Laffer Tengler Investments 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.
310 SEVEN SPRINGS WAY BRENTWOOD, TN 37027
As of the latest 13F report, the guru’s equity portfolio contained 378 stocks valued at a total of $274.00Mil. The top holdings were MSFT(2.60%), ABBV(2.56%), and AVGO(2.53%).
According to GuruFocus data, these were Laffer Tengler Investments’s top five trades of the quarter.
DTE Energy Co
The guru sold out of their 48,144-share investment in NYSE:DTP. Previously, the stock had a 1.2% weight in the equity portfolio. Shares traded for an average price of $49.54 during the quarter.
On 02/13/2023, DTE Energy Co traded for a price of $51.37 per share and a market cap of $0.00Mil. The stock has returned 2.70% 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, DTE Energy Co has a price-earnings ratio of 19.67, a price-book ratio of 2.45, a EV-to-Ebitda ratio of 12.96 and a price-sales ratio of 1.14.
The price-to-GF Value ratio is 0.00, earning the stock a GF Value rank of 7.
Apple Inc
Laffer Tengler Investments reduced their investment in NAS:AAPL by 14,038 shares. The trade had a 0.97% impact on the equity portfolio. During the quarter, the stock traded for an average price of $142.91.
On 02/13/2023, Apple Inc traded for a price of $151.01 per share and a market cap of $2,389.27Bil. The stock has returned -11.73% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Apple Inc has a price-earnings ratio of 25.64, a price-book ratio of 42.16, a price-earnings-to-growth (PEG) ratio of 1.47, a EV-to-Ebitda ratio of 19.13 and a price-sales ratio of 6.30.
The price-to-GF Value ratio is 0.88, earning the stock a GF Value rank of 7.
Broadcom Inc
During the quarter, Laffer Tengler Investments bought 3,804 shares of NAS:AVGO for a total holding of 12,420. The trade had a 0.77% impact on the equity portfolio. During the quarter, the stock traded for an average price of $501.4.
On 02/13/2023, Broadcom Inc traded for a price of $593.25 per share and a market cap of $247.91Bil. The stock has returned 3.18% 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, Broadcom Inc has a price-earnings ratio of 22.44, a price-book ratio of 10.92, a price-earnings-to-growth (PEG) ratio of 1.09, a EV-to-Ebitda ratio of 14.36 and a price-sales ratio of 7.58.
The price-to-GF Value ratio is 0.96, earning the stock a GF Value rank of 6.
The Home Depot Inc
During the quarter, Laffer Tengler Investments bought 6,155 shares of NYSE:HD for a total holding of 18,774. The trade had a 0.71% impact on the equity portfolio. During the quarter, the stock traded for an average price of $304.63.
On 02/13/2023, The Home Depot Inc traded for a price of $316.54 per share and a market cap of $322.61Bil. The stock has returned -8.72% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, The Home Depot Inc has a price-earnings ratio of 19.08, a price-book ratio of 248.66, a price-earnings-to-growth (PEG) ratio of 1.43, a EV-to-Ebitda ratio of 13.65 and a price-sales ratio of 2.07.
The price-to-GF Value ratio is 0.85, earning the stock a GF Value rank of 7.
EOG Resources Inc
During the quarter, Laffer Tengler Investments bought 14,505 shares of NYSE:EOG for a total holding of 40,421. The trade had a 0.6899999999999999% impact on the equity portfolio. During the quarter, the stock traded for an average price of $133.
On 02/13/2023, EOG Resources Inc traded for a price of $134.14 per share and a market cap of $78.79Bil. The stock has returned 26.94% 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, EOG Resources Inc has a price-earnings ratio of 10.54, a price-book ratio of 3.30, a price-earnings-to-growth (PEG) ratio of 0.60, a EV-to-Ebitda ratio of 5.93 and a price-sales ratio of 2.72.
The price-to-GF Value ratio is 1.28, earning the stock a GF Value rank of 3.
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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