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Top 5 1st Quarter Trades of MONTRUSCO BOLTON INVESTMENTS INC.

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May 10, 2022
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MONTRUSCO BOLTON INVESTMENTS INC. recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.

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.

1501 MCGILL COLLEGE AVENUE MONTREAL, A8 H3A 3M8

As of the latest 13F report, the guru’s equity portfolio contained 63 stocks valued at a total of $4,335,000,000. The top holdings were MSFT(5.00%), TD(3.66%), and RY(3.65%).

According to GuruFocus data, these were MONTRUSCO BOLTON INVESTMENTS INC.’s top five trades of the quarter.

Mastercard Inc


MONTRUSCO BOLTON INVESTMENTS INC. reduced their investment in NYSE:MA by 183,975 shares. The trade had a 1.53% impact on the equity portfolio. During the quarter, the stock traded for an average price of $359.86.

On 05/10/2022, Mastercard Inc traded for a price of $328.995 per share and a market cap of $323,657,258,000. The stock has returned -12.13% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Mastercard Inc has a price-earnings ratio of 34.63, a price-book ratio of 46.13, a price-earnings-to-growth (PEG) ratio of 2.37, a EV-to-Ebitda ratio of 27.40 and a price-sales ratio of 16.52.

The price-to-GF Value ratio is 0.83, earning the stock a GF Value rank of 9.

Lamb Weston Holdings Inc


During the quarter, MONTRUSCO BOLTON INVESTMENTS INC. bought 799,732 shares of NYSE:LW for a total holding of 2,277,323. The trade had a 1.09% impact on the equity portfolio. During the quarter, the stock traded for an average price of $62.31.

On 05/10/2022, Lamb Weston Holdings Inc traded for a price of $63.48 per share and a market cap of $9,324,047,000. The stock has returned -19.36% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Lamb Weston Holdings Inc has a price-earnings ratio of 40.60, a price-book ratio of 23.76, a price-earnings-to-growth (PEG) ratio of 5.88, a EV-to-Ebitda ratio of 19.54 and a price-sales ratio of 2.41.

The price-to-GF Value ratio is 0.85, earning the stock a GF Value rank of 9.

Five Below Inc


During the quarter, MONTRUSCO BOLTON INVESTMENTS INC. bought 247,319 shares of NAS:FIVE for a total holding of 984,211. The trade had a 0.89% impact on the equity portfolio. During the quarter, the stock traded for an average price of $166.89.

On 05/10/2022, Five Below Inc traded for a price of $141.42 per share and a market cap of $7,856,385,000. The stock has returned -29.52% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Five Below Inc has a price-earnings ratio of 28.60, a price-book ratio of 7.02, a price-earnings-to-growth (PEG) ratio of 1.40, a EV-to-Ebitda ratio of 19.01 and a price-sales ratio of 2.78.

The price-to-GF Value ratio is 0.62, earning the stock a GF Value rank of 8.

Charles River Laboratories International Inc


During the quarter, MONTRUSCO BOLTON INVESTMENTS INC. bought 136,231 shares of NYSE:CRL for a total holding of 303,608. The trade had a 0.88% impact on the equity portfolio. During the quarter, the stock traded for an average price of $308.86.

On 05/10/2022, Charles River Laboratories International Inc traded for a price of $231.8 per share and a market cap of $11,960,988,000. The stock has returned -33.19% 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, Charles River Laboratories International Inc has a price-earnings ratio of 28.67, a price-book ratio of 4.58, a price-earnings-to-growth (PEG) ratio of 1.85, a EV-to-Ebitda ratio of 17.13 and a price-sales ratio of 3.33.

The price-to-GF Value ratio is 0.81, earning the stock a GF Value rank of 9.

Adobe Inc


During the quarter, MONTRUSCO BOLTON INVESTMENTS INC. bought 82,887 shares of NAS:ADBE for a total holding of 175,949. The trade had a 0.87% impact on the equity portfolio. During the quarter, the stock traded for an average price of $481.12.

On 05/10/2022, Adobe Inc traded for a price of $389.55 per share and a market cap of $178,089,975,000. The stock has returned -22.88% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Adobe Inc has a price-earnings ratio of 37.43, a price-book ratio of 12.91, a price-earnings-to-growth (PEG) ratio of 1.27, a EV-to-Ebitda ratio of 26.45 and a price-sales ratio of 11.19.

The price-to-GF Value ratio is 0.63, earning the stock a GF Value rank of 8.


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.

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