FOUNDATION RESOURCE MANAGEMENT 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.
401 W CAPITOL AVE LITTLE ROCK, AR 72201
As of the latest 13F report, the guru’s equity portfolio contained 53 stocks valued at a total of $604.00Mil. The top holdings were XOM(8.00%), CVX(6.91%), and TECK(6.65%).
According to GuruFocus data, these were FOUNDATION RESOURCE MANAGEMENT INC’s top five trades of the quarter.
Verizon Communications Inc
During the quarter, FOUNDATION RESOURCE MANAGEMENT INC bought 146,255 shares of NYSE:VZ for a total holding of 444,122. The trade had a 1.06% impact on the equity portfolio. During the quarter, the stock traded for an average price of $44.54.
On 01/12/2023, Verizon Communications Inc traded for a price of $41.915 per share and a market cap of $176.12Bil. The stock has returned -18.33% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Verizon Communications Inc has a price-earnings ratio of 9.10, a price-book ratio of 2.01, a price-earnings-to-growth (PEG) ratio of 3.14, a EV-to-Ebitda ratio of 7.54 and a price-sales ratio of 1.28.
The price-to-GF Value ratio is 0.73, earning the stock a GF Value rank of 10.
Berkshire Hathaway Inc
During the quarter, FOUNDATION RESOURCE MANAGEMENT INC bought 4 shares of NYSE:BRK.A for a total holding of 5. The trade had a 0.31% impact on the equity portfolio. During the quarter, the stock traded for an average price of $428128.
On 01/12/2023, Berkshire Hathaway Inc traded for a price of $485308.15 per share and a market cap of $707.38Bil. The stock has returned 0.76% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Berkshire Hathaway Inc has a price-book ratio of 1.56, a EV-to-Ebitda ratio of 70.96 and a price-sales ratio of 2.82.
The price-to-GF Value ratio is 1.18, earning the stock a GF Value rank of 3.
Pembina Pipeline Corp
The guru sold out of their 42,950-share investment in NYSE:PBA. Previously, the stock had a 0.27% weight in the equity portfolio. Shares traded for an average price of $35.66 during the quarter.
On 01/12/2023, Pembina Pipeline Corp traded for a price of $35.6 per share and a market cap of $19.63Bil. The stock has returned 16.76% 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, Pembina Pipeline Corp has a price-earnings ratio of 9.72, a price-book ratio of 1.91, a EV-to-Ebitda ratio of 9.15 and a price-sales ratio of 2.30.
The price-to-GF Value ratio is 0.84, earning the stock a GF Value rank of 9.
Exxon Mobil Corp
During the quarter, FOUNDATION RESOURCE MANAGEMENT INC bought 8,561 shares of NYSE:XOM for a total holding of 439,391. The trade had a 0.14% impact on the equity portfolio. During the quarter, the stock traded for an average price of $91.3.
On 01/12/2023, Exxon Mobil Corp traded for a price of $113.3382 per share and a market cap of $466.66Bil. The stock has returned 61.07% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Exxon Mobil Corp has a price-earnings ratio of 9.25, a price-book ratio of 2.51, a price-earnings-to-growth (PEG) ratio of 46.25, a EV-to-Ebitda ratio of 4.92 and a price-sales ratio of 1.24.
The price-to-GF Value ratio is 1.05, earning the stock a GF Value rank of 5.
Newmont Corp
During the quarter, FOUNDATION RESOURCE MANAGEMENT INC bought 16,407 shares of NYSE:NEM for a total holding of 631,537. The trade had a 0.13% impact on the equity portfolio. During the quarter, the stock traded for an average price of $46.72.
On 01/12/2023, Newmont Corp traded for a price of $53.5 per share and a market cap of $42.31Bil. The stock has returned -10.26% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Newmont Corp has a price-earnings ratio of 42.31, a price-book ratio of 1.99, a price-earnings-to-growth (PEG) ratio of 2.73, a EV-to-Ebitda ratio of 13.26 and a price-sales ratio of 3.50.
The price-to-GF Value ratio is 0.63, earning the stock a GF Value rank of 8.
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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