Raab & Moskowitz Asset Management LLC 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.
10 Townsquare, Suite 100 Chatham, NJ 07928
As of the latest 13F report, the guru’s equity portfolio contained 154 stocks valued at a total of $263.00Mil. The top holdings were
According to GuruFocus data, these were Raab & Moskowitz Asset Management LLC’s top five trades of the quarter.
TJX Companies Inc
During the quarter, Raab & Moskowitz Asset Management LLC bought 23,365 shares of NYSE:TJX for a total holding of 98,188. The trade had a 0.71% impact on the equity portfolio. During the quarter, the stock traded for an average price of $73.84.
On 01/28/2023, TJX Companies Inc traded for a price of $81.89 per share and a market cap of $94.45Bil. The stock has returned 19.07% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, TJX Companies Inc has a price-earnings ratio of 28.53, a price-book ratio of 16.71, a EV-to-Ebitda ratio of 18.94 and a price-sales ratio of 1.98.
The price-to-GF Value ratio is 1.04, earning the stock a GF Value rank of 5.
FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
During the quarter, Raab & Moskowitz Asset Management LLC bought 13,865 shares of BATS:KNG for a total holding of 35,000. The trade had a 0.27% impact on the equity portfolio. During the quarter, the stock traded for an average price of $50.17.
On 01/28/2023, FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF traded for a price of $52.07 per share and a market cap of $571.47Mil. The stock has returned 0.83% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF has a price-earnings ratio of 20.66 and a price-book ratio of 3.74.
Apple Inc
During the quarter, Raab & Moskowitz Asset Management LLC bought 4,148 shares of NAS:AAPL for a total holding of 93,407. The trade had a 0.2% impact on the equity portfolio. During the quarter, the stock traded for an average price of $142.91.
On 01/28/2023, Apple Inc traded for a price of $145.93 per share and a market cap of $2,324.62Bil. The stock has returned -7.67% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Apple Inc has a price-earnings ratio of 23.88, a price-book ratio of 45.89, a price-earnings-to-growth (PEG) ratio of 1.37, a EV-to-Ebitda ratio of 17.58 and a price-sales ratio of 6.10.
The price-to-GF Value ratio is 0.84, earning the stock a GF Value rank of 9.
Magna International Inc
The guru sold out of their 9,442-share investment in NYSE:MGA. Previously, the stock had a 0.19% weight in the equity portfolio. Shares traded for an average price of $56.18 during the quarter.
On 01/28/2023, Magna International Inc traded for a price of $63.89 per share and a market cap of $18.63Bil. The stock has returned -16.68% 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, Magna International Inc has a price-earnings ratio of 19.84, a price-book ratio of 1.75, a EV-to-Ebitda ratio of 7.44 and a price-sales ratio of 0.53.
The price-to-GF Value ratio is 1.00, earning the stock a GF Value rank of 6.
Verizon Communications Inc
Raab & Moskowitz Asset Management LLC reduced their investment in NYSE:VZ by 10,903 shares. The trade had a 0.17% impact on the equity portfolio. During the quarter, the stock traded for an average price of $37.68.
On 01/28/2023, Verizon Communications Inc traded for a price of $40.64 per share and a market cap of $169.88Bil. The stock has returned -15.60% 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 8.03, a price-book ratio of 1.87, a price-earnings-to-growth (PEG) ratio of 2.59, a EV-to-Ebitda ratio of 7.00 and a price-sales ratio of 1.21.
The price-to-GF Value ratio is 0.73, 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.
Want to provide feedback on this article? Have questions or concerns? Get in touch with us here, or email us at [email protected]!
This article is general in nature and does not represent the opinions of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendations. It was written without regard to your individual situation or financial goals. We aim to bring you fundamental, data-driven analysis, The information on this site is in no way guaranteed for completeness, accuracy or in any other way.
