Markets Asia China $11.5 -86 +1 +82 -96 3 EXCO RESOURCES INC XCO Energy Oil, Gas & Consumable Fuels North America United States $1.8 -86 -24 +0 -38 2 FAR EAST GLOBAL GROUP LTD 830 HK Industrials Building Products Asia Hong Kong $0.7 -85 +75 +12 -67 0 CONTANGO OIL & GAS CO MCF Energy Oil, Gas & Consumable Fuels North America United States $0.6 -85 +21 +3 -78 4 CSM NV CSM NA Consumer Staples Food Products Europe Netherlands $1.6 -84 -1 +13 -60 6 DOOSAN ENGINEERING & CONST 011160 KS Industrials Construction & Engineering Asia South Korea $1.3 -84 -24 +34 -83 13 CHARTER COMMUNICATIONS INC CHTR Consumer Discretionary Media North America United States $13.0 -83 -11 +34 -79 2 SHENZHEN AISIDI CO LTD 002416 CH Information Technology Electronic Equipment, Instruments & Components Asia China $2.1 -83 +60 +40 -97 1 PIRAEUS BANK SA TPEIR GA Financials Commercial Banks Europe Greece $6.0 -79 +15 +87 -90 0 BGC PARTNERS INC BGCP Financials Capital Markets North America United States $1.1 -79 +18 +27 -82 3 PSG GROUP LTD PSG SJ Financials Diversified Financial Services Middle East and Africa South Africa $1.4 -78 +25 +5 -71 28 AUSTEVOLL SEAFOOD ASA AUSS NO Consumer Staples Food Products Europe Norway $1.2 -77 -11 +8 -55 8 KINDOM CONSTRUCTION CO LTD 2520 TT Financials Real Estate Management & Development Asia Taiwan $0.8 -77 +5 +22 -44 2 MINDTREE LTD MTCL IN Information Technology IT Services Asia India $0.7 -77 -2 +35 -86 13 LOTTE CHEMICAL CORP 011170 KS Materials Chemicals Asia South Korea $4.9 -75 -12 +5 -65 21 ORIENTAL UNION CHEMICAL CORP 1710 TT Materials Chemicals Asia Taiwan $0.9 -75 -3 +14 -75 9 UNIVERSAL AMERICAN CORP UAM Health Care Health Care Providers & Services North America United States $1.0 -75 -40 +16 -67 15 FORMOSA CHEMICAL & FIBER 1326 TT Materials Chemicals Asia Taiwan $15.1 -75 +2 +5 -52 3 SPG LAND HOLDINGS LTD 337 HK Financials Real Estate Management & Development Asia China $0.9 -74 +12 +27 -89 3 SQUARE ENIX HLDGS CO LTD 9684 JP Information Technology Software Asia Japan $1.6 -74 -7 +8 -71 4 KIWOOM SECURITIES CO LTD 039490 KS Financials Capital Markets Asia South Korea $1.1 -74 -38 +5 -49 13 INTEGER.PL SA ITG PW Industrials Air Freight & Logistics Europe Poland $0.6 -74 -16 +2 -37 1 CONSTELLATION SOFTWARE INC CSU CN Information Technology Software North America Canada $3.1 -72 +27 +8 -71 4 FORMOSA PLASTICS CORP 1301 TT Materials Chemicals Asia Taiwan $16.5 -69 +29 +8 -66 3 TERRITORIAL GEN CO NO 9 TGKI RU Utilities Electric Utilities Europe Russia $0.8 -69 -14 +12 -84 12 ECHOSTAR CORP SATS Information Technology Communications Equipment North America United States $3.6 -69 +6 +33 -86 11 GRAND PACIFIC PETROCHEMICAL 1312 TT Materials Chemicals Asia Taiwan $0.6 -68 +1 +25 -79 10 MORPHOSYS AG MOR GR Health Care Life Sciences Tools & Services Europe Germany $1.6 -67 +11 +52 -91 7 DIGI.COM BHD DIGI MK Telecommunication Services Wireless Telecommunication Services Asia Malaysia $11.3 -67 +21 +1 -55 7 DEVON ENERGY CORP DVN Energy Oil, Gas & Consumable Fuels North America United States $22.9 -67 +10 +6 -66 5 BLACKROCK KELSO CAPITAL CORP BKCC Financials Capital Markets North America United States $0.7 -67 -8 +2 -62 29 SAN MIGUEL CORP SMC PM Industrials Industrial Conglomerates Asia Philippines $4.7 -67 +34 +12 -66 28 ENDO HEALTH SOLUTIONS INC ENDP Health Care Pharmaceuticals North America United States $4.3 -66 +18 +20 -77 20 PHH CORP PHH Financials Diversified Financial Services North America United States $1.3 -65 +3 +10 -60 5 ALPHA BANK SA ALPHA GA Financials Commercial Banks Europe Greece $6.2 -65 +1 +45 -65 3 FINANCIERE DE TUBIZE S.A. TUB BB Financials Capital Markets Europe Belgium $2.2 -65 -7 +49 -86 12 KRATON PERFORMANCE POLYMERS KRA Materials Chemicals North America United States $0.7 -65 +10 +1 -69 18 INFINITY PROPERTY & CAS CORP IPCC Financials Insurance North America United States $0.8 -64 -28 +19 -67 16 RENHE PHARMACY CO LTD 000650 CH Health Care Pharmaceuticals Asia China $0.8 -64 -5 +15 -73 10 MONOLITHIC POWER SYSTEMS INC MPWR Information Technology Semiconductors & Semiconductor Equipment North America United States $1.0 -64 -8 +1 -61 15 SPIRIT AEROSYSTEMS HOLDINGS SPR Industrials Aerospace & Defense North America United States $3.5 -64 +3 +10 -50 4 HYOSUNG CORP 004800 KS Materials Chemicals Asia South Korea $2.1 -64 +3 +6 -64 22 TOYO ENGINEERING CORP 6330 JP Industrials Construction & Engineering Asia Japan $0.9 -63 +75 +28 -95 4 INTERACTIVE INTELLIGENCE GRP ININ Information Technology Software North America United States $1.2 -62 +49 +11 -60 3 CLAL INSURANCE ENTRPRS HLDGS CLIS IT Financials Insurance Middle East and Africa Israel $1.0 -62 -5 +3 -53 11 EXTENDICARE INC EXE CN Health Care Health Care Providers & Services North America Canada $0.6 -61 +14 +3 -59 8 HYUNDAI MIPO DOCKYARD CO LTD 010620 KS Industrials Machinery Asia South Korea $2.4 -61 -17 +25 -69 19

