Bard Financial Services, Inc. – GuruFocus.com
Bard Financial Services, Inc. recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
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.
388 EAST MAIN STREET BRANFORD, CT 06405
As of the latest 13F report, the guru’s equity portfolio contained 292 stocks valued at a total of $1.10Bil. The top holdings were
AAPL(7.51%),
MSFT(4.60%),
and
VIG(3.65%).
According to GuruFocus data, these were Bard Financial Services, Inc.’s top five trades of the quarter.
Schwab US Dividend Equity ETF
During the quarter, Bard Financial Services, Inc. bought 57,718 shares of ARCA:SCHD for a total holding of 540,978. The trade had a 0.38% impact on the equity portfolio. During the quarter, the stock traded for an average price of $75.69.
On 07/06/2022, Schwab US Dividend Equity ETF traded for a price of $71.84 per share and a market cap of $34.56Bil. The stock has returned -2.73% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Schwab US Dividend Equity ETF has
a price-earnings ratio of 15.86 and
a price-book ratio of 3.55.
Unilever PLC
During the quarter, Bard Financial Services, Inc. bought 52,160 shares of NYSE:UL for a total holding of 75,935. The trade had a 0.22% impact on the equity portfolio. During the quarter, the stock traded for an average price of $45.28.
On 07/06/2022, Unilever PLC traded for a price of $46.18 per share and a market cap of $117.79Bil. The stock has returned -18.94% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Unilever PLC has
a price-earnings ratio of 19.31,
a price-book ratio of 6.75,
a price-earnings-to-growth (PEG) ratio of 6.03,
a EV-to-Ebitda ratio of 12.90 and
a price-sales ratio of 2.21.
The price-to-GF Value ratio is 0.77, earning the stock a GF Value rank of 9.
Fidelity MSCI Real Estate Index ETF
Bard Financial Services, Inc. reduced their investment in ARCA:FREL by 72,453 shares. The trade had a 0.19% impact on the equity portfolio. During the quarter, the stock traded for an average price of $29.8.
On 07/06/2022, Fidelity MSCI Real Estate Index ETF traded for a price of $27.51 per share and a market cap of $1.66Bil. The stock has returned -8.22% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Fidelity MSCI Real Estate Index ETF has
a price-earnings ratio of 28.13 and
a price-book ratio of 2.67.
Roblox Corp
During the quarter, Bard Financial Services, Inc. bought 61,815 shares of NYSE:RBLX for a total holding of 76,615. The trade had a 0.19% impact on the equity portfolio. During the quarter, the stock traded for an average price of $33.79.
On 07/06/2022, Roblox Corp traded for a price of $37.95 per share and a market cap of $22.51Bil. The stock has returned -53.61% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 1 out of 10.
In terms of valuation, Roblox Corp has
a price-book ratio of 40.07,
a EV-to-Ebitda ratio of -50.87 and
a price-sales ratio of 10.63.
M&T Bank Corp
The guru established a new position worth 12,480 shares in NYSE:MTB, giving the stock a 0.18% weight in the equity portfolio. Shares traded for an average price of $168.06 during the quarter.
On 07/06/2022, M&T Bank Corp traded for a price of $157.06 per share and a market cap of $28.18Bil. The stock has returned 11.92% 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 12.00,
a price-book ratio of 1.26,
a price-earnings-to-growth (PEG) ratio of 2.31 and
a price-sales ratio of 3.42.
The price-to-GF Value ratio is 0.91, 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.
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