Insight Folios 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.
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As of the latest 13F report, the guru’s equity portfolio contained 105 stocks valued at a total of $221.00Mil. The top holdings were XOM(3.69%), VGR(3.68%), and ABBV(3.57%).
According to GuruFocus data, these were Insight Folios Inc’s top five trades of the quarter.
Garmin Ltd
The guru sold out of their 4,331-share investment in NYSE:GRMN. Previously, the stock had a 0.2% weight in the equity portfolio. Shares traded for an average price of $94.48999999999999 during the quarter.
On 01/17/2023, Garmin Ltd traded for a price of $98.09999999999999 per share and a market cap of $18.79Bil. The stock has returned -23.56% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Garmin Ltd has a price-earnings ratio of 19.65, a price-book ratio of 3.20, a price-earnings-to-growth (PEG) ratio of 1.41, a EV-to-Ebitda ratio of 14.11 and a price-sales ratio of 3.83.
The price-to-GF Value ratio is 0.76, earning the stock a GF Value rank of 9.
International Business Machines Corp
During the quarter, Insight Folios Inc bought 3,123 shares of NYSE:IBM for a total holding of 44,893. The trade had a 0.19% impact on the equity portfolio. During the quarter, the stock traded for an average price of $131.23.
On 01/17/2023, International Business Machines Corp traded for a price of $145.53 per share and a market cap of $131.60Bil. The stock has returned 13.22% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, International Business Machines Corp has a price-earnings ratio of 106.24, a price-book ratio of 6.55, a EV-to-Ebitda ratio of 25.31 and a price-sales ratio of 2.20.
The price-to-GF Value ratio is 1.10, earning the stock a GF Value rank of 3.
McCormick & Co Inc
The guru sold out of their 4,789-share investment in NYSE:MKC. Previously, the stock had a 0.19% weight in the equity portfolio. Shares traded for an average price of $83.84999999999999 during the quarter.
On 01/17/2023, McCormick & Co Inc traded for a price of $81.36 per share and a market cap of $21.73Bil. The stock has returned -13.95% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, McCormick & Co Inc has a price-earnings ratio of 31.66, a price-book ratio of 4.74, a price-earnings-to-growth (PEG) ratio of 3.33, a EV-to-Ebitda ratio of 22.84 and a price-sales ratio of 3.44.
The price-to-GF Value ratio is 0.82, earning the stock a GF Value rank of 9.
AT&T Inc
During the quarter, Insight Folios Inc bought 21,498 shares of NYSE:T for a total holding of 270,403. The trade had a 0.17% impact on the equity portfolio. During the quarter, the stock traded for an average price of $18.19.
On 01/17/2023, AT&T Inc traded for a price of $19.36 per share and a market cap of $138.05Bil. The stock has returned -0.35% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, AT&T Inc has a price-earnings ratio of 7.17, a price-book ratio of 1.13, a EV-to-Ebitda ratio of 5.31 and a price-sales ratio of 0.89.
The price-to-GF Value ratio is 1.30, earning the stock a GF Value rank of 1.
Intel Corp
The guru sold out of their 9,088-share investment in NAS:INTC. Previously, the stock had a 0.16% weight in the equity portfolio. Shares traded for an average price of $34.09 during the quarter.
On 01/17/2023, Intel Corp traded for a price of $29.7236 per share and a market cap of $122.68Bil. The stock has returned -43.99% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Intel Corp has a price-earnings ratio of 9.15, a price-book ratio of 1.23, a price-earnings-to-growth (PEG) ratio of 0.66, a EV-to-Ebitda ratio of 5.22 and a price-sales ratio of 1.76.
The price-to-GF Value ratio is 0.68, earning the stock a GF Value rank of 10.
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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