Page 5 of 8 4

3 Buck Without the Bang 10

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Mkt. Cap. Performance Risk Valuation PRVit Prime PRVit Company Ticker GICS Sector GICS Industry Region Country ($B) Change Change Change Change Score

QUANEX BUILDING PRODUCTS NX Industrials Building Products North America United States $0.6 -61 +17 +2 -69 13 LOEWS CORP L Financials Insurance North America United States $18.0 -61 +2 +14 -62 6 YOOX SPA YOOX IM Consumer Discretionary Internet & Catalog Retail Europe Italy $1.5 -61 -5 +3 -37 18 NIPPON SHARYO LTD 7102 JP Industrials Machinery Asia Japan $0.9 -61 -49 +7 -59 7 NEC CAPITAL SOLUTIONS LTD 8793 JP Industrials Trading Companies & Distributors Asia Japan $0.6 -60 +40 +13 -89 9 BILLERUDKORSNAS AB BILL SS Materials Containers & Packaging Europe Sweden $1.9 -60 +30 +15 -77 15 ENBRIDGE INC ENB CN Energy Oil, Gas & Consumable Fuels North America Canada $36.4 -60 -4 +3 -60 6 EARTH CHEMICAL CO LTD 4985 JP Materials Chemicals Asia Japan $0.7 -59 +14 +16 -84 3 HANWHA CHEMICAL CORP 009830 KS Materials Chemicals Asia South Korea $2.4 -59 +0 +2 -56 24 RAINBOW RBW SJ Consumer Staples Food Products Middle East and Africa South Africa $1.1 -59 -5 +20 -43 4 VIROPHARMA INC VPHM Health Care Pharmaceuticals North America United States $2.3 -59 -22 +65 -86 6 CHINA STEEL CORP 2002 TT Materials Metals & Mining Asia Taiwan $13.0 -58 -3 +1 -41 7 U MING MARINE TRANSPORT CORP 2606 TT Industrials Marine Asia Taiwan $1.3 -58 +27 +9 -66 8 NRG ENERGY INC NRG Utilities Independent Power Producers & Energy Traders North America United States $8.8 -58 -5 +16 -50 5 ROBINSON DEPARTMENT STORE ROBINS TB Consumer Discretionary Multiline Retail Asia Thailand $4.9 -58 +36 +10 -38 22 ALLIED IRISH BANKS ALBK ID Financials Commercial Banks Europe Ireland $37.0 -58 -30 +87 -86 0 ALLEGHANY CORP Y Financials Insurance North America United States $6.7 -57 +9 +23 -76 13 CHINA PETROCHEMICAL DEVP CO 1314 TT Materials Chemicals Asia Taiwan $1.2 -57 -44 +6 -41 27 KAPSCH TRAFFICCOM AG KTCG AV Information Technology Electronic Equipment, Instruments & Components Europe Austria $0.5 -57 +2 +3 -64 25 UNITED ENGINEERS LTD UEM SP Industrials Construction & Engineering Asia Singapore $0.6 -56 +26 +2 -70 21 RENTECH INC RTK Energy Oil, Gas & Consumable Fuels North America United States $0.5 -56 -1 +1 -41 5 ENCANA CORP ECA Energy Oil, Gas & Consumable Fuels North America United States $12.7 -56 +20 +44 -80 2 DUET GROUP DUE AU Utilities Multi-Utilities Asia Australia $2.4 -56 -20 +19 -62 5 DOMINO PRINTING SCIENCES PLC DNO LN Information Technology Electronic Equipment, Instruments & Components Europe United Kingdom $1.1 -56 +4 +5 -60 8 NOBLE