1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Tiziano Frateschi
Tiziano Frateschi
Articles (2648)  | Author's Website |

Tom Russo's Firm Cuts Mastercard, Berkshire

Firm's largest sales of the 2nd quarter

Tom Russo (Trades, Portfolio)'s Gardner Russo & Gardner manages a $9.84 billion equity portfolio composed of 86 stocks. The firm sold shares of the following stocks during the second quarter.

The Swatch Group

The firm closed its position in The Swatch Group AG (SWGAF). The trade had an impact of -2.05% on the portfolio.

99253d847d47f721d47822461139a4ae.png

The Switss watch and jewelry company has a market cap of $10.83 trillion and an enterprise value of $9.45 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity of 6.5% and return on assets of 5.34% are outperforming 62% of companies in the cyclical retail industry. Its financial strength is rated 9 out of 10. The cash-debt ratio of 12.09 is above the industry median of 0.46.

Mastercard

The firm's Mastercard Inc. (NYSE:MA) position was reduced by 9.54%. The portfolio was impacted by -1.39%.

7396c6b4a7149adb4f5db03aff5b0f4a.png

The payment processor has a market cap of $352.61 billion and an enterprise value of $353.61 billion.

GuruFocus gives the company a profitability and growth rating of 10 out of 10. The return on equity of 132% and return on assets of 25.65% are outperforming 99% of companies in the credit services industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.92 is above the industry median of 0.3.

The largest guru shareholder of the company is Chuck Akre (Trades, Portfolio) with 0.59% of outstanding shares, followed by Russo with 0.54% and Warren Buffett (Trades, Portfolio) with 0.46%.

JC Decaux

The guru's firm curbed its position in JC Decaux SA (JCDXF) by 99.02%. The portfolio was impacted by -1.11%.

d09b4ce90f3ee41082aa802b1b505a92.png

The outdoor advertising company has a market cap of $4 billion and an enterprise value of $10.45 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity of -4.13% and return on assets of -0.83% are underperforming 62% of companies in the diversified media industry. Its financial strength is rated 3 out of 10. The cash-debt ratio of 0.25 is below the industry median of 0.84.

The largest guru shareholder is Russo with 0.03% of outstanding shares.

Nestle

The firm reduced its Nestle SA (NSRGY) holding by 6.67%, impacting the portfolio by -0.86%.

f573a5d8fbaa05be7beda157435e9c7d.png

The Swiss food and beverage manufacturer has a market cap of $352.78 billion and an enterprise value of $390.07 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity of 27.71% and return on assets of 10.68% are outperforming 87% of companies in the consumer packaged goods industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.14 is far below the industry median of 0.43.

The largest guru shareholder is Russo with 0.40% of outstanding shares, followed by Ken Fisher (Trades, Portfolio) with 0.14%.

Anheuser-Busch

The investment firm curbed its holding of Anheuser-Busch InBev SA/NV (BUDFF) by 24.09%. The portfolio was impacted by -0.85%.

7927c7a75c3e20a166db8c056ab04d6a.png

The brewer has a market cap of $116.59 billion and an enterprise value of $212.42 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity of 1.77% and return on assets of 0.52% are underperforming 68% of companies in the alcoholic beverages industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.22 is below the industry median of 0.68.

The largest guru shareholder is Russo with 0.30% of outstanding shares.

Pernod Ricard

The investment fund reduced its Pernod Ricard SA (PDRDF) position by 6.93%. The trade had an impact of -0.47% on the portfolio.

b8b79c9f0f4c56cfd7e3b97d621f1c88.png

The spirits maker has a market cap of $4.52 billion and an enterprise value of $8.06 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity of 9.31% and return on assets of 4.64% are outperforming 62% of companies in the alcoholic beverages industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.12 is below the industry median of 0.68.

Berkshire Hathaway

Russo's firm reduced its holding of Berkshire Hathaway Inc. (NYSE:BRK.A) by 4.34%. The portfolio was impacted by -0.45%.

ed7234f2ad2082abeb5727f4f1091b1c.png

The insurance holding company has a market cap of $512.86 billion and enterprise value of $582.23 billion.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. While the return on equity of 5.64% is underperforming the sector, the return on assets of 2.84% is outperforming 70% of companies in the insurance industry. Its financial strength is rated 5 out of 10 with a cash-debt ratio of 0.34.

Other notable guru shareholder of the company include Chris Davis (Trades, Portfolio) with 0.17% of outstanding shares, Tom Gayner (Trades, Portfolio) with 0.07%, First Eagle Investment (Trades, Portfolio) with 0.07% and Tweedy Browne (Trades, Portfolio) with 0.06%.

Disclosure: I do not own any stocks mentioned.

Read more here:

Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here.

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


Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:



Performances of the stocks mentioned by Tiziano Frateschi


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)