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Tiziano Frateschi
Tiziano Frateschi
Articles (2009)  | Author's Website |

David Carlson Buys UnitedHealth, Mastercard

Guru's largest buys of 4th quarter

February 05, 2019 | About:

David Carlson (Trades, Portfolio), manager of the Elfun Trusts, bought shares of the following stocks in the fourth quarter.

The guru bought 100,000 shares of UnitedHealth Group Inc. (NYSE:UNH), expanding the equity portfolio 1.05%.

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The managed health care company has a market cap of $258.03 billion and an enterprise value of $280.26 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity of 24.17% and return on assets of 7.96% are outperforming 64% of the companies in the Global Health Care Plans industry. Its financial strength is rated 7 out of 10. The cash-debt ratio of 0.39 is below the industry median of 1.15.

The company's largest shareholder among the gurus is the Vanguard Health Care Fund (Trades, Portfolio) with 1.05% of outstanding shares, followed by Dodge & Cox with 0.67% and Steve Mandel (Trades, Portfolio) with 0.31%.

The investor established a position in Mastercard Inc. (NYSE:MA). The trade had an impact of 0.72% on the equity portfolio.

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The financial services company has a market cap of $220.71 billion and an enterprise value of $218.69 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity of 106.15% and return on assets of 25.49% are outperforming 96% of companies in the Global Credit Services industry. Its financial strength is rated 7 out of 10. The cash-debt ratio of 1.32 is below the industry median of 8.43.

The company's largest guru shareholder is Tom Russo (Trades, Portfolio) with 0.81% of outstanding shares, followed by Spiros Segalas (Trades, Portfolio) with 0.56% and Chuck Akre (Trades, Portfolio) with 0.52%

Carlson increased his position in First Republic Bank (NYSE:FRC) by 35%. The trade had an impact of 0.64% on the equity portfolio.

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The company, which provides private banking and wealth management services, has a market cap of $16.36 billion and an enterprise value of $25.86 billion.

GuruFocus gives the company a profitability and growth rating of 4 out of 10. The return on equity of 9.51% and return on assets of 0.90% are underperforming 52% of the companies in the Global Banks - Regional - U.S. industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.27 is below the industry median of 1.22.

Diamond Hill Capital (Trades, Portfolio) is the company's largest guru shareholder with 1.67% of outstanding shares, followed by Carlson with 0.41%, Ron Baron (Trades, Portfolio) with 0.31% and Ken Fisher (Trades, Portfolio) with 0.14%.

Carlson beefed up his ServiceNow Inc. (NYSE:NOW) holding by 94.12%, expanding the equity portfolio by 0.60%.

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The software-as-a-service company has a market cap of $40.37 billion and an enterprise value of $39.53 billion.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. The return on equity of -2.99% and return on assets of -0.74% are underperforming 78% of the companies in the Global Software - Application industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 2.26 is below the industry median of 4.27.

With 3.67% of outstanding shares, Frank Sands (Trades, Portfolio) is the company's largest guru shareholder, followed by Mandel with 1.77% and Chase Coleman (Trades, Portfolio) with 0.92%.

Carlson increased his United Rentals Inc. (NYSE:URI) position by 22.41%, impacting the portfolio by 0.56%.

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The rental and leasing company has a market cap of $10.3 billion and an enterprise value of $22 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity of 34.11% and return on assets of 6.91% are outperforming 90% of the companies in the Global Rental and Leasing Services industry. Its financial strength is rated 4 out of 10 with a cash-debt ratio of 0.19.

Pioneer Investments (Trades, Portfolio) is the largest guru shareholder of the company with 2.14% of outstanding shares, followed by Carlson with 0.89%, Ken Heebner (Trades, Portfolio) with 0.42% and Joel Greenblatt (Trades, Portfolio) with 0.19%.

The investor added 10% to his Microsoft Corp. (NASDAQ:MSFT) stake, expanding the portfolio by 0.43%.

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The technology company has a market cap of $811.26 billion and an enterprise value of $756.77 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of 40.08% and return on assets of 13.13% are outperforming 67% of companies in the Global Software - Infrastructure industry. Its financial strength is rated 7 out of 10. The cash-debt ratio of 1.75 is below the industry median of 4.27.

With 0.52% of outstanding shares, PRIMECAP Management (Trades, Portfolio) is the company's largest guru shareholder, followed by Dodge & Cox with 0.47%, Pioneer Investments with 0.32% and Bill Gates' (Trades, Portfolio) foundation with 0.31%.

Disclosure: I do not own any stocks mentioned.

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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


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