CORP NE Energy Energy Equipment & Services North America United States $10.1 -56 +43 +13 -80 17 QUANTA COMPUTER INC 2382 TT Information Technology Computers & Peripherals Asia Taiwan $8.9 -55 +19 +11 -68 20 QUIDEL CORP QDEL Health Care Health Care Equipment & Supplies North America United States $1.0 -55 -58 +28 -40 14 DATWYLER HOLDING AG DAE SW Industrials Industrial Conglomerates Europe Switzerland $1.9 -55 +49 +46 -82 1 DAEWOO SHIPBUILDING & MARINE 042660 KS Industrials Machinery Asia South Korea $5.0 -55 -2 +21 -62 10 FORESTAR GROUP INC FOR Financials Real Estate Management & Development North America United States $0.8 -55 +45 +2 -57 12 FRASER & NEAVE HOLDINGS BHD FNH MK Consumer Staples Beverages Asia Malaysia $2.1 -54 +18 +6 -44 7 CARMAX INC KMX Consumer Discretionary Specialty Retail North America United States $10.7 -54 -27 +11 -22 9 PIONEER FOOD GROUP LTD PFG SJ Consumer Staples Food Products Middle East and Africa South Africa $1.9 -54 -33 +25 -63 15 TOWER GROUP INTL LTD TWGP Financials Insurance North America United States $1.2 -54 +27 +23 -51 1 TOM TAILOR HOLDING AG TTI GR Consumer Discretionary Specialty Retail Europe Germany $0.6 -54 +77 +6 -72 6 SEADRILL LTD SDRL NO Energy Energy Equipment & Services North America United States $20.1 -53 -29 +15 -47 8 SOPRA GROUP SOP FP Information Technology IT Services Europe France $0.9 -53 +36 +19 -74 16 DUNDEE CORP DC/A CN Financials Capital Markets North America Canada $1.2 -53 -52 +43 -65 6 WAUSAU PAPER CORP WPP Materials Paper & Forest Products North America United States $0.6 -53 +46 +18 -71 27 SBM OFFSHORE NV SBMO NA Energy Energy Equipment & Services Europe Netherlands $4.0 -53 +38 +7 -62 5 KUONI REISEN AG KUNN SW Consumer Discretionary Hotels, Restaurants & Leisure Europe Switzerland $1.8 -53 +48 +0 -42 3 DIME COMMUNITY BANCSHARES DCOM Financials Thrifts & Mortgage Finance North America United States $0.6 -53 +21 +14 -80 9 TAG IMMOBILIEN AG TEG GR Financials Real Estate Management & Development Europe Germany $1.5 -53 +34 +59 -92 1 CGI GROUP INC -CL A GIB/A CN Information Technology IT Services North America Canada $9.5 -53 +66 +4 -76 10 SKECHERS U S A INC SKX Consumer Discretionary Textiles, Apparel & Luxury Goods North America United States $1.3 -53 +1 +24 -70 16 MANULIFE FINANCIAL CORP MFC CN Financials Insurance North America Canada $33.0 -52 -4 +36 -44 0 CLEARWATER PAPER CORP CLW Materials Paper & Forest Products North America United States $1.1 -52 -11 +13 -59 27 AZIMUT HOLDING SPA AZM IM Financials Capital Markets Europe Italy $3.1 -51 -38 +34 -62 21 ILIAD ILD FP Telecommunication Services Diversified Telecommunication Services Europe France $12.7 -51 +37 +4 -47 9

