J.P. Marvel Investment Advisors, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
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.
265 FRANKLIN STREET BOSTON, MA 02110
As of the latest 13F report, the guru’s equity portfolio contained 70 stocks valued at a total of $426.00Mil. The top holdings were AAPL(6.51%), TMO(5.11%), and LLY(4.91%).
According to GuruFocus data, these were J.P. Marvel Investment Advisors, LLC’s top five trades of the quarter.
Goodyear Tire & Rubber Co
J.P. Marvel Investment Advisors, LLC reduced their investment in NAS:GT by 91,890 shares. The trade had a 0.24% impact on the equity portfolio. During the quarter, the stock traded for an average price of $10.92.
On 01/19/2023, Goodyear Tire & Rubber Co traded for a price of $11.6 per share and a market cap of $3.28Bil. The stock has returned -49.78% 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, Goodyear Tire & Rubber Co has a price-earnings ratio of 3.87, a price-book ratio of 0.65, a EV-to-Ebitda ratio of 5.62 and a price-sales ratio of 0.16.
The price-to-GF Value ratio is 0.78, earning the stock a GF Value rank of 9.
Comcast Corp
J.P. Marvel Investment Advisors, LLC reduced their investment in NAS:CMCSA by 20,892 shares. The trade had a 0.16% impact on the equity portfolio. During the quarter, the stock traded for an average price of $33.08.
On 01/19/2023, Comcast Corp traded for a price of $38.28 per share and a market cap of $165.50Bil. The stock has returned -21.56% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Comcast Corp has a price-earnings ratio of 33.29, a price-book ratio of 2.06, a price-earnings-to-growth (PEG) ratio of 4.56, a EV-to-Ebitda ratio of 9.29 and a price-sales ratio of 1.45.
The price-to-GF Value ratio is 0.71, earning the stock a GF Value rank of 10.
Ford Motor Co
J.P. Marvel Investment Advisors, LLC reduced their investment in NYSE:F by 49,415 shares. The trade had a 0.14% impact on the equity portfolio. During the quarter, the stock traded for an average price of $12.85.
On 01/19/2023, Ford Motor Co traded for a price of $12.41 per share and a market cap of $49.89Bil. The stock has returned -47.03% 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, Ford Motor Co has a price-earnings ratio of 5.59, a price-book ratio of 1.22, a EV-to-Ebitda ratio of 6.88 and a price-sales ratio of 0.34.
The price-to-GF Value ratio is 0.91, earning the stock a GF Value rank of 6.
Albemarle Corp
The guru sold out of their 828-share investment in NYSE:ALB. Previously, the stock had a 0.06% weight in the equity portfolio. Shares traded for an average price of $266.55 during the quarter.
On 01/19/2023, Albemarle Corp traded for a price of $243.8 per share and a market cap of $28.56Bil. The stock has returned 8.55% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Albemarle Corp has a price-earnings ratio of 18.48, a price-book ratio of 4.24, a EV-to-Ebitda ratio of 15.62 and a price-sales ratio of 5.10.
The price-to-GF Value ratio is 0.69, earning the stock a GF Value rank of 10.
Duke Energy Corp
The guru established a new position worth 1,944 shares in NYSE:DUK, giving the stock a 0.05% weight in the equity portfolio. Shares traded for an average price of $95.98999999999999 during the quarter.
On 01/19/2023, Duke Energy Corp traded for a price of $102.25 per share and a market cap of $78.74Bil. The stock has returned 4.28% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Duke Energy Corp has a price-earnings ratio of 20.57, a price-book ratio of 1.63, a EV-to-Ebitda ratio of 12.75 and a price-sales ratio of 2.83.
The price-to-GF Value ratio is 0.98, earning the stock a GF Value rank of 5.
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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