Research and Investment in Saratoga – GuruFocus.com

Saratoga Investment Research and Management recently filed its 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long stock positions. listed in the United States and American certificates of deposit at the end of the quarter. They are not required to include international holdings, short positions or other types of investments. Yet even this limited repository can provide valuable information.

PO BOX 3552 SARATOGA, CA 95070

According to the latest 13F report, the guru’s stock portfolio contained 47 stocks valued at a total of $2.02 billion. The main titles were RTX (6.00%), ORCL (5.68%) and DIS (5.61%).

According to data from GuruFocus, these were Saratoga Research & Investment Management’s top five deals of the quarter.

Adobe Inc.

During the quarter, Saratoga Research & Investment Management purchased 158,316 shares of NAS:ADBE for a total holding of 160,606. The transaction had a 3.13% impact on the equity portfolio. During the quarter, the stock traded at an average price of $481.12.

On 01/08/2022, Adobe Inc traded at a price of $411.09 per share and a market capitalization of $192.39 billion. The stock has returned -33.87% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Adobe Inc has a price/earnings ratio of 40.14, a price/book ratio of 13.84, a price/earnings/growth (PEG) ratio of 1.36, an EV/Ebitda ratio of 27.98 and a price-to-sales ratio of 11.74.

The GF price/value ratio is 0.67, giving the stock a GF value rank of 8.

Berkshire Hathaway Inc.

Saratoga Research & Investment Management reduced its investment in NYSE:BRK.B by 191,925 shares. The transaction had an impact of 2.44% on the equity portfolio. During the quarter, the stock traded at an average price of $323.34.

On 08/01/2022, Berkshire Hathaway Inc traded at a price of $295.86 per share and a market capitalization of $653.24 billion. The stock has returned 6.31% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Berkshire Hathaway Inc has a price/earnings ratio of 8.01, a price/book ratio of 1.29, a price/earnings/growth (PEG) ratio of 0.26, an EV/Ebitda ratio of 6.22 and a price-to-sales ratio of 1.87.

The GF price-to-value ratio is 1.02, giving the stock a GF value rank of 5.

Cisco Systems Inc.

Saratoga Research & Investment Management reduced its investment in NAS:CSCO by 519,890 shares. The transaction had an impact of 1.4% on the equity portfolio. During the quarter, the stock traded at an average price of $56.67.

On 08/01/2022, Cisco Systems Inc traded at a price of $45.28 per share and a market capitalization of $187.50 billion. The stock has returned -15.51% over the past year.

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

In terms of valuation, Cisco Systems Inc has a price/earnings ratio of 15.87, a price/book ratio of 4.64, a price/earnings/growth (PEG) ratio of 3.17, an EV/Ebitda ratio of 10.29 and a price-to-sales ratio of 3.69.

The GF price/value ratio is 0.90, giving the stock a GF value rank of 7.

Starbucks Corp.

During the quarter, Saratoga Research & Investment Management purchased 264,683 shares of NAS:SBUX for a total equity stake of 764,734. The transaction had a 1.05% impact on the equity portfolio. During the quarter, the stock traded at an average price of $94.44.

On 08/01/2022, Starbucks Corp traded at a price of $84.91 per share and a market capitalization of $97.38 billion. The stock has returned -28.49% 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, Starbucks Corp has a price/earnings ratio of 22.76, a price/earnings/growth (PEG) ratio of 4.64, an EV/EBITDA ratio of 15.58 and a price/sales ratio of 3. ,18.

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

Medtronic APIs

During the quarter, Saratoga Research & Investment Management purchased 215,306 shares of NYSE:MDT for a total holding of 760,818. The transaction had a 1.04% impact on the equity portfolio. During the quarter, the stock traded at an average price of $105.61.

On 08/01/2022, Medtronic PLC traded at a price of $93.08 per share and a market capitalization of $123.68 billion. The stock has returned -27.16% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Medtronic PLC has a price/earnings ratio of 24.94, a price/pounds ratio of 2.37, an EV/Ebitda ratio of 15.63 and a price/sales ratio of 3.98.

The GF price-to-value ratio is 0.80, giving the stock a GF value rank of 9.

Please note that figures and facts quoted are at the time of writing this article and may not reflect the latest business data or company announcements.

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