Page 6 of 8 4

3 Buck Without the Bang 10

+7 +10 +11 +8

Mkt. Cap. Performance Risk Valuation PRVit Prime PRVit Company Ticker GICS Sector GICS Industry Region Country ($B) Change Change Change Change Score

ASIA CEMENT CORP 1102 TT Materials Construction Materials Asia Taiwan $4.0 -51 -35 +10 -21 10 GRUPO FINANCIERO INBURSA SA GFINBURO MM Financials Commercial Banks Latin America Mexico $16.3 -51 -29 +7 -35 6 UBS AG UBSN VX Financials Capital Markets Europe Switzerland $73.6 -51 -36 +15 -32 5 PRECIOUS SHIPPING PCL PSL TB Industrials Marine Asia Thailand $0.6 -50 +37 +4 -42 13 JASA MARGA(INDONESIA HWY CO) JSMR IJ Industrials Transportation Infrastructure Asia Indonesia $4.0 -50 -19 +20 -75 16 BANK HANDLOWY W WARZAWIE SA BHW PW Financials Commercial Banks Europe Poland $4.0 -49 -27 +21 -57 4 LCY CHEMICAL CORP 1704 TT Materials Chemicals Asia Taiwan $1.2 -49 +11 +12 -62 12 HACI OMER SABANCI HOLDING AS SAHOL TI Financials Diversified Financial Services Middle East and Africa Turkey $10.4 -49 +31 +27 -78 13 SCOTTS MIRACLE-GRO CO SMG Materials Chemicals North America United States $3.1 -49 +2 +4 -56 26 FAR EASTERN INTERNATIONAL BK 2845 TT Financials Commercial Banks Asia Taiwan $0.9 -49 -25 +3 -41 12 AL AHLI BANK KUWAIT ABK KK Financials Commercial Banks Middle East and Africa Kuwait $2.8 -49 -46 +0 -16 15 KUMHO PETROCHEMICAL CO LTD 011780 KS Materials Chemicals Asia South Korea $2.4 -49 +30 +16 -65 10 JCR PHARMACEUTICALS CO LTD 4552 JP Health Care Pharmaceuticals Asia Japan $0.7 -49 -36 +4 -43 6 TESSERA TECHNOLOGIES INC TSRA Information Technology Semiconductors & Semiconductor Equipment North America United States $1.1 -49 -33 +35 -66 13 KAPSTONE PAPER & PACKAGING KS Materials Paper & Forest Products North America United States $2.1 -49 +24 +46 -85 11 PROTECTIVE LIFE CORP PL Financials Insurance North America United States $3.4 -49 -11 +2 -46 19 BANGKOK INSURANCE PCL BKI TB Financials Insurance Asia Thailand $1.0 -48 +23 +15 -26 7 GREAT LAKES DREDGE & DOCK CP GLDD Industrials Construction & Engineering North America United States $0.5 -47 +48 +15 -67 4 TEXAS INSTRUMENTS INC TXN Information Technology Semiconductors & Semiconductor Equipment North America United States $43.5 -47 -10 +6 -40 28 CENTENE CORP CNC Health Care Health Care Providers & Services North America United States $3.2 -46 +33 +37 -53 0 ASSICURAZIONI GENERALI SPA G IM Financials Insurance Europe Italy $30.0 -46 -1 +7 -36 9 STRABAG SE STR AV Industrials Construction & Engineering Europe Austria $2.5 -46 +30 +13 -72 15 CHENIERE ENERGY INC LNG Energy Oil, Gas & Consumable Fuels North America United States $6.9 -46 -4 +18 -18 0 PIAGGIO & C SPA PIA IM Consumer Discretionary Automobiles Europe Italy $1.0 -46 -1 +9 -55 24 ING BANK SLASKI SA ING PW Financials Commercial Banks Europe Poland $4.0 -46 -10 +18 -68 6 USI CORP 1304 TT Materials Chemicals Asia Taiwan $0.9 -45 +9 +27 -65 29 TAIWAN HON CHUAN ENTERPRISE 9939 TT