Beck Bode, 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.
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As of the latest 13F report, the guru’s equity portfolio contained 151 stocks valued at a total of $442.00Mil. The top holdings were A(3.59%), AES(3.42%), and NEE(3.27%).
According to GuruFocus data, these were Beck Bode, LLC’s top five trades of the quarter.
Vistra Corp
The guru sold out of their 674,579-share investment in NYSE:VST. Previously, the stock had a 3.14% weight in the equity portfolio. Shares traded for an average price of $23.14 during the quarter.
On 02/08/2023, Vistra Corp traded for a price of $23.075 per share and a market cap of $9.18Bil. The stock has returned 7.07% over the past year.
GuruFocus gives the company a financial strength rating of 2 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, Vistra Corp has a price-book ratio of 2.61, a EV-to-Ebitda ratio of 10.63 and a price-sales ratio of 0.76.
The price-to-GF Value ratio is 0.74, earning the stock a GF Value rank of 10.
Ameren Corp
The guru established a new position worth 142,205 shares in NYSE:AEE, giving the stock a 2.86% weight in the equity portfolio. Shares traded for an average price of $84.05 during the quarter.
On 02/08/2023, Ameren Corp traded for a price of $85.505 per share and a market cap of $22.10Bil. The stock has returned 0.49% 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, Ameren Corp has a price-earnings ratio of 21.43, a price-book ratio of 2.17, a price-earnings-to-growth (PEG) ratio of 10.20, a EV-to-Ebitda ratio of 12.13 and a price-sales ratio of 2.99.
The price-to-GF Value ratio is 0.95, earning the stock a GF Value rank of 6.
Entergy Corp
The guru established a new position worth 98,762 shares in NYSE:ETR, giving the stock a 2.52% weight in the equity portfolio. Shares traded for an average price of $109.64 during the quarter.
On 02/08/2023, Entergy Corp traded for a price of $106.26 per share and a market cap of $21.62Bil. The stock has returned 0.34% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, Entergy Corp has a price-earnings ratio of 17.25, a price-book ratio of 1.79, a price-earnings-to-growth (PEG) ratio of 1.00, a EV-to-Ebitda ratio of 11.18 and a price-sales ratio of 1.64.
The price-to-GF Value ratio is 0.96, earning the stock a GF Value rank of 6.
Evergy Inc
The guru established a new position worth 174,677 shares in NAS:EVRG, giving the stock a 2.49% weight in the equity portfolio. Shares traded for an average price of $60.06 during the quarter.
On 02/08/2023, Evergy Inc traded for a price of $61.09 per share and a market cap of $14.02Bil. The stock has returned -2.83% 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, Evergy Inc has a price-earnings ratio of 17.66, a price-book ratio of 1.46, a price-earnings-to-growth (PEG) ratio of 2.64, a EV-to-Ebitda ratio of 11.38 and a price-sales ratio of 2.49.
The price-to-GF Value ratio is 0.99, earning the stock a GF Value rank of 6.
Apple Inc
Beck Bode, LLC reduced their investment in NAS:AAPL by 80,939 shares. The trade had a 2.48% impact on the equity portfolio. During the quarter, the stock traded for an average price of $142.91.
On 02/08/2023, Apple Inc traded for a price of $152.98 per share and a market cap of $2,420.44Bil. The stock has returned -11.84% 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 25.97, a price-book ratio of 42.73, a price-earnings-to-growth (PEG) ratio of 1.49, a EV-to-Ebitda ratio of 19.52 and a price-sales ratio of 6.38.
The price-to-GF Value ratio is 0.90, 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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