Scott & Selber, Inc. recently filed their 13F report for the third quarter of 2022, which ended on 2022-09-30.
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.
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As of the latest 13F report, the guru’s equity portfolio contained 95 stocks valued at a total of $206.00Mil. The top holdings were AAPL(7.80%), MSFT(5.51%), and GOOG(3.46%).
According to GuruFocus data, these were Scott & Selber, Inc.’s top five trades of the quarter.
Fluor Corp
The guru sold out of their 134,659-share investment in NYSE:FLR. Previously, the stock had a 1.5% weight in the equity portfolio. Shares traded for an average price of $25.5 during the quarter.
On 10/21/2022, Fluor Corp traded for a price of $28.45 per share and a market cap of $4.05Bil. The stock has returned 55.14% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, Fluor Corp has a price-book ratio of 2.67, a EV-to-Ebitda ratio of 12.02 and a price-sales ratio of 0.33.
The price-to-GF Value ratio is 2.09, earning the stock a GF Value rank of 1.
Intel Corp
The guru sold out of their 65,782-share investment in NAS:INTC. Previously, the stock had a 1.13% weight in the equity portfolio. Shares traded for an average price of $34.09 during the quarter.
On 10/21/2022, Intel Corp traded for a price of $26.84 per share and a market cap of $108.93Bil. The stock has returned -50.05% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Intel Corp has a price-earnings ratio of 5.67, a price-book ratio of 1.08, a price-earnings-to-growth (PEG) ratio of 0.41, a EV-to-Ebitda ratio of 3.48 and a price-sales ratio of 1.49.
The price-to-GF Value ratio is 0.54, earning the stock a GF Value rank of 8.
Verizon Communications Inc
The guru sold out of their 29,611-share investment in NYSE:VZ. Previously, the stock had a 0.69% weight in the equity portfolio. Shares traded for an average price of $44.54 during the quarter.
On 10/21/2022, Verizon Communications Inc traded for a price of $35.195 per share and a market cap of $147.24Bil. The stock has returned -29.51% 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, Verizon Communications Inc has a price-earnings ratio of 7.03, a price-book ratio of 1.69, a price-earnings-to-growth (PEG) ratio of 2.42, a EV-to-Ebitda ratio of 6.81 and a price-sales ratio of 1.09.
The price-to-GF Value ratio is 0.61, earning the stock a GF Value rank of 10.
3M Co
The guru established a new position worth 12,031 shares in NYSE:MMM, giving the stock a 0.65% weight in the equity portfolio. Shares traded for an average price of $131.19 during the quarter.
On 10/21/2022, 3M Co traded for a price of $115.9952 per share and a market cap of $64.12Bil. The stock has returned -33.14% 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 16.19, a price-book ratio of 4.81, a price-earnings-to-growth (PEG) ratio of 7.71, a EV-to-Ebitda ratio of 10.63 and a price-sales ratio of 1.89.
The price-to-GF Value ratio is 0.63, earning the stock a GF Value rank of 10.
Camden Property Trust
The guru sold out of their 10,424-share investment in NYSE:CPT. Previously, the stock had a 0.64% weight in the equity portfolio. Shares traded for an average price of $133.51 during the quarter.
On 10/21/2022, Camden Property Trust traded for a price of $113.31 per share and a market cap of $12.07Bil. The stock has returned -26.15% 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, Camden Property Trust has a price-earnings ratio of 14.88, a price-book ratio of 2.36, a EV-to-Ebitda ratio of 10.97 and a price-sales ratio of 9.51.
The price-to-GF Value ratio is 0.82, earning the stock a GF Value rank of 7.
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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