Materials Containers & Packaging Asia Taiwan $0.6 -45 +17 +3 -56 26 SANDERSON FARMS INC SAFM Consumer Staples Food Products North America United States $1.6 -45 +26 +32 -70 22 UNIT 4 NV UNIT4 NA Information Technology Software Europe Netherlands $1.0 -45 -22 +17 -27 16 BDO UNIBANK INC BDO PM Financials Commercial Banks Asia Philippines $7.1 -45 +17 +2 -32 8 PLC IRV LN Industrials Construction & Engineering Europe United Kingdom $1.0 -44 +14 +29 -67 28 TSRC CORP 2103 TT Materials Chemicals Asia Taiwan $1.4 -44 +12 +17 -63 26 HEINEKEN HOLDING NV HEIO NA Consumer Staples Beverages Europe Netherlands $17.8 -44 +37 +10 -30 6 GRUPO BIMBO SA DE CV BIMBOA MM Consumer Staples Food Products Latin America Mexico $15.9 -44 +12 +12 -41 15 MONRO MUFFLER BRAKE INC MNRO Consumer Discretionary Specialty Retail North America United States $1.5 -44 +27 +1 -28 8 MICRON TECHNOLOGY INC MU Information Technology Semiconductors & Semiconductor Equipment North America United States $13.8 -43 +2 +45 -74 12 AHLSTROM (A) OY AHL1V FH Materials Paper & Forest Products Europe Finland $0.7 -43 +4 +31 -70 27 PRESIDENT SECURITIES CORP 2855 TT Financials Capital Markets Asia Taiwan $0.8 -43 -14 +7 -30 10 PARMALAT SPA PLT IM Consumer Staples Food Products Europe Italy $5.7 -43 +60 +35 -63 4 CHONG QING CHANGAN AUTOMOBL 200625 CH Consumer Discretionary Automobiles Asia China $6.5 -43 +29 +6 -22 0 TAISHIN FINANCIAL HOLDING CO 2887 TT Financials Commercial Banks Asia Taiwan $3.1 -42 -62 +19 -37 19 FINANCIERE DE L'ODET SA ODET FP Industrials Air Freight & Logistics Europe France $5.8 -42 +46 +9 -54 3 TOHO GAS CO LTD 9533 JP Utilities Gas Utilities Asia Japan $2.9 -42 -7 +0 -61 14 DEUTSCHE TELEKOM DTE GR Telecommunication Services Diversified Telecommunication Services Europe Germany $54.9 -42 +45 +16 -68 17 BANCA GENERALI SPA BGN IM Financials Capital Markets Europe Italy $2.7 -41 +1 +23 -52 10 AARHUSKARLSHAMN AB AAK SS Consumer Staples Food Products Europe Sweden $2.3 -41 -0 +38 -57 30 SEMBCORP MARINE SMM SP Industrials Machinery Asia Singapore $7.5 -41 +53 +6 -71 11 CANADIAN SOLAR INC CSIQ Information Technology Semiconductors & Semiconductor Equipment North America United States $0.6 -41 -3 +32 -52 4 PENTA-OCEAN CONSTRUCTION CO 1893 JP Industrials Construction & Engineering Asia Japan $0.7 -41 -20 +10 -68 21

Page 7 of 8 Equity Research and Sales

Craig Sterling Global Head of Equity Research (212) 201-2334 [email protected]

Austin Burkett, CFA Rob Corwin, CFA Casey Lea Timothy Stanish Doug Walters, CFA Andrew Zamfotis Director of Equity Analytics Director of Quantitative Research Senior Equity Analyst Senior Equity Analyst Senior Equity Analyst Senior Equity Analyst (212) 201-2335 (212) 257-4428 (617) 571-0362 (212) 201-2336 (212) 257-4425 (212) 201-2337 [email protected] [email protected] [email protected] [email protected] [email protected] [email protected]

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