FWL INVESTMENT MANAGEMENT, LLC 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.
3102 OAK LAWN AVENUE DALLAS, TX 75219
As of the latest 13F report, the guru’s equity portfolio contained 65 stocks valued at a total of $113.00Mil. The top holdings were BG(8.31%), AMLP(8.13%), and LNG(6.63%).
According to GuruFocus data, these were FWL INVESTMENT MANAGEMENT, LLC’s top five trades of the quarter.
AMN Healthcare Services Inc
The guru established a new position worth 55,526 shares in NYSE:AMN, giving the stock a 5.2% weight in the equity portfolio. Shares traded for an average price of $109.61 during the quarter.
On 11/15/2022, AMN Healthcare Services Inc traded for a price of $118.98 per share and a market cap of $5.16Bil. The stock has returned 8.01% 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, AMN Healthcare Services Inc has a price-earnings ratio of 11.46, a price-book ratio of 4.55, a price-earnings-to-growth (PEG) ratio of 0.74, a EV-to-Ebitda ratio of 6.80 and a price-sales ratio of 1.00.
The price-to-GF Value ratio is 0.77, earning the stock a GF Value rank of 10.
FIRST TR EXCH VII
The guru sold out of their 221,246-share investment in NAS:FTGC. Previously, the stock had a 4.3% weight in the equity portfolio. Shares traded for an average price of $26.46 during the quarter.
On 11/15/2022, FIRST TR EXCH VII traded for a price of $27.1 per share and a market cap of $4.18Bil. The stock has returned 15.57% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Atlantica Sustainable Infrastructure PLC
The guru sold out of their 162,422-share investment in NAS:AY. Previously, the stock had a 3.8% weight in the equity portfolio. Shares traded for an average price of $33.07 during the quarter.
On 11/15/2022, Atlantica Sustainable Infrastructure PLC traded for a price of $27.27 per share and a market cap of $3.14Bil. The stock has returned -28.99% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, Atlantica Sustainable Infrastructure PLC has a price-book ratio of 1.96, a EV-to-Ebitda ratio of 10.66 and a price-sales ratio of 2.74.
The price-to-GF Value ratio is 0.86, earning the stock a GF Value rank of 7.
M&T Bank Corp
The guru sold out of their 31,641-share investment in NYSE:MTB. Previously, the stock had a 3.66% weight in the equity portfolio. Shares traded for an average price of $176.96 during the quarter.
On 11/15/2022, M&T Bank Corp traded for a price of $165.85 per share and a market cap of $28.63Bil. The stock has returned 6.74% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, M&T Bank Corp has a price-earnings ratio of 15.65, a price-book ratio of 1.23, a price-earnings-to-growth (PEG) ratio of 3.01 and a price-sales ratio of 3.55.
The price-to-GF Value ratio is 1.08, earning the stock a GF Value rank of 3.
Barrick Gold Corp
The guru sold out of their 269,300-share investment in NYSE:GOLD. Previously, the stock had a 3.46% weight in the equity portfolio. Shares traded for an average price of $15.78 during the quarter.
On 11/15/2022, Barrick Gold Corp traded for a price of $16.19 per share and a market cap of $28.38Bil. The stock has returned -19.61% 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, Barrick Gold Corp has a price-earnings ratio of 15.13, a price-book ratio of 1.19, a price-earnings-to-growth (PEG) ratio of 2.70, a EV-to-Ebitda ratio of 4.46 and a price-sales ratio of 2.53.
The price-to-GF Value ratio is 0.88, 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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