ARGUS INVESTORS' COUNSEL, 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.
HOLLY POND PLAZA STAMFORD, CT 06902
As of the latest 13F report, the guru’s equity portfolio contained 90 stocks valued at a total of $125.00Mil. The top holdings were COST(2.85%), AAPL(2.77%), and JPM(2.61%).
According to GuruFocus data, these were ARGUS INVESTORS' COUNSEL, INC.’s top five trades of the quarter.
3M Co
The guru sold out of their 8,260-share investment in NYSE:MMM. Previously, the stock had a 0.8100000000000001% weight in the equity portfolio. Shares traded for an average price of $121.97 during the quarter.
On 01/19/2023, 3M Co traded for a price of $122.75 per share and a market cap of $67.85Bil. The stock has returned -27.77% 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, 3M Co has a price-earnings ratio of 10.69, a price-book ratio of 4.82, a price-earnings-to-growth (PEG) ratio of 5.09, a EV-to-Ebitda ratio of 8.55 and a price-sales ratio of 2.07.
The price-to-GF Value ratio is 0.69, earning the stock a GF Value rank of 10.
Citizens Financial Group Inc
The guru sold out of their 12,311-share investment in NYSE:CFG. Previously, the stock had a 0.38% weight in the equity portfolio. Shares traded for an average price of $39.05 during the quarter.
On 01/19/2023, Citizens Financial Group Inc traded for a price of $40.9 per share and a market cap of $20.14Bil. The stock has returned -23.71% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, Citizens Financial Group Inc has a price-earnings ratio of 14.45, a price-book ratio of 0.96, a price-earnings-to-growth (PEG) ratio of 2.41 and a price-sales ratio of 2.47.
The price-to-GF Value ratio is 0.96, earning the stock a GF Value rank of 5.
HCA Healthcare Inc
The guru established a new position worth 1,782 shares in NYSE:HCA, giving the stock a 0.34% weight in the equity portfolio. Shares traded for an average price of $223.97 during the quarter.
On 01/19/2023, HCA Healthcare Inc traded for a price of $256.76 per share and a market cap of $72.59Bil. The stock has returned 4.09% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, HCA Healthcare Inc has a price-earnings ratio of 14.51, a price-earnings-to-growth (PEG) ratio of 1.10, a EV-to-Ebitda ratio of 8.92 and a price-sales ratio of 1.30.
The price-to-GF Value ratio is 1.10, earning the stock a GF Value rank of 3.
American Express Co
During the quarter, ARGUS INVESTORS' COUNSEL, INC. bought 2,710 shares of NYSE:AXP for a total holding of 10,910. The trade had a 0.32% impact on the equity portfolio. During the quarter, the stock traded for an average price of $148.17.
On 01/19/2023, American Express Co traded for a price of $150.42 per share and a market cap of $112.40Bil. The stock has returned -8.20% 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, American Express Co has a price-earnings ratio of 15.12, a price-book ratio of 4.69, a price-earnings-to-growth (PEG) ratio of 2.33 and a price-sales ratio of 2.24.
The price-to-GF Value ratio is 0.82, earning the stock a GF Value rank of 7.
WR Berkley Corp
The guru established a new position worth 5,437 shares in NYSE:WRB, giving the stock a 0.32% weight in the equity portfolio. Shares traded for an average price of $72.34999999999999 during the quarter.
On 01/19/2023, WR Berkley Corp traded for a price of $71 per share and a market cap of $18.85Bil. The stock has returned 26.29% 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, WR Berkley Corp has a price-earnings ratio of 15.30, a price-book ratio of 2.97, a price-earnings-to-growth (PEG) ratio of 2.94, a EV-to-Ebitda ratio of 11.50 and a price-sales ratio of 1.88.
The price-to-GF Value ratio is 1.08, 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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