Lester Murray Antman dba SimplyRich 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.
2601 JEFFERSON STREET #407 CARLSBAD, CA 92008
As of the latest 13F report, the guru’s equity portfolio contained 169 stocks valued at a total of $251.00Mil. The top holdings were
According to GuruFocus data, these were Lester Murray Antman dba SimplyRich’s top five trades of the quarter.
Rogers Communications Inc
The guru sold out of their 31,205-share investment in NYSE:RCI. Previously, the stock had a 0.62% weight in the equity portfolio. Shares traded for an average price of $44.25 during the quarter.
On 01/31/2023, Rogers Communications Inc traded for a price of $48.17 per share and a market cap of $24.45Bil. The stock has returned -2.60% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Rogers Communications Inc has a price-earnings ratio of 20.42, a price-book ratio of 3.35, a price-earnings-to-growth (PEG) ratio of 4.08, a EV-to-Ebitda ratio of 11.35 and a price-sales ratio of 2.16.
The price-to-GF Value ratio is 1.08, earning the stock a GF Value rank of 5.
Willis Towers Watson PLC
The guru established a new position worth 6,753 shares in NAS:WTW, giving the stock a 0.61% weight in the equity portfolio. Shares traded for an average price of $206.35 during the quarter.
On 01/31/2023, Willis Towers Watson PLC traded for a price of $249.81 per share and a market cap of $27.04Bil. The stock has returned 9.45% 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, Willis Towers Watson PLC has a price-earnings ratio of 10.90, a price-book ratio of 2.76, a price-earnings-to-growth (PEG) ratio of 1.43, a EV-to-Ebitda ratio of 15.32 and a price-sales ratio of 3.32.
The price-to-GF Value ratio is 0.99, earning the stock a GF Value rank of 5.
Shell PLC
During the quarter, Lester Murray Antman dba SimplyRich bought 17,955 shares of NYSE:SHEL for a total holding of 26,212. The trade had a 0.4% impact on the equity portfolio. During the quarter, the stock traded for an average price of $51.53.
On 01/31/2023, Shell PLC traded for a price of $58.41 per share and a market cap of $204.90Bil. The stock has returned 17.30% 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, Shell PLC has a price-earnings ratio of 5.10, a price-book ratio of 1.03, a price-earnings-to-growth (PEG) ratio of 1.42, a EV-to-Ebitda ratio of 2.74 and a price-sales ratio of 0.61.
The price-to-GF Value ratio is 0.89, earning the stock a GF Value rank of 9.
TC Energy Corp
Lester Murray Antman dba SimplyRich reduced their investment in NYSE:TRP by 12,871 shares. The trade had a 0.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.58.
On 01/31/2023, TC Energy Corp traded for a price of $42.42 per share and a market cap of $42.39Bil. The stock has returned -12.06% 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, TC Energy Corp has a price-earnings ratio of 16.91, a price-book ratio of 1.72, a price-earnings-to-growth (PEG) ratio of 2.77, a EV-to-Ebitda ratio of 12.46 and a price-sales ratio of 3.84.
The price-to-GF Value ratio is 0.94, earning the stock a GF Value rank of 7.
Sanofi SA
The guru sold out of their 12,500-share investment in NAS:SNY. Previously, the stock had a 0.26% weight in the equity portfolio. Shares traded for an average price of $44.56 during the quarter.
On 01/31/2023, Sanofi SA traded for a price of $48.57 per share and a market cap of $121.83Bil. The stock has returned -4.50% 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, Sanofi SA has a price-earnings ratio of 16.77, a price-book ratio of 1.58, a price-earnings-to-growth (PEG) ratio of 2.62, a EV-to-Ebitda ratio of 14.82 and a price-sales ratio of 2.71.
The price-to-GF Value ratio is 0.88, earning the stock a GF Value rank of 7.
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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