Top 5 3rd Quarter Trades of Meixler Investment Management, Ltd.

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Dec 08, 2022
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Meixler Investment Management, Ltd. 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.

4451 S. WHITE MOUNTAIN ROAD SHOW LOW, AZ 85901

As of the latest 13F report, the guru’s equity portfolio contained 93 stocks valued at a total of $86.00Mil. The top holdings were DMLP(13.75%), PHYS(13.38%), and BRK.B(9.73%).

According to GuruFocus data, these were Meixler Investment Management, Ltd.’s top five trades of the quarter.

Suncor Energy Inc


The guru sold out of their 264,739-share investment in NYSE:SU. Previously, the stock had a 10.63% weight in the equity portfolio. Shares traded for an average price of $31.59 during the quarter.

On 12/08/2022, Suncor Energy Inc traded for a price of $29.78 per share and a market cap of $40.36Bil. The stock has returned 24.56% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Suncor Energy Inc has a price-earnings ratio of 6.77, a price-book ratio of 1.44, a price-earnings-to-growth (PEG) ratio of 2.12, a EV-to-Ebitda ratio of 3.13 and a price-sales ratio of 0.99.

The price-to-GF Value ratio is 0.72, earning the stock a GF Value rank of 10.

Franco-Nevada Corp


The guru sold out of their 15,067-share investment in NYSE:FNV. Previously, the stock had a 2.27% weight in the equity portfolio. Shares traded for an average price of $125.71 during the quarter.

On 12/08/2022, Franco-Nevada Corp traded for a price of $142.81 per share and a market cap of $27.47Bil. The stock has returned 7.00% over the past year.

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

In terms of valuation, Franco-Nevada Corp has a price-earnings ratio of 36.06, a price-book ratio of 4.48, a price-earnings-to-growth (PEG) ratio of 2.44, a EV-to-Ebitda ratio of 22.06 and a price-sales ratio of 21.82.

The price-to-GF Value ratio is 0.90, earning the stock a GF Value rank of 6.

Turning Point Brands Inc


The guru sold out of their 35,857-share investment in NYSE:TPB. Previously, the stock had a 1.11% weight in the equity portfolio. Shares traded for an average price of $24.79 during the quarter.

On 12/08/2022, Turning Point Brands Inc traded for a price of $21.05 per share and a market cap of $369.72Mil. The stock has returned -43.26% 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, Turning Point Brands Inc has a price-earnings ratio of 10.42, a price-book ratio of 2.87, a price-earnings-to-growth (PEG) ratio of 1.20, a EV-to-Ebitda ratio of 9.19 and a price-sales ratio of 1.09.

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

Intel Corp


The guru sold out of their 20,186-share investment in NAS:INTC. Previously, the stock had a 0.86% weight in the equity portfolio. Shares traded for an average price of $34.09 during the quarter.

On 12/08/2022, Intel Corp traded for a price of $28.33 per share and a market cap of $116.92Bil. The stock has returned -43.33% 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, Intel Corp has a price-earnings ratio of 8.72, a price-book ratio of 1.17, a price-earnings-to-growth (PEG) ratio of 0.63, a EV-to-Ebitda ratio of 4.98 and a price-sales ratio of 1.68.

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

Canadian Natural Resources Ltd


The guru sold out of their 11,718-share investment in NYSE:CNQ. Previously, the stock had a 0.72% weight in the equity portfolio. Shares traded for an average price of $52.36 during the quarter.

On 12/08/2022, Canadian Natural Resources Ltd traded for a price of $54.97 per share and a market cap of $61.06Bil. The stock has returned 34.13% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Canadian Natural Resources Ltd has a price-earnings ratio of 6.91, a price-book ratio of 2.18, a price-earnings-to-growth (PEG) ratio of 0.41, a EV-to-Ebitda ratio of 4.08 and a price-sales ratio of 1.80.

The price-to-GF Value ratio is 0.97, earning the stock a GF Value rank of 6.


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.

When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.

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