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Tiziano Frateschi
Tiziano Frateschi
Articles (2347)  | Author's Website |

Pioneer Investments Buys Microsoft, Amazon, Apple

Firm's largest buys of the 4th quarter

Pioneer Investments (Trades, Portfolio) bought shares of the following stocks during the fourth quarter.

Microsoft

The firm increased its Microsoft Corp. (NASDAQ:MSFT) stake by 21.25%. The portfolio was impacted by 0.71%.

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The technology company has a market cap of $1.41 trillion and an enterprise value of $1.35 trillion.

GuruFocus gives the company a profitability and growth rating of 10 out of 10. The return on equity of 43.84% and return on assets of 16.71% are outperforming 92% of companies in the software industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 1.75 is below the industry median of 2.16.

The largest guru shareholder of the company is PRIMECAP Management (Trades, Portfolio) with 0.41% of outstanding shares, followed by Dodge & Cox with 0.34% and Pioneer Investments with 0.29%.

Amazon.com

The firm added 44.55% to its Amazon.com Inc. (NASDAQ:AMZN) position. The portfolio was impacted by 0.61%.

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The e-commerce giant has a market cap of $1.06 trillion and an enterprise value of $1.07 trillion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity of 21.98% and return on assets of 6.06% are outperforming 74% of companies in the retail-cyclical industry. Its financial strength is rated 6 out of 10. The company has a cash-debt ratio of 0.87.

The largest guru shareholder of the company is Ken Fisher (Trades, Portfolio) with 0.35% of outstanding shares, followed by Frank Sands (Trades, Portfolio) with 0.23% and Spiros Segalas (Trades, Portfolio) with 0.19%.

Apple

Pioneer boosted the Apple Inc. (NASDAQ:AAPL) holding by 23.26%, impacting the portfolio by 0.56%.

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The tech giant has a market cap and enterprise value of $1.42 trillion.

GuruFocus gives the company a profitability and growth rating of 10 out of 10. The return on equity of 57.5% and return on assets of 16.75% are outperforming 95% of companies in the hardware industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.99 is below the industry median of 1.17.

The largest guru shareholder of the company is Warren Buffett (Trades, Portfolio) with 5.60% of outstanding shares, followed by Fisher with 0.32% and Pioneer Investments with with 0.20%.

Verizon Communications

The investment firm increased its Verizon Communications Inc. (NYSE:VZ) stake by 89.71%. The trade had an impact of 0.55% on the portfolio.

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The provider of communication services has a market cap of $242 billion and an enterprise value of $373 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity of 33.69% and return on assets of 6.84% are outperforming 78% of companies in the telecommunication services industry. Its financial strength is rated 4 out of 10 with a cash-debt ratio of 0.02.

The company's largest guru shareholders include Pioneer Investments with 0.39% of outstanding shares, the T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.14% and Barrow, Hanley, Mewhinney & Strauss with 0.06%.

Wells Fargo

The firm increased its Wells Fargo & Co. (NYSE:WFC) stake to 10.6 million shares, adding 264.53%. The portfolio was impacted by 0.49%.

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With a market cap of $199.36 billion and an enterprise value of $46.22 billion, it is one of the largest banks in the United States.

GuruFocus gives the company a profitability and growth rating of 4 out of 10. While the return on equity of 9.21% is underperforming 51% of competitors, the return on assets of 1.02% is outperforming 54% of companies in the banks industry. Its financial strength is rated 3 out of 10. The cash-debt ratio of 0.43 is below the industry median of 1.15.

The largest guru shareholder of the company is Buffett with 7.82% of outstanding shares, followed by Dodge & Cox with 2.05% and PRIMECAP Management with 1.24%.

Facebook

Pioneer increased its Facebook Inc. (NASDAQ:FB) holding by 77.93%. The portfolio was impacted by 0.43%.

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The social network has a market cap of $610 billion and an enterprise value of $566 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of 20.34% and return on assets of 15.89% are outperforming 86% of companies in the interactive media industry. Its financial strength is rated 8 out of 10. The cash-debt ratio of 4.89 is above the industry median of 4.5.

The largest guru shareholder of the company is Chase Coleman (Trades, Portfolio)’s Tiger Global Management with 0.29%, followed by Andreas Halvorsen (Trades, Portfolio) and Segalas with 0.22%.

Alphabet

The firm added 29.32% to its Alphabet Inc. (NASDAQ:GOOGL) stake. The portfolio was impacted by 0.35%.

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The holding company has a market cap of $1.04 trillion and an enterprise value of $940 billion.

GuruFocus gives the company a profitability and growth rating of 10 out of 10. The return on equity of 18.08% and return on assets of 13.48% are outperforming 80% of companies in the interactive media industry. Its financial strength is rated 9 out of 10 with a cash-debt ratio of 7.5 that is outperforming 55% of competitors.

PRIMECAP Management is the largest guru shareholder of the company with 0.27% of outstanding shares, followed by Fisher with 0.21% and Sands with 0.15%.

Johnson & Johnson

The firm increased its Johnson & Johnson (NYSE:JNJ) stake to 4.7 million shares. The trade had an impact of 0.35% on the portfolio.

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The health care company has a market cap of $395 billion and an enterprise value of $406 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of 25% and return on assets of 9.83% are outperforming 80% of companies in the drug manufacturers industry. Its financial strength is rated 5 out of 10. The equity-asset ratio of 0.37 is below the industry median of 0.61.

The largest guru shareholder of the company is Fisher with 0.46% of outstanding shares, followed by Pioneer Investments with 0.18% and Yacktman Asset Management (Trades, Portfolio) with 0.14%.

Disclosure: I do not own any stocks mentioned.

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About the author:

Tiziano Frateschi
You can read about me on www.theextraincome.info, which gives suggestions on position trading.

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