Monthly Archives: September 2015

Guerbet Group (GBT-PA, $62.25 EU). An Inexpensive Transformational Acquisition.

All numbers and estimates expressed in Euro, unless otherwise specified. Guerbet Group has roughly 12.2 million shares outstanding. The 2014 trailing EV is $820 million Euro. 2014 EBITDA was expressed at $67.7 million Euro, which is an EBITDA

Posted in Portfolio Model Subscription

Do the Wealthy Possess Superior Investment Acumen? The full paper, its findings and conclusions, may be accessed here.

Posted in Open Blog

Will Third Quarter 2015 Earnings Mark the Bottom?

Third quarter S&P 500 earnings estimates are being revised lower, with significant negative revisions being reported in materials, energy and industrial sectors. Continued sub-par economic growth from China, lower potential orders from the cyclical mining and energy sectors and reduced

Posted in Open Blog
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