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2.19 MB
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Extraction Summary

1
People
5
Organizations
1
Locations
1
Events
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Relationships
2
Quotes

Document Information

Type: Financial research report / equity strategy note
File Size: 2.19 MB
Summary

This document is a page from a Bank of America Merrill Lynch equity strategy report dated January 29, 2017. It provides a financial analysis of the potential impact of tax repatriation policies (comparing 'Trump' vs. 'Blueprint' tax rates) on S&P 500 Earnings Per Share (EPS) and sector-specific buybacks. While bearing a 'HOUSE_OVERSIGHT' Bates stamp, indicating it was part of a document production to Congress, the content contains no direct references to Jeffrey Epstein, his associates, or specific personal financial transactions.

People (1)

Name Role Context
Trump President / Policy Maker
Referenced in the context of the 'Trump' tax plan/rates (10%) vs the Blueprint plan.

Organizations (5)

Name Type Context
Bank of America Merrill Lynch
FactSet
Bloomberg
NBER
Referenced for historical data on the 2004 tax holiday.
House Oversight Committee
Implied by the Bates stamp 'HOUSE_OVERSIGHT_023079'.

Timeline (1 events)

2004
Tax holiday referenced for historical comparison regarding buyback behavior.
US

Locations (1)

Location Context
US
Implied by 'US Equity' and 'S&P 500' references.

Key Quotes (2)

"We estimate share buybacks add $4 (or as high as $6) to EPS (GAAP & non-GAAP)"
Source
HOUSE_OVERSIGHT_023079.jpg
Quote #1
"If the full $1.2tn that we estimate for overseas cash... is brought back... this could add ~$4 to S&P 500 EPS."
Source
HOUSE_OVERSIGHT_023079.jpg
Quote #2

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