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Company Overview and News

1
Buy PBF For The Margin Expansion And Discounted Valuation

2018-08-15 seekingalpha
PBF Energy (PBF) is a large independent oil refiner. The company has seen its earnings grow significantly in recent years on the back of M&A, organic capex projects, and margin improvement projects. Despite this, PBF’s stock trades at just 8.3x forward EV / EBIT while carrying a 2.5% dividend yield. Investors interested in refining stocks should consider PBF as it will likely continue growing earnings at an above-industry rate and currently trades at a discounted valuation multiple.
PBF KMI PBFX KMR KMRFZ CVB

76
Tracking Seth Klarman's Baupost Group Holdings - Q2 2018 Update

2018-08-14 seekingalpha - 3
The portfolio continues to be heavily concentrated with the top three positions accounting for ~40% of the 13F portfolio.
PCG NSAM.WI CQP PRTK TWX AKBA AR SCACU CAH TRBAB PBF NSAM SLB GE OREX LNG TRBNW VRTV SYF TWC STNL NRF TBPH SCAC SLB MCK OREXQ ATRA SNTL AGN BIIB DIS QRVO GEC NG VSAT ABC CLNY GNE TRCO

0
PBF / PBF Energy, Inc. 424B3 (Prospectus)

2018-08-13 sec.gov
424B3 Table of Contents Filed Pursuant to Rule 424(b)(3) Registration File No. 333-226728 CALCULATION OF REGISTRATION FEE
PBF

0
PBF / PBF Energy, Inc. 8-K (Current Report)

2018-08-13 sec.gov
8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549
PBF

8
PBF Energy to Resurrect Idle Units With Offering Proceeds

2018-08-13 zacks
PBF Energy Inc. (PBF - Free Report) recently expressed its intention of restarting a hydro-cracking unit and a coker, which has been idled for nearly a decade now. The idle units are located at the company’s Chalmette, LA refinery that has a capacity of 190,000 barrels per day (Bbls/d). The company is also viewing a possibility of building a hydrogen plant facility at its 182,000 Bbls/d refinery in Delaware.
PBF FOX CQP LNG CNQ XOM LMHA LMHB FOXA LNG LM

85
Tracking Dan Loeb's Third Point Portfolio - Q2 2018 Update

2018-08-12 seekingalpha - 2
Dan Loeb's 13F portfolio value increased from $13.32B to $14.35B this quarter. The number of positions decreased from 40 to 38.
ATHTF STZ.B TWX CRM DOW DOV MELI PBF TPRE WP KDMN STZ UTX BKI TWC PVH DVMT FPAC.U GOOGL MSFT APY MHK TPNTF GRBK FB DOV.WI LEN NXPI PYPL NFLX BAX GOOG LEN.B MPC PAGS ADBE SPGI EGN MON ICE SHY CWH EA WYNN ANTM DWDP BID BLK V DHR ANTX

0
PBF / PBF Energy, Inc. S-3ASR

2018-08-09 sec.gov
S-3ASR Table of Contents As filed with the Securities and Exchange Commission on August 9, 2018 Registration No. 333-
PBF

0
PBF Energy's Rally Continues Following A Q2 Earnings Beat

2018-08-09 seekingalpha
PBF Energy reported Q2 earnings last week that beat the consensus on both lines thanks to higher throughput and refining margins across its refineries.
PBF

8
PBF Energy (PBF) Beats Earnings & Revenue Estimates in Q2

2018-08-07 zacks
PBF Energy Inc. (PBF - Free Report) posted second-quarter 2018 profit of $1.38 a share, beating the Zacks Consensus Estimate of $1.35. The bottom line also compared favorably with the year-ago quarter loss of 6 cents.
PBF NOG MDR MUR.WI MUR MCDFF

0
PBF / PBF Energy, Inc. 8-K (Current Report)

2018-08-02 sec.gov
8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 <
PBF

0
PBF / PBF Energy, Inc. 8-K (Current Report)

2018-08-02 sec.gov
8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 <
PBF

0
PBF / PBF Energy, Inc. 8-K (Current Report)

2018-08-02 sec.gov
Document UNITED STATES
PBF

0
PBF / PBF Energy, Inc. 8-K (Current Report)

2018-08-02 sec.gov
Document UNITED STATES
PBF

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CUSIP: 69318G106