BUTENSKY & COHEN FINANCIAL SECURITY, INC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
110 PROFESSIONAL DRIVE, #101 PONTE VEDRA BEACH, FL 32082
As of the latest 13F report, the guru’s equity portfolio contained 94 stocks valued at a total of $271.00Mil. The top holdings were AFL(1.88%), LMT(1.85%), and UL(1.85%).
According to GuruFocus data, these were BUTENSKY & COHEN FINANCIAL SECURITY, INC’s top five trades of the quarter.
Target Corp
The guru established a new position worth 25,146 shares in NYSE:TGT, giving the stock a 1.55% weight in the equity portfolio. Shares traded for an average price of $159.9 during the quarter.
On 01/10/2023, Target Corp traded for a price of $156.07 per share and a market cap of $72.08Bil. The stock has returned -29.40% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Target Corp has a price-earnings ratio of 21.45, a price-book ratio of 6.54, a price-earnings-to-growth (PEG) ratio of 1.53, a EV-to-Ebitda ratio of 11.98 and a price-sales ratio of 0.67.
The price-to-GF Value ratio is 0.69, earning the stock a GF Value rank of 10.
M&T Bank Corp
The guru sold out of their 23,131-share investment in NYSE:MTB. Previously, the stock had a 1.51% weight in the equity portfolio. Shares traded for an average price of $176.75 during the quarter.
On 01/10/2023, M&T Bank Corp traded for a price of $148.685 per share and a market cap of $25.70Bil. The stock has returned -13.40% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, M&T Bank Corp has a price-earnings ratio of 14.05, a price-book ratio of 1.11, a price-earnings-to-growth (PEG) ratio of 2.70 and a price-sales ratio of 3.17.
The price-to-GF Value ratio is 0.97, earning the stock a GF Value rank of 5.
Sysco Corp
The guru sold out of their 42,641-share investment in NYSE:SYY. Previously, the stock had a 1.48% weight in the equity portfolio. Shares traded for an average price of $83.29 during the quarter.
On 01/10/2023, Sysco Corp traded for a price of $80.01 per share and a market cap of $40.52Bil. The stock has returned 3.27% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Sysco Corp has a price-earnings ratio of 28.36, a price-book ratio of 36.35, a EV-to-Ebitda ratio of 15.36 and a price-sales ratio of 0.57.
The price-to-GF Value ratio is 0.80, earning the stock a GF Value rank of 9.
Walmart Inc
The guru sold out of their 28,622-share investment in NYSE:WMT. Previously, the stock had a 1.42% weight in the equity portfolio. Shares traded for an average price of $131.31 during the quarter.
On 01/10/2023, Walmart Inc traded for a price of $144.5 per share and a market cap of $390.60Bil. The stock has returned 1.71% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Walmart Inc has a price-earnings ratio of 44.70, a price-book ratio of 5.41, a price-earnings-to-growth (PEG) ratio of 11.18, a EV-to-Ebitda ratio of 17.36 and a price-sales ratio of 0.66.
The price-to-GF Value ratio is 0.93, earning the stock a GF Value rank of 6.
Molson Coors Beverage Co
The guru established a new position worth 65,150 shares in NYSE:TAP, giving the stock a 1.3% weight in the equity portfolio. Shares traded for an average price of $54.22 during the quarter.
On 01/10/2023, Molson Coors Beverage Co traded for a price of $50.6782 per share and a market cap of $11.07Bil. The stock has returned 6.16% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Molson Coors Beverage Co has a price-earnings ratio of 22.28, a price-book ratio of 0.84, a EV-to-Ebitda ratio of 10.76 and a price-sales ratio of 1.04.
The price-to-GF Value ratio is 0.99, earning the stock a GF Value rank of 5.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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