PBF ENERGY INC. has been added to the Global Portfolio. Shares Outstanding 86 million. Enterprise Value of $3.63 billion. EBITDA forecast for 2015: 850 million 2015 forecast EV/EBITDA ratio: 4.4X. Proforma Shares Outstanding : 96 million. Enterprise Value: 4.70 billion…

PBF Energy Inc. is a pure play on refining in the United States. Two recent acquisitions, one of which is to be funded with a smallish equity component, have been announced in the last three months. The terms of both…

The Large Cap Global Growth account generated a loss of 1.4% for the three months ended Sep 30th, 2015. This compares quite favorably to all indexes in the representative sample. At the close of business on the 30th of September,…

Revenue, for the first six months of 2015, rose by 12.2%. EBITDA margins now exceed 20.5% of revenue. http://www.guerbet.com/en/our-group/news/2015/news/article2/2015-half-ye.html http://www.guerbet.com/fileadmin/user_upload/home/news/2015/CA/CP_RS_2015_22_09_2015_VA.pdf

All numbers and estimates expressed in Euro, unless otherwise specified. http://www.guerbet.com/en/our-group/news/news-2012/news/article2/acquisition.html http://www.fiercemedicaldevices.com/story/mallinckrodt-sell-contrast-business-french-imaging-player-guerbet-270m/2015-07-28 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…