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Tiziano Frateschi
Tiziano Frateschi
Articles (2474)  | Author's Website |

Fisher Asset Management Cuts Pfizer, Johnson & Johnson

Firms' largest sales of 2020 1st quarter

Ken Fisher's (TradesPortfolioFisher Asset Management, LLC sold shares of the following stocks during the first quarter of 2020.

Pfizer

Fisher trimmed the Pfizer Inc. (PFE) holding by 87.99%. The portfolio was impacted by -1.58%.

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The pharmaceutical firm has a market cap of $210.31 billion and an enterprise value of $252.95 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity of 26.24% and return on assets of 10.06% are outperforming 83% of companies in the drug manufacturers industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.19 is below the industry median of 0.97.

The largest guru shareholder of the company is Vanguard Health Care Fund (Trades, Portfolio) with 1.01% of outstanding shares, followed by Jim Simons (Trades, Portfolio)’ Renaissance technologies with 0.24% and Pioneer Investments (Trades, Portfolio) with 0.17%.

Johnson & Johnson

The investor trimmed the Johnson & Johnson (JNJ) holding by 87.73%. The portfolio was impacted by -1.57%.

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The pharmaceutical, medical devices and diagnostics company has a market cap of $399.12 billion and an enterprise value of $407.53 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of 28.88% and return on assets of 11.13% are outperforming 86% of companies in the drug manufacturers industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.38 is below the industry median of 0.61.

The largest guru shareholder of the company is Pioneer Investments (Trades, Portfolio) with 0.18% of outstanding shares, followed by Yacktman Asset Management (Trades, Portfolio) with 0.14% and T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.11%.

SoftBank Group

The guru reduced its position of SoftBank Group Corp. (SFTBY) by 90.99%, impacting the portfolio by -1.04%.

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The Japanese telecom and e-commerce conglomerate has a market cap of $89.34 billion and an enterprise value of $245.50 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity of 4.51% and return on assets of 0.94% are underperforming 61% of companies in the telecommunication services industry. Its financial strength is rated 3 out of 10. The cash-debt ratio of 0.21 is below the industry median of 0.27.

The largest guru shareholder of the company is Fisher with 0.11% of outstanding shares.

UBS Group

The investor almost completely closed the position in UBS Group AG (UBS) by a reduction of 97.35%. The trade had an impact of -0.65% on the portfolio.

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The wealth manager has a market cap of $37.57 billion and an enterprise value of $106.14 billion.

GuruFocus gives the company a profitability and growth rating of 4 out of 10. The return on equity of 7.96% and return on assets of 0.45% are underperforming 78% of companies in the banks industry. Its financial strength is rated 3 out of 10. The cash-debt ratio of 0.62 is below the industry median of 1.14.

The largest guru shareholder of the company is the Dodge & Cox with 4.02% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.45%.

Verizon Communications

Fisher trimmed its HSBC Holdings PLC. (HSBC) position by 96.69%, with an impact of -0.61% on the portfolio.

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The bank has a market cap of $106.38 billion and an enterprise value of $189.17 billion.

GuruFocus gives the company a profitability and growth rating of 4 out of 10. The return on equity of 3.25% and return on assets of 0.28% are underperforming 86% of companies in the banks industry. Its financial strength is rated 3 out of 10. The cash-debt ratio of 0.72 underperforms 64% of competitors.

Simons is the largest guru shareholder of the company with 0.18% of outstanding shares, followed by Fisher with 0.01% and Charles Brandes (Trades, Portfolio) with 0.01%.

Procter & Gamble

The firm cut its holding in Procter & Gamble Co. (PG) by 70.92%. The trade had an impact of -0.46% on the portfolio.

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The consumer product manufacturer has a market cap of $289.38 billion and an enterprise value of $311.30 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity of 9.85% and return on assets of 4.29% are outperforming 61% of companies in the consumer packaged goods industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.43 is above the industry median of 0.41.

The largest guru shareholder of the company is Yacktman Asset Management (Trades, Portfolio) with 0.20% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.14% and Diamond Hill Capital (Trades, Portfolio) with 0.09%.

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.

Visit Tiziano Frateschi's